Amazon Web Services, every mention
20 scenes (2024) · ← back to Amazon Web Services
tap a year for its mentions
every year 2024 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
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