Amazon, every mention
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tap a year for its mentions
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
Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
- ▶ 1:36:19 David Friedberg I recently bought a G-Shock on Amazon as kind of like a memento to.
Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
- ▶ 8:21 David Friedberg Well, yeah, I bought this cheap buzzer on Amazon, the impressive, but it didn't do anything.
- ▶ 29:44 Jason Calacanis Google down 10%, Amazon nine, Microsoft about eight percent, Meta, Apple, Nvidia, or up to varying degrees.
The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private
- ▶ 5:11 John Collison I would just fact check that it's nowadays not just startups, even though they run on Stripe, but also the world's largest enterprises, Hertz, Amazon, Ford, all these kinds of companies.
JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
- ▶ 1:11:33 Naval Ravikant If you go back to the late nineties, early 2000, very few people would have predicted that we would have ended up with Amazon basically owning all of e-commerce.
- ▶ 1:39:46 Naval Ravikant Anything that's entertaining, or that is, ah, like, you could read a book, right, on your Kindle or on your iPad, and I think it'd be fine falling asleep.
Science Corner with David Friedberg: GLP-1 Study Shows Encouraging Results
- ▶ 9:37 Chamath Palihapitiya But when I see him on the Sean Ryan podcast, the first thing I do is I go and populate an Amazon cart with all the things that he said, because my instinct is, well, I should do the right thing for myself.
DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
- ▶ 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.
- ▶ 1:32:57 Chamath Palihapitiya Very articulate, very smart, but when I see him on the Sean Ryan podcast, the first thing I do is I go and populate an Amazon cart with all the things that he said, because my instinct is, well, I should do the right thing for myself.
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- ▶ 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.
- ▶ 33:08 David Sacks I mean, look, Amazon's gonna host their own version of R-one.
- ▶ 37:33 Chamath Palihapitiya If you're trying to use like an EC two endpoint or an S three bucket, you don't have to all of a sudden
- ▶ 37:33 Chamath Palihapitiya If you're trying to use like an EC two endpoint or an S three bucket, you don't have to all of a sudden
Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
- ▶ 16:53 Chamath Palihapitiya The one thing to remember, like, for example, in the inauguration, I know that you saw the picture and it was basically like Meta, Google, Apple, Amazon, Tesla, kind of CEOs, et cetera, founders.
- ▶ 1:28:58 Thomas Laffont What's interesting of what Amazon and Microsoft is, they're actually signing deals directly with these companies, right, to do what's called back behind the meter, right, types of deals, so they have direct energy access.
- ▶ 1:45:19 Chamath Palihapitiya Everybody knows Amazon Meta, but Broadcom is a 1.12 trillion dollar business.
All-In Inauguration Day Livestream with the Besties from Washington, DC!
- ▶ 1:53:51 David Friedberg Amazon made it possible for everyone to order stuff that gets delivered to your house.
- ▶ 1:56:41 David Friedberg There were small retail shops that were disrupted by Amazon, but the pie grew so much.
LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
- ▶ 1:23:18 Cyan Banister And, you know, I, I read somewhere, I think that Amazon or some, somebody was looking at it. 3 times in the scene
- ▶ 1:26:33 Chamath Palihapitiya Which is an inference use case, but it's not clear to me why that's a better solution than all of the AI accelerators plus tensors that are now just prolifically being exposed to the market, whether it's Amazon exposing what they've done,…
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 37:41 Gavin Baker Amazon and Netflix also bought, you know, both bought NFL games and are really happy with them. 2 times in the scene
- ▶ 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.
- ▶ 52:40 Jason Calacanis Some partnerships that will happen between Amazon, DoorDash, Uber, Tesla, Waymo, and that cohort, and I would not be surprised to see Tesla could buy Uber right now for but 10% of its market cap, and Waymo could spin out and partner with… 5 times in the scene
- ▶ 1:12:19 Jason Calacanis I wanted him to, and he bought Washington Post, and he quit the Amazon job, and he bought a house in Washington, D.C.,
- ▶ 1:14:36 Gavin Baker But HBM memory, it's an NVIDIA GPUs, AMD GPUs, Amazon Terraniums.
- ▶ 1:23:08 Jason Calacanis SaaS has come, had a little bit of a rebound, but Google up, 36% for AI cloud, Microsoft, 14%, Amazon, 46%, all in 20, 24.
- ▶ 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
- ▶ 1:44:53 David Friedberg Is it Google, Amazon, or Microsoft?
The All-In Holiday Spectacular
- ▶ 14:17 Jason Calacanis It's a little hard with the 27 dollar Amazon Santa suit.
DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback
- ▶ 1:01:34 Chamath Palihapitiya In a capital war, I think the big companies like Google, Amazon, Microsoft, Meta,
Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC
- ▶ 7:42 Keith Rabois Think Amazon, Apple, and there's great technology companies that are output driven.
- ▶ 1:12:38 Keith Rabois Like, her whole claim to fame is this paper about Amazon. 4 times in the scene
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
- ▶ 11:17 Jason Calacanis I think it'll be more like Salesforce or Microsoft or Google or Amazon getting off the sidelines because they've looked at and said, you know what, the juice ain't worth the squeeze.
- ▶ 17:49 David Sacks I mean, companies like Amazon, Apple, Google, frankly, they just had a free ride for the last couple of decades where they were allowed to do anything.
- ▶ 36:09 Jason Calacanis If Amazon can't buy it, and Tesla can't buy it, and Amazon can't buy it, but they could merge with Uber, Lyft, DoorDash, you know, all those mid Airbnb, if those companies could consolidate, can you imagine what would happen if Amazon 5 times in the scene
- ▶ 38:09 David Sacks Get an Amazon package delivered.
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…
- ▶ 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
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
- ▶ 1:32:33 Jason Calacanis One of the things Amazon's gotten correct and, and other services like eBay and Craigslist is when you have an interface that works and, and billions of people rely on it, you have to be very, very subtle in making changes to it.
Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
- ▶ 45:26 Jason Calacanis Amazon just announced a five hundred million dollar investment in three nuclear power projects. 4 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
- ▶ 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
Dave Ricks, CEO of Eli Lilly | The All-In Interview
- ▶ 1:00:59 Dave Ricks And we, you know, of course we have our own efforts, um, pretty significant AI efforts internally, and a lot of partnerships, including with, you know, open AI and Microsoft, uh, Amazon, et cetera.
Mark Cuban: Love/Hate Relationship with Trump, Why He's Backing Kamala Harris
- ▶ 2:02:37 Chamath Palihapitiya Here's the one thing that I'll say, and I think Mark said this in a different way, but I'll just, I don't think you can underestimate how companies like Google, Microsoft, Facebook, Apple, Amazon will react when they feel cornered.
OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
- ▶ 10:01 David Friedberg And if they can deploy infrastructure to maintain that lead and not let Google, Microsoft, Amazon, and others catch up, then their ability to use that capital wisely keeps them ahead. 2 times in the scene
Thomas Laffont | All-In Summit 2024
- ▶ 4:48 Thomas Laffont If you're sitting at Amazon or Google and you're meeting these small companies, now you don't have to worry about your competitor buying that company because you know that the government will make it really hard.
Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala
- ▶ 14:57 Jason Calacanis So I think that employment has been broken, and that's the thing that has me concerned, because with all these people who came in through the southern border, and then you have people outsourcing to other countries, I wonder if Americans…
Sergey Brin | All-In Summit 2024
- ▶ 18:21 unnamed speaker Do you think that there's so many places that AI can affect the world and so much value to be created that it's not really a race between Google and Meta and Amazon?
"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?
- ▶ 33:18 Jason Calacanis Amazon had a patent for this for a while.
- ▶ 44:13 Jason Calacanis And then I watched in Amazon, they started hiring the people writing great reviews for their review team. 2 times in the scene
- ▶ 50:42 Chamath Palihapitiya So Amazon hardware, Google TPU, et cetera.
Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
- ▶ 17:56 Jason Calacanis If you look at the competition for Google and advertising, you got Meta, TikTok, and Amazon, which have very, very significant advertising businesses, and then like a bunch of new players, um, which are referred to basically as the…
- ▶ 25:51 David Friedberg In the same way, Amazon and Microsoft and Meta have all invested tens of billions of dollars in innovation.
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
- ▶ 33:03 Jason Calacanis Airbnb and Amazon are example of bargain hunting, people who are looking for discounts, who want to save money with those services.
- ▶ 57:59 Jason Calacanis My prediction is Apple buys a search engine and they go it alone and expand their advertising network like Amazon, Uber, and other companies have.
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
- ▶ 5:42 Chamath Palihapitiya I think the reality is that if you're a hyperscaler, so if you're Amazon or Google or Microsoft, 3 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
Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
- ▶ 1:08:20 Chamath Palihapitiya And so whether it's Google or Amazon or Azure, they each have a really big problem on their hands, which is that if all these customers are convinced to move these workloads into the cloud, but then you can't secure it and you get hacked,…
- ▶ 1:10:12 David Sacks The fact of the matter is that the top handful of tech companies, the Microsofts, the Googles, Amazon, these are big tech monopolies.
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
- ▶ 6:40 Jason Calacanis 26% since last year, mostly of course, thanks to Nvidia's record breaking performance, but also meta Amazon, Microsoft, a lot of the
- ▶ 27:34 Chamath Palihapitiya And what you're seeing now is that Amazon, Google, Microsoft, AMD, Intel, a plethora of startups, Grok, everybody trying to make now different hardware solutions.
- ▶ 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
- ▶ 44:36 Jason Calacanis Uh, Amazon was doing this as well with AWS, giving credits, et cetera.
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more
- ▶ 42:14 Jason Calacanis Or the Google offer, the Apple offer, the Amazon offer. 2 times in the scene
- ▶ 46:34 David Sacks Amazon, Google, and so on.
- ▶ 1:00:23 Jason Calacanis Amazon is coming out with something. 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
- ▶ 26:48 Jason Calacanis Here's 2019, top companies by market cap in the world, obviously Microsoft, Apple, Amazon, Google, Berkshire, Facebook, Alibaba, Tencent. 4 times in the scene
- ▶ 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?
- ▶ 1:10:18 David Friedberg For example, if you miss an entire trend, someone could invest in Macy's back when Amazon was taking off and have done a lot of precise analysis on Macy's margin structure and performance and said, this is a great business, but they missed… 2 times in the scene
- ▶ 1:15:30 Jason Calacanis So it's kind of like AWS.
- ▶ 1:19:07 David Friedberg Microsoft, Amazon, and a few others are building are actually incredible businesses because so many enterprises and so many vertical application builders are going to be able to leverage them to rewrite their entire business functions.
- ▶ 1:29:36 David Friedberg I can tell you Meta and Amazon. 2 times in the scene
- ▶ 1:35:21 David Friedberg But he talks about Amazon's legacy of failure and how they had the fire phone and the fire this and the fire that, and he's like, our job is to fail.
Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues
- ▶ 1:06:25 Chamath Palihapitiya There's a lot of open source software that runs on Amazon.
- ▶ 1:06:28 Chamath Palihapitiya You still pay AWS something.
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
- ▶ 45:00 Jason Calacanis There's also Zoox, which is part of Amazon.
Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal
- ▶ 15:57 Jason Calacanis Both Google and Amazon are involved in the project, which was announced in 2021.
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
- ▶ 16:32 Chamath Palihapitiya The lock-in comes from the developer services that they provide, so both Amazon and Google, and I'm assuming Azure as well,
E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
- ▶ 42:11 Jason Calacanis And to build on your point, Freeberg, this is why Amazon and Uber and Instacart have become such major, major players in advertising. 2 times in the scene
E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more
- ▶ 1:15:07 Jason Calacanis Specifically, I'm on Amazon right now and these edible anuses, Uranus prices have gone up somehow.
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.
E168: Can Google save itself? Abolish HR, AI takes over Customer Support, Reddit IPO teardown
- ▶ 47:04 David Friedberg Amazon does this and so on.
E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
- ▶ 13:00 Jason Calacanis These servers are being bought by, you know, people like Amazon, I'm sure Apple, obviously Facebook Meta. 2 times in the scene
- ▶ 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.
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
- ▶ 1:30 Jason Calacanis This week, it surpassed Google and Amazon as the fourth most valuable company in the world. 2 times in the scene
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,
- ▶ 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.
- ▶ 41:12 Jason Calacanis You know, one group is like the incumbents are going to win, you know, Microsoft, Google, Amazon, everybody, they're going to win the day. 4 times in the scene
- ▶ 44:03 Chamath Palihapitiya So the people that made money in 2006 and seven were Amazon principally because of EC two and S three. 2 times in the scene
- ▶ 44:03 Chamath Palihapitiya So the people that made money in 2006 and seven were Amazon principally because of EC two and S three. 2 times in the scene
- ▶ 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.