Amazon, every mention
52 scenes (2022), the whole family · ← back to Amazon
tap a year for its mentions
every year 2022 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
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
E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more
- ▶ 23:40 Chamath Palihapitiya Now, I don't know if that happened, but I'm sure that if it hasn't just bidding that out to Azure GCP and AWS can raise, you know, three or four billion dollars, because I'm sure those companies would want this kind of an app on their… 2 times in the scene
- ▶ 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,…
- ▶ 1:16:56 Jason Calacanis You're saying AWS shouldn't be able to deny service to the Ku Klux Klan or some hate speech group?
E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
- ▶ 20:55 Chamath Palihapitiya Well, I do not want Amazon.
E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
- ▶ 21:54 Chamath Palihapitiya It's like, she's more focused on, you know, making sure Amazon doesn't buy Roomba. 2 times in the scene
- ▶ 30:52 Chamath Palihapitiya Or are you still more focused on Amazon and, you know, Facebook?
- ▶ 1:07:19 David Friedberg Amazon just continues to build out local delivery infrastructure at an incredible pace. 6 times in the scene
E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more
- ▶ 23:24 Jason Calacanis And you know, Amazon just put a hold on six buildings where they said you can finish the outsides, but let's not do the insides because we don't even know what we're going to do with these buildings and what hybrid is going to look like. 4 times in the scene
- ▶ 33:55 Jason Calacanis And I use the Amazon six page, you know, uh, philosophy of a right first culture.
E88: First principle politics, China chaos & outlook, state of private/public markets & more
- ▶ 1:16:18 Jason Calacanis Uh, VC funding is down, or Amazon acquires one medical for 3.9 billion.
- ▶ 1:36:37 Jason Calacanis Just today, Amazon acquired one medical for 3.9 billion. 14 times in the scene
- ▶ 1:38:42 Jason Calacanis Amazon Prime is the driver of Amazon's business.
E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
- ▶ 26:00 Jason Calacanis Is there, is there, when we look back on this whole mess in 10 years, is it going to be like the dot com era where we're like, yeah, it got overheated, but Amazon and Google came out of it?
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
- ▶ 38:50 Jason Calacanis Thrasio was buying a collection of those Amazon D to C brands.
- ▶ 43:54 Ryan Petersen Amazon, of course.
- ▶ 48:58 Jason Calacanis Well, and if we look, Chamath, Chamath, we also have some examples of Amazon. 3 times in the scene
- ▶ 55:13 Jason Calacanis Um, we had this great moment where, you know, we engaged China, we built a bunch of iPhones, Amazon basics, you know, whatever it is, Nike shoes.
E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
- ▶ 36:12 David Friedberg And as we saw with Amazon recently, and others, and Apple just said that they're expecting, I think, close to a ten billion dollar hit this quarter, because of supply chain issues.
E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
- ▶ 55:19 David Friedberg Followed by Disney Plus, followed by maybe a mix of Amazon, Netflix, and, um, you know, uh, Prime.
- ▶ 59:21 David Friedberg WarnerMedia, Disney, Netflix, Amazon.
E76: Elon vs. Twitter
- ▶ 25:30 Jason Calacanis Amazon. 2 times in the scene
E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
- ▶ 13:05 Chamath Palihapitiya And mostly it's because, you know, if you look inside the S and P 540% of every dollar is, you know, Apple, Amazon, you know, Microsoft, et cetera, Tesla.
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
- ▶ 30:06 David Friedberg So Amazon's a great example. 2 times in the scene
- ▶ 41:21 Jason Calacanis Imagine if Amazon wasn't created.
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
- ▶ 48:54 Brad Gerstner Amazon, Google, Apple, and Facebook.
E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
- ▶ 1:00:49 Jason Calacanis And then you feel Amazon, Facebook, obviously, and Netflix are the losers in that trade.
E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
- ▶ 13:17 Chamath Palihapitiya Amazon last night basically said, yeah, there's some, you know, toughness in the system, but we think it's sort of like, you know, reasonably achievable, and they're past it. 2 times in the scene
- ▶ 17:44 Ryan Petersen Like for a DTC e-com business, you used to be able to just go to China, find some product, put your, slap your label on it, and go sell it on Amazon, and you were in business.
- ▶ 41:55 Jason Calacanis Well, we could have the ports compete for who gets to get that twenty billion to be the modernized port like Amazon held that competition.
- ▶ 50:47 Chamath Palihapitiya Amazon actually got really crushed, even though this past day, they had a pretty decent rally because of their earnings, but they really got crushed.
- ▶ 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
- ▶ 1:05:21 David Friedberg That's what, that's what Amazon thought, and it didn't work. 3 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.
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
- ▶ 10:18 David Friedberg And if you look at the public markets, every successful company has had significant downturns in their stock for significant periods of time, from Apple, to Google, to Facebook, to Amazon, to Netflix,
- ▶ 1:01:15 David Friedberg But what about alphabet or Amazon, just put all your capital in one bet and just, you know, write it out.
E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
- ▶ 1:02:50 David Friedberg Uh, at a stage where they've been generating cash, but for many, many years, Amazon had a similar strategy where they were reinvesting all their capital.
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.
E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
- ▶ 54:02 Chamath Palihapitiya I wrote this in my annual letter like two years ago, but Facebook, Google, Apple, Microsoft and Amazon raised collectively less than two hundred and fifty million dollars.