Amazon Web Services, every mention
12 scenes (said by David Sacks) · ← back to Amazon Web Services
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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
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
- ▶ 41:05 David Sacks We're talking about AWS.
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- ▶ 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…
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.
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
- ▶ 33:35 David Sacks This is net new ARR added for AWS, Azure, and Google cloud.
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.
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.
E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more
- ▶ 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,…
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.
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?
E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet
- ▶ 35:38 David Sacks Maybe for now, but you can't use AWS, and Google might not make you show up in search results.