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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a16z Podcast | The Rise of the Quasi-IPO Jan 2, 2019 · 1 mention

  • ▶ 27:31 Benedict Evans Yeah, this is a bit like the Amazon argument that says, well, it's getting bigger and bigger and bigger and bigger, but you never actually get any money.

a16z Podcast | Apple Gets Its Music Streaming and Gives News Another Try Jan 2, 2019 · 1 mention

  • ▶ 19:25 Benedict Evans Streaming music, um, Kindle streaming books, and, you know, Netflix mean there is no content lock-in.

a16z Podcast | The Cool Stuff Only Happens at Scale Jan 2, 2019 · 4 mentions

  • ▶ 0:13 Chris Dixon So my own view, I guess I'll just start it off, is that over the next few decades, distributed computing will be a particularly important topic because we're now with things like AWS awash in
  • ▶ 4:12 Vijay Pande Yeah, I think you could do it on cloud computing, but if you think about it, I think Amazon has roughly maybe 300,000 boxes. 2 times in the scene
  • ▶ 6:46 Chris Dixon One, one pattern we've noticed is that whereas, uh, industry, meaning probably Google and maybe Facebook-led data center innovation, and Amazon, sorry, over the last 15 years, uh, we're seeing more and more academic-led stuff.

a16z Podcast | Tech Trends Changing Gaming Jan 2, 2019 · 1 mention

  • ▶ 9:37 Herman Narula It was like an alien world to them, you know, like people who used to Amazon or iTunes.

a16z Podcast | The Future of Entertainment and What David Petraeus and the Olsen Twins Can Teach Us Jan 2, 2019 · 1 mention

  • ▶ 7:49 Marc Andreessen And now Netflix and Hulu and all these other, you know, Amazon, Greenlighting, all these, all these new shows, uh, drama, comedy, so, like, television is like, you know, you guys are, you know, rest of development, like, you know, there's…

a16z Podcast | Making Security More Useable Jan 2, 2019 · 2 mentions

  • ▶ 12:41 Vijay Balasubramaniyan Uh, as these new exciting interfaces come out, right, Amazon rolled out Echo, Facebook bought Wit.ai to, to, you know, integrate all its messaging with voice.
  • ▶ 12:41 Vijay Balasubramaniyan Uh, as these new exciting interfaces come out, right, Amazon rolled out Echo, Facebook bought Wit.ai to, to, you know, integrate all its messaging with voice.

a16z Podcast | Messaging is the Medium Jan 2, 2019 · 1 mention

a16z Podcast | How to Lead, Not Manage Your Board Jan 2, 2019 · 1 mention

  • ▶ 21:34 Spencer Rascoff Um, we switched about a year ago to a memo system after Bezos and Amazon's, um, model of kind of no PowerPoint, um, for, for one or two meetings in a row.

a16z Podcast | Security's Painful Prominence and Why There is No Turning Back Jan 2, 2019 · 2 mentions

  • ▶ 13:15 Marc Andreessen Um, and so then you get in this weird dance where you've got the consumer, you know, who's supposed to pick their merchants carefully, and who's supposed to secure their Amazon password, and they never do any of that stuff.
  • ▶ 31:33 Marc Andreessen I mean, it's certainly, you know, nobody's idea of a good time to be a taxi driver in the era of Lyft and Uber, or to be a small independent bookstore in the era of Amazon.

a16z Podcast | Public or Private? Finding the Right Board Seat Jan 2, 2019 · 8 mentions

  • ▶ 0:42 Michael Copeland She's a longtime SVP at Amazon and general counsel, and sits on the board of Zendesk down in the Bay Area.
  • ▶ 8:39 Michelle Wilson I've been doing it for so long and had such a broad role at Amazon for so long across so many different businesses that in the context of a board meeting, I'm interacting in a business role.
  • ▶ 14:49 Michelle Wilson At Amazon, you know, every board and committee meeting, so to me it was a really natural role. 2 times in the scene
  • ▶ 25:11 Michael Copeland Um, Amazon, Microsoft, Zillow. 4 times in the scene

a16z Podcast | The Marketplace Rules Jan 2, 2019 · 12 mentions

  • ▶ 8:54 Jeff Jordan And so that got put to the test because Amazon and Yahoo launch auction businesses early in eBay's life and they went for free.
  • ▶ 21:20 Michael Copeland I mean, as part of the velocity that you're seeing in marketplaces, because you know, the, the precursors eBay and, um, and I want to actually ask about Amazon, how this fits into it, but, but we're used to, you know, these marketplaces… 10 times in the scene
  • ▶ 25:20 Jeff Jordan Like the cloud, you know, Amazon Web Services, but, um, you know, their re their merchandise strategy, their commerce strategy is a third party strategy right now.

a16z Podcast | Searching for Mobile's Third OS Jan 2, 2019 · 2 mentions

  • ▶ 7:33 Kurt McMaster Well, listen, there's a reason that Facebook tried to do a phone and, and Amazon tried to do a phone, um, because they all recognize how they're locked out, right, in the existing, you know, incumbent mobile OS plays. 2 times in the scene

a16z Podcast | Mobile is Eating the World (and Apple is Gobbling Fastest) Jan 2, 2019 · 6 mentions

  • ▶ 11:19 Michael Copeland I, I want to ask you, and we've talked about this a little bit before, but so, so for companies like Facebook and Amazon who are, who are not just sticking their toes in, but like their entire legs into the mobile side of things, what does… 6 times in the scene

a16z Podcast | Virtual Reality v Augmented Reality, and What's Next Jan 2, 2019 · 1 mention

a16z Podcast | The Technology is Ready, So Where is the Internet of Things? Jan 2, 2019 · 1 mention

  • ▶ 14:25 Zal Bilimoria And, you know, they were, they were telling me that, you know, in some way, shape, or form, like, this is a way for these, ah, you know, big box retailers to actually differentiate against online retailers like Amazon, because they've got…

a16z Podcast | Why the Datacenter Needs an Operating System Jan 2, 2019 · 3 mentions

  • ▶ 23:11 Benjamin Heinemann Um, when you're running, say, OpenStack on EC two, uh, uh, and that does not help the developer build another system. 2 times in the scene
  • ▶ 24:51 Benjamin Heinemann And the same thing applies why something like, like, like Mesos and the DCOS is still so valuable in EC two like environments on AWS.

a16z Podcast | Enough with the Old Stuff -- Time for New Questions in Mobile Jan 2, 2019 · 17 mentions

  • ▶ 2:40 Benedict Evans And then you have kind of other questions like, well, what are Facebook and Amazon going to try and do?
  • ▶ 7:11 Benedict Evans You've seen Amazon try that and fail mostly, certainly fail in phones.
  • ▶ 8:42 Benedict Evans Would it be the Amazon app store?
  • ▶ 9:40 Benedict Evans Um, but by the same token, if other people start being able to use and being able to succeed in what Amazon tried to do, then you start changing the interaction model.
  • ▶ 18:34 Benedict Evans Facebook and Amazon's motivation on mobile is very similar to Google's motivation, which is that the web browser was this neutral, transparent platform, and, you know, having a web, Facebook making a web browser or Amazon making a web… 10 times in the scene
  • ▶ 22:38 Benedict Evans Does open Android start working outside China, and how can Amazon make its app store work?
  • ▶ 25:06 Benedict Evans Is Amazon going to succeed in breaking into, in making open Android a viable product in the USA?
  • ▶ 32:57 Michael Copeland What I'm fascinated by, and, and, you know, we've, like you said, Apple and Google got what they want, but what we will start to see is all these things built on top of all that connectivity, all that scale, and things that, you know, may…

a16z Podcast | Where the Growth in Cloud and Enterprise Software Really Is (with Marc Benioff) Jan 2, 2019 · 1 mention

  • ▶ 0:57 Marc Andreessen At least what I recall, and tell me if you agree with this, what I recall at the time was Salesforce was a particularly heretical idea, um, and I remember the original, you know, no software, uh, um, icon that you guys had, and it was a,…

a16z Podcast | Ecommerce and the Holiday Shopping Collision Jan 2, 2019 · 33 mentions

  • ▶ 0:54 Jeff Jordan And at the same time, the M and Amazonization of e-commerce is increased consumer expectations on if I ordered today, it's here tomorrow. 3 times in the scene
  • ▶ 2:02 Jeff Jordan I mean, I think Amazon is raising the bar for everyone. 6 times in the scene
  • ▶ 12:33 Michael Copeland Let's get to the biggest player in the e-commerce firmament, Amazon.
  • ▶ 12:38 Michael Copeland You have written and talked a lot about how to compete with Amazon. 22 times in the scene
  • ▶ 14:34 Jeff Jordan Amazon fresh now is, you know, those trucks are constantly in the city.

a16z Podcast | Where's My Stuff? -- The Lowdown on Logistics and Ops Jan 2, 2019 · 10 mentions

  • ▶ 7:16 Mike Swartz That hasn't changed since my Amazon days.
  • ▶ 15:48 Mike Swartz Is the biggest shock, you know, um, even in the, the time that I spent at Amazon and QVC, we're, we're still very entrepreneurial, early stage kind of companies. 2 times in the scene
  • ▶ 19:40 Mike Swartz I, you know, I get asked this question a lot, and, and the question usually gets, ah, phrases, well, what, what do they do at Amazon, or what's Amazon's metric, or what's best in class in X, Y, and Z? 3 times in the scene
  • ▶ 32:24 Mike Swartz I, I know when I was at Amazon, more code got written in the fourth quarter, um, when we would get deployed to the fulfillment centers than any other time of the year.
  • ▶ 38:19 Laura Duke Um, you know, the immediate kind of instant gratification of this current on-demand economy, um, everybody is, is, um, an Amazon Prime customer and is used to getting things, you know, next day, two days, and, um, sometimes when you're…
  • ▶ 41:28 Mike Smith Uh, I think that Amazon will do same day for grocery because it makes sense on fresh.
  • ▶ 48:06 Mike Swartz The Amazons of the world are going to have a lot of competition from smaller startups on the service front.

a16z Podcast | The End of Ownership Jan 2, 2019 · 1 mention

  • ▶ 32:46 Balaji Srinivasan So for example, Google rankings, Apple's app store, Gmail spam filtering, PayPal and eBay fraud protection, Amazon reviews, um, these things already happening in the cloud, massive scale marketplaces where all the checks and balances, rare…

a16z Podcast | What Makes the Valley Work Jan 2, 2019 · 1 mention

  • ▶ 18:34 Marc Andreessen What if we could write an app, write a website, you know, write a database, um, that would do this thing, and if you apply that to e-commerce, you get Amazon, and if you apply that to communication, you get Facebook, and if you apply that…

a16z Podcast | Beyond Bitcoin -- The Blockchain Jan 2, 2019 · 1 mention

  • ▶ 23:06 Chris Dixon So same thing with the internet, like, they built the browser, they built the web server, where's the Yahoo, where's the Amazon, where's the Google?

a16z Podcast | Apple Takes on Payments and Your Wrist Jan 2, 2019 · 4 mentions

  • ▶ 11:56 Benedict Evans But that's not, that's a bit like saying, well, the way you do digital music is you order a CD on Amazon, you rip it into iTunes, and then you sync it with your phone.
  • ▶ 31:33 Benedict Evans Um, I mean, there was a great blog post a year, a couple of years ago by someone who had been at Amazon and went to Google, talking about how everybody, everything at Amazon was one platform, and all Amazon products and services were built… 3 times in the scene

a16z Podcast | Raising Money and Valuing Startups -- What Happens When Things Don't Go As Planned? Jan 2, 2019 · 1 mention

a16z Podcast | Everything You Need to Know About Amazon Jan 2, 2019 · 59 mentions

  • ▶ 0:01 Ben Horowitz Hi, I'm Ben Horowitz, and this is the A-sixteen Z podcast, and I'm here with Benedict Evans, who is going to explain to us, ah, everything that we need to know about Amazon. 10 times in the scene
  • ▶ 2:56 Benedict Evans But what's happened since 2009, 2010 is that they've suddenly plowed that into capex. 7 times in the scene
  • ▶ 3:14 Benedict Evans Um, and some of that's going on warehouses, and some of that's going on AWS.
  • ▶ 5:44 Benedict Evans 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,… 4 times in the scene
  • ▶ 5:44 Benedict Evans 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,… 2 times in the scene
  • ▶ 7:11 Benedict Evans Um, well, I think AWS is this, it's this funny, again, it's like a whole religious argument of it in its own as to, you know, what are the dynamics of scale?
  • ▶ 7:21 Benedict Evans Can Amazon compete with Google? 3 times in the scene
  • ▶ 11:33 Ben Horowitz Uh, on Amazon is that it's kind of both a platform and an application in the sense that they build a big, you know, particularly on the e-commerce side and on the AWS side, um, an infrastructure that other merchants use and so forth, and… 14 times in the scene
  • ▶ 11:33 Ben Horowitz Uh, on Amazon is that it's kind of both a platform and an application in the sense that they build a big, you know, particularly on the e-commerce side and on the AWS side, um, an infrastructure that other merchants use and so forth, and… 2 times in the scene
  • ▶ 14:22 Ben Horowitz Uh, another thing that really confuses investors is the, um, prime strategy, Amazon Prime. 7 times in the scene
  • ▶ 14:22 Ben Horowitz Uh, another thing that really confuses investors is the, um, prime strategy, Amazon Prime. 6 times in the scene
  • ▶ 17:07 Ben Horowitz Well, and speaking of which, the, uh, the only cost is bandwidth, and they can get that cheap from AWS.
  • ▶ 17:22 Ben Horowitz Jeff Bezos is, in fact, a genius, and you should put all your money into Amazon, because it is an amazing company.

a16z Podcast | Building Brands and Running Retail -- Ron Johnson and Tristan Walker Break It Down Jan 2, 2019 · 2 mentions

a16z Podcast | Ben and Marc Explain (Practically) Everything – Part 1 Jan 2, 2019 · 1 mention

  • ▶ 20:01 Michael Copeland We're seeing large rounds raised, but I, I want to have you guys answer the question of, you know, why do, if I can, myself and three of my friends and virtually no money and just a credit card and Amazon Web Services, if I can build a…

a16z Podcast | The Topic That's Lasted the Entire History of Computing -- Bundling and Unbundling Jan 2, 2019 · 2 mentions

  • ▶ 16:23 Benedict Evans So this is, this reminds me, I mean, the thing that I, that is a slightly have, um, I was going to say unkind, perhaps just a realistic thing to say, which is that when developers say, I made this amazing app and no one confided on the App… 2 times in the scene

a16z Podcast | The Consumerization of IT Jan 2, 2019 · 1 mention

  • ▶ 7:05 Florian Leibert It'll be, I think, I think as we are seeing already with Amazon, there's a spot market, right, for, uh, for compute and for storage, for entire, for entire data center, essentially.

a16z Podcast | Mobile Invades the Data Center Jan 2, 2019 · 2 mentions

  • ▶ 23:59 unnamed speaker Yeah, one of the observations that I have, and it's just an observation trying to watch and understand, is everybody that's been successful in offering up a public cloud, you know, the Amazons, the Microsofts, now the Googles, um, they… 2 times in the scene

a16z Podcast | An Open Source Business Model That Works Jan 2, 2019 · 1 mention

  • ▶ 7:05 Ben Uretsky So I think the example that he used was, uh, uh, in this particular case, leveraging AWS's RDS product, which is basically MySQL as, as a service.

a16z Podcast | Building Marketplaces with the Power of Community Jan 2, 2019 · 3 mentions

  • ▶ 0:52 Boris Wurtz So I was an entrepreneur that, um, that built a marketplace called eight books, um, which was a marketplace for hard to find books that we sold to Amazon in, in 2008.
  • ▶ 7:39 unnamed speaker So Abebook's obviously built a very powerful community, and still to this day, I find people who are Abebook fanatics, um, and so, given that you eventually sold that business to Amazon, before that, that point in time, how did you handle…
  • ▶ 22:44 Boris Wurtz And I mean, you, you look at marketplace like Amazon marketplace, I mean, nobody, there's no community per se.

a16z Podcast | The Micro and Macro of Mobile Jan 2, 2019 · 2 mentions

  • ▶ 2:32 Benedict Evans Yeah, I mean, I hesitate to say fork, because they're basically vanilla Android, they just don't have Google services on them, they're not like Kindles.
  • ▶ 15:36 Benedict Evans You can be standing in a store looking at the Amazon app while you're holding it

a16z Podcast | Google I/O -- A Three-Hour Tour (in 30 minutes) Jan 2, 2019 · 3 mentions

  • ▶ 2:54 Benedict Evans So they just, they said for the first time that there are now a billion active users of Google Android, um, which doesn't count China and Kindle.
  • ▶ 7:22 Benedict Evans Are you Amazon and you just want your app everywhere?
  • ▶ 18:53 Benedict Evans But the problem with all of these things, the problem with the Kindle Fire, with the Apple TV, all of this stuff,

a16z Podcast | Datacenter of the Future Jan 2, 2019 · 7 mentions

  • ▶ 10:43 Chris Dixon Are they going to be outsourcing it to AWS and Amazon and Google? 5 times in the scene
  • ▶ 10:43 Chris Dixon Are they going to be outsourcing it to AWS and Amazon and Google? 2 times in the scene

a16z Podcast | People Marketplaces Take On One of the Last Great E-Commerce Opportunities: Groceries Jan 2, 2019 · 11 mentions

  • ▶ 6:08 Michael Copeland So Instacart gets into the grocery business without, like, Webven, and even, like, Amazon Fresh, and I want to get to this, without building warehouses, stocking them, you know, some other grocery store does all that.
  • ▶ 8:43 Sam Gerstenzhang There you have, uh, you know, you can order toothpaste to be delivered next week from Amazon. 2 times in the scene
  • ▶ 9:04 Michael Copeland Jeff, you know, you, you obviously looked hard at this, um, and other models, and one of the other models is what Amazon is doing with Amazon Fresh, and it's that sort of like, let's build our own, I mean, they have warehouses, right, but. 7 times in the scene
  • ▶ 9:04 Michael Copeland Jeff, you know, you, you obviously looked hard at this, um, and other models, and one of the other models is what Amazon is doing with Amazon Fresh, and it's that sort of like, let's build our own, I mean, they have warehouses, right, but.

a16z Podcast | Mapping the Information Economy -- Where’s the Cloud Going Next? Jan 2, 2019 · 3 mentions

  • ▶ 5:29 Aaron Levie All of a sudden, just in a, I don't know, three, five, seven year period, we have infinite computing from Amazon. 2 times in the scene
  • ▶ 7:48 Steven Sinofsky With, you know, the Googles and the Amazons and the Microsofts on security, if you're, you know, an appliance maker in the Midwest, like that's a really, where are you going to hire those people?

a16z Podcast | The Two Big Problems With Thomas Piketty’s “Capital in the Twenty-First Century” Jan 2, 2019 · 1 mention

  • ▶ 0:09 Balaji Srinivasan Maybe we can talk about, um, Thomas Piketty, which, uh, 696, uh, page doorstop is the number one bestseller on Amazon against all expectation, uh, and he's been doing all the tours and, and so on, and, uh, we've, uh, kind of, uh, like had…

a16z Podcast | The Future Of Television Jan 2, 2019 · 6 mentions

  • ▶ 5:12 Benedict Evans You know, how that stuff gets made, because Netflix obviously have data, and Amazon has data, and the TV companies traditionally didn't have data and used the sort of pilot system to work out, well, what are we going to make?
  • ▶ 11:20 Benedict Evans Or you're going to Amazon, you're going to buy a bit more content, so the Amazon Fire device will seem a bit more appealing relative to the Apple TV, and that will get you more customers for Amazon Fresh.
  • ▶ 11:20 Benedict Evans Or you're going to Amazon, you're going to buy a bit more content, so the Amazon Fire device will seem a bit more appealing relative to the Apple TV, and that will get you more customers for Amazon Fresh.
  • ▶ 12:45 Benedict Evans and so it's Apple, or it's Google, or it's Amazon. 3 times in the scene

a16z Podcast | China and Tech Jan 2, 2019 · 2 mentions

  • ▶ 3:42 Benedict Evans Um, but it's more that the, you could turn it the other way and say, it's more that where you have a country that's actually big enough to sustain real scale businesses and has a fundamentally different language and culture, then it's…
  • ▶ 14:00 Benedict Evans Yeah, I mean, it's an interesting thing, interested to see if you agree with me, but I kind of have the impression that the, the function of having these three internet giants in China is that whereas outside you have, you know, Amazon is a

a16z Podcast | The Rise of Full Stack Startups Jan 2, 2019 · 3 mentions

  • ▶ 4:01 Balaji Srinivasan Um, the third is that, uh, after, um, kind of a decade in which every layer of the, um, stack, uh, the computing stack was sort of split off, and so you have Cloudflare, and you have AWS, and you have all of these services which, um, kind…
  • ▶ 4:50 Chris Dixon sort of the, so 20 years ago, if you wanted to build a, you know, Amazon had to go build their, well, not Amazon, let's say, 2 times in the scene

a16z Podcast | Searching for Mobile’s Own PageRank Jan 2, 2019 · 1 mention

a16z Podcast | Apple and Google Won the Mobile OS War, But a New War Has Already Begun Jan 2, 2019 · 1 mention

  • ▶ 2:39 Benedict Evans Um, but the core, I think, is that you have iOS and you have Android, and then you have people building stuff on top of Android to a greater or lesser extent, whether that's the Chinese who are using stock Android but not using Google…
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