Amazon, every mention
50 scenes (2026), the whole family · ← back to Amazon
tap a year for its mentions
every year 2026 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.