Amazon, every mention
38 scenes (said by David Sacks), 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
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
- ▶ 52:27 David Sacks Which is Amazon, which did its testing of Fable, which was mythos with guardrails, and they reported that the guardrails failed, so therefore Fable was, according to Dario, a cyber weapon. 2 times in the scene
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
- ▶ 41:05 David Sacks We're talking about AWS.
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- ▶ 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…
- ▶ 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…
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
- ▶ 54:27 David Sacks Now, roughly half of those, I think were localized to UPS, which was severing its deal with Amazon. 3 times in the scene
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
- ▶ 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
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
- ▶ 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.
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- ▶ 33:08 David Sacks I mean, look, Amazon's gonna host their own version of R-one.
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
- ▶ 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.
- ▶ 38:09 David Sacks Get an Amazon package delivered.
Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
- ▶ 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.
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more
- ▶ 46:34 David Sacks Amazon, Google, and so on.
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.
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
- ▶ 33:35 David Sacks This is net new ARR added for AWS, Azure, and Google cloud.
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more
- ▶ 53:52 David Sacks I mean, there's a little bit of hosting cost at AWS or whatever.
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
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
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
- ▶ 33:02 David Sacks It's kind of like, uh, AWS, but for GPUs. 3 times in the scene
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
- ▶ 41:09 David Sacks And maybe Amazon should have to spin out AWS.
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
- ▶ 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.
E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more
- ▶ 4:34 David Sacks It's not Amazon.
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.
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.
E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more
- ▶ 1:16:26 David Sacks However, so, so there's a real debate to be had there and it's going to be messy, but I think there's one level of the stack below that, which is at the level of pipes, like an AWS, like a cloud flare, like a PayPal, like the, the ISPs,…
E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
- ▶ 54:25 David Sacks It was mostly on the forecast, and yeah, they revised their forecast down considerably, and of course they tried to blame it on the economy, but other companies, you know, Amazon just had a huge beat, uh, relative to expectations. 2 times in the scene
- ▶ 1:08:37 David Sacks And I would say Amazon with respect to the verticals where they're competing with their own, uh, with the basics.
E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
- ▶ 1:23:41 David Sacks On Amazon it says, people who enjoyed this book also enjoyed pounding their dick with a meat tenderizer.
E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
- ▶ 17:19 David Sacks And, um, the, the, the slide deck that's available on the company's website lists Twitter, Facebook, Netflix, Disney+, CNN, iHeartMedia, Google Cloud, Amazon Web Services, as some of TMTG's current and future competitors.
E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, Bitcoin & more
- ▶ 1:10:03 David Sacks Well, I was going to say, just keep in mind that when somebody lives on a credit card, like one day that credit card comes to you, and it's not a problem for Bezos because Amazon stocks just keeps going up and up and up, but you will… 3 times in the scene
E34: Wuhan lab leak theory, India's traceability law, Coinbase fact check, Big Tech takes Hollywood
- ▶ 54:06 David Sacks Um, Amazon wants this library for their streaming service, and I think that big tech is going to gobble up the rest of these libraries, and that's where they're going to stay. 3 times in the scene
E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
- ▶ 1:01:25 David Sacks And so the cloud has just been so, I mean, and you see this now with, you know, the numbers that Azure and, uh, Google cloud and AWS keep reporting where they're at like tens of billions of revenue and they're still growing like 40, 50% a…
E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
- ▶ 31:23 David Sacks It's like AWS, right?
E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet
- ▶ 32:47 David Sacks You also had the deep platforming of parlor, which is sort of the Twitter alternative by Google and Apple at the same time and in Amazon. 2 times in the scene
- ▶ 35:38 David Sacks Maybe for now, but you can't use AWS, and Google might not make you show up in search results.
- ▶ 44:20 David Sacks Some of Trump's treat, uh, tweets for incitement consistent with the first amendment, but that's not what they did, you know, that, and maybe that would say what they did is a lifetime ban combined with rounding up, you know, twice the…
E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more
- ▶ 1:18:46 David Sacks Because he created Amazon, which has created enormous value for all of us.
E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more
- ▶ 1:13:35 David Sacks Um, you know, if you look at kind of Amazon versus say Google or Facebook or Apple, I mean, those other companies are sort of sticking to their original footprint. 8 times in the scene