Amazon, every mention
9 scenes (said by Gavin Baker), 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
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
- ▶ 5:48 Gavin Baker Amazon.
- ▶ 52:41 Gavin Baker Google, Anthropic, Amazon, NVIDIA.
- ▶ 1:16:33 Gavin Baker Within data centers that need being built, whether they're being built by CoreWeave, XAI, Amazon, Google, NVIDIA's AI business is growing faster than Broadcoms.
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.
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.
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
- ▶ 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.
- ▶ 1:14:36 Gavin Baker But HBM memory, it's an NVIDIA GPUs, AMD GPUs, Amazon Terraniums.
- ▶ 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…