Amazon, every mention
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Verbatim, from the transcripts: the passages where Amazon comes up
Disney: The Renaissance and the Empire · Acquired
- ▶ 3:31:51 Ben Gilbert Than an ESPN or that a TV network could because Amazon can get you as a prime subscriber.
- ▶ 3:31:51 Ben Gilbert Than an ESPN or that a TV network could because Amazon can get you as a prime subscriber.
- ▶ 3:31:56 David Rosenthal This is Amazon's NFL deal right here.
Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired
- ▶ 3:37:36 Ben Gilbert So think Nvidia, Amazon, Meta, TSMC, Nike.
Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired
- ▶ 3:52:12 David Rosenthal Uh, Amazon grocery service has completely transformed groceries in my family.
- ▶ 3:52:28 David Rosenthal Including Amazon, you know, a variety of different ways.
- ▶ 3:52:32 Ben Gilbert We get Amazon Fresh every week.
- ▶ 3:52:34 David Rosenthal You know, Amazon Fresh, or Instacart, or there's Good Eggs here in San Francisco, and like, they all have their pros and cons, but, you know, at the end of the day, like, I mostly still went to the grocery store.
- ▶ 3:52:44 David Rosenthal Amazon has cracked it with Amazon Grocery.
- ▶ 3:52:47 David Rosenthal You just click and add stuff on whenever you're ordering Amazon.
- ▶ 3:52:51 David Rosenthal I mean, there's a parent of two small children I'm ordering from Amazon multiple times a week, and
- ▶ 3:53:04 David Rosenthal It just comes within a couple hours with your Amazon order.
Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
- ▶ 2:13:42 David Rosenthal It's almost like, uh, like Amazon and streaming, you know, like prime video, which we'll talk about later.
- ▶ 3:07:13 Ben Gilbert F-One was also pitching Amazon on doing something, trying to get a little bit of a bidding war here.
- ▶ 3:07:18 Ben Gilbert Netflix or Amazon or someone else?
- ▶ 3:07:20 Ben Gilbert Amazon already had something in the works with Mercedes and Lewis Hamilton that was just focused on them.
- ▶ 3:07:31 Ben Gilbert So even though Amazon was going to get the rights to Lewis and Mercedes, they couldn't film the documentary on track.
- ▶ 3:07:42 Ben Gilbert You do need F one to play ball, so Amazon ends up bidding the most for the league-wide thing, the thing that would become Drive to Survive.
- ▶ 3:07:59 David Rosenthal This is the rights payment that Netflix or Amazon would pay to F one for the right to go make this series.
- ▶ 3:08:49 Ben Gilbert And at this point in time, Netflix's audience in the US was something like two X what Amazon's was.
- ▶ 3:09:22 Ben Gilbert So ultimately the Red Bull idea gets scrapped along with that Lewis and Mercedes idea that, that Amazon was working on that gets scrapped.
- ▶ 3:10:27 Ben Gilbert Probably partly because of the documentary that they think they have in the works at the time with Amazon, but also because they're Mercedes.
- ▶ 3:31:51 Ben Gilbert And so, with Apple, with Netflix, with, uh, more likely Amazon, I think, than Netflix, uh,
The NFL: How small-town teams became America's most valuable sports empire (Audio) · Acquired
- ▶ 2:03 Ben Gilbert We also decided to update the episode with everything that has changed about the league from streaming on YouTube and Netflix and Amazon and all those deals to our updated thinking on the international strategy for the NFL.
- ▶ 2:32:52 Ben Gilbert Amazon has Thursday Night Football for 1.3 billion a year.
- ▶ 2:49:04 David Rosenthal Like, no, it's Google and Amazon that are paying them this money.
- ▶ 2:59:29 David Rosenthal This is the first season that Amazon is the exclusive destination for Thursday Night Football, right?
- ▶ 2:59:34 Ben Gilbert Yeah, they used to air Thursday Night Football also on Fox and on the NFL Network, which is the NFL's own channel to do mostly non-game programming, but some experimental stuff themselves like Red Zone and alternate game broadcasts, but…
- ▶ 2:59:51 David Rosenthal And news is coming out now right at the end of the season that from a economics perspective for Amazon and an ad basis, it vastly underperformed expectations.
- ▶ 3:00:00 Ben Gilbert Yeah, so then Amazon is having to do make goods with the advertisers because Amazon wasn't able to get enough people to watch the streams because, frankly, I think a lot of people want to watch the NFL on TV, and it's kind of complicated…
- ▶ 3:05:27 David Rosenthal See back then is that these leagues, the NFL especially, are going to be totally fine in a post linear TV era, and no further proof is needed than Amazon and Google are the latest people to pay boatloads of money to the NFL.
- ▶ 3:31:23 Ben Gilbert So we were sort of poo-pooing the Amazon Prime partnership and saying, oh, they weren't hitting targets and they had to do make goods.
- ▶ 3:31:34 Ben Gilbert So in the 2025 season, Thursday Night Football on Prime averaged 50
- ▶ 3:32:26 Ben Gilbert And on the Black Friday game on Prime, that was up 21% year over year, and probably the biggest sign either that it's working or
- ▶ 3:38:21 David Rosenthal Already their rights partners were moving to much more of a tech company digital mix than cable networks and broadcast networks with Google, Netflix, with Amazon, etc.
- ▶ 3:39:42 Ben Gilbert I realize the only real way to do this is ask Amazon.
- ▶ 3:39:48 Ben Gilbert They stream the NBA, they stream the NFL, they
- ▶ 3:39:51 Ben Gilbert They have logged in accounts where they know people's demographic informations.
- ▶ 3:43:59 David Rosenthal Even just to stick on Travis Kelsey here for a minute, I mean, the New Heights podcast reportedly signed a hundred million dollar plus deal with Amazon.
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.
- ▶ 1:05:46 Ben Gilbert and I look it up in the Kindle book and I figure out like how I want to explain the connection that I just learned on air.
- ▶ 1:06:23 David Rosenthal Yeah, garages were, were a little more popular back in the day with HP or Apple or in the nineties with Google and Amazon, all founded in garages.
Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
- ▶ 8:23 David Rosenthal No, their market cap is about thirty billion dollars, so like a small fraction of Walmart and Costco and Amazon, etc.
- ▶ 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.
- ▶ 1:46:25 Ben Gilbert Are Amazon Basics batteries differentiated?
- ▶ 1:46:30 Ben Gilbert Also, it's kind of interesting that Walmart has great value, Target has Good & Gather, Amazon has Basics, Costco has Kirkland Signature, Trader Joe's has Trader Joe's.
- ▶ 1:46:30 Ben Gilbert Also, it's kind of interesting that Walmart has great value, Target has Good & Gather, Amazon has Basics, Costco has Kirkland Signature, Trader Joe's has Trader Joe's.
- ▶ 3:00:25 David Rosenthal Costco, Amazon, Walmart.
- ▶ 3:08:43 Ben Gilbert And I look on Amazon now, mind you, this is like a three dollar product and someone's selling it for 19 dollars.
- ▶ 3:27:02 Ben Gilbert Perhaps Amazon Part One also may be of interest, since this is effectively the anti-Amazon.
- ▶ 3:27:17 David Rosenthal The day that Amazon bought the company.
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 48:05 David Rosenthal Famously, she used Mechanical Turk on Amazon, I think, to get them all hand-labeled.
- ▶ 48:05 David Rosenthal Famously, she used Mechanical Turk on Amazon, I think, to get them all hand-labeled.
- ▶ 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.
- ▶ 3:19:27 Ben Gilbert So they're very much playing offense in the way that Meta, Microsoft and Amazon are in deploying that capex.
- ▶ 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?
- ▶ 3:29:55 Ben Gilbert You look at Amazon.
- ▶ 3:29:56 Ben Gilbert Infrastructure, they have application, maybe, I don't actually know if amazon.com, I'm sure it benefits from LLMs in a bunch of ways.
- ▶ 3:31:04 David Rosenthal The only way that external companies, users, developers, model researchers could use TPUs would be if Google had a cloud to deliver them, because there's no way in hell that Amazon or Microsoft are going to put TPUs from Google in their…
- ▶ 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.
- ▶ 3:32:19 David Rosenthal Would Amazon or Microsoft be like, eh, you know, all right, Google, we'll take some of your TPUs, even though no developer out there uses them.
- ▶ 3:57:22 Ben Gilbert It's 416 dollars on Amazon right now.
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.
- ▶ 3:30:30 David Rosenthal And Google had the wrong strategy in cloud for many years, and as a result, that's why their cloud business is way behind Amazon and Microsoft.
- ▶ 3:47:35 Ben Gilbert I continue to spend on Google because they have all the high intent users for products other than, you know, Amazon.
- ▶ 3:57:59 David Rosenthal Amazon doesn't have any billion user products.
The Jamie Dimon Interview: How JP Morgan Became an $800 Billion Bank · Acquired
- ▶ 10:14 Ben Gilbert And you, you took a call about running Amazon, right?
- ▶ 10:17 Ben Gilbert You took a call about running Amazon, didn't you?
- ▶ 25:37 Ben Gilbert So for the past decade, they've been on a mission to democratize the lessons of the giants, companies like Google and Amazon and Meta.
Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
- ▶ 16:49 David Rosenthal Shaw and I gotta build Amazon.
- ▶ 45:49 Ben Gilbert And longtime Acquired listeners will recognize this name from our Amazon episode.
- ▶ 45:55 David Rosenthal Rom had left Netscape and joined a startup called Jungly that Amazon.com then acquired, and so Rom had a little bit of liquidity.
- ▶ 46:18 Ben Gilbert You think about Amazon and Google as kind of equally old companies.
- ▶ 46:27 Ben Gilbert Amazon just went public the year before.
- ▶ 47:18 Ben Gilbert You know, we knew about this in the past because we talked about it on the Amazon episode, but whenever I heard someone reference Jeff Bezos was an angel investor in Google, I always thought, well, yeah, but you look at any of these…
- ▶ 48:02 David Rosenthal And Amazon stock was probably in the dumpster when Google went public.
- ▶ 1:28:59 David Rosenthal Well, what about Amazon affiliate links?
- ▶ 1:29:02 Ben Gilbert We know a guy at Amazon.
- ▶ 1:29:03 David Rosenthal We know a guy at Amazon who happens to own a good chunk of this company.
- ▶ 1:29:08 David Rosenthal So Google goes and signs up as an Amazon affiliate.
- ▶ 1:29:14 Ben Gilbert The Google business model was validated, like doing customer development, you know, startup idea validation using Amazon affiliates as the mechanism.
- ▶ 1:29:33 David Rosenthal Any book in the Amazon library catalog, Google will dynamically generate a text ad saying, go buy this book at Amazon, insert an Amazon affiliate link, and drive traffic over to Amazon.
- ▶ 1:29:51 David Rosenthal Now, whatever the Amazon affiliate commission, you know, if it's four percent or five percent of the revenue of a 10 dollar book, obviously is not going to change Google's fortune in the amount of money that they'll generate from this.
- ▶ 1:30:47 Ben Gilbert But what they also know, because it was an Amazon affiliate links, is they know the down funnel number too.
- ▶ 1:30:53 Ben Gilbert They know conversion is actually higher from this traffic because we got to know how many books on Amazon were sold from the number of impressions that we served.
- ▶ 3:12:04 David Rosenthal Amazon's PE is 35, Microsoft is 37, Nvidia is 46, Apple is 30, and Meta is 27, and Google Alphabet is down at 20.
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.
- ▶ 1:09:48 Ben Gilbert And you got Google and Amazon.
- ▶ 1:10:31 Steve Ballmer I mean, I was listening to you guys talk about Amazon and how they, okay, we're gonna try small things, but they also put in small cost structure.
- ▶ 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.
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