Amazon, every mention
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every year anyone Jason Calacanis 471Chamath Palihapitiya 234David Friedberg 117David Sacks 68Ryan Cohen 27Brad Gerstner 11Gavin Baker 10Thomas Laffont 9Tobi Lütke 5Keller Rinaudo Clifton 5
Verbatim, from the transcripts: the passages where Amazon comes up
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
- ▶ 1:16:56 David Friedberg And you should say, okay, that money is in Google, it's in Amazon, it's in Ford, it's in this healthcare system, it's in all these things that I now own a piece of, and you see it going up like a four one owner does every year.
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 13:54 Jeremy Allaire Craigslist to classifieds, Google ad network, Google ad network, New York Times, Amazon marketplace, you know, um, and, and, and many, many more like that.
- ▶ 32:15 Jason Calacanis There'll be an Amazon one, obviously PayPal's added one.
- ▶ 52:03 Jason Calacanis If everybody had equities in a superannuation fund like they have in Australia, and they're watching them go up, then you're not like, well, screw those guys at Amazon and Apple and Google.
- ▶ 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!
- ▶ 5:02 Brian Armstrong Because they're seeing, it's like, it's like when the internet came around, um, you know, and you had Amazon competing with Barnes and Noble, or you had,
- ▶ 14:07 Brian Armstrong I mean, you, or the, or M let's say Amazon. 2 times in the scene
- ▶ 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.
- ▶ 32:50 Jason Calacanis Obviously Amazon also is the one I'm watching because the idea that somebody's going to drive packages or pack packages in the age of Optimus and RoboTaxi and Waymo sounds crazy.
Europe's Free Speech Failure and the "Censorship Industrial Complex" with Sarah B. Rogers
- ▶ 37:46 Jason Calacanis Hey, you're Amazon.
Adam Carolla on California’s Collapse: Fires, Failed Leadership, and Gyno-Fascism
- ▶ 43:30 unnamed speaker So now Amazon, Microsoft, Costco have all spoken about leaving the state, but that obviously creates a huge, huge hole in those budgets.
All-In's 2026 Predictions
- ▶ 36:19 Jason Calacanis Um, my prediction for 20, 26 is that Amazon is going to have a massive year. 10 times in the scene
- ▶ 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
- ▶ 53:52 Jason Calacanis It doesn't matter to me how it occurs, but I do think we're going to see a fifty billion plus deal, and I think it could be, ah, one of the Mac seven, an Apple, a Meta, a Microsoft, or an Amazon going out and trying to buy 2 times in the scene
Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?
- ▶ 8:05 David Friedberg It was the end applications that made all the money, and they competed in many different markets from Google to Amazon to Uber.
Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes
- ▶ 1:11:08 Jason Calacanis When they see firms like Amazon estimating, estimating in the future, they're going to eliminate these 600,000 jobs, and that leaks, and that they're going to do a PR campaign about it. 3 times in the scene
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
- ▶ 1:00:06 David Friedberg And Microsoft, Amazon, Costco, and some of the other big employers in that state are now trying to figure out what they should do.
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
- ▶ 29:24 Chamath Palihapitiya So for example, if you generate a link for a pharmaceutical drug, Google charges a price per click that's way different than the link that they generate that goes to Amazon to buy toothpaste. 2 times in the scene
- ▶ 36:28 Chamath Palihapitiya Amazon has Inferentia.
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
- ▶ 11:19 Chamath Palihapitiya Amazon 2016.
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
- ▶ 47:42 Chamath Palihapitiya Even the Amazon cuts, Andy Jassy on the earnings call said, this is not AI, this is us digesting all this hiring through Zerp and DEI. 2 times in the scene
- ▶ 1:02:16 David Sacks And I remember that article that got pulled up when we discussed for Amazon was basically automating its warehouses. 2 times in the scene
AI, Attention, and Ownership: Ari Emanuel Explains the Next Era of Entertainment
- ▶ 4:53 Ari Emanuel People consume stuff now on the streamers, and so, and I do, I don't believe that traditional business is going away for a long time, because a lot of us sports guys have, the NFL, the NBA, has still sold stuff there, plus also sold it to…
- ▶ 13:43 Ari Emanuel The deals over at TKO because I'm in the conversation with YouTube, Amazon, Netflix, all the people I need to be in business.
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
- ▶ 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.
- ▶ 51:47 Jason Calacanis And we're seeing Amazon take some steps here where they're like,
- ▶ 1:13:08 Elon Musk Again, you could just literally buy a CO two monitor from Amazon.
Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028
- ▶ 56:36 Jason Calacanis Uh, Amazon announced yesterday, I'm sure you saw 30,000 white collar jobs to be eliminated. 2 times in the scene
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
- ▶ 28:47 Jason Calacanis Let's talk about this Amazon outage.
- ▶ 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
- ▶ 33:55 David Friedberg By the way, a good point to make is that this revenue number that I highlighted for Google Cloud, Microsoft, and Amazon actually include their applications. 3 times in the scene
- ▶ 38:36 David Friedberg Jason, we all objected to talking yet again about AI driven job loss, yet you insisted on putting this AI robot story from Amazon in. 9 times in the scene
Joe Manchin Exposes The Chaos Inside Biden’s White House
- ▶ 2:23 Jason Calacanis I came out of the garage, and like, a garage, because you have to do every word perfectly to sync it on Amazon, right?
Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
- ▶ 54:36 Chamath Palihapitiya And then in the third example, there was an attempt by an Amazon data center to get built near Tucson that I think also was mothballed. 2 times in the scene
- ▶ 1:09:55 Chamath Palihapitiya What I'm saying is we need to figure out how to fix this because you can't have Google, Microsoft, and Amazon cancel 3 times in the scene
1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned
- ▶ 2:48 Andrew Ross Sorkin So I went on a vacation like 10 years ago with my wife, very nerdy, and I, like, downloaded all these books to my Kindle. 2 times in the scene
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
- ▶ 49:06 Brad Gerstner You got Tranium by Amazon, TPU by Google, Cerebris, Grok, etc.
- ▶ 1:03:18 David Sacks You know, Brad, you mentioned Tranium, which is Amazon's chip, and I think OpenAI wants to develop their own chip.
- ▶ 1:13:30 Jason Calacanis Amazon had enough revenue to continue.
Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
- ▶ 15:49 David Friedberg Amazon, Nvidia was a Sequoia investment, I think.
YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators
- ▶ 23:43 Neal Mohan You know, Netflix or Amazon without ads.
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.
- ▶ 46:53 Chamath Palihapitiya We are a top 20 consumer of Bedrock.
- ▶ 54:07 Chamath Palihapitiya The data center costs are higher, and it's the Metas, the Googles, the Apples, the Amazons who have hundreds of billions of free cash.
- ▶ 57:17 Chamath Palihapitiya So when I first started ADD, my only solution was, uh, Bedrock, which is a service that Amazon provides that allows you to essentially get inference as a service, right? 3 times in the scene
- ▶ 57:17 Chamath Palihapitiya So when I first started ADD, my only solution was, uh, Bedrock, which is a service that Amazon provides that allows you to essentially get inference as a service, right? 2 times in the scene
- ▶ 57:35 Chamath Palihapitiya So it's, it's what AWS is, but for this vertical of AI, right? 2 times in the scene
Science Corner Special! David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton
- ▶ 37:55 Keller Rinaudo Clifton What they've been showing is way more advanced than anything from Google or Amazon.
- ▶ 58:20 Keller Rinaudo Clifton And that's not like Amazon or UPS. 4 times in the scene
Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire
- ▶ 52:25 David Friedberg And we talked about this at our summit last week where a lot of the creators now that went to Netflix to get good deals or went to Amazon, they're all finding that the budgets are getting cut and that the only way these folks are going to…
Why Are So Many Companies Going Bankrupt In 2025? - David Friedberg
- ▶ 7:15 Jason Calacanis Yeah, yeah, but yeah, I think, but I think it seems like the retail channel getting fleshed out makes sense given the age of Amazon and Shein and Target, yeah.
Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough
- ▶ 1:05:56 Jason Calacanis I think, but I think it seems like the retail channel getting fleshed out makes sense given the age of Amazon and Shein and Target, you know.
Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
- ▶ 5:29 Senator Eric Schmitt And that's one of the reasons I wrote the book, the last line of defense that people can get on Amazon right now.
- ▶ 27:35 Senator Eric Schmitt So part of the point that's outlined in the book, Last Line of Defense, which you can order right now on Amazon, um, the part of the point was exposing all this was,
- ▶ 59:13 Senator Eric Schmitt I love free speech, which is why I wrote the book, The Last Line of Defense, How to Beat the Left in Court, available on Amazon right now.
AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?
- ▶ 1:06:57 Jason Calacanis In large part, because we had some of these mega hits, the Googles and Facebooks and Amazon worlds, you know, coming to fruition and just going on a tear.
Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
- ▶ 41:54 Chamath Palihapitiya I don't know if you guys saw this Amazon deal with the New York Times for twenty-five million dollars. 3 times in the scene
- ▶ 54:03 Jason Calacanis That twenty million dollars from Amazon alone is one percent of the New York Times revenue, and that's going to go directly to the bottom line. 2 times in the scene
Winning the AI Race Part 5: President Trump on the AI Action Plan
- ▶ 38:29 Donald J. Trump In a few months, Meta, Amazon, Google, Microsoft are all investing three hundred and twenty billion dollars or more in data centers and AI infrastructure this year.
Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
- ▶ 37:06 Gavin Baker Anthropic is kind of a captive of Amazon.
Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
- ▶ 16:57 Travis Kalanick You know, you're on Amazon, right?
- ▶ 47:22 Jason Calacanis So you could, I was doing a search the other day saying like, Hey, tell me all the autobiographies I haven't bought on Amazon, put them into my, you know, shopping cart and summarize each of them.
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 5:14 Chamath Palihapitiya And in the second season that we're doing for Amazon, we did an enormous deal with the kingdom of Saudi Arabia.
- ▶ 11:47 Jason Calacanis Google did it with character AI and Amazon did it with the depth AI. 2 times in the scene
- ▶ 24:21 Thomas Laffont Right, this performance, you can see, okay, so Meta's up 18, Google's down, Nvidia's up eight, Tesla down 20, Apple down 21, Amazon down three, and Microsoft is plus 13, right? 4 times in the scene
- ▶ 1:26:17 Jason Calacanis Andy Jassy didn't come up as like one of the companies we think is going to win at AI, but it might be the company most impacted by deploying AI inside their enterprise. 4 times in the scene
- ▶ 1:26:46 Jason Calacanis He's talking about Alexa coming back with a brand new version, shopping assistance, everything.
- ▶ 1:28:37 Jason Calacanis Jamath, any thoughts on Amazon? 13 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
- ▶ 1:30:54 Jason Calacanis Thomas and any closing thoughts here on, you know, the sort of old old guard, Microsoft, Amazon, and their employee count and the cuts we're seeing there, uh, and what these companies will look like in the future in terms of revenue per…
- ▶ 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
The Formula for Building America's Happiest City: Miami Mayor Francis Suarez | All-In Live
- ▶ 7:19 Francis Suarez Famously, New York competes for and wins the Amazon HQ two prize,
AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
- ▶ 38:50 Chamath Palihapitiya L sevens from Google and Amazon and Meta who come to you with extremely high salary demands and stock demands, and they just don't thrive.
Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro
- ▶ 8:13 Jason Calacanis Bunch of high profile CEOs joined Trump, including friends of the show, Elon, and of course, Dara from Uber, Andy Jassy from Amazon.
- ▶ 42:58 Jason Calacanis Or do Americans just want cheap stuff on Amazon and an unlimited number of Amazon boxes in their recycle bin? 2 times in the scene
Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
- ▶ 1:05:59 Philippe Laffont But I agree with you, you bring up an interesting point, which is in these bundles, like Amazon Prime Bundle, Apple Bundle,
Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
- ▶ 34:52 Ryan Petersen Like it's not just Amazon seller selling stuff that you don't need.
- ▶ 49:14 Jason Calacanis Amazon flip-flopped on a new tariff notification on their websites. 10 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
- ▶ 1:30:51 Ryan Petersen And you'd like to get to what we see today when we did our first machine learning based natural language classification of a product, you take a product URL listing page, a Shopify page or Amazon page and say, Hey, what pro what…
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
- ▶ 34:51 Chamath Palihapitiya So like the Indian Amazon work, the Indian PayPal kind of work, the Indian DoorDash kind of work.
- ▶ 56:52 Chamath Palihapitiya It's a AWS problem.
The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
- ▶ 7:50 Larry Summers CEO of Amazon got it right.
- ▶ 1:50:41 Jason Calacanis Abundance is out in fine bookstores and Amazon and all kinds of other places you can get it.
All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
- ▶ 0:50 David Friedberg The big media companies from journalism, Fox News, CNN, to the big platforms, Netflix, Amazon, Hulu, to Disney and others are kind of rearranging their pawns on the chessboard based on, and responding to what's going on.
- ▶ 25:52 David Friedberg Jimmy's getting a deal from Amazon. 2 times in the scene
- ▶ 28:05 Samir Chaudry Netflix is at 8.5%, and in December, after Beast Games, Thursday Night Football, and that movie that they did with The Rock, Amazon
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
- ▶ 3:15 Gavin Baker So the reason they did it is even three years ago, it was a very stable three-player oligopoly from the cloud computing players in Amazon, Google, and Microsoft.
- ▶ 14:13 Jason Calacanis Like, people thought AWS would never work at the beginning. 2 times in the scene
- ▶ 14:16 Jason Calacanis They were like, who's going to trust Amazon with their compute?
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.
- ▶ 50:27 David Friedberg Google's cloud revenue is about forty billion a year and Microsoft and Amazon's are both kind of plus or minus a little bit around a hundred billion a year.
- ▶ 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
Howard Lutnick | All-In DC
- ▶ 1:18:34 Howard Lutnick And then I get, you know, I go to the heads of Google and Microsoft and Amazon.
Fixing the American Dream with Andrew Schulz
- ▶ 1:18:01 Andrew Schulz Now, my last special was supposed to be with Amazon, so it was with Amazon, and they had some notes, and I bought it back from them, and I put it out myself. 3 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