Amazon, every mention

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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

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The Death of Search: How Shopping Will Work In The Age of AI Sep 17, 2025 · 28 mentions

  • ▶ 4:21 Alex Rampell Um, and I, I gave a talk to the Amazon prime team recently and like, they're very, very aware of it because I think it's actually Amazon's biggest affiliate and people every day, like I would buy this product and this is like econ…
  • ▶ 4:21 Alex Rampell Um, and I, I gave a talk to the Amazon prime team recently and like, they're very, very aware of it because I think it's actually Amazon's biggest affiliate and people every day, like I would buy this product and this is like econ…
  • ▶ 6:09 unnamed speaker Alex, do you imagine a world where there's sort of dynamic custom pricing sort of to the extreme where it's like, we're, we're looking at the same thing on Amazon, but it charges you more because maybe I'm cheaper than you or you have more…
  • ▶ 7:49 Alex Rampell And like Amazon's awesome, but getting the toothpaste at seven AM, it's like, I don't have demand for that. 2 times in the scene
  • ▶ 11:37 Alex Rampell And what's funny is if you talk to a lot of the, the marketing people at these larger e-commerce companies, and Amazon is very smart.
  • ▶ 12:31 unnamed speaker Um, it seems like the big winners have been the, at the aggregator level, whether it's sort of Shopify or obviously Amazon and sort of the individual, you know, big brands like, um, I don't know, uh, Allbirds or Casper, it seems like they…
  • ▶ 16:14 Justine Moore Like, you have your kind of one skew or, or multiple skews across one style, whereas, like, the Shopify's and the Amazon's can kind of ride whatever the trend is, and, and have demand come to those individual skews.
  • ▶ 21:33 Justine Moore Like, I think you have this grand idea of, like, okay, I want to buy a pair of leggings, and I'm gonna go search in Google, or I'm gonna go search in Amazon, and then, like, I'm gonna get the highest ranked pages, but what I really want to… 2 times in the scene
  • ▶ 28:11 Alex Rampell And a lot of, I mean, Amazon actually is a giant search engine and like that thing is polluted to crap as well, because what happens is, but a lot of the sellers on Amazon, what they do is they go on this site called AliExpress and… 10 times in the scene
  • ▶ 38:21 Alex Rampell So, like, everybody who was in Amazon just got killed, and Amazon did well. 2 times in the scene
  • ▶ 40:13 Alex Rampell I mean, obviously, ChatGPT is, I mean, they, they are an upstart to a certain extent, but it's not Amazon. 6 times in the scene

Mark Cuban on the NBA, Cost Plus Drugs, and How to Fix Politics Sep 9, 2025 · 1 mention

Jack Altman & Martin Casado on the Future of Venture Capital Sep 3, 2025 · 4 mentions

  • ▶ 14:48 Jack Altman Will the models or, you know, whatever AWS in the past, will they do it?
  • ▶ 18:05 Jack Altman How do you think about if or when, um, the big players are gonna decide to like enter those markets and like how that might impact things, you know, like in cloud, like whether or not AWS was gonna offer something directly now, whether… 3 times in the scene

Substack Cofounder on AI Slop Content & the Decline of Social Media Sep 2, 2025 · 1 mention

  • ▶ 7:19 Andrew Chen I'm just gonna, you know, plug XYZ, you know, Amazon, uh, book and get affiliate fees, or I'm gonna put Google AdSense, you know, all over my, all over my blog.

The State of AI: Growth, Fragmentation, and the Next Wave Aug 22, 2025 · 1 mention

  • ▶ 12:12 Martin Casado I don't know, but everybody seems to use it because of the brand, and so, like, when you know the name, you do this, and the early internet was like this, like, everybody knew Google, and everybody knew Amazon, and you had these big brand…

Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization Aug 18, 2025 · 8 mentions

  • ▶ 7:01 Dylan Patel Um, and partially that's because Amazon blocks chat, but like, you know, there's a way to make money from shopping decisions, whether it's
  • ▶ 12:58 Dylan Patel Because, like, we know, everyone knows that, like, Anthropic and OpenAI and all the other labs are buying RL environments of Amazon and of, like, Shopify and of Etsy and of all the different ways to shop on the internet.
  • ▶ 14:38 Dylan Patel Um, you know, if you, if you just look at, like, again, just OpenAI and Anthropic and the compute that they have and are getting this year, uh, from Google and Amazon for Anthropic and from Microsoft, CoreWeave, Oracle, uh, for OpenAI, 30%…
  • ▶ 21:29 Dylan Patel I think that's the biggest thing, right, is, um, when we look at orders from Google and from, um, Amazon, right, especially their, and, and Meta, their custom silicon is, not, not Microsoft, their custom silicon kind of sucks, uh, but the… 4 times in the scene
  • ▶ 44:12 Dylan Patel It's like, the scale of dollars is, is quickly growing to

Steven Sinofsky & Balaji Srinivasan on the Future of M&A, AI & Tech Aug 8, 2025 · 1 mention

From the Dot-Com Crash to the AI Era: How Builders Survive Waves of Disruption Aug 6, 2025 · 2 mentions

Marc Andreessen: The US is in a AI Arms Race & It Decides The World's Future Aug 5, 2025 · 2 mentions

  • ▶ 12:22 Marc Andreessen Seattle, to give you a sense how crazy things are, the, the, the district in Seattle, the city council district where the most Microsoft and Amazon executives lived, live, uh, elected a, a city council woman who's, who ran a platform of… 2 times in the scene

The Future of AI Video: How Fal.ai is Making AI Video Faster & Easier Aug 1, 2025 · 3 mentions

  • ▶ 26:21 unnamed speaker And for our system to have the same level of developer comfortability as like other products, we need the file system to be accessible because like, you know, using S three doesn't have the same level of comfort. 2 times in the scene
  • ▶ 27:50 unnamed speaker If you're just using GKE or Amazon's like EKS,

Tech vs. Media: Balaji Srinivasan on the Battle Shaping Our Future Aug 1, 2025 · 2 mentions

  • ▶ 42:33 Balaji Srinivasan They were forcing, remember how they wanted Amazon to put BLM on its, they did get Amazon to put BLM on its homepage.
  • ▶ 1:00:33 Balaji Srinivasan Or here's, here, here's another one, which is Durante, Ukraine, Amazon, like basically Stalin's apologist.

Marc & Ben on the Collapse of Traditional Media - Podcasts, Politics & the New Media Playbook Jul 25, 2025 · 3 mentions

  • ▶ 26:04 Marc Andreessen Um, by the way, the book is today available in a formal edition by, uh, from Stripe Press, uh, and you can buy it on Amazon.
  • ▶ 26:17 Marc Andreessen And so it was, it was self-published on, on, on Kindle, and then PDF bootlegs were kind of emailed around, uh, at the time.
  • ▶ 1:16:05 Marc Andreessen Um, and then over the course of the last 30 years, you know, all of those kind of general purpose stores, department stores have gotten wrecked and replaced by barbell on the barbell that you got Walmart and Amazon on the one side of the,…

The Future of Software Development - Vibe Coding, Prompt Engineering & AI Assistants Jul 21, 2025 · 1 mention

  • ▶ 27:33 Martin Casado For the AI wave, yeah, for sure, like, this is extreme, but it will, it will, 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…

Tech Executives: AI Has Changed SaaS Forever (Don't Fall Behind) Jul 18, 2025 · 2 mentions

  • ▶ 37:34 Scott Wu Their number two is AWS, which is usage based. 2 times in the scene

Aaron Levie on AI's Enterprise Adoption Jul 14, 2025 · 3 mentions

  • ▶ 2:54 Aaron Levie There was really few products other than, like, maybe Siri, Alexa, et cetera, that you'd interact with that would even have
  • ▶ 6:03 Aaron Levie First we're scaling up in the enterprise, let's say, 2007, 2008, 2009, you know, let's say that three to five year period, post AWS, post kind of cloud starting its journey, basically to a T, every conversation you'd have with a CIO or a…
  • ▶ 31:00 Aaron Levie Did they actually have the better products or like, like, I mean, there's some Amazon products I don't like.

Former Microsoft Executive Explains Where We Are in the AI Cycle w/ Anish Acharya & Steven Sinofsky Jun 27, 2025 · 1 mention

  • ▶ 10:07 Steven Sinofsky Consumers really, really want much more choice than they often think they do, and anyone who's bought anything on Amazon knows they complain about the choice, but they really don't want just, you know, like, phone case to show up as the…

Can AI Solve Healthcare's Urgent Workforce Challenges? w/ Ankit Jain Jun 26, 2025 · 1 mention

Building Cluely: The Viral AI Startup that raised $15M in 10 Weeks w/ Roy Lee Jun 25, 2025 · 3 mentions

  • ▶ 3:38 Erik Torenberg You know, we were talking about the Amazon interview, but.
  • ▶ 12:58 Roy Lee And I used it to cheat my way through an Amazon interview.
  • ▶ 24:24 Erik Torenberg You know, AWS, you know, local AI, et cetera, and distribution becomes the scarcity and that there's so much, um, you know, so much software, this, you know, it's such a flooded ecosystem as you quoted in your piece, Andrew Chen's piece…

Former Microsoft Executive on Apple’s Hidden China Problem Jun 18, 2025 · 1 mention

  • ▶ 10:05 Steven Sinofsky There's the, we have always made our play by just having everything, which is, which is, um, Amazon.

AI is Revolutionizing Web Security - Bots, Agents, & Real-Time Defense Jun 16, 2025 · 1 mention

  • ▶ 22:01 Joel de la Garza It's, we saw this with cloud where like S three went to being the most expensive storage you could buy to being free, essentially free.

Marc Andreessen Reveals His Biggest Wins and Mistakes at a16z Jun 2, 2025 · 1 mention

  • ▶ 12:00 Marc Andreessen By the way, as an example, Amazon went public in 97, and I think it was a four hundred million dollar valuation.

Hey Tech, Come to Healthcare May 30, 2025 · 9 mentions

  • ▶ 17:45 Vijay Pande We think about Amazon doesn't really sell things. 2 times in the scene
  • ▶ 27:39 Daisy Wolf Um, and so the second, the second play to becoming the biggest company in the world, we said was a horizontal, so that's a vertical integration strategy, and the second was a horizontal strategy, and we'd said either you can become a…
  • ▶ 29:44 Daisy Wolf Like if you're going to be the Amazon of healthcare, you've got to onboard every provider in America.
  • ▶ 31:37 Vijay Pande 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 as experiments. 3 times in the scene
  • ▶ 45:34 Vijay Pande Yeah, like there's this, that internet bookstore that, that became more than that, you know, over time. 2 times in the scene

What Is an AI Agent? May 2, 2025 · 4 mentions

How Andreessen Horowitz Disrupted VC & What’s Coming Next Apr 29, 2025 · 1 mention

Jensen Huang & Arthur Mensch: Why Every Nation Needs Its Own AI Strategy Mar 20, 2025 · 2 mentions

  • ▶ 48:24 unnamed speaker NVIDIA sells GPUs to AWS, which is building its own chips called Tranium. 2 times in the scene

Why AI Voice Feels More Human Than Ever Mar 18, 2025 · 5 mentions

  • ▶ 0:47 Steph Smith To me, when I think of AI voice, or at least voice products, I think of Alexa, I think of Siri, and I actually, I personally turn off Siri.
  • ▶ 1:28 Olivia Moore So like a Siri or an Alexa, it might be connected to kind of a basic set of integrations within the Apple ecosystem or within the Amazon ecosystem.
  • ▶ 1:28 Olivia Moore So like a Siri or an Alexa, it might be connected to kind of a basic set of integrations within the Apple ecosystem or within the Amazon ecosystem.
  • ▶ 7:27 Olivia Moore So again, hearkening back to like a Siri or Alexa.
  • ▶ 9:57 Anish Acharya And I would argue even for the Alexis and series, like even if they didn't invest a lot more in intelligence and capabilities, if they over invested in emotionality,

Building the Next Generation of Conversational AI Mar 15, 2025 · 1 mention

  • ▶ 51:15 Ankit Kumar And when you say, when you talk to Alexa or something, or like another voice assistant, and they kind of say your name wrong, it feels bad, right?

Who Will Own the Internet? a16z’s Chris Dixon on AI and Crypto Feb 20, 2025 · 1 mention

  • ▶ 24:16 Chris Dixon Um, and it was much easier and it was convenient, but it was fundamentally something you could have done before.

The 2025 AI Search Race Dec 9, 2024 · 1 mention

  • ▶ 11:58 Alex Immerman They are not investing the capex like Meta and Google and Microsoft and Amazon, but they control a central node to the consumer, and if they wanted to build a search application, the next day they could have a billion users.

How to Build a Thriving AI Ecosystem with Lisa Su, CEO of AMD Oct 17, 2024 · 1 mention

  • ▶ 25:37 Lisa Su I, you know, I love the relationships that we have across, um, you know, the top brands, whether it's, uh, you know, Microsoft or Amazon.

AI in Pharmaceutical R&D with Kim Branson Aug 1, 2024 · 1 mention

  • ▶ 19:35 Kim Branson The Mechanical Turk type thing, or whatever it is, you can sell a random forest.

Mark Casey (Capital Group): Public Market and Macro Perspectives Jul 23, 2024 · 7 mentions

  • ▶ 2:26 Mark Casey You know, I looked at Netflix at 6:30 then, and Amazon at one 80, and Facebook at three 80,
  • ▶ 4:10 Mark Casey Um, I started following Amazon in 2005. 4 times in the scene
  • ▶ 10:58 Mark Casey Amazon gives you ridiculous guidance for the next quarter.
  • ▶ 19:24 Mark Casey Subscribe to Amazon Prime, and then, like, halfway along said, this is terrible.

Marc Andreessen on Inventing The Internet Browser (How We all Access the Internet) Jun 28, 2024 · 3 mentions

The Future of Prosumer: The Rise of “AI Native” Workflows Jun 11, 2024 · 2 mentions

Build Your Startup With AI May 9, 2024 · 1 mention

Startup Building: Challenges & Opportunities May 2, 2024 · 2 mentions

  • ▶ 46:44 Ben Horowitz And, and so like, it just turns out to be harder than Alexa, uh, amazingly.
  • ▶ 1:04:08 Marc Andreessen And then, um, it turns out if you just, did you see Amazon, there was news, I think this week, Amazon, they had these stores where they had, they had these retail stores they were doing for like groceries where it was, it was the just walk…

Jeff Sloan (Global Payments): Placing Multiple Bets on ‘Mosaic of Solutions’ Apr 30, 2024 · 1 mention

  • ▶ 23:21 Jeff Sloan You know, we had signed marquee and really distinctive deals with both AWS and Google in the last few years I was at the company.

Marco Argenti (Goldman Sachs): Turning Developers into Clients Apr 30, 2024 · 10 mentions

  • ▶ 0:42 unnamed speaker Prior to Goldman Sachs, Marco was a vice president of technology at AWS, where he ran several business units, including mobile, serverless compute, and augmented and virtual reality.
  • ▶ 1:46 unnamed speaker You were, and you were a founder, uh, kind of during early internet, uh, you know, at, at Nokia during mobile at AWS, obviously during kind of the rise of the cloud and now at Goldman, you know, during AI. 3 times in the scene
  • ▶ 4:02 Marco Argenti Uh, in fact, we launched, uh, a little bit before Amazon, obviously we weren't at success as successful. 2 times in the scene
  • ▶ 8:36 unnamed speaker You know, maybe, um, yeah, maybe you can talk about kind of that transition, you know, uh, you know, coming from, you know, business like AWS and Amazon, you know, to financial services, which I, you know, I think was new for you. 2 times in the scene
  • ▶ 8:36 unnamed speaker You know, maybe, um, yeah, maybe you can talk about kind of that transition, you know, uh, you know, coming from, you know, business like AWS and Amazon, you know, to financial services, which I, you know, I think was new for you.
  • ▶ 14:31 unnamed speaker Obviously AWS was a platform that other people built on.

Startup Building: Major Shifts in Tech & Culture Apr 24, 2024 · 9 mentions

  • ▶ 17:10 Ben Horowitz Uh, and so that's really different, and you know, it means, you know, kind of, it's a huge boon for Amazon, of course, uh, and other kind of online retail sorts of things, but it's, it's changed, I think,
  • ▶ 28:06 Marc Andreessen Um, like, like Amazon, and then, you know, and then by the way, a shift again from, you know, the, the rise of, of video conferencing, and so the shift from like, you know, hotels, like,
  • ▶ 1:16:34 Ben Horowitz And, uh, and yeah, so that kind of thing ends up being, I think Jeff Bezos used to have a thing where he'd have a day a week where he would like focused on just saying thank you to people, um, which is a strong, you know, Amazon, by the… 7 times in the scene

Politics & the Future of Tech Apr 2, 2024 · 4 mentions

  • ▶ 53:53 Marc Andreessen And then I would put one other company on the concerning side on this, and I, it's truly to tell, but, um, where they're going to shake out, but, um, you know, Amazon just announced they're investing a lot more money in Anthropic. 4 times in the scene

The Future of AI Is Amazing Mar 5, 2024 · 1 mention

Future of Crypto, Blockchain & Web3 w/ Chris Dixon Feb 28, 2024 · 4 mentions

  • ▶ 23:14 Chris Dixon Um, in the same way that like, if you have a, if you host your website with rack space or AWS, they can only fuck with you so much, right?
  • ▶ 24:14 Chris Dixon Most of your searches now are Google, Google properties.
  • ▶ 36:13 Ben Horowitz It worked for a few things like eBay and Amazon and so forth, but it certainly wouldn't have worked for, you know, Facebook or, uh, Twitter or these kinds of things.
  • ▶ 1:35:10 Marc Andreessen The book is available in physical bookstores, the book's available on Kindle, and, um, is it also on LibGen, or should we not talk about that?

Big Ideas 2024: The Consumer AI Battleground Moves from Model to UX with Alex Immerman Dec 27, 2023 · 2 mentions

  • ▶ 8:17 Alex Immerman A classic investor question for many years has been, won't Amazon do this?
  • ▶ 8:41 Alex Immerman Should entrepreneurs build their own infrastructure, or should they work with AWS, GCP, Azure?

Big Ideas 2024: A New Age of Maritime Exploration with Grant Gregory Dec 24, 2023 · 1 mention

  • ▶ 18:37 Grant Gregory And I think, you know, very similar to Amazon, you can't boil the whole ocean at once.

Big Ideas in 2024: Voice-First Apps Will Become Integral to Our Lives with Anish Acharya Dec 15, 2023 · 3 mentions

  • ▶ 2:36 Anish Acharya You know, Alexa and some of the past generation voice assistants.
  • ▶ 3:38 unnamed speaker And yet, despite a lot of investment from a lot of big companies, we're talking Amazon, Google, Apple feels like we're still waiting and you address that.
  • ▶ 7:42 unnamed speaker I can start a song with my Alexa.

Launching a New Category with Modern Treasury's Dimitri Dadiomov Dec 12, 2023 · 2 mentions

  • ▶ 13:54 Dimitri Dadiomov Uh, instance to be able to do customer service once we have customers to, to, to PR to like everything that kind of went into that. 2 times in the scene

Advancing AI, Approaching VC's & Crypto Scandals: Ask Us Anything! Dec 5, 2023 · 1 mention

  • ▶ 1:14:03 Marc Andreessen Um, what actually happened was like a lot of really smart people at a lot of companies, you know, including companies like Google and Amazon and others, right?

Competing in a Crowd of Incumbents with Mercury's Immad Akhund Nov 14, 2023 · 2 mentions

Inside AI Town: What AI Can Teach Us About Being Human Nov 6, 2023 · 1 mention

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