Amazon, every mention
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tap a year for its mentions
every year anyone Benedict Evans 202Alex Rampell 95Michael Copeland 74Ben Horowitz 71Sonal Chokshi 70Steven Sinofsky 59Chris Dixon 58Marc Andreessen 45Jeff Jordan 31Anu Hariharan 28
Verbatim, from the transcripts: the passages where Amazon comes up
Why Investors Are Rethinking Everything for the AI Era
Why AI Agents Could Finally Reinvent the Credit Card
- ▶ 12:00 Alex Rampell Amazon actually just discontinued the whole thumb payment at Whole Foods.
Why AI Demand Is Outrunning Compute Supply
- ▶ 1:12:45 Gavin Baker So broadly speaking, you know, the first deal is where the chip company invests in a customer, and you saw TPU and Tranium, Amazon and Google, do that with Anthropic, and that was to their immense advantage, because it really helped their…
Why Top Founders Are Racing Into AI Infrastructure
- ▶ 41:17 Martin Casado Like, why wouldn't Amazon did this?
The State of AI: Models, Moats, and the Consumer Renaissance
- ▶ 14:31 Anish Acharya It sort of takes the, you know, AWS cloud primitive and turns it into CRM software that delivers an economic outcome for all of their customer segments.
How AI Changes the Economics of Innovation
- ▶ 0:32 Steven Sinofsky Microsoft is worried way more about what Amazon and Google are doing than anyone in a startup space.
- ▶ 49:42 Martin Casado It was, it was AWS actually put out of business. 2 times in the scene
- ▶ 49:56 Steven Sinofsky Microsoft is worried way more about what Amazon and Google are doing than anyone in a startup space.
How Whatnot's Live Shopping Beats Traditional E-Commerce
- ▶ 22:49 David George What, what not allows that person to do compared to, say, Amazon, which is, like, highly utilitarian.
Tokens Are the New Dollars | Stripe's Will Gaybrick & David George
- ▶ 7:23 Will Gaybrick You know, we work, of course, with the Amazons, the world, um, Microsoft's, and, you know, at the enterprise, it's sort of a different sales cycle.
- ▶ 10:19 Will Gaybrick Um, you know, the Amazons are still around, of course, but you look at Stripe and you'd say, okay, well, we have sort of an adaptive, about adapted version of, of how we set goals.
AI Is Learning to Hack. Faster Than We Expected.
- ▶ 16:29 Dylan Ayrey There's a place where Amazon intentionally writes a credential, and that's just how those tools work, and there's nothing that I can really do to get them cleaned up, even if you move them over to HashiCorp Vault or OnePass.
How Open Source Became AI's Backbone | Inferact with a16z
- ▶ 3:56 Simon Moe So ResNet already need to run on, uh, NVIDIA K-eighty, which is kind of one of the first SEU on, uh, AWS and other places.
- ▶ 9:33 Simon Moe 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.
- ▶ 13:17 Elena Burger Uh, that, that was signed by also A-sixteen Z, Meta, Amazon, dozens of other companies.
Building a Company in Stealth | Travis Kalanick with a16z
- ▶ 27:51 Travis Kalanick Which means I need warehouses, like Amazon style.
- ▶ 46:25 Travis Kalanick We have to install these kits on these machines that are in the middle of the Amazon, or on the border of Saudi and Iraq, or like in these crazy wild places, um, and do it fast.
- ▶ 52:14 Travis Kalanick Because, like, look at all the things that Amazon started doing. 4 times in the scene
- ▶ 52:58 Travis Kalanick I always want to say the OG on something, but then you find out a hundred years earlier, somebody else did that, but of our time, where it's like, how did AWS happen?
- ▶ 53:17 Ben Horowitz but yeah, by the way, it wasn't like the shit that was running Amazon. 4 times in the scene
- ▶ 53:58 Ben Horowitz Right, like the, the thing that Amazon did have on AWS is they had knowledge of what it meant to run these things at scale. 2 times in the scene
- ▶ 1:00:33 Erik Torenberg So we've talked about, you know, what books were to Amazon, you know, food is to Adams in the sense of it's where you start and where you start matters.
Why Physical AI Is the Next Frontier | The a16z Show
- ▶ 3:13 Qasar Younis But really, when you look back 25 years ago, the big monolithic companies are Amazon, that delivers you stuff, you know, Apple.
Software in the Age of Agents | The a16z Show
- ▶ 33:20 Steven Sinofsky You, and in fact, it's sort of very interesting to watch Amazon really do some of the best work on this because they really, really don't want to have humans like that. 3 times in the scene
- ▶ 37:11 Steven Sinofsky Like I, I just mentioned this, this loop that Amazon must be in on customer service. 2 times in the scene
The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
- ▶ 21:07 Benedict Evans Like, you didn't say, well, you know, our company standardized on AWS.
- ▶ 32:12 Benedict Evans So the, the thing that I've always used to think about was that Google and Meta and Amazon don't really know what that product is. 2 times in the scene
- ▶ 51:15 Benedict Evans I think, you know, another way to answer the question is, like, if you're Google or Meta or Microsoft, um, to some extent Amazon, to some extent Apple, this is sort of an existential problem.
- ▶ 56:37 Benedict Evans Um, but, like, you have a pretty safe bet that Google, Meta, Amazon,
Goldman Sachs Chairman on Why Finance Adopts AI Differently | a16z
- ▶ 30:38 Lloyd Blankfein If you work for, you know, if you work for Amazon in the retail area, do you really, are you really raising your hand asking questions about AWS?
- ▶ 30:38 Lloyd Blankfein If you work for, you know, if you work for Amazon in the retail area, do you really, are you really raising your hand asking questions about AWS?
- ▶ 1:02:38 Lloyd Blankfein What looked more speculative than Amazon?
Building Blackstone, Backing Costco, and Working with Munger | Tony James on The a16z Show
- ▶ 23:14 Tony James So even when we would have doubts, um, and you know, the, the management and the board, geez, this is going to work as Amazon going to flatten us. 3 times in the scene
Building Agents at Home: Homeschooling, Parenting and More | The a16z Show
- ▶ 35:12 Jessie Genet Like, I've got agents ordering on Amazon, ordering on Instacart, yeah, dealing with, um, 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… 2 times in the scene
Box CEO on the AI Adoption Gap | The a16z Show
- ▶ 47:03 Martin Casado It's pretty granular, and it actually allows, I mean, again, you will have a contract with, like, you know, AWS or Google. 2 times in the scene
Why Balaji Srinivasan Thinks the SaaS Apocalypse Is Overhyped | The a16z Show
- ▶ 7:22 Balaji Srinivasan The main thing about Kai-Fu Lee's book is it has a history of the Chinese tech ecosystem, where, for example, you and me being in tech, we kind of know how, you know, Microsoft came up, Apple came up, Google, Facebook, you know, Amazon,… 2 times in the scene
- ▶ 40:02 Balaji Srinivasan And that's because they are only accustomed to, like, clicking a button on Amazon and spending money on Amazon, and they think that something that is simple for them was simple on the backend. 2 times in the scene
Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Next
- ▶ 31:05 Mike Cannon-Brookes Same with storage in S three or something.
- ▶ 31:37 Mike Cannon-Brookes I can take a gigabyte from AWS and go put it in Azure.
AI Markets: Deep Dive with a16z's David George
- ▶ 31:40 David George You know, Meta, Microsoft, AWS, NVIDIA as counterparties?
The Biggest Bottlenecks For AI: Energy & Cooling
- ▶ 2:37 David George It turns out they're the best companies, you know, probably ever created, um, you know, companies like Google, Facebook, um, you know, Amazon and Microsoft, and they can bear, um, you know, potential capacity overbuild and things like that.
The AI Opportunity that goes beyond Models
- ▶ 1:00 Alex Rampell Application space like eBay and Amazon that were built on top of that. 2 times in the scene
- ▶ 1:05 Alex Rampell So AWS accounts for the vast majority of market cap of Amazon.
- ▶ 33:16 Alex Rampell Um, you can buy an antenna on Amazon to receive, it's called ADS-B transponder data.
- ▶ 47:42 Alex Rampell Um, and then lastly, I'm just gonna buy some antenna from Amazon and, like, listen to Malaysian Airlines flights or whatever, and then aggregate this information that's completely free, but it's not free past tense, right?
Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
- ▶ 29:10 unnamed speaker Why were there only Google, Amazon, you know, a concentration of a small number of winners in those product cycles compared to what you think about in, in what's happening in AI? 2 times in the scene
Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
- ▶ 15:52 unnamed speaker And actually, I think it was like two or three weeks ago where AWS was saying like the, the GPUs that they've been using, they've been able to extend back to even like seven plus years.
- ▶ 42:43 Marc Andreessen And so they were already in the war for kind of cloud services, and this is like AWS versus Azure versus, uh, Google Cloud, um, you know, and then all the, all these other, all these other cloud efforts.
- ▶ 51:08 Marc Andreessen So, I mean, look, you know, big companies that are definitely, you know, playing hard, you know, Google's playing hard, Meta's playing hard, um, Amazon, um, Microsoft, um, you know, there's a bunch of these companies that are, you know,…
- ▶ 1:05:23 Marc Andreessen And by the way, you know, KP in the, in the, in the nineties invested not only in us, but also in Amazon and then Google and like, you know, you know, company after company after company.
How AI Agents Will Transform in 2026 (a16z Big Ideas)
- ▶ 5:09 Stephanie Deng You want to be one of the first items listed on Amazon.
How AI Will Transform Fintech In 2026
- ▶ 22:41 unnamed speaker I think, um, you know, in some markets, people were entering the formal financial economy for the first time, and so offering a fee-free mobile first, you know, bank account and a, and a debit card, you know, literally gave them access to,…
AI Eats the World: Benedict Evans on the Next Platform Shift
- ▶ 9:35 Benedict Evans And, you know, Larry and Sergei were students and like Amazon with a bookstore.
- ▶ 12:58 Benedict Evans You didn't know what Amazon would become, and you didn't know how Netscape was going to work out, and you didn't know what next year's iPhone was going to be, and 10 years ago when we cared about that, but you kind of knew the physical…
- ▶ 18:21 Benedict Evans If you're, you're Google or Meta or Amazon, and you're going to be able to use them to build a bunch more stuff.
- ▶ 31:26 Benedict Evans We're just going to go out and get a translate app and a sentiment analysis app from AWS.
- ▶ 45:25 Benedict Evans For Amazon, okay, well, on the one side it's commodity infra, and we'll sell it as commodity infra, and on the other side, I mean, maybe, maybe, maybe, maybe stepping back, if you're not a hyperscaler, if you're a web publisher, a… 5 times in the scene
- ▶ 52:51 Benedict Evans A bunch of more product strategy questions as you see real consumer adoption and open AI and Google building stuff in different directions, Amazon going in different directions, Apple trying and obviously failing and then then trying again… 4 times in the scene
Why AI Moats Still Matter (And How They've Changed)
- ▶ 20:18 Alex Rampell Like Amazon is that, does that really have a network effect?
The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast
- ▶ 51:04 Epoch AI Researcher 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, um, but Anthropic Amazon's New Carlisle Project Rainier development 2 times in the scene
Robinhood CEO: Making Everyone An Owner
- ▶ 8:19 Vlad Tenev But I remembered something which was that when I was in high school, I was like interested in buying stuff on Amazon and my parents were just like, yeah, how could you put your credit card onto the computer?
- ▶ 38:15 Alex Rampell And I think it's a little bit of a back to the future thing, which is, I think when Amazon went public, they had like a six hundred million dollar market cap.
Michael Truell: How Cursor Builds at the Speed of AI
- ▶ 14:30 Michael Truell We have Databricks, Snowflake, we have, uh, we're on AWS GCP and Azure, 2 times in the scene
Seeing The Future from AI Companions to Personal Software
- ▶ 47:56 Eugenia Kuyda Way to interact with, uh, the computer, but every single Alexa right now is, like, 75% of them are being shipped with the screen.
"Is there an AI bubble?” Gavin Baker and David George
- ▶ 9:12 Gavin Baker There's Anthropic, and that's an Amazon and T, that's an Amazon and Google captive.
- ▶ 15:41 Gavin Baker Um, but the critical mistake that I think a lot of retailers made, um, in dealing with Amazon 3 times in the scene
- ▶ 25:51 Gavin Baker Um, so it's really Google and the TPU verse, um, Nvidia, you know, with, with, you know, Amazon, like that's a very talented team, arguably the most talented silicon team at any hyperscaler, the Annapurna team.
Marc Andreessen & Amjad Masad on “Good Enough” AI, AGI, and the End of Coding
- ▶ 8:57 Amjad Masad You have to set up your local development environment, you have to sign up for an AWS account, you have to provision the databases, the virtual machines, you have to
Why Creativity Will Matter More Than Code | Kevin Rose and Anish Acharya
- ▶ 29:38 Anish Acharya I mean, ideally the Alexa in your kitchen
How Kong Was Born: APIs, Hustle, and the Future of AI Infrastructure
- ▶ 11:53 Augusto Marietti AWS was just starting to take off.
- ▶ 11:59 Augusto Marietti So Amazon was maybe a fifty billion dollar company then, eighty billion dollar company.
- ▶ 17:40 Augusto Marietti It'll be like the AWS. 2 times in the scene
- ▶ 18:40 Augusto Marietti And it was, it was also losing margin on AWS.
Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
- ▶ 19:45 Erik Torenberg Keith, can you just get your thoughts when we look at the next five to 10 years, like how, you know, companies like Amazon, Meta, Microsoft, how do you think they're going to handle? 5 times in the scene
- ▶ 20:14 Alex Rampell Well, that was on most of the gross profit is AWS. 2 times in the scene
- ▶ 33:39 Erik Torenberg Alex fleshed out kind of his Amazon for Homes thesis, why he got so excited about, you know, leading our investment in the company.
- ▶ 40:24 Alex Rampell Like if you really want to get the whole value, I mean, like, would you rather be like at the, at the heart of it is like, would you rather be Amazon, which has a very low gross margin on products that they actually, you know, store and… 3 times in the scene
Ben Horowitz and Ali Ghodsi: How to Run a $100 Billion Business
- ▶ 1:58 Ali Ghodsi Amazon is offering it.
- ▶ 31:12 Ali Ghodsi They were competing with AWS.
- ▶ 55:06 Ali Ghodsi They've been at a Google, they've been at Amazon, they understand the processes so that I understand how to navigate a bureaucracy and work with it.
- ▶ 59:38 Ali Ghodsi And Amazon did it.
Opendoor CEO: Building the Amazon for Homes
- ▶ 2:01 Alex Rampell Well, I'm gonna, I'm gonna talk for a little bit of the background, and I'm gonna start with Amazon, and then I'll get to Opendoor. 5 times in the scene
- ▶ 15:44 Kaz (Kaz Nejatian) Um, and it's by why, like, Amazon works so obscenely well. 2 times in the scene
- ▶ 21:00 Erik Torenberg Has a company like Amazon or, or other big companies tried to do something like this, or is it just so far field that they wouldn't, would never?
- ▶ 24:48 Kaz (Kaz Nejatian) Like, like when Amazon started, they didn't say, Hey, let me solve like selling books is not that profitable, but it's a really good way to get inventory, right?
- ▶ 31:15 Alex Rampell Me, who ships one package a year, or like Amazon, who eventually got such a good shipping rate that they couldn't get any better unless they started their own shipping network called Amazon Delivery, right?
- ▶ 31:15 Alex Rampell Me, who ships one package a year, or like Amazon, who eventually got such a good shipping rate that they couldn't get any better unless they started their own shipping network called Amazon Delivery, right?
- ▶ 40:13 Alex Rampell Like how long did it take Amazon to build a marketplace?
- ▶ 40:40 Kaz (Kaz Nejatian) The same thing happened to Amazon much earlier, and to Carvana around the same time. 3 times in the scene
- ▶ 46:31 Alex Rampell And that's what, by the way, like buying stuff on Amazon is, that's what buying stuff. 4 times in the scene
- ▶ 54:14 Kaz (Kaz Nejatian) Why can't, why can I return what I bought on Amazon and not a home?
Anduril CEO: China Has Scale. Can America Catch Up?
- ▶ 35:56 Chris Power I am fully convinced it is literally just because there's like Amazon wants data center
Software Finally Eats Services - Aaron Levie
- ▶ 1:40 Martin Casado It's locked up by the large companies, the consultants, Amazon and Google, um, and like that has to change, and I think a very reasonable way to do it is to, to set price because, you know, you've got, uh, a market and you've got, you need… 3 times in the scene
- ▶ 48:00 Martin Casado Every year, I'm an infrastructure investor, every year for the last 10 years, after AWS reInvent, I move into therapist mode, and all of my founders, all of my founders call me, and they're launching my open source, they're competing with,… 2 times in the scene
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
- ▶ 22:58 Dylan Patel So, uh, Microsoft, CoreWeave, Amazon, Google, and Oracle, right?
- ▶ 56:41 unnamed speaker Um, but, uh, the one that caught my eye was, uh, Amazon's AI resurgence. 15 times in the scene
- ▶ 58:52 Dylan Patel So the main call here is that, uh, since, since that report, um, AWS has been decelerating revenue. 3 times in the scene
- ▶ 1:03:10 unnamed speaker They invited them to AWS.
- ▶ 1:15:38 Dylan Patel It could be Amazon. 3 times in the scene
- ▶ 1:36:44 Dylan Patel For one of your portcos, um, we, we were like, you know, after their difficulties with Amazon, we tried to, we were like, okay, let's, let's actually, like, get you GPUs.
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