Amazon Web Services

also referred to as: aws

part of Amazon

28 statements across 21 episodes · 18 bullish · 3 bearish · 17 people on the record · first statement Jul 15, 2017 by DJ Kleinbaum · said 192 times in 100 episodes since 2017 · across every show →

Mentions by year

brought up most by Chris Dixon (23), Sonal Chokshi (19), Martin Casado (8), Vijay Pande (7), Marc Andreessen (6), Benedict Evans (6), Ben Horowitz (6), Augusto Marietti (6)

tap a year for its mentions
007530150602017201820192020202120222023202420252026episodesmentions
030602017201820192020202120222023202420252026episodes it came up in
001.5303602017201820192020202120222023202420252026episodesmentions per episode
2026 16 mentions in 11 episodes 1 per episode
2025 30 mentions in 15 episodes 2 per episode
2024 8 mentions in 3 episodes 3 per episode
2023 6 mentions in 5 episodes 1 per episode
2022 4 mentions in 2 episodes 2 per episode
2020 3 mentions in 2 episodes 2 per episode
2019 116 mentions in 55 episodes 2 per episode
2018 6 mentions in 4 episodes 2 per episode
2017 3 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Amazon Web Services, oldest first

Jul 15, 2017 positive
Insight
Emerald Cloud Lab is virtualization like AWS, not outsourcing like CROs
“Be, it's not outsourcing, it's virtualization, so we are much more similar to Taiwan Semiconductor or Amazon Web Services than we are to any of these CROs”
DJ Kleinbaum Jul 15, 2017 ▶ 8:04 DJ Kleinbaum
Jul 15, 2018 negative
Opinion
Dixon: AWS is essentially a reseller of open-source software
“AWS is essentially a reseller of open source software.”
Chris Dixon Jul 15, 2018 ▶ 0:45 An Intro to Crypto: Decentralization, the Big Picture
Jul 26, 2018 positive
Opinion
Zuegel: IPFS is the AWS equivalent for cryptocurrency infrastructure
“IPFS is sort of the AWS of crypto, or at least the S three.”
Devon Zuegel Jul 26, 2018 ▶ 26:23 Crypto and Decentralization: Building Blocks
Jul 26, 2018 negative
Assertion Supported
Dixon: Ethereum is less performant than AWS or Google Cloud
“Crypto networks like Ethereum are actually kind of worse in some of those dimensions. So for example, as in the performance side, it's not as performant as, let's say, AWS or Google Cloud Services or something.”
Chris Dixon Jul 26, 2018 ▶ 3:12 Crypto and Decentralization: Building Blocks
Jan 2, 2019 positive
Assertion Supported
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…”
Benedict Evans Jan 2, 2019 ▶ 5:44 a16z Podcast | Everything You Need to Know About Amazon
Jan 2, 2019 bullish
Prediction Not checkable as stated
Dixon: Distributed computing will dominate software engineering for decades
“Over the next few decades, distributed computing will be a particularly important topic because we're now with things like AWS awash in Computing resources you know, compute is becoming, approaching zero, storage, networking, but most of this is on, you know, …”
Chris Dixon Jan 2, 2019 ▶ 0:13 a16z Podcast | The Cool Stuff Only Happens at Scale
Jan 2, 2019 bullish
Prediction Didn’t hold up
Ashatosh: Azure and IBM will beat AWS in enterprise cloud within two years
“In fact, we predict that the number one enterprise cloud in the next two years is probably going to be Azure, and not AWS, just because they are sucking up a tremendous amount of footprint of applications. And number two actually might be IBM, and not AWS, as …”
Ash Ashatosh Jan 2, 2019 ▶ 12:42 a16z Podcast | Dell + EMC -- Why the Python Just Ate the Cow
Jan 2, 2019
Disclosure
AWS Public Sector scaled slower than expected, requiring hands-on customer guidance
“Once we got in the door, we felt maybe the customers would scale faster than they actually did. Now, fast forward five and a half years, I'm very pleased with where our customers have gone, but I think we probably didn't realize how much sort of work we would …”
Teresa Carlson Jan 2, 2019 ▶ 5:56 a16z Podcast | The Cloud and The Public Sector
Jan 2, 2019 positive
Assertion Partly supported
AWS global regions automatically inherit newly launched compliance controls
“When we create a security and compliance control, if we launch it in one region, the others inherit it.”
Teresa Carlson Jan 2, 2019 ▶ 17:53 a16z Podcast | The Cloud and The Public Sector
Jan 2, 2019 neutral
Insight
Middle East startups need business mentoring more than technical support
“The Middle East, I think, is a really good example of what we had to do there was a little bit different. We actually had to create a model for mentoring in terms of business mentoring, because they have some businesses that are really start-uppy there, but we…”
Teresa Carlson Jan 2, 2019 ▶ 11:58 a16z Podcast | The Cloud and The Public Sector
Jan 2, 2019 neutral
Assertion Supported
AWS built the U.S. Intelligence Community cloud using standard commercial architecture
“The intelligence community is a cloud that we built. It's exactly like any cloud that we built around the world. It's just on their own network. So by sense, it's their own private cloud, but it is just like any other AWS region. It's just on a different netwo…”
Teresa Carlson Jan 2, 2019 ▶ 25:28 a16z Podcast | The Cloud and The Public Sector
Jan 2, 2019 bullish
Prediction Not checkable as stated
The hybrid cloud model will remain prevalent for a long time
“Well, in terms of the hybrid cloud model, we believe that's around for a long time, because customers, you know, they're not going to transition overnight, and they need to be able to take advantage of what they built over the years.”
Teresa Carlson Jan 2, 2019 ▶ 26:53 a16z Podcast | The Cloud and The Public Sector
Jan 2, 2019 positive
Insight
Jensen Harris: Early ML startups should use cloud providers, not custom infrastructure
“Yeah, you don't need to custom build something, and you shouldn't spend any of your time working on that. Like, you should figure out what cloud platform you're using, whether it's AWS, or whether it's Azure, or something else. They all have built-in ML servic…”
Jensen Harris Jan 2, 2019 ▶ 16:34 a16z Podcast | The Product Edge in Machine Learning Startups
Jan 2, 2019 bullish
Insight
Dixon: Blockchain miner networks operate as a decentralized, public version of AWS
“We've had open source software. We've never had open, open services. So these are services, OPEX, running So basically, effectively, it's a public AWS, is what you should think of as the miner network.”
Chris Dixon Jan 2, 2019 ▶ 12:33 a16z Podcast | Cryptocurrencies, App Coins, and Investing in Protocols
Jan 2, 2019 bullish
Disclosure
Spisak: AWS is tracking 500 to 600 internal enterprise AI use cases
“I'm tracking something like five or 600 use cases internally that our sales folks are coming to us and saying, hey, I got this problem.”
Joe Spisak Jan 2, 2019 ▶ 3:53 a16z Podcast | AI, from 'Toy' Problems to Practical Application
Jan 2, 2019 bullish
Assertion Not checkable as stated
Sinofsky: Operating an on-prem data center costs 10x more than AWS
“People complain about AWS pricing, but the flip side of it is like running a data center yourself is 10 times as expensive.”
Steven Sinofsky Jan 2, 2019 ▶ 15:39 a16z Podcast | The $200 PC in the Enterprise
Jan 2, 2019 negative
Assertion Supported
Dixon: Ethereum Is Less Performant Than AWS and Google Cloud
“Crypto networks like Ethereum are actually kind of worse in some of those dimensions. So, for example, as in the performance side, it's not as performant as, let's say, AWS or Google Cloud Services or something if you wanted to write a video game or something.”
Chris Dixon Jan 2, 2019 ▶ 4:03 a16z Podcast | Cryptonetworks and Decentralization -- Building Blocks
Jan 2, 2019 bullish
Disclosure
Wilson: 90% to 95% of USV portfolio companies run on AWS
“90% of the companies Maybe 95% of the companies we back are built on AWS.”
Fred Wilson Jan 2, 2019 ▶ 21:12 a16z Podcast | Technological Trends, Capital, and Internet 'Disruption'
Mar 1, 2019
Assertion Partly supported
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…”
Joel de la Garza Mar 1, 2019 ▶ 5:03 Security Markets: The Lay of the Land
Mar 1, 2019
Assertion Not checkable as stated
De la Garza: Leaked AWS credentials led to $500K in unauthorized mining
“There's one company that I heard of that checked their credentials for AWS into their GitHub repo on accident, mistake that people make. Within a couple of hours, they had run up about 500,000 dollars of AWS compute charges as people tried to mine Bitcoin.”
Joel de la Garza Mar 1, 2019 ▶ 3:52 Security Markets: The Lay of the Land
Nov 18, 2022 neutral
Prediction Not checkable as stated
Power: Space Technology Will Function as Infrastructure, Not Have a Killer App
“No, I don't think there's a killer app and I don't think there will be because it's like you know, does your average consumer, You know, know about AWS, not really like outside of our technology domain, but like can any of the stuff that they love exist withou…”
Chris Power Nov 18, 2022 ▶ 1:08:08 The Factory of the Future with Chris Power
May 25, 2023 positive
Assertion Not checkable as stated
Ismail: The launch of AWS marked the birth of exponential organizations
“Cloud computing was probably the most relevant here in the kind of we considered the birth of an EXO when Amazon Web Services launched, because now you can take computing off the balance sheet and make it a truly variable cost.”
Salim Ismail May 25, 2023 ▶ 24:48 The Rise of the Exponential Organization with Peter Diamandis and Salim Ismail
Jul 21, 2025 bullish
Prediction Not checkable as stated
Casado: Consolidated AI infrastructure companies will maintain high profit margins
“For the AI wave, yeah, for sure, like, this is extreme, but it will slow down, and then the consolidation will happen, but I guarantee you'll just end up with these great companies that maintain margin, like, AWS still has great margins, you know, Google still…”
Martin Casado Jul 21, 2025 ▶ 27:33 The Future of Software Development - Vibe Coding, Prompt Engineering & AI Assistants
Sep 22, 2025 bullish
Prediction Held up
Patel: AWS year-over-year revenue growth will re-accelerate above 20%
“This is the lowest AWS revenue growth will be on a year-to-year basis. For at least the next year, right? And it's re-accelerating to north of 20% again because of all these massive data centers they have online with Tranium and GPUs, right?”
Dylan Patel Sep 22, 2025 ▶ 59:32 Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
Sep 24, 2025 positive
Assertion Supported
Casado: AWS has never put a startup out of business
“I can't think of one company AWS has ever put out of business by launching a service, and you know what, they've all been fine.”
Martin Casado Sep 24, 2025 ▶ 48:16 Software Finally Eats Services - Aaron Levie
Jan 19, 2026 bullish
Assertion Not checkable as stated
Rampell: AWS accounts for vast majority of Amazon's market cap
“AWS accounts for the vast majority of market cap of Amazon.”
Alex Rampell Jan 19, 2026 ▶ 1:05 The AI Opportunity that goes beyond Models
Aug 26, 2026 positive
Insight
Acharya: AI applications convert raw model primitives into industry economic outcomes
“The key point about the application layer is that, you know, intelligence is a primitive, just like buying cloud is a primitive. And what does Salesforce do? It sort of takes the, you know, AWS cloud primitive and turns it into CRM software that delivers an ec…”
Anish Acharya Aug 26, 2026 ▶ 14:22 The State of AI: Models, Moats, and the Consumer Renaissance
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