Amazon Web Services, every mention
27 scenes (2026) · ← back to Amazon Web Services
tap a year for its mentions
every year 2026 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