Amazon Web Services, every mention
17 scenes (2023) · ← back to Amazon Web Services
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Verbatim, from the transcripts: the passages where Amazon Web Services comes up
Holiday Special 2023 (Audio) · Acquired
- ▶ 33:17 David Rosenthal At this rate, they're going to need to call up Andy Jassy and talk about some of those AWS bills.
Visa (Audio) · Acquired
- ▶ 2:51:33 David Rosenthal I mean, you hear about AWS going down more frequently than you hear about Visa going down.
NVIDIA CEO Jensen Huang · Acquired
- ▶ 59:34 David Rosenthal Well, I guess with AWS, that's how AWS started.
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- ▶ 25:19 David Rosenthal It's super cool that they can put their data centers out there in these remote locations where quote unquote energy happens, as opposed to the other hyperscalers such as AWS and Google and Azure.
- ▶ 1:12:15 David Rosenthal This is AWS.
- ▶ 1:22:19 Ben Gilbert I think Azure and AWS were where I looked.
- ▶ 1:22:24 Ben Gilbert That's eight A 100 for about 30 bucks an hour, or you can go over to AWS and get a P five dot 48 X large instance, which is eight H 100, which I believe is an HGX server for about a hundred dollars an hour.
- ▶ 1:26:02 David Rosenthal And even more for Nvidia, more important longer term, for enterprises that buy this, Nvidia now has a direct sales relationship with those companies, not necessarily intermediated by sales through Azure or Google or AWS, even though
- ▶ 2:10:40 David Rosenthal But obviously Google is not going to be in AWS and Azure and Oracle and all the new cloud providers.
- ▶ 2:21:30 Ben Gilbert So think back to our AWS episode.
- ▶ 2:21:33 Ben Gilbert We talked a lot about how AWS is just locked in.
- ▶ 2:23:26 David Rosenthal Yeah, there is a mile of distance, metaphorically, between like an Equinix and a AWS.
- ▶ 2:25:51 David Rosenthal AWS is.
Costco (Audio) · Acquired
- ▶ 1:39:44 Ben Gilbert Crusoe is a cloud infrastructure provider, just like AWS and Azure, that is 100% purpose-built for AI training and inference.
- ▶ 1:52:46 David Rosenthal It's like Amazon and AWS versus Amazon retail.
Nike (Audio) · Acquired
- ▶ 1:07:40 David Rosenthal So just like AWS and Azure,
- ▶ 1:07:46 David Rosenthal So just like Phil Knight had the crazy idea of taking on Adidas with Blue Ribbon, Crusoe and its founders, Chase and Cully, had the crazy idea a few years ago that they could take on AWS and Azure.