Amazon, every mention
112 scenes (2025), the whole family · ← back to Amazon
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every year 2025 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
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.
The Death of Search: How Shopping Will Work In The Age of AI
- ▶ 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
- ▶ 35:16 Mark Cuban You know, everybody, Amazon, everybody else.
Jack Altman & Martin Casado on the Future of Venture Capital
- ▶ 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
- ▶ 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
- ▶ 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
- ▶ 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
- ▶ 31:08 Steven Sinofsky Being bought by Amazon, even though it should have been.
From the Dot-Com Crash to the AI Era: How Builders Survive Waves of Disruption
- ▶ 3:13 Raghu Raghuram The cloud, I mean, initially Amazon AWS did not change 2 times in the scene
Marc Andreessen: The US is in a AI Arms Race & It Decides The World's Future
- ▶ 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
- ▶ 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
- ▶ 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
- ▶ 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
- ▶ 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)
Aaron Levie on AI's Enterprise Adoption
- ▶ 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
- ▶ 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
Building Cluely: The Viral AI Startup that raised $15M in 10 Weeks w/ Roy Lee
- ▶ 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
- ▶ 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
- ▶ 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
- ▶ 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
- ▶ 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?
- ▶ 17:53 Guido Appenzeller Isn't Mechanical Turk exactly that?
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