Amazon Web Services, every mention
27 scenes (2025) · ← back to Amazon Web Services
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Verbatim, from the transcripts: the passages where Amazon Web Services comes up
10 Years of Acquired (with Michael Lewis) · Acquired
- ▶ 28:44 David Rosenthal AWS and JP Morgan payments.
- ▶ 29:04 Ben Gilbert Also, very funny to interview Matt Garman from AWS at his own event.
Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
- ▶ 33:13 Ben Gilbert And listeners, for anyone going to AWS reInvent, we will be there with the JP Morgan payments team.
- ▶ 33:18 Ben Gilbert We're doing a big interview on stage with AWS CEO Matt Garman and more.
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 1:06:43 David Rosenthal For lots of reasons, but even more so than any other given startup in the 2010 era, it's not like they can just go spin up an AWS instance and like build an app and deploy it to the app store.
- ▶ 2:12:29 Ben Gilbert I wonder if they did talk to AWS at all about it.
- ▶ 2:12:34 Ben Gilbert I hesitate to say it out loud, but I think AWS was actually in the very first investment with Elon in open AI.
- ▶ 2:12:49 Ben Gilbert That AWS actually was in that nonprofit round.
- ▶ 3:24:03 Ben Gilbert Super different than what AWS was doing at the time and what they're still doing today, which the whole world eventually realized was right, which is cloud should be infrastructure as a service.
- ▶ 3:26:25 David Rosenthal So we can offer this tool a kind of counterposition against AWS and Azure.
- ▶ 3:26:38 Ben Gilbert So this kind of becomes one of the pillars of their strategy is you want multi-cloud?
- ▶ 3:32:03 David Rosenthal Maybe there will be TPUs in AWS or Azure someday, but I don't think they would have been able to start there.
Google Part II: Alphabet (Audio) · Acquired
- ▶ 22:44 David Rosenthal You can't just launch on AWS.
- ▶ 22:46 David Rosenthal There is no AWS.
The Steve Ballmer Interview · Acquired
- ▶ 51:58 Steve Ballmer I mean, people say that they might mean Azure, AWS, or in the old days, Windows, or Windows Server, or Unix, uh, then Linux.
- ▶ 1:17:58 Steve Ballmer Uh, AWS has a little lift off.
- ▶ 1:18:00 Steve Ballmer I think AWS comes to market in what?
- ▶ 1:18:22 Steve Ballmer Ooh, there's AWS.
- ▶ 1:25:29 Steve Ballmer It was mostly for startups and you know, that that's who was using AWS at the time.
- ▶ 1:33:28 Steve Ballmer AWS and, and the store, they're two-tricker.
- ▶ 1:34:25 Steve Ballmer But not uncorrelated, the way that AWS and, and I get the sense, and I think Mac, Mac versus everything iOS is also uncorrelated.
Epic Systems (MyChart) · Acquired
- ▶ 2:56:18 Ben Gilbert Some are on-prem at hospitals, some are in our cloud, some are on AWS, some are on Azure, but either way, there's all this interesting structured patient data that
- ▶ 3:03:53 David Rosenthal It's kind of like the Jeff Bezos quote about AWS in the early days that he wanted to be like an irrational and irresponsible decision not to use AWS.
TSMC · Acquired
- ▶ 0:47 Ben Gilbert They make the chips for a whole bunch of other fabless companies like Qualcomm, AMD, Broadcom, and hyperscalers like AWS.
- ▶ 1:17:56 David Rosenthal It's like the AWS for chip companies.
- ▶ 1:58:31 David Rosenthal If there were like an AWS moment, which is funny because TSMC is the AWS equivalent, but
- ▶ 2:15:42 David Rosenthal You know, the Jeff Bezos quote about AWS.