Amazon Web Services, every mention

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where Amazon Web Services comes up

loading…

▶ 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.

▶ 6:31 Elon Musk That's something that's keeping it going, which was, I guess, AWS, uh, East or whatever, had something like that.

▶ 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

▶ 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

▶ 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

▶ 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

▶ 14:13 Jason Calacanis Like, people thought AWS would never work at the beginning. 2 times in the scene

▶ 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

▶ 55:13 Chamath Palihapitiya So the first question is like, you would say, why didn't AWS 2 times in the scene

▶ 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.

▶ 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.

▶ 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

Turn any episode into a week of clips.