Amazon Web Services, every mention
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every year anyone Jason Calacanis 56Chamath Palihapitiya 47David Friedberg 22David Sacks 14Brad Gerstner 4Thomas Laffont 3Jensen Huang 2Gavin Baker 2Andrew Feldman 2Travis Kalanick 1
Verbatim, from the transcripts: the passages where Amazon Web Services comes up
AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
- ▶ 1:05:13 Chamath Palihapitiya Could be AWS.
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 1:32:32 Jason Calacanis Amazon Web Services, Elon Web Services at the same time as competing with them increasingly.
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 28:36 Jason Calacanis And it becomes, just gets subsumed into the Amazon web services, cloud businesses, Elon's web service, et cetera.
- ▶ 37:10 Jason Calacanis They are going to start losing a lot of customers to open source, and Google, and AWS, and Elon Web Services are going to host them, and how do I know this?
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
- ▶ 35:26 Jason Calacanis AWS competitor. 2 times in the scene
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
- ▶ 3:57 Andrew Feldman And we are not alone in that, that, that OpenAI, uh, Anthropic, you go through this list of, of, uh, Google wants more data centers, Microsoft wants more data centers, AWS wants more data centers, right?
- ▶ 4:52 Andrew Feldman You know, what I, I liken this to when we first started with, uh, AWS, and it was so good to get around your own IT organization.
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 1:16:51 Chamath Palihapitiya Here's the AWS spec.
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
- ▶ 41:05 David Sacks We're talking about AWS.
- ▶ 49:27 Jason Calacanis To Amazon Web Services or Google.
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 6:56 Thomas Laffont Well, this is just based on kind of some assumptions and some forecasts, but you can see that we estimate that only, not only is it bigger than Azure, but by the end of the year it could be bigger than AWS and potentially bigger than all…
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
- ▶ 23:57 Sarah Friar Oracle, um, CoreWeave, um, Microsoft, GCP, AWS, and a bunch of small neo-scalers.
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- ▶ 43:20 Bill Gurley Google did with Kubernetes, uh, to, to try and commoditize where workflows live off of AWS and to make it easy to migrate.
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- ▶ 5:46 Jason Calacanis He's now in the hyperscaler, competing against Google Cloud, Amazon Web Services, and Azure, and I don't know if you had inside information or just a brilliant epiphany, but take us behind the call, and what do you think about the deal… 2 times in the scene
- ▶ 20:38 Jason Calacanis But if you look at the footprint of Amazon Web Services, Azure and GCP, you're looking at, you know, 300 billion dollars in revenue and a market cap of combined five trillion, four trillion, if these were independent companies.
- ▶ 1:00:19 Jason Calacanis I referenced it earlier, but AWS is now on a hundred fifty billion dollar run rate. 3 times in the scene
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- ▶ 42:28 Jason Calacanis Amazon Web Services, the original cloud, that grew 28% on 37.6 billion in revenue. 2 times in the scene
- ▶ 47:31 David Sacks I mean, again, you got Microsoft Azure, Google Cloud, Amazon, AWS, Meta, they're all basically exceeding expectations, exceeding guidance in terms of where their cloud revenue would be, and therefore how much they're going to reinvest in…
Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
- ▶ 44:20 Jensen Huang In the case of AWS, I think they just announced, I think it was yesterday, that they're gonna buy a, a million chips, uh, in the next couple years. 2 times in the scene
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
- ▶ 34:16 Chamath Palihapitiya Why does Amazon issue an edict that says you cannot use this stuff inside of AWS unless a human now reviews and approves it? 4 times in the scene
War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
- ▶ 56:06 Chamath Palihapitiya Between the inference cost that we pay AWS, which is ginormous, between our cost with cursor, between anthropic, we are just spending millions.
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
- ▶ 7:08 Chamath Palihapitiya AWS and GCP have built such gargantuan businesses.
- ▶ 17:21 Chamath Palihapitiya Because of all the nonsense that's inside of AWS that you have to pay for in order to just get access to bare metal.
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 1:55:53 Jason Calacanis Because obviously Elon, Sam Altman, I'm sure AWS, I'm sure, well, I think Google does their own, yeah?
- ▶ 2:04:15 Jason Calacanis Thousands of customers, tens of thousands eventually, and that's where you're going up against Azure, AWS, and Google Cloud, yeah?
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- ▶ 17:03 Brian Armstrong Um, we also launched something called Coinbase developer platform, uh, which provides, it's kind of like AWS, if you want it.
All-In's 2026 Predictions
- ▶ 37:23 Chamath Palihapitiya It'll just be better free cashflow and all of a sudden more people using AWS and JCal will be right. 2 times in the scene
Inside Saudi Arabia’s AI Ambition: Tareq Amin on Building a New Tech Superpower
- ▶ 6:50 Chamath Palihapitiya So should we think about this as there's, you know, we live in a world, as you said, when, when you're back home here in the U.S., there's AWS, there's GCP, there's, 2 times in the scene
- ▶ 14:48 Tareq Amin My rates, my tariff is equivalent to what Google would get to what AWS get.
Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
- ▶ 28:53 Jason Calacanis And then they had a bunch of leaked documents about their plans for, uh, jobs and, uh, Monday, massive AWS outage, 2000 companies, four million users unable to function on the internet for half a day, 15 hours, 20 hours.
- ▶ 29:44 David Friedberg I think the AWS story 8 times in the scene
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
- ▶ 46:35 Jason Calacanis So just so everybody understands it's available on AWS.
- ▶ 57:35 Chamath Palihapitiya So it's, it's what AWS is, but for this vertical of AI, right? 2 times in the scene
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 1:28:39 Jason Calacanis They didn't come up, but obviously AWS crushing it, and they're a major player, and they have their own silicon they're making. 4 times in the scene
- ▶ 1:36:44 Thomas Laffont Well, I think all four of us would agree that if we could synthetically own AWS, Azure, and GCP, if I could somehow automagically create an index of all three of those businesses, right, over the next five years, you wouldn't need to own… 2 times in the scene
Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
- ▶ 1:29:45 Chamath Palihapitiya And Aaron's probably dealt with this, like, it's like, I get a bill from AWS, and it's like, oh, wait, hold on a second, I just
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
- ▶ 56:52 Chamath Palihapitiya It's a AWS problem.
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
- ▶ 14:13 Jason Calacanis Like, people thought AWS would never work at the beginning. 2 times in the scene
White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
- ▶ 33:06 Jason Calacanis If you don't know what Wiz is, just imagine you have cloud services like Microsoft's Azure, Amazon Web Services, Google's cloud, Oracle's cloud.
- ▶ 53:04 Chamath Palihapitiya There, you know, the reason Wiz exists, and Jason mentioned this up front, is because of the value that it creates in a multi-cloud, multi-tenant environment across Azure and GCP and AWS, and when the deal was done, one of the things that… 2 times in the scene
Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
- ▶ 55:13 Chamath Palihapitiya So the first question is like, you would say, why didn't AWS 2 times in the scene
DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
- ▶ 1:09:48 Jason Calacanis YouTube is basically Netflix inside of, uh, inside of Google, and their Google Cloud is essentially AWS inside of Google.
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- ▶ 7:54 Travis Kalanick So we are the, either the AWS or the NVIDIA or whatever you want to call it, but for food, if that makes sense.
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 45:15 Jason Calacanis And I think AWS, Apple, Google, XAI, this cohort are going to
- ▶ 51:56 Gavin Baker If you're buying your compute from Azure or AWS or Google, you are at a disadvantage relative to their internal services over time.
- ▶ 1:24:24 Gavin Baker You know, I could easily, I could be wrong because they do, you know, they, they, they have some customer data, maybe a little bit of a data moat and they do, you know, have strong customer relationships, but you know, most companies have…
- ▶ 1:44:24 David Friedberg By the way, another one I wanted to kind of play with was Microsoft, AWS, and Google Cloud revenue growth. 2 times in the scene
Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
- ▶ 32:18 David Friedberg So if you do break these businesses up, what you do lose is the ability for an American juggernaut to be able, just like Amazon did with AWS and Apple did, and we can go through the list, to build these new businesses that require the cash… 2 times in the scene
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey
- ▶ 42:09 David Friedberg And similarly, if you think about Amazon and their investment in AWS, where they were burning cash for many years, 2 times in the scene
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
- ▶ 4:29 Jason Calacanis And just so if you don't know what they do, they help people secure their data in clouds like AWS, Azure, Google cloud, all that good stuff. 4 times in the scene
The Besties Take Napa | All-In Special
- ▶ 10:51 Jason Calacanis And if you watch those startups, they're the same ones who, when other people were racking servers, they were using AWS, they were using cloud computing, and they figured it out first. 2 times in the scene
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
- ▶ 41:39 Jason Calacanis It's not clear whether A-sixteen is purchasing these or they're just gonna pay for them on AWS or Google, Google Cloud or some other provider. 2 times in the scene
500K Subscriber Livestream! | All-In Podcast
- ▶ 51:10 Chamath Palihapitiya So if these AI applications get to scale, I think one of the most important problems, um, is around business risk and continuity, because if all those models run on AWS and somehow you can take down AWS, now all of a sudden your app isn't… 2 times in the scene
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
- ▶ 54:57 Jason Calacanis So you would compare this business to Amazon Web Services, Google Cloud, Azure.
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
- ▶ 36:55 Jason Calacanis And go ahead to AWS instead of selling to them.
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
- ▶ 1:15:30 Jason Calacanis So it's kind of like AWS.
Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues
- ▶ 1:06:28 Chamath Palihapitiya You still pay AWS something.
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
- ▶ 15:18 David Friedberg So they're all on like AWS and Azure and GCP, and they use different aspects of each cloud. 2 times in the scene
E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more
- ▶ 59:29 Jason Calacanis Being put into cloud computing environments and optimized, that could be a whole new level of AWS's and Google Cloud.
E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
- ▶ 39:44 David Sacks That all got us distracted away with AWS.
E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
- ▶ 1:03:46 Chamath Palihapitiya My idea was just that they should launch a huge competitor to AWS, Azure, and GCP.
E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
- ▶ 19:50 Chamath Palihapitiya It's true for AWS spend, but not necessarily for Amazon spend, and it's true for Azure spend, not true for Microsoft spend, and it's largely not true for Tesla and Facebook because they don't have clouds.
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
- ▶ 31:39 David Friedberg There's all this infrastructure that they can leverage much like Amazon did with AWS into things like cloud,
- ▶ 33:35 David Sacks This is net new ARR added for AWS, Azure, and Google cloud.
- ▶ 54:25 Chamath Palihapitiya For example, like AWS, if you look inside of how expensive it is to build an app there, I've tried, even when they give you credits, the credits they give you aren't sufficient enough to even pay for half the power.
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more
- ▶ 53:52 David Sacks I mean, there's a little bit of hosting cost at AWS or whatever.
E160: 2024 Predictions! Markets, tech, politics, and more
- ▶ 44:47 Chamath Palihapitiya The other half the revenue or enterprise is paying for essentially some version of AWS. 2 times in the scene
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
- ▶ 1:03:27 Chamath Palihapitiya The money basically goes to AWS and Facebook and a couple of other companies to Google. 2 times in the scene
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
- ▶ 1:11:04 Chamath Palihapitiya So the folks that are the AWS is the azures and the GCPs of the world, or the
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
- ▶ 56:14 Chamath Palihapitiya So if you have to know, you have to know if a foreigner is using your APIs on AWS and then file a TPS report.
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
- ▶ 33:02 David Sacks It's kind of like, uh, AWS, but for GPUs. 3 times in the scene
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
- ▶ 41:09 David Sacks And maybe Amazon should have to spin out AWS.
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
- ▶ 1:27:18 Brad Gerstner Think about AWS. 4 times in the scene
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
- ▶ 30:05 Chamath Palihapitiya It's like, I think that Jcal, that's probably the simplest thing for AWS GCP and Azure to do.
E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
- ▶ 21:38 Chamath Palihapitiya And we're going to run this on AWS, but that on Azure. 2 times in the scene
- ▶ 49:07 David Friedberg So if I'm an evil agent, I'm not going to go use AWS to run my evil agent. 2 times in the scene
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
- ▶ 27:09 Jason Calacanis Amazon Web Services, etc.
E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
- ▶ 40:16 David Friedberg And they, you know, kind of went on, and the whole thing about Sam Gregg, Elon Reed, Jessica, Peter Thiel, AWS, YC are all donating to support OpenAI.
E110: 2023 Bestie Predictions!
- ▶ 24:45 David Friedberg The AWS providing tooling and infrastructure to all these startups that are building applications for consumers and business users.
- ▶ 49:15 Jason Calacanis And of course, AWS cloud computing.
E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
- ▶ 1:08:55 David Friedberg And when they did work, they became hundred, multi hundred billion dollar enterprise value creators for them, like AWS, which was one of these projects.
E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more
- ▶ 23:40 Chamath Palihapitiya Now, I don't know if that happened, but I'm sure that if it hasn't just bidding that out to Azure GCP and AWS can raise, you know, three or four billion dollars, because I'm sure those companies would want this kind of an app on their… 2 times in the scene
- ▶ 1:16:26 David Sacks However, so, so there's a real debate to be had there and it's going to be messy, but I think there's one level of the stack below that, which is at the level of pipes, like an AWS, like a cloud flare, like a PayPal, like the, the ISPs,…
- ▶ 1:16:56 Jason Calacanis You're saying AWS shouldn't be able to deny service to the Ku Klux Klan or some hate speech group?
E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
- ▶ 16:27 Chamath Palihapitiya In the case of render, you're basically displacing an AWS instance.
- ▶ 1:12:30 Jason Calacanis Will we see an Amazon spin out AWS, a YouTube or an Instagram come out of their parent companies?
- ▶ 1:29:22 Jason Calacanis You're saying his IRR on the money Amazon deployed in R&D projects like the Kindle or AWS.
E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
- ▶ 34:06 Chamath Palihapitiya AWS, you know, GCP like infrastructure that has to get built in. 2 times in the scene
E53: Wealth tax, inflation as a capital allocator, big tech earnings, paternity leave & more
- ▶ 1:03:55 Jason Calacanis Although Amazon Web Services is a 40% year over year, also on a big number. 2 times in the scene
E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
- ▶ 17:19 David Sacks And, um, the, the, the slide deck that's available on the company's website lists Twitter, Facebook, Netflix, Disney+, CNN, iHeartMedia, Google Cloud, Amazon Web Services, as some of TMTG's current and future competitors.
E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more
- ▶ 39:02 Chamath Palihapitiya D'Angelo's like, I'm building on AWS. 2 times in the scene
E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
- ▶ 1:15:42 Chamath Palihapitiya They started AWS.
E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more
- ▶ 42:44 Chamath Palihapitiya If, if the problem was an internet company, or you wanted to make a product, what you would do is you would go to Amazon Web Services, you'd be able to consume a whole set of abstractions, and then you would build a light amount of… 2 times in the scene
E37: NYC rejects far-left candidates, new developments in lab leak theory, App Store breakup & more
- ▶ 55:36 Jason Calacanis Ah, what do we think about Apple being forced to put other app stores on their phones just like you can on your Android phone? 3 times in the scene
E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more
- ▶ 6:09 Jason Calacanis She seems to want Amazon Web Services spun out, which I think would just double the value of it or maybe at 50% of the value of it. 2 times in the scene
- ▶ 19:23 Jason Calacanis We assume it gets broken up and YouTube and Android are spun out Instagram, WhatsApp are spun out AWS is spun out. 2 times in the scene
E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA & more
- ▶ 1:14:00 Jason Calacanis As we wrap most impressive, um, observation from these, uh, quarterly reports that just came out for me, Amazon's ad business, twenty four billion growing at 77% year over year on top of their Amazon web services business. 2 times in the scene
E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
- ▶ 1:01:25 David Sacks And so the cloud has just been so, I mean, and you see this now with, you know, the numbers that Azure and, uh, Google cloud and AWS keep reporting where they're at like tens of billions of revenue and they're still growing like 40, 50% a…
E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
- ▶ 31:23 David Sacks It's like AWS, right?
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