Amazon.com

company on 16 shows · 11 statements across 11 episodes · said 28 times in 18 episodes since 2016

Acquired 11 Top Founders 3 Big Technology 3 All-In 2 TBPN 2 Founder's Journal 1 Another Podcast 1 Latent Space 1 Invest Like the Best 1 A Product Market Fit Show 1 the MAD Podcast 1 20VC 1 More or Less the Official SaaStr Podcast Capital Allocators How I Built This

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Acquired 11Top Founders 3Big Technology 3All-In 2TBPN 2Founder's Journal 1Another Podcast 120VC 14 more shows

2026 2 mentions in 2 episodes 1 per episode
2025 6 mentions in 6 episodes 1 per episode
2024 1 mention in 1 episode
2023 4 mentions in 3 episodes 1 per episode
2022 11 mentions in 3 episodes 4 per episode
2021 3 mentions in 2 episodes 2 per episode
2016 1 mention in 1 episode

every mention on every show, scene by scene, with the transcript →

11 statements about Amazon.com, every show

INVEST LIKE THE BEST Assertion Supported
Thompson: AWS was not built from spare Amazon compute capacity
“AWS, contrary to sort of popular thought, was not spare Amazon capacity. Actually, it took a long time to get Amazon.com onto AWS, but the, what it drove was the understanding that we need to have a scalable, we can't be having so many meetings. Like, we need …”
Ben Thompson Aug 18, 2026 ▶ 47:57 What Happens When the AI Boom Runs Out of Money · Invest Like The Best
HOW I BUILT THIS Assertion Supported
Gordon: Most baby registries in 2010 were single-store platforms
“Most baby registries were single store registries, and so you could only add items from Babies R Us, and then you'd have a second registry for Amazon.com.”
Natalie Gordon Nov 3, 2025 ▶ 16:49 Babylist: Natalie Gordon. How a new mom used nap time to build a $500M business.
MAD Assertion Supported
Rauch: AWS started as e-commerce APIs, not spare hardware capacity
“A lot of people believe that AWS started out because it had spare hardware. If you listen to the AWS episode on the acquired podcast, the story is actually way more interesting. The reason that it's called Amazon web services. Is that there was a hypothesis in…”
Guillermo Rauch Jun 26, 2025 ▶ 37:32 Guillermo Rauch: Why Software Development Will Never Be the Same
SAASTR Assertion Supported
Stripe Won Amazon.com in Singapore as an Early Enterprise Client
“And then on the other side, we won Amazon's, Amazon.com in Singapore.”
Jeanne DeWitt Grosser Feb 12, 2025 ▶ 5:16 The Playbook for Going Upmarket with Stripe's CBO and Checkr's COO
LATENT SPACE Prediction Not checkable as stated
Beauchamp: AI adoption is a 20-year journey akin to the web in 1998
“Look, it's going to be a 20 year journey and we're in like year four or it's like the web and this is like 1998 or something. You know, you've got a long, long way to go before the amazon.coms are like these huge multi-trillion dollar businesses that every sin…”
William Beauchamp Jan 26, 2025 ▶ 54:37 Outlasting Noam Shazeer, Crowdsourcing Chai AI w/ 1.4m DAU — with William Beauchamp, Chai Research
BIG TECHNOLOGY Assertion Not checkable as stated
Srinivas: Amazon faces Google-like ad conflicts with conversational shopping
“For Amazon to do this hard, obviously, because they do rely on advertising revenue on amazon.com to keep amazon.com profitable, so they have, like, similar problems to Google there”
Aravind Srinivas Feb 15, 2024 ▶ 34:54 Perplexity CEO Aravind Srinivas: How AI Challenges Google
MORE OR LESS Prediction Not checkable as stated
Lessin Predicts AI Shopping Agents Will Obsolete Amazon in 15 Years
“When you look in 10 or 15 years in the future, I think a lot of this stuff will become less relevant. Because little mini AI Sam, Agent Sam looking for things and talking to all of their agents doesn't need to go to Amazon.com. It can be way more creative in t…”
Sam Lessin Sep 29, 2023 ▶ 40:11 #16: Why Your AI Startup is Probably Already Dead · More or Less Podcast
CAPITAL ALLOCATORS Assertion Supported
Amazon's final private round valuation was just $60 million
“Amazon.com's last private round had a sixty million dollar valuation, and then they went public at several hundred million dollars, and obviously it's trillion dollar plus company.”
Michael Carmen Aug 10, 2023 ▶ 11:25 Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
ACQUIRED Assertion Supported
Rosenthal: Amazon did not finish migrating off Oracle until 2019
“Amazon.com did not finish their migration off of Oracle databases. And onto AWS products. Until 2019.”
David Rosenthal Sep 6, 2022 ▶ 1:51:09 Amazon Web Services · Acquired
ACQUIRED Insight
Gilbert: Amazon brute-forced its way to success through continuous trial and error
“Was amazon.com was the original idea. And then everything else was a brute force algorithm for finding your way through a maze where it's just like, try this pathway. Oh crap. Nope. Backup, backup, backup, backup, refine, turn. Amazon brute force their way to …”
Ben Gilbert Aug 16, 2022 ▶ 1:40:36 Amazon.com · Acquired
TOP FOUNDERS Assertion Not checkable as stated
Profits Engine has £8.5M UK and $16.5M US in transactional data
“And we've already got around about eight and a half million pounds sterling worth of transactional data points in amazon.co.uk and about 16 and a half million US dollars in data points in amazon.com.”
Michael Devlin Jan 27, 2016 ▶ 3:12 How To Mathematically Figure Out Amazon Sales Potential With Michael Devlin

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