Amazon
includes Amazon Web Services, Amazon Alexa, Amazon Prime, Amazon Echo, Amazon S3, Amazon Mechanical Turk, Amazon Kindle, Amazon India, Amazon EC2, Amazon Fresh, Amazon Go, Amazon Redshift and 13 more
161 statements across 98 episodes · 64 bullish · 39 bearish · 58 people on the record · first statement Jul 15, 2017 by Benedict Evans · said 1,447 times in 353 episodes since 2017 · across every show →
Mentions by year, the whole family
brought up most by Benedict Evans (202), Alex Rampell (95), Michael Copeland (74), Ben Horowitz (71), Sonal Chokshi (70), Steven Sinofsky (59), Chris Dixon (58), Marc Andreessen (45)
tap a year for its mentions
2026 71 mentions in 25 episodes 3 per episode
- Building a Company in Stealth | Travis Kalanick with a16z
- Software in the Age of Agents | The a16z Show
- The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
- The AI Opportunity that goes beyond Models
- How AI Changes the Economics of Innovation
- Why Balaji Srinivasan Thinks the SaaS Apocalypse Is Overhyped | The a16z Show
- Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
- How Open Source Became AI's Backbone | Inferact with a16z
- 17 more episodes that year, every mention in 2026 →
2025 193 mentions in 46 episodes 4 per episode
- The Death of Search: How Shopping Will Work In The Age of AI
- Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
- Opendoor CEO: Building the Amazon for Homes
- AI Eats the World: Benedict Evans on the Next Platform Shift
- Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
- Hey Tech, Come to Healthcare
- Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
- "Is there an AI bubble?” Gavin Baker and David George
- 38 more episodes that year, every mention in 2025 →
2024 47 mentions in 14 episodes 3 per episode
- Marco Argenti (Goldman Sachs): Turning Developers into Clients
- Startup Building: Major Shifts in Tech & Culture
- Mark Casey (Capital Group): Public Market and Macro Perspectives
- Politics & the Future of Tech
- Future of Crypto, Blockchain & Web3 w/ Chris Dixon
- Marc Andreessen on Inventing The Internet Browser (How We all Access the Internet)
- The Future of Prosumer: The Rise of “AI Native” Workflows
- Startup Building: Challenges & Opportunities
- 6 more episodes that year, every mention in 2024 →
2023 52 mentions in 22 episodes 2 per episode
- Marketplace Tactics: Metrics, Growth vs. Focus, Business Strategy | Field Notes by Connie Chan
- The Marketplace 100: A Glimpse Into the Future of Commerce
- The Rise of the Exponential Organization with Peter Diamandis and Salim Ismail
- Big Ideas in 2024: Voice-First Apps Will Become Integral to Our Lives with Anish Acharya
- Ben Horowitz on Executive Firing (and Hiring)
- Big Ideas 2024: The Consumer AI Battleground Moves from Model to UX with Alex Immerman
- Launching a New Category with Modern Treasury's Dimitri Dadiomov
- Competing in a Crowd of Incumbents with Mercury's Immad Akhund
- 14 more episodes that year, every mention in 2023 →
2022 23 mentions in 4 episodes 6 per episode
2021 2 mentions in 2 episodes 1 per episode
2020 10 mentions in 5 episodes 2 per episode
2019 888 mentions in 195 episodes 5 per episode
- a16z Podcast | Everything You Need to Know About Amazon
- a16z Podcast | Pulse Check on Consumer Tech Trends 2019, CES and Beyond
- a16z Podcast | Ecommerce and the Holiday Shopping Collision
- Towards a Decentralized Storage Network for the Blockchain Computer
- a16z Podcast | The Tiger and the Dragon -- On Tech and Startups in India and China
- a16z Podcast | Beyond CES: Connected Home Devices, Voice, and More
- a16z Podcast | The Strategies and Tactics of Big
- a16z Podcast | Enough with the Old Stuff -- Time for New Questions in Mobile
- 187 more episodes that year, every mention in 2019 →
2018 58 mentions in 19 episodes 3 per episode
- The End of the Beginning
- Online to Offline 2.0: Experiments and Examples from China
- The Oral History of TrialPay -- Obstacles and Opportunities in Payments
- When Advertising Isn't Enough
- 10 Years Too Early: On a Tech Career, Business, and Investing
- Crypto and Decentralization: Building Blocks
- Debating Crypto: Katie Haun vs. Paul Krugman
- What's Next in Consumer Startups?
- 11 more episodes that year, every mention in 2018 →
2017 103 mentions in 21 episodes 5 per episode
- Mobile Is Eating the World, 2016
- 10 Year Futures (vs. What's Happening Now)
- Mobile Is Eating the World, 2015
- Decrypting Crypto: From Bitcoin and Blockchain to ICOs
- What Happens When Mobile (Really) Hits the Wallet
- Marketplaces
- Mobile Is Eating the World, 2014
- How 'Going Direct' Changes Everything: for Brands, Retail, Marketing, and Advertising
- 13 more episodes that year, every mention in 2017 →
Everything said about Amazon, oldest first
Jul 15, 2017 neutral
Evans: Combined GAFA revenues remain smaller than TV and advertising
“Even Google, Apple, Facebook, and Amazon combined there, or GAFA, as the telecoms industry tends to call them add up to less than TV business or advertising and are much, much smaller than mobile or proper, proper industries like cars or clothes.”
Jul 15, 2017 positive
Jul 15, 2017 bullish
Jul 15, 2017 neutral
Jul 15, 2017
Jul 15, 2017 positive
Precision agriculture needs Amazon, Google, and Tinder-style analytics
“So in terms of analytics then, we need to make Amazon recommendations to farmers for things like irrigation scheduling or the application of inputs, fertilizers, pesticides, water. We need Google search for crop disease. We need Tinder for pests.”
Jul 15, 2017
Amazon required 10 to 50 times more employees than early eBay
“When, early on when I was managing eBay, Amazon had 10 times, 50 times more employees than we did, because they were building warehouses, they were picking out of their own warehouses, they were shipping, they were procuring merchandise, you know, the whole th…”
Jul 15, 2017 positive
Jul 15, 2017 positive
Jul 15, 2017 bullish
Amazon marketplace profits fund aggressive expansion into new initiatives
“We believe that one of the key drivers of profitability in Amazon, and we believe the core businesses at Amazon are very, very profitable. Are the fact that they're layering on this high margin business on top of essentially close to a breakeven first party bu…”
Jul 15, 2017
Amazon and Yahoo failed to compete with early eBay auctions
“Both launched auction businesses to compete with eBay early in the day. And both quickly got a lot of supply because they listed it, there were no listing fees. They required no economics. And no consumers went. Both businesses were DOA, and they abandoned it …”
Jul 15, 2017 positive
Jul 15, 2017 bullish
Jul 15, 2017 positive
Jul 15, 2017 neutral
Jul 15, 2017 neutral
Jul 16, 2017 positive
Rampell: Amazon's Fire Phone was a smart move against app store fees
“Amazon, they built the Fire Phone. Which ended up being a flop, but it was a very, very smart move for Amazon to do because they realize if I'm Amazon and I want to go sell a book to somebody, I'm not allowed to do that through Apple or through Google unless I…”
Oct 26, 2017 bearish
Rampell: Banking faces an Amazon moment as physical branches become anachronistic
“We really think the Amazon moment is coming to banking, and I'll talk a little bit more about why and how, but a lot of it is really, it's predicated or it's related to this idea of the physical location being a little bit more of an anachronism than a buildin…”
Dec 5, 2017 neutral
Evans: Dominant Tech Giants Always Look Invulnerable Right Before They Fall
“The winners always look invulnerable until they don't. So, IBM looked invulnerable, then Microsoft, Intel, Nokia did, then the internet giants of the last bubble, now Google, Apple, Facebook, Amazon look invulnerable, but all the previous ones fell, and it was…”
Dec 5, 2017 neutral
Feb 3, 2018 neutral
May 4, 2018 neutral
Terry Angelos: Payments Will Recede Into Background as Commerce Verticalizes
“So I think we're going to see a big race toward verticalized commerce. I think when you put together in the U S at least what Amazon's trying to do, Google's trying to do with echo and a few other things, you'll see payments just recede into the background.”
May 15, 2018 positive
Chan: O2O 2.0 allows brick-and-mortar stores to act as logged-in digital platforms
“This O to O, two point O concept means you are logging into physical spaces, just like you log into Amazon, just like you log into Facebook. What this means is physical spaces now are using technology to fight back against this death of retail.”
Jul 15, 2018 negative
Nov 2, 2018 bearish
Nov 16, 2018 neutral
Nov 16, 2018 bullish
Nov 16, 2018 negative
Jan 2, 2019 neutral
Jan 2, 2019 neutral
Jan 2, 2019
Evans: Amazon treats TV content and devices as e-commerce loss leaders
“In the US, that's not really the point at all. You know, it's just Amazon, Amazon video, Netflix video, whatever, get them on the device and get them to buy groceries from us, get them to buy diapers from us, get them to buy headphones from us, and the TV is t…”
Jan 2, 2019
Evans: TV has replaced music as Big Tech's ecosystem battleground
“Music was an ecosystem battleground, and it's turned into a checkbox commodity feature that you throw into any new product as like something you have to have. You know, you're launching a phone, you're launching this, you're launching, you've got to have a pho…”
Jan 2, 2019 positive
Levie: Building custom data centers loses value versus buying cloud compute
“You're probably better off letting Amazon, Microsoft, Google all compete for your dollars than you going and building them out yourself, and then by the time you deploy them, Moore's Law cycle, another Moore's Law cycle has already occurred, and you've lost, y…”
Jan 2, 2019 negative
Sinofsky: Non-tech firms cannot compete with tech giants on security
“It also allows IT to focus much less on the deployment and management and scale and reliability and security, which of course, the idea of competing with, you know, the Googles and the Amazons and the Microsofts on security, if you're, you know, an appliance m…”
Jan 2, 2019 bearish
Jan 2, 2019 neutral
Jan 2, 2019 negative
Jan 2, 2019 neutral
Jan 2, 2019 negative
Evans: Investor demand for immediate cash returns would collapse Amazon's stock
“If for some reason investors decided, you know what, we're going to fundamentally change your attitude to what kind of returns we want from this business. We're going to stop thinking about it as a bridge. It needs to start spitting out cash to us right now to…”
Jan 2, 2019 bullish
Evans: Bezos operates Amazon like a venture fund that never returns capital
“The difference is at some point we have to go back to our LPs and say, well, we're kind of done with that bunch of companies and here's your three or four X return. Right. Whereas Bezos doesn't have to go back to his LPs. People are just willing to let him kee…”
Jan 2, 2019 neutral
Jan 2, 2019 bullish
Evans: Amazon Video Is a Loss Leader to Drive E-Commerce Sales
“And if you then turn around and say, well, gee, look, you know, they're spending this much on video content, and they can't possibly be making a profit on that. Well, yeah, they're making a profit by selling you headphones. That's how it works.”
Jan 2, 2019 bullish
Jan 2, 2019 bullish
Bezos manages Amazon on a 20-year horizon, ignoring quarterly earnings pressure
“Bezos has, he doesn't have a majority, but he has effective control of the company. He's got a large stake in it. He doesn't need to raise money from the stock market. He does need the share price to be stable, or at least not fall, because that's how he pays …”
Jan 2, 2019 positive
Bezos reinvests hundreds of billions into Amazon's infrastructure over holding cash
“And for Amazon, you've got exactly the opposite story, that instead of taking, putting a hundred and fifty billion dollars in the bank, he's put a hundred and fifty billion dollars into building new warehouses, and AWS, and new countries, and new categories, a…”
Jan 2, 2019 neutral
Amazon's equity compensation structure differs significantly from tech industry norms
“The compensation is massively loaded to stock, and it's massively loaded to people who stay there for three or four or five years, which is very different from the way it works in the rest of the world, in the rest of the tech industry.”
Jan 2, 2019 neutral
Jan 2, 2019 neutral
Jan 2, 2019 neutral
Evans: Assessing Amazon's net income is like summing a VC fund's P&Ls
“To look at the profitability of Amazon, it's a bit like looking at our firm. And saying, okay, well let's add up the P and L of all of the companies that we've invested in. And is it positive or negative? And I don't think that would tell you anything meaningf…”
Jan 2, 2019 neutral
Jan 2, 2019 positive
Evans: Amazon Bundles Digital Content to Lock In Retail Shoppers
“So they throw that into your Prime subscription, they throw as many things as they possibly can that have no marginal cost other than bandwidth, which is not really the issue, into their, into your Prime subscription. As a way of enticing you into taking out a…”
Jan 2, 2019 bullish
Jan 2, 2019 neutral
Evans: Amazon's operating cash flow margin stayed around 6-8% for a decade
“If you look at the operating cash flow, which is basically the money coming out of the business before CapEx and a few other things, the operating cash flow margin has been really stable for the last decade at sort of six, seven, eight percent.”
Jan 2, 2019 neutral
Jan 2, 2019 positive
Jan 2, 2019 bearish
Jan 2, 2019 bearish
Jan 2, 2019
Jan 2, 2019 positive
Jan 2, 2019 negative
Jordan: Amazon remains weak in soft goods retail despite continuous efforts
“You can go in categories where Amazon isn't particularly strong in spite of a lot of efforts. They're not that they're good. They're really strong and hard goods and you know, mass mass marketed UPC code type things. They're not that good in the soft goods and…”
Jan 2, 2019 neutral
Jan 2, 2019 positive
Jordan: Julep and Walker & Co avoid selling on Amazon
“We have a couple investments Julep and Walker and co in Beauty and personal care for people of color respectively, where they're building products that they elect not to sell through Amazon because they can control the distribution of their own product at that…”
Jan 2, 2019 bearish
Jordan: Amazon will handle low-cost shipments, leaving high-cost deliveries to UPS
“I've got a thesis that they will soon be, I think they are already entering the shipping market cherry picking the best the, low, the lowest cost shipments they are starting to do themselves. Increasingly and just leave UPS with the higher cost shipments, whic…”
Jan 2, 2019 neutral
Jordan: Amazon and eBay each represent 20% of US online spending
“I've done some back of the envelope calculations that Amazon, if you take their first party business and their third party business and normalize it for consumer sales, they represent about one in five dollars spent on the internet. Interestingly, eBay also re…”
Jan 2, 2019 bearish
Evans: Apple Pay neutralizes Amazon's primary mobile checkout advantage
“One of the key reasons to buy something on Amazon particularly on mobile as it's already set up with your account, so you don't need to enter a credit card in. Well, if you've got Apple Pay, then you don't need that, that, all of that aggregation goes away.”
Jan 2, 2019
Jan 2, 2019 bullish
Evans: Facebook and Amazon will continue pushing into mobile operating systems
“But that doesn't mean that Facebook and Amazon are going to give up, because, you know, there is this sort of fundamental existential question, well, how do you find stuff? And how do you give just J stuff to your friends? And where does that happen within the…”
Jan 2, 2019 bullish
Jeff Jordan: Amazon and Yahoo's free auctions failed against eBay
“Amazon and Yahoo launch auction businesses early in eBay's life and they went for free. So every seller in the world said, I'll list, list my site there. It didn't work cause they hadn't, they couldn't get the buyers to show up there. So eBay, even though we w…”
Jan 2, 2019 neutral
Jan 2, 2019
Wilson: Board recruitment is lengthy, erratic, and provides poor feedback
“The hardest thing for me has been that even though I understand the board recruiting process, and I was in charge of a lot of it at Amazon, working really closely with the outside directors, I just, it is a long process, and it's really in fits and starts, and…”
Jan 2, 2019 positive
Jan 2, 2019 positive
Jan 2, 2019 neutral
Markoff: Google acquired robotics startups to build an automated delivery network
“When Andy Rubin was going around the valley and buying and around the world and buying up, you know, the world's best roboticist, he was sketching out a vision which I would describe as a Google competing with Amazon. And you know, and if you can kind of see t…”
Jan 2, 2019 bullish
Jan 2, 2019
Jan 2, 2019 positive
Jan 2, 2019 bullish
Burbidge: Fintech startups will sell to big tech, not banks
“Your exit opportunities aside from staying independent and maybe going public or whatever is potentially on the buyout side. You may not be selling to a bank, you might be selling to Facebook, you might be selling to Amazon, you might be selling to Google as t…”
Jan 2, 2019 bullish
Jeff Wu: Personalization will expand into consumables and productivity tools
“Personalization will happen across all segments of the economy, right? There's already personalization for your financial advisor. There's personalization on what things you want to buy from Amazon, and it stands to reason that there'll be personalization for …”
Jan 2, 2019 negative
Jan 2, 2019 neutral
Jan 2, 2019 negative
Stanek: Most companies lack sufficient data scale for in-house machine learning
“Most companies are not big enough to have big enough sample for machine learning. You know, big banks. What makes Google Google? What makes Amazon Amazon is that the data sample is so big that you can actually really learn from it. Typical company would look a…”
Jan 2, 2019 positive
Jan 2, 2019 positive
Jan 2, 2019 positive
Jan 2, 2019
Jan 2, 2019 bullish
Bahl: Local Indian startups will out-execute distracted global players like Amazon
“Any big multinational company can't focus all their energy, all their resources, however vast those may be, only on one market. Our speed of execution is materially going to be higher and faster than any market player which has a very large global mandate.”
Jan 2, 2019
Jan 2, 2019 negative
Alex Rampell: Apple threatens Amazon with App Store removal over in-app purchases
“And Apple is saying, hey, you want to go buy this streaming video from Amazon? Uh-uh. Can't do it on an Apple phone. The Amazon app will not let you buy certain types of things because otherwise Apple would remove it from the app store.”
Jan 2, 2019 bearish
Jan 2, 2019 positive
Andreessen: Lacking a Smartphone Allowed Amazon to Lead in Voice AI
“And so it's sort of this ironic twist of fate that Amazon has all of a sudden taken the lead from Google and Apple Even though Amazon, you know, famously flopped with their phone, right? Which is sort of the obvious place where you would have a voice interface…”
Jan 2, 2019 positive
Cockcroft: Amazon threat forced retail and media to adopt cloud architectures first
“This is also moving across industries. We've seen obviously media and entertainment and to some extent retail We're early movers, mostly because of the threat of Amazon themselves, causing retailers to step up to re-engineering. We're now seeing fintech or Wal…”
Jan 2, 2019 negative
Jan 2, 2019 positive
Jordan: Direct-to-consumer models yield higher margins by bypassing traditional aggregators
“This pre-tail or pre-commerce enables you to leverage the internet and your social following to go direct to the consumers. You get to basically disintermediate the historic aggregators. So, you know, if you were selling a phone 20 years ago, you can even say …”
Jan 2, 2019
Harari: Algorithmic authority's major breakthrough will rely on biometric data
“I think the big breakthrough will come with biometric data. So far, most of these algorithms, whether it's Amazon or Netflix or whatever, they work mainly on the basis of data external to my body. They follow me around in space, see where I go, which places I …”
Jan 2, 2019 neutral
Jan 2, 2019 positive
Jan 2, 2019 neutral
Rampell: Amazon's initial recommendation algorithm relied on cosine similarity
“Amazon, their first collaborative filtering algorithm was called, it used cosine similarity, so it used actual math to figure out people that like this actually like that, and it was much more democratized in terms of the set of information that was available …”
Jan 2, 2019
Jan 2, 2019 positive
Evans: Amazon's atomized structure enables indefinite scaling without added hierarchy
“And then everything else sits on top of that and is radically decentralized. So everything is a team. There's a team of, like, three people. So shoes in Germany are three people, and makeup in France is four people. And music players, well, pick a category. It…”
Jan 2, 2019 positive
Horowitz: Multi-business expansion should only happen after the core business is profitable
“What Amazon is doing, I think, is a lot the right approach, which is, you get, you have one business. And you get it working, and it generates money, and then it can generate enough money for you to add another business, but you don't, like, have one business,…”
Jan 2, 2019 neutral
Evans: Machine learning strengthens tech incumbents rather than shifting market power
“Machine learning is like this new foundational technology that, in a sense, will enable a bunch of new stuff and new companies, but it makes Google better Google, and it makes Facebook stronger, Facebook and Amazon maybe stronger Amazon. It doesn't unlock, it …”
Jan 2, 2019 bearish
Jan 2, 2019 neutral
Jan 2, 2019 negative
Spisak: AWS image recognition service lacks support for custom enterprise data
“Because even today, you know, just being the self-deprecating Amazon guy, we have services that aren't, they're not very flexible. Like our image recognition service is really cool, and it does a lot of great things, but I can't actually bring my own data to i…”
Jan 2, 2019 bearish
Jan 2, 2019 negative
Jan 2, 2019
Behrens-Wu: Shipping options directly drive e-commerce checkout conversion rates
“Shipping is no longer a means to an end to get your item from A to B. The buyer at checkout looks at whether shipping is free, whether it meets their expectation around transit times, and if it doesn't, they close the window and they go to Amazon and buy it th…”
Jan 2, 2019 bullish
Jan 2, 2019
Jez Humble: DevOps emerged to solve scale challenges pioneered by Amazon and Google
“And I think from a historical point of view, the best way to think about DevOps, it's a bunch of people who had to solve this problem of how do we build large distributed systems that were secure and scalable and be able to change them really rapidly and evolv…”
Jan 2, 2019 positive
Horowitz: Tech approval ratings reach 80 percent, dwarfing Congress and media
“So if you look at approval ratings of tech. They're incredibly high. Like they're the highest of any industry and like Amazon's approval raising, which is one of the biggest targets is like 80. Whereas Congress is like 20 and the press is like 20.”
Jan 2, 2019 negative
Jan 2, 2019 positive
Jan 2, 2019 neutral
Jan 2, 2019 bearish
Jan 2, 2019 neutral
McCullough: Jeff Bezos used books as an experiment to test e-commerce viability
“He did not necessarily believe himself that commerce was better in a virtual environment. But once he proved it, so like run it, starting with books and running Amazon was almost like this test that he was running to himself. And then because we see as soon as…”
Jan 2, 2019 positive
Andreessen: Tech giants decoded media and culture between 2015 and 2018
“It really is in the last, like, three years, it feels like a bunch of the Valley companies are really starting to decode culture, A bunch of the big, I mean, Netflix being, you know, Netflix sort of, you know, sort of setting a new model, but now being, you kn…”
Feb 9, 2019 positive
Feb 9, 2019 positive
Feb 26, 2019 bearish
Sinofsky: Voice assistant divergence will end easy dual-platform hardware integration
“Google is going to have a different set of ideas for what you can do with this device than Amazon does. And once the platforms start diverging, the idea of it being five lines of code and you get both for sort of for free is going to really change.”
Mar 1, 2019
de la Garza: AWS Employee Misconfiguration Caused Hosting Provider Data Breach
“There was a hosting provider that had a breach of their data that was caused by an, it was actually an AWS salesperson, had misconfigured the permissions on their S three bucket and had a bunch of customer confidential data inside this bucket, which then got d…”
Apr 19, 2019 positive
Fish: Proof of Replication balances ASIC barriers with commoditized storage access
“So I think that's sort of where, Where proof of replication falls. Somewhere in between something which has high, you know, barriers of entry, such as something which requires ASICs you know, versus something that is just so convenient for Amazon to do and par…”
Apr 19, 2019 positive
Fish: Proof of Replication prevents Amazon from easily attacking decentralized networks
“When you do something like proof of replication, it's an extremely inconvenient way of storing files, right? So if Amazon were to convert all of its storage to you know, proof of replication for formatted storage it would be quite inconvenient if not if not co…”
Apr 19, 2019 negative
Fish: Governments can easily force centralized cloud providers to censor files
“If you have Amazon in charge of all the storage, then maybe Amazon is not intending to censor Individuals, but say a government is, it's much easier for a government to prevent Amazon from serving files to their country than, you know, a amorphous internet of,…”
Apr 19, 2019 neutral
Fish: A 1% storage overhead hurts Amazon but empowers individual users
“I mean, when you're talking about a huge business like Amazon where the potential impact of, you know, making a small difference in the latency that they have for their customers or a small overhead in the storage that they're using. It could be, it could real…”
Apr 19, 2019 positive
Fish: Decentralized networks give anonymous devices Amazon-level cryptographic trust
“You don't have to spend, you know, millions of dollars on PR to you know, to garner a name like Amazon. Right. You just have a device. You join the network. Nobody knows who you are. But yet everybody should be able to have the same trust in you that they have…”
Jan 6, 2020
Mar 23, 2023 negative
Apr 12, 2023 neutral
Apr 12, 2023 neutral
Amazon expanded to CDs before clothing because structured metadata simplified inventory integration
“So Amazon did books because there's ISBN. There's like, you know, there's all, it was very structured, very easy to look up categories were already there. But the next thing they did was CDs because music published by large publishers had a very similar catego…”
Apr 14, 2023 positive
May 25, 2023 neutral
Ismail: Amazon penalizes employee bonuses if their experiments do not fail enough
“We saw, for example, an Amazon that every team is measured on how many experiments they ran this quarter, how many succeeded, how many failed. If you're not running enough experiments and not enough for failing, you're actually, your bonus gets dinged, right?”
May 25, 2023 positive
Ismail: Tech winners like Apple and Google succeeded by becoming platforms
“Yahoo, BlackBerry, Nokia all failed to become platforms, right? Google, Apple, Facebook, Amazon all successfully became platforms, and that business model basically carries you through because now you wire yourself into the infrastructure.”
Jul 14, 2023 positive
Otto: Cedar uses multi-armed bandit algorithms to personalize billing follow-ups
“So we use these multi-armed bandits, they're called. And then based on how the patient clicks through the app, that gives us another set of data, which is engagement data. And together with this engagement data, then of course the follow-ups are different. I m…”
Apr 2, 2024 negative
Horowitz: Big Tech's startup cloud deals involve illegal roundtripping accounting
“The big tech companies have done this thing which we thought was illegal because we observed it occur at AOL and people went to jail, but what they've done is they invest in startups, you know, huge amounts of money. Microsoft and Amazon and Google are all doi…”
Apr 2, 2024 negative
Andreessen: Anthropic is aggressively lobbying for regulatory capture in D.C.
“Anthropic is very much in the group of kind of big tech, you know, kind of new incumbent big tech, you know, lobbying very aggressively for regulation and regulatory capture. In D.C., and so I think it's sort of an open question whether Amazon is going to pick…”
Apr 24, 2024 positive
Apr 30, 2024
Jul 23, 2024
Casey regrets not trimming Meta at $380 before it fell to $90
“The twenty-twenty-two period was rough and, you know, I kinda, my big mistake in twenty-twenty-two was not trimming a lot of stocks at the end of twenty-twenty-one. You know, I looked at Netflix at 6:30 then, and Amazon at one 80, and Facebook at three 80, Fac…”
Jul 23, 2024 bullish
Dec 9, 2024 bullish
May 2, 2025 negative
Li: Amazon Go relied on human data labelers despite automated computer vision claims
“There's an Amazon Go supermarket a while back in Soma. So like they, I think they were advertising that it's computer vision models behind the scenes. Identifying what you took from the supermarket. But then people found that they hire a lot of people behind t…”
May 30, 2025 bearish
Pande: Big Tech's healthcare initiatives will remain minor side experiments
“I suspect that for those reasons, it's something that The big tech companies will try, and we've seen Apple and Amazon and Google all dabble, but I think those experiments probably won't fit the way they want to build their company, and so I think they'll stay…”
Aug 5, 2025 negative
Andreessen: Seattle tech executives elected a candidate wanting to nationalize Amazon
“Seattle, to give you a sense how crazy things are, the district in Seattle, the city council district where the most Microsoft and Amazon executives lived, live, elected a city council woman who's, who ran a platform of nationalizing Microsoft and Amazon.”
Aug 18, 2025
Aug 18, 2025 bearish
Patel: Microsoft's custom AI silicon lags behind Amazon, Google, and Meta
“Microsoft, their custom silicon kind of sucks but the other three, they're really upping their orders massively over the last year. You know, Amazon is making millions of Tranium. Google's making millions of TPUs. TPUs clearly are like a hundred percent utiliz…”
Sep 9, 2025 negative
Sep 17, 2025 negative
Moore: LLM hallucinations force shoppers back to Google and Amazon
“All, like, all LLMs, but I'll use ChatGPT as the example, because the most people use it have this really unfortunate and annoying problem of hallucinating around product recommendations that basically everyone experienced if you tried to use it for that.”
Sep 17, 2025 positive
Sep 22, 2025 bearish
Patel: Amazon will lose its position as largest data center operator within two years
“The company with the most data center capacity in the world, that, and still today, although they may get passed up in the next two years is Amazon. Actually, they will get passed up based on what we see is Amazon, but incrementally, Amazon still has the most …”
Sep 24, 2025 negative
Levie: Pricing H-1B visas allows big tech to capture most talent
“I think that you'd have a situation where the Amazons and Googles would probably actually capture the vast portion of the talent in this situation. So it's not clear to me that, like, startups sort of are come out ahead or better off from this particular imple…”
Oct 7, 2025 positive
Oct 7, 2025 negative
Nejatian: Three structural flaws have killed every real estate tech attempt
“So I think like there's been three like structural flaws that have basically killed every attempt to solve this. The first one is like, let me solve a part of it. Let me solve the tiniest, like most profitable part of it first, which I objectively has failed l…”
Oct 15, 2025 positive
Ghodsi: Ideal hires combine big-tech scale experience with startup grit
“I love to hire people who have seen great at a big company, like, or I don't know if it's great, but they've seen process scale, big company. They've been at a Google, they've been at Amazon, they understand the processes so that I understand how to navigate a…”
Nov 24, 2025 positive
Epoch AI: Anthropic and Amazon are building the first gigawatt data center
“For instance, we learned that the most likely candidate to have the first gigawatt scale data center is Anthropic, which would not have been my pick but Anthropic Amazon's New Carlisle Project Rainier development seems on track to come online in January follow…”
Dec 12, 2025 negative
Jan 19, 2026 bullish
Jan 26, 2026 positive
Apr 13, 2026 positive
Jessie Genet uses custom AI agents to automate Amazon and Instacart purchasing
“I've got agents ordering on Amazon, ordering on Instacart, yeah, dealing with or like, you know, if there's, like, an activity your kid has, and there's this laundry list of things you're supposed to have ready, I'll, like, send that to the agent and be like, …”
Jun 8, 2026
Aug 5, 2026 positive
Mo: Major chipmakers use vLLM as an internal benchmark
“And additionally, VLM also work closely with all the hardware vendors. So that means across like NVIDIA, AMD, Google, and Amazon, Intel, and a lot more, their newest chip will make sure VLM can run on them. And then a lot of cases they use VLM as a benchmark t…”