Amazon, every mention
550 scenes, the whole family · ← back to Amazon
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
E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
- ▶ 1:09:20 Jason Calacanis At a really low number for a long time, and people have been talking about them possibly being a takeout candidate by DoorDash or Amazon or Uber.
E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
- ▶ 18:49 Jason Calacanis And Amazon, Uber building respectable ad businesses as well. 2 times in the scene
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more
- ▶ 32:37 Chamath Palihapitiya We are investigating Amazon's purchase of the portable vacuum cleaner Roomba, right?
- ▶ 53:52 David Sacks I mean, there's a little bit of hosting cost at AWS or whatever.
- ▶ 1:02:19 Jason Calacanis Apple Plus and Amazon Prime 3 times in the scene
- ▶ 1:05:50 Chamath Palihapitiya So there's a company that, that I know about, for example, they just signed a pretty big deal with Amazon, hundreds of millions of dollars. 2 times in the scene
- ▶ 1:27:11 Jason Calacanis I buy these glass bottles on Amazon, you know, two or three cases of them.
E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
- ▶ 21:07 Jason Calacanis And just to note that Citigroup, as you mentioned, 20,000 cuts by 20, 26, Google also laid off hundreds of people, Amazon hundreds of people, Discord laid off 17%.
E160: 2024 Predictions! Markets, tech, politics, and more
- ▶ 36:00 Chamath Palihapitiya And then the fourth, which may not seem like it's related, but there was an article in the Wall Street Journal, I think recently about a meaningful uptick in churn amongst all the streamers, Netflix, Hulu, all of these companies, Amazon,…
- ▶ 37:37 Jason Calacanis I went with, uh, last year, my prediction was Amazon getting into healthcare.
- ▶ 43:13 Chamath Palihapitiya So whether it's Amazon, whether it's Together AI, whether it's OpenAI, it's extremely, extremely expensive.
- ▶ 44:47 Chamath Palihapitiya The other half the revenue or enterprise is paying for essentially some version of AWS. 2 times in the scene
- ▶ 58:21 Jason Calacanis This is like having 15 search engines or 20 Amazons.
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
- ▶ 44:42 Jason Calacanis Amazon was able to acquire Whole Foods, Walt Disney, 21st Century Fox with the X-Men, so.
- ▶ 1:03:27 Chamath Palihapitiya The money basically goes to AWS and Facebook and a couple of other companies to Google. 2 times in the scene
E157: Epic legal win, OpenAI's news deal, FCC targets Elon, the limits of free speech & more
- ▶ 18:57 David Sacks Or Amazon with Kindle. 7 times in the scene
- ▶ 18:57 David Sacks Or Amazon with Kindle. 4 times in the scene
- ▶ 23:04 Jason Calacanis Amazon's App Store, Epic's App Store, they should be verified or something, and maybe they pay five percent to have a verified App Store.
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
- ▶ 1:11:04 Chamath Palihapitiya So the folks that are the AWS is the azures and the GCPs of the world, or the
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
- ▶ 55:53 Chamath Palihapitiya When a foreign person transacts with an infrastructure as a service provider, so Azure, Google Cloud, Amazon, to train a large AI model with potential capabilities that could be used in malicious cyber-enabled activity, they propose…
- ▶ 56:14 Chamath Palihapitiya So if you have to know, you have to know if a foreigner is using your APIs on AWS and then file a TPS report.
All-In Summit: Stephen Wolfram on computation, AI, and the nature of the universe
- ▶ 1:53 unnamed speaker The release of Wolfram Alpha in May of 2009 was a historic step that has defined a new dimension for computation and AI now relied on by millions of people to compute answers both directly and through intelligent assistance such as Siri…
E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
- ▶ 1:20:16 Jason Calacanis Alexa was going to do this. 2 times in the scene
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
- ▶ 51:48 David Sacks Amazon, by the way, has a dynamic too. 3 times in the scene
All-In Summit: Bill Gurley presents 2,851 Miles
- ▶ 20:18 Bill Gurley Four of the top 10 contributors to Elizabeth Warren are Alphabet, Apple, Microsoft, Amazon.
All-In Summit: Tobi Lutke on consumer spending, teams, Amazon, AI, and more
- ▶ 10:40 Chamath Palihapitiya But, ah, a week ago, when Flexport fired their CEO, you sold Deliver to Flexport, and then the day, same day, which is, fucking boss, you signed a deal with Amazon.
- ▶ 12:39 Chamath Palihapitiya Why did you do the deal with Amazon? 9 times in the scene
- ▶ 13:28 Tobi Lütke And, um, um, specifically around buy with Prime, like, Prime is a credible brand. 4 times in the scene
- ▶ 14:47 Jason Calacanis You referenced Amazon Basics.
- ▶ 17:03 Tobi Lütke So, I think that's, um, um, I would say about Amazon.
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
- ▶ 10:19 Jason Calacanis And it's not just the Googles and Amazons of the world. 2 times in the scene
- ▶ 12:57 Chamath Palihapitiya You have Amazon now talking about doing the same thing.
- ▶ 33:02 David Sacks It's kind of like, uh, AWS, but for GPUs. 3 times in the scene
- ▶ 33:50 Chamath Palihapitiya How much did an EC two instance cost?
- ▶ 33:52 Chamath Palihapitiya How much did an S three bucket cost?
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
- ▶ 1:06:06 David Friedberg I mean, you know, there's a trillion dollars of market value generated in NVIDIA, in Apple, in Google, in Amazon, all over the many years post going public.
- ▶ 1:16:10 Jason Calacanis What this really shows is Apple, Google, Facebook, and Amazon have had a massive run up.
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
- ▶ 37:43 Chamath Palihapitiya And so, you know, Amazon Roomba lawsuit, Facebook, some random little company lawsuit. 3 times in the scene
- ▶ 41:09 David Sacks And maybe Amazon should have to spin out AWS.
- ▶ 47:52 Jason Calacanis Should people on iOS not be able to use the Play Store or buy digital assets from Amazon? 2 times in the scene
- ▶ 48:30 Jason Calacanis And there are so many dark patterns, and I think Amazon's getting in trouble for this for Prime, one of the most loved products of all time, obviously.
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
- ▶ 8:36 Jason Calacanis Meta, Tesla, Nvidia, Amazon, Alphabet, Microsoft, and Apple.
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
- ▶ 1:27:18 Brad Gerstner Think about AWS. 4 times in the scene
- ▶ 1:27:34 Chamath Palihapitiya AWS was dogfooded on Amazon retail. 2 times in the scene
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
- ▶ 57:34 Jason Calacanis They're giving them Amazon gift cards.
- ▶ 1:05:20 Jason Calacanis The only thing we're not the clear winner in is factories and mass producing schlocky stuff that's sold on Amazon.
- ▶ 1:20:37 Chamath Palihapitiya So if you're the hyperscalers like Amazon and Google and Microsoft, what is your reaction to this? 2 times in the scene
E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
- ▶ 1:04:52 Chamath Palihapitiya Amazon will have their own chip.
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
- ▶ 30:05 Chamath Palihapitiya It's like, I think that Jcal, that's probably the simplest thing for AWS GCP and Azure to do.
- ▶ 1:00:05 David Sacks These big tech monopolies, basically that you have the mobile operating system duopoly with Apple and Google, you've got Amazon, you've got Microsoft, and there is a huge risk of those companies.
E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more
- ▶ 1:06:46 Jason Calacanis So while we were talking, by the way, Amazon's, uh, results came out.
E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
- ▶ 41:37 Jason Calacanis Maybe we'll play drop a clip in here, Nick, if you want to in post, it's going to be the large data sets, Quora, Yelp, the App Store reviews, Amazon's reviews.
E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
- ▶ 21:38 Chamath Palihapitiya And we're going to run this on AWS, but that on Azure. 2 times in the scene
- ▶ 45:19 Chamath Palihapitiya So for example, if you worked with Amazon and Google and Microsoft and said, you're gonna have to run these things in a sandbox, and we're gonna have to observe the output before we allow it to run on actual bare metal in the wild.
- ▶ 49:07 David Friedberg So if I'm an evil agent, I'm not going to go use AWS to run my evil agent. 2 times in the scene
- ▶ 51:09 Jason Calacanis Amazon today said they'll be Switzerland, they're going to put a bunch of LLMs and other models available on AWS, Bloomberg's LLM, Facebook's,
E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act
- ▶ 17:08 Jason Calacanis So the promise of Siri and Alexa realized, because those were very rigid, they had no intelligence, right, Friedberg? 2 times in the scene
- ▶ 33:54 Chamath Palihapitiya Then when you add in Alexa and Amazon and
- ▶ 33:54 Chamath Palihapitiya Then when you add in Alexa and Amazon and
E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
- ▶ 18:32 Jason Calacanis Amazon is selling buildings. 3 times in the scene
E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more
- ▶ 4:34 David Sacks It's not Amazon.
- ▶ 1:00:00 Jason Calacanis Tens of thousands of highly paid workers, and not just tech workers, are going to be out of jobs, and they don't have jobs waiting for them at Amazon, or Google to bail them out, and this is the start of a contagion, if it doesn't get…
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
- ▶ 30:46 Jason Calacanis They turned advertising on the app, just like Uber and Amazon.
- ▶ 58:56 Jason Calacanis The Amazons, the Googles, Facebooks, where are they at in terms of percentage to being 2 times in the scene
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
- ▶ 9:48 Chamath Palihapitiya A large portion of Amazon's payment volume.
- ▶ 21:30 Jason Calacanis Storage at S three, et cetera.
- ▶ 27:09 Jason Calacanis Amazon Web Services, etc.
E116: Toxic out-of-control trains, regulators, and AI
- ▶ 26:36 Chamath Palihapitiya Where she was now able to run an incredibly important organization, but she's clearly demonstrating that she's highly ineffective at it because she doesn't see the forest from the trees, Amazon and Roomba, Facebook and this exercise app,… 2 times in the scene
- ▶ 1:24:18 David Friedberg They spent Amazon a couple billion dollars making a search engine.
E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
- ▶ 1:10:53 Chamath Palihapitiya Amazon comes in.
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
- ▶ 17:56 Jason Calacanis If you look at the Googles, the Facebooks, the Apples, Amazons is a little bit of an exception here. 3 times in the scene
- ▶ 51:40 Chamath Palihapitiya Do you guys know how much money Facebook, Amazon, Google, and Microsoft raised combined total before they went public?
E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
- ▶ 3:36 David Sacks They say that people choose to use Google because they're effective and the company highlights other companies making moves in the advertising industry as well, such as Microsoft, Amazon, Apple, and TikTok.
- ▶ 5:00 Chamath Palihapitiya Meta has 18.4%, and Amazon has 11.7. 3 times in the scene
- ▶ 12:58 Jason Calacanis But it's just paradoxical that they're doing this at this time, David, because Amazon has developed a huge ad business.
- ▶ 16:01 David Friedberg You know, e-commerce, so Amazon's ad business is booming, right? 3 times in the scene
E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
- ▶ 1:08:50 Chamath Palihapitiya Saks like it's like, Alexa is always listening to you.
E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
- ▶ 40:16 David Friedberg And they, you know, kind of went on, and the whole thing about Sam Gregg, Elon Reed, Jessica, Peter Thiel, AWS, YC are all donating to support OpenAI.
- ▶ 45:58 Jason Calacanis And then I thought, wait a second, why is this not using a Siri or Alexa like interface?
- ▶ 50:44 Jason Calacanis The App Store reviews, Amazon's reviews.
- ▶ 1:03:33 Jason Calacanis And as we talk about austerity and doing more with less and the 80% less people running Twitter now or Amazon laying off 18,000 people Salesforce laying off 8000 Facebook laying off 10 and probably another 10,000.
E110: 2023 Bestie Predictions!
- ▶ 24:45 David Friedberg The AWS providing tooling and infrastructure to all these startups that are building applications for consumers and business users.
- ▶ 31:35 David Friedberg The half percent that win are going to emerge as the next hundred billion dollar enterprises, the Googles and the Amazons of the world. 2 times in the scene
- ▶ 48:55 Jason Calacanis The prediction is Amazon's three-legged stool grows into a sturdy chair chair with a fourth pillar. 2 times in the scene
- ▶ 49:09 Jason Calacanis Obviously when you buy stuff, prime memberships, which is kind of considered a separate revenue stream.
- ▶ 49:15 Jason Calacanis And of course, AWS cloud computing.
E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
- ▶ 1:25:45 David Sacks I guess it's worse to be a union-busting Amazon CEO than a reactionary conservative investor.
E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
- ▶ 32:08 Jason Calacanis Because you have a hundred million in Amazon stock, you're some Amazon VP, you can get fifty million loaned. 6 times in the scene
E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
- ▶ 59:14 Jason Calacanis He sent a letter to Google and Amazon. 2 times in the scene
- ▶ 1:08:42 David Friedberg And he showed all these projects that Amazon tried. 2 times in the scene
- ▶ 1:08:55 David Friedberg And when they did work, they became hundred, multi hundred billion dollar enterprise value creators for them, like AWS, which was one of these projects.
- ▶ 1:43:19 David Friedberg Cal, it also seriously speaks to the amount of excess, and it's really going to rationalize probably based on the conversations we had today about Twitter, Meta, Google, Amazon, Amazon, and this as well.
E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
- ▶ 1:16:04 Jason Calacanis Can you get me a job at Amazon or another portfolio company?
- ▶ 1:18:03 Chamath Palihapitiya So this is basically what we're dealing with, which is like, if you look at, and these are just a couple of examples, but this is Meta, Amazon, Snowflake, Datadog versus Gilead, Raytheon, and Exxon. 3 times in the scene
- ▶ 1:21:01 Jason Calacanis Uh, if Amazon, and how do you get incremental dollars in these tech companies? 2 times in the scene
E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
- ▶ 16:03 Chamath Palihapitiya And then Jason, Apple did a pause, Amazon did a pause.
E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
- ▶ 1:02:46 Chamath Palihapitiya Okay, we got macro, we got Ukraine, and I think, I think that you should talk about big tech because Amazon puked as well.
- ▶ 1:03:01 Jason Calacanis Amazon reported their Q three earnings yesterday, Thursday, total revenue, one hundred twenty seven billion of 15% year over year, five percent quarter of a quarter net income was 2.9 billion. 3 times in the scene
E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
- ▶ 37:47 Chamath Palihapitiya The alternative would be to go work at, you know, Google, Facebook, Apple, Amazon, Microsoft, where the terms are just completely different to what the experience was, you know, at a startup.
- ▶ 1:15:01 Jason Calacanis Amazon is freezing hiring for corporate roles in its retail business. 9 times in the scene