Amazon, every mention
83 scenes (2021), the whole family · ← back to Amazon
tap a year for its mentions
every year 2021 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
E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
- ▶ 28:34 Chamath Palihapitiya The most important thing is Amazon. 2 times in the scene
- ▶ 1:10:27 Jason Calacanis And I had, as well, the Obi-Wan show, the Boba Fett show, and the Mandalorian shows all coming back are going to be absolutely bonkers, and then there's also this, um, token, uh, series that's coming out, the prequel, I think, that Amazon…
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
- ▶ 10:25 Jason Calacanis Now Amazon is regularly paying in the twenties and giving free college, something her and Bernie Sanders were not able to accomplish in their entire careers.
- ▶ 25:33 Jason Calacanis Amazon, um, has a new CEO and they haven't missed a beat.
E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move
- ▶ 13:49 Jason Calacanis He thought JC Penney would beat Amazon.
- ▶ 1:00:07 Jason Calacanis Why aren't they buying Amazon and Tesla?
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
- ▶ 13:48 Chamath Palihapitiya Meaning you go to school, you get into all this debt, you try to become a teacher or something, and then you realize you can make more at an Amazon warehouse.
E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure
- ▶ 44:04 Chamath Palihapitiya And we talked about this before, which is, you know, the teacher who decides it's better off to just go work at Amazon, right than to actually be a teacher because you actually get paid more now.
E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government
- ▶ 58:59 Jason Calacanis Additionally, I would like to report that Starlink does not work at my lake house, and Amazon Prime takes three to four days at my beach house on the Cape, and that these two companies are oppressing the three percent of the top three…
- ▶ 1:00:44 Jason Calacanis He should be telling people all companies should be asking like Amazon. 5 times in the scene
E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
- ▶ 16:27 Chamath Palihapitiya In the case of render, you're basically displacing an AWS instance.
- ▶ 34:04 Chamath Palihapitiya Um, they've done a very smart path to market, which is essentially to, you know, build these delivery trucks for Amazon that allowed them to even frankly, you know, be default alive.
- ▶ 43:29 Chamath Palihapitiya So, you know, you have a guy like, uh, you know, uh, you have a company like Amazon, which is now going to pay 25 or 30 dollars to keep folks. 3 times in the scene
- ▶ 1:12:30 Jason Calacanis Will we see an Amazon spin out AWS, a YouTube or an Instagram come out of their parent companies?
- ▶ 1:12:30 Jason Calacanis Will we see an Amazon spin out AWS, a YouTube or an Instagram come out of their parent companies?
- ▶ 1:22:46 Jason Calacanis Amazon, forty two billion in 2020. 2 times in the scene
- ▶ 1:29:01 Chamath Palihapitiya 20, I think it was 2015, I presented Amazon at Irisone. 3 times in the scene
- ▶ 1:29:22 Jason Calacanis You're saying his IRR on the money Amazon deployed in R&D projects like the Kindle or AWS.
- ▶ 1:29:22 Jason Calacanis You're saying his IRR on the money Amazon deployed in R&D projects like the Kindle or AWS.
E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
- ▶ 8:09 Chamath Palihapitiya Meaning you can, you can very comfortably short Apple, Facebook, Amazon, Netflix, and be long Microsoft, Google. 5 times in the scene
- ▶ 25:42 Chamath Palihapitiya He had never sold a single share of Amazon that was distributed to him, and he had only sold a handful of shares of Google only to fund future capital requirements at Kleiner at the time.
- ▶ 34:06 Chamath Palihapitiya AWS, you know, GCP like infrastructure that has to get built in. 2 times in the scene
- ▶ 35:05 Chamath Palihapitiya You needed Amazon commerce to justify AWS.
E53: Wealth tax, inflation as a capital allocator, big tech earnings, paternity leave & more
- ▶ 39:34 Chamath Palihapitiya Now, depending on where you go, the, the nation's largest employer, Amazon, actually will just pay you to go to college.
- ▶ 1:03:03 Chamath Palihapitiya And one really interesting thing that this organization did was, um, a couple of years ago, they basically went long Google and Microsoft, and they shorted Apple, Amazon, and Facebook against it. 4 times in the scene
- ▶ 1:03:55 Jason Calacanis Although Amazon Web Services is a 40% year over year, also on a big number. 2 times in the scene
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.
E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
- ▶ 8:49 Jason Calacanis Now they're going to go on Amazon and buy more stuff, and it's going to accelerate this problem, is it not?
- ▶ 22:06 Chamath Palihapitiya And so I want Facebook and Google and Amazon and all these startups to be putting all this money in the ground on my behalf. 3 times in the scene
E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more
- ▶ 22:39 Jason Calacanis And of course, they have, you know, people who are on the board of GE or IBM or Amazon, they have security issues, like they deal with their security issues.
E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns & more
- ▶ 25:47 Jason Calacanis Amazon is bad and they cannot move off of that. 3 times in the scene
E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom wins & more
- ▶ 8:49 Chamath Palihapitiya UBI is not going to pay you to go to college, but Amazon will, as an example.
E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more
- ▶ 39:02 Chamath Palihapitiya D'Angelo's like, I'm building on AWS. 2 times in the scene
E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan
- ▶ 1:01:17 Jason Calacanis I think Amazon will be video games content.
E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!
- ▶ 1:24:45 Jason Calacanis Alright, Bezos is lost his way, um, and he left his position as CEO of Amazon to focus on Blue Origin, and then he, um, sued NASA over the moon program, accusing NASA of wrongly evaluating its lunar lander proposal, giving all the funds to…
E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
- ▶ 1:13:33 Jason Calacanis Which is what happened with Whole Foods and Amazon. 4 times in the scene
- ▶ 1:15:22 Chamath Palihapitiya They started Amazon Kindle.
- ▶ 1:15:23 Chamath Palihapitiya They started Amazon Basics.
- ▶ 1:15:26 Chamath Palihapitiya They started Amazon Echo.
- ▶ 1:15:42 Chamath Palihapitiya They started AWS.
- ▶ 1:15:46 Chamath Palihapitiya They started Amazon Prime.
- ▶ 1:15:50 Chamath Palihapitiya They started Amazon payments.
E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more
- ▶ 19:18 Jason Calacanis You have to let other app stores in Apple or, you know, just coming down and saying to Amazon, you can't sell Amazon basics anymore in 30 days.
- ▶ 19:18 Jason Calacanis You have to let other app stores in Apple or, you know, just coming down and saying to Amazon, you can't sell Amazon basics anymore in 30 days. 2 times in the scene
- ▶ 42:44 Chamath Palihapitiya If, if the problem was an internet company, or you wanted to make a product, what you would do is you would go to Amazon Web Services, you'd be able to consume a whole set of abstractions, and then you would build a light amount of… 2 times in the scene
- ▶ 55:10 Chamath Palihapitiya So even though you walk into a target in Amazon and you try to make yourself feel good thinking, thinking to yourself, I'm buying something that's zero emissions. 2 times in the scene
E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more
- ▶ 33:55 Jason Calacanis They literally made, um, an index of all of Professor G's, you know, takes that Macy's would be incredible, and Amazon would lose its money, and yada yada.
- ▶ 57:14 Chamath Palihapitiya I generally think that companies like Google and Facebook and Amazon unfortunately do not allow
- ▶ 1:01:38 David Friedberg You don't have to buy from Amazon, but everyone benefits from searching on Google. 3 times in the scene
- ▶ 1:04:03 Jason Calacanis Should we, Chamath, be upset that Bezos is going to space and spending tens of billions of dollars that he made from Amazon? 2 times in the scene
E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, next gen candidates & more
- ▶ 1:11:27 Chamath Palihapitiya And then, you know, Amazon writes this petition to recuse Lena Khan. 5 times in the scene
E37: NYC rejects far-left candidates, new developments in lab leak theory, App Store breakup & more
- ▶ 55:36 Jason Calacanis Ah, what do we think about Apple being forced to put other app stores on their phones just like you can on your Android phone? 8 times in the scene
- ▶ 55:36 Jason Calacanis Ah, what do we think about Apple being forced to put other app stores on their phones just like you can on your Android phone? 3 times in the scene
- ▶ 1:12:24 David Friedberg I think that over the next decade, because of exactly what you guys said, that Apple is run by managers who don't want to see loss, but aren't driven to gain, you're going to end up seeing Amazon in particular, and Apple likely as well, 6 times in the scene
E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more
- ▶ 4:07 Jason Calacanis Um, she's basically written two amazing papers, um, and the first paper came out in 2017, Amazon's antitrust paper. 10 times in the scene
- ▶ 5:13 Jason Calacanis Um, and she thinks one remedy is to kill Amazon basics because the marketplace shouldn't own the goods as well. 3 times in the scene
- ▶ 6:09 Jason Calacanis She seems to want Amazon Web Services spun out, which I think would just double the value of it or maybe at 50% of the value of it. 2 times in the scene
- ▶ 19:23 Jason Calacanis We assume it gets broken up and YouTube and Android are spun out Instagram, WhatsApp are spun out AWS is spun out. 2 times in the scene
E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, Bitcoin & more
- ▶ 43:48 Jason Calacanis Amazon just adjusted their return to work policy, backing off their claim of in March that they're going to return to an office centric
- ▶ 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
- ▶ 45:20 Jason Calacanis Amazon is buying MGM, which owns most importantly, James Bond. 2 times in the scene
- ▶ 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
E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA & more
- ▶ 1:14:00 Jason Calacanis As we wrap most impressive, um, observation from these, uh, quarterly reports that just came out for me, Amazon's ad business, twenty four billion growing at 77% year over year on top of their Amazon web services business. 4 times in the scene
- ▶ 1:14:00 Jason Calacanis As we wrap most impressive, um, observation from these, uh, quarterly reports that just came out for me, Amazon's ad business, twenty four billion growing at 77% year over year on top of their Amazon web services business. 2 times in the scene
E29: Coinbase goes public, direct listings vs. IPOs, unions & more with Bestie Guestie Brad Gerstner
- ▶ 32:57 Jason Calacanis 28% of purchases on Amazon are completed in less than three minutes. 4 times in the scene
- ▶ 33:20 Jason Calacanis Um, and that means your prime is free of a 120 dollars a year. 4 times in the scene
- ▶ 34:12 Chamath Palihapitiya It's just, if you look at prime, which, which makes Amazon seem exceptionally cheap, but I reason I brought up Amazon is he also wrote in there about his responsibility to his employees. 6 times in the scene
- ▶ 34:12 Chamath Palihapitiya It's just, if you look at prime, which, which makes Amazon seem exceptionally cheap, but I reason I brought up Amazon is he also wrote in there about his responsibility to his employees.
- ▶ 1:15:04 Brad Gerstner To create a sense of ownership and participation in the American dream, their little slice of Tesla, of Walmart, of Amazon, of Google, like the money will come in from all the folks that you mentioned.
E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more
- ▶ 57:12 David Friedberg If Jeff Bezos stopped building Amazon, when he made a billion dollars because he was forced to by the government. 5 times in the scene
E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
- ▶ 21:36 Jason Calacanis Our companies were able to grow and become the dominant players in the world like Apple, but an Amazon, right?
- ▶ 37:23 Jason Calacanis I don't know if you guys have been following, um, what's happening with, uh, the head of operations at, or cons, I guess he's the head of warehouses at Amazon. 7 times in the scene
- ▶ 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
- ▶ 7:29 David Friedberg Like Nancy, Mike, Nancy, um, and then NR, um, and those, uh, you can buy a product called True Niagen on Amazon, which, which has those compounds, and you take about a thousand milligrams a day, and, um, anyway, all of this stuff's laid…
- ▶ 31:23 David Sacks It's like AWS, right?
E24: Markets trend down, political pandemic manipulation, stimulus breakdown, biological Patriot Act
- ▶ 11:01 Chamath Palihapitiya Since 2010 where you would have made more money than being long Facebook and Google and Apple and Amazon was being long United Healthcare, Cigna, Wellspring.
E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it
- ▶ 22:55 David Friedberg Let's say you own some shares in Amazon and someone else wants to short Amazon. 3 times in the scene
- ▶ 40:59 Chamath Palihapitiya Theoretically, if you're a Facebook or a Google or an Amazon now, all of a sudden, you know, you can pay a much larger percentage of, uh, of, of what to do.
E19: Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
- ▶ 1:14:56 Chamath Palihapitiya Amazon got to decide, and Robinhood got to decide, and the victims were Parler and GameStop.
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…
- ▶ 1:27:26 David Friedberg And I think that there's economic value to having Google be at the scale it's at and Amazon being at the scale it's at and Facebook being a scale it's at.