Amazon, every mention
115 scenes (2026), the whole family · ← back to Amazon
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every year 2026 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 Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
- ▶ 1:05:13 Chamath Palihapitiya Could be AWS.
- ▶ 1:07:56 Chamath Palihapitiya You can work with folks like Amazon or Nebius or Fireworks.
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
- ▶ 17:19 Jason Calacanis Companies with hundreds of millions or billions of dollars in the cash have optionality, and if things do collapse or there's a big retreat, you'll survive through it, like DoubleClick, Amazon, Google, and countless other companies did.
- ▶ 44:45 Chamath Palihapitiya Nvidia will look like Amazon. 3 times in the scene
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
- ▶ 9:56 Jason Calacanis Google and Amazon.
- ▶ 43:25 Chamath Palihapitiya That's why, thank God we have companies like Nvidia and Google and Microsoft and Meta and Amazon who take on that burden.
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
- ▶ 1:16:52 Jason Calacanis We're just being too clever, squeezing too much out of the last mile, quite literally on Amazon's part, how we treat the people who are at the bottom of the employment stack is what's causing this and not being able to solve the cost of…
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 1:02:36 Jason Calacanis Um, the different hyperscalers were saying, hey, four, five, six years, Amazon, and the big debate happened.
- ▶ 1:14:30 Jason Calacanis Very interesting story coming out of New Jersey and New York around Amazon. 30 times in the scene
- ▶ 1:20:18 Jason Calacanis I've been, you know, a prime subscriber since the beginning.
- ▶ 1:32:32 Jason Calacanis Amazon Web Services, Elon Web Services at the same time as competing with them increasingly.
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 18:55 Brad Gerstner You know, I think it's hard to call it a duopoly when you're, you know, only a few years into this and you have giants like Amazon, Microsoft, and Google.
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- ▶ 23:48 Jason Calacanis So an Amazon or a Google.
- ▶ 1:09:37 Jason Calacanis Yes, you can't read the entire book like it's a Kindle.
The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next
- ▶ 57:08 Professor Jonathan Hurst Where, you know, this is our experience with Amazon.
- ▶ 58:57 Jason Calacanis You've got 90% compression in cost at some point when these things hit the market, which gives you plenty of room to charge an Amazon, a Toyota, other partners on an hourly basis.
- ▶ 1:00:10 Jason Calacanis So let's take the conversation to what do you think the timeframe is if I were to ask you in Amazon factories, or if we want to take Amazon out because they're a partner and don't want to get you in trouble, but an Amazon or Target-like… 2 times in the scene
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 22:19 David Friedberg Basically, everything got open sourced and Google took off and eBay took off and Etsy and Amazon and all the millions of small websites and all the millions of small businesses and everyone that benefited from an openly accessible
- ▶ 28:36 Jason Calacanis And it becomes, just gets subsumed into the Amazon web services, cloud businesses, Elon's web service, et cetera.
- ▶ 37:10 Jason Calacanis They are going to start losing a lot of customers to open source, and Google, and AWS, and Elon Web Services are going to host them, and how do I know this?
- ▶ 1:15:13 Chamath Palihapitiya It's taken Amazon.
- ▶ 1:27:48 Chamath Palihapitiya Or, you know, you go outside, you leave your door open to go get a FedEx package or Amazon box and somebody runs in and sits on your couch.
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
- ▶ 3:28 Jason Calacanis We need to have a set of tests that Google, Microsoft, Amazon all agree to Elon.
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
- ▶ 35:26 Jason Calacanis AWS competitor. 2 times in the scene
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
- ▶ 3:57 Andrew Feldman And we are not alone in that, that, that OpenAI, uh, Anthropic, you go through this list of, of, uh, Google wants more data centers, Microsoft wants more data centers, AWS wants more data centers, right?
- ▶ 4:52 Andrew Feldman You know, what I, I liken this to when we first started with, uh, AWS, and it was so good to get around your own IT organization.
- ▶ 15:02 Jason Calacanis Why is Amazon making their own chips?
- ▶ 23:47 unnamed speaker Amazon's starting to wake up.
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
- ▶ 32:35 Chamath Palihapitiya Microsoft just announced a two and a half billion dollar investment to stand up in FDE, or Amazon is spending a billion dollars to create an FDE.
- ▶ 42:36 Jason Calacanis There is no way in God's green earth that humans will be at Amazon sorting packages.
- ▶ 47:35 Jason Calacanis What Optimus is going to do when Bezos and Andy Jassy unleash Optimus inside of the Amazon factories is it's going to get rid of every, let me state this very clearly, every single package sorting, every single package delivery will not be… 2 times in the scene
- ▶ 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
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 1:16:51 Chamath Palihapitiya Here's the AWS spec.
GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
- ▶ 2:57 Ryan Cohen And then you had to eat, you had Amazon, which was established and had pet products since the nineties, but they hadn't really achieved real scale in the category. 4 times in the scene
- ▶ 4:27 Ryan Cohen The real competition was always Amazon, and they were world class when it comes to supply chain. 2 times in the scene
- ▶ 20:08 Ryan Cohen But I ended up hiring a bunch of e-commerce people from Chewy and Amazon, and I wasn't the CEO.
- ▶ 29:39 Ryan Cohen I look at Chewy as like, Chewy in hindsight, we had a lot of competition in the pet space that were really well-funded, and they were decent operators, and they didn't end up making it because, you know, it was a low-margin business going…
- ▶ 32:28 Ryan Cohen So their ability to have first mover advantage and really be the like de facto marketplace online, including against Amazon was, was significant. 15 times in the scene
- ▶ 35:14 Ryan Cohen They provide a great customer experience, and so, I mean, that's why we all love shopping on Amazon, and as a seller, Seller Central is a very powerful platform, and sellers generally like it, too.
- ▶ 37:40 Ryan Cohen But, um, going head to head against Amazon is, um, it's, uh, it's, it's, it's not the most attractive business.
- ▶ 41:33 Ryan Cohen I mean, Amazon seller central is, is, uh, is like soup to nuts. 2 times in the scene
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
- ▶ 15:33 Jason Calacanis SpaceX briefly passed Amazon and Microsoft, which is mind blowing to be the fourth most valuable company. 2 times in the scene
- ▶ 34:34 Jason Calacanis How this all started seems to be that Amazon CEO, Andy Jassy, who owns a large, Amazon is a, an early investor in Anthropic and they own a large portion of it. 2 times in the scene
- ▶ 40:31 Jason Calacanis Got involved in this at all means somebody on the team must have said, Hey, on the security team at Amazon who has to host these models said, Hey, this is something that could be a liability for us, Amazon, and could be a national security… 4 times in the scene
- ▶ 41:05 David Sacks We're talking about AWS.
- ▶ 44:51 Jason Calacanis This situation, ah, in terms of maybe a little bit of, I don't know, your handicapping of the situation with the relationship with Amazon. 2 times in the scene
- ▶ 49:27 Jason Calacanis To Amazon Web Services or Google.
- ▶ 55:27 Jason Calacanis And then one of their partners, Amazon, says, uh, hey, 2 times in the scene
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
- ▶ 0:29 Chamath Palihapitiya And I said, Amazon's gonna be a trillion-dollar company, and I was laughed out of the room. 3 times in the scene
- ▶ 21:57 Dan Dreyfus Let their Amazon data center contract roll up.
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 6:56 Thomas Laffont Well, this is just based on kind of some assumptions and some forecasts, but you can see that we estimate that only, not only is it bigger than Azure, but by the end of the year it could be bigger than AWS and potentially bigger than all…
Bill Ackman: Here's What the Market is MISSING
- ▶ 4:52 Bill Ackman I mean, yes, effectively, we're an investor, we're, actually, today we own Microsoft, we own Meta, we own Amazon, uh, actually, I think you're, either directly or indirectly, you're invested in AI. 2 times in the scene
- ▶ 12:19 Bill Ackman That's going to become increasingly important, and even Amazon is going to have to become an even bigger customer because they're not, you know, Blue Origins, you know, and, and time, I would say, has become increasingly valuable in the AI…
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
- ▶ 23:57 Sarah Friar Oracle, um, CoreWeave, um, Microsoft, GCP, AWS, and a bunch of small neo-scalers.
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- ▶ 1:23 Jason Calacanis Uh, but it's been great staying at the house because there's actually, Chamonth is not aware of this, there's an iPad in the kitchen, and that's logged in to Uber Eats, DoorDash, Instacart, Amazon, Laura Piana.
- ▶ 8:33 Chamath Palihapitiya I said this last week, which is nobody asks the warehouse worker at Amazon, whether they actually want that job.
- ▶ 19:32 Jason Calacanis The folks at Amazon, Google, and Meta lobbied the Vatican on April, 29th to soften the language in his missive.
- ▶ 43:20 Bill Gurley Google did with Kubernetes, uh, to, to try and commoditize where workflows live off of AWS and to make it easy to migrate.
- ▶ 1:10:37 Jason Calacanis All those sorting jobs at Amazon factories are going away. 3 times in the scene
- ▶ 1:24:10 Jason Calacanis No, the proof I gave was Amazon and Andy Jassy, Shopify, Toby Lucky. 3 times in the scene
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
- ▶ 5:48 Gavin Baker Amazon.
- ▶ 25:48 Jason Calacanis Another example that's been given is if you put Optimus into Amazon factories or the figure robot just did like a week of just sorting packages. 2 times in the scene
- ▶ 26:47 Chamath Palihapitiya Amazon has 35 or 40% churn inside of their warehouses.
- ▶ 32:39 Chamath Palihapitiya Go talk to the people inside the Amazon warehouse. 2 times in the scene
- ▶ 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.
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- ▶ 5:46 Jason Calacanis He's now in the hyperscaler, competing against Google Cloud, Amazon Web Services, and Azure, and I don't know if you had inside information or just a brilliant epiphany, but take us behind the call, and what do you think about the deal… 2 times in the scene
- ▶ 16:53 Chamath Palihapitiya Amazon, seven hundred billion.
- ▶ 20:38 Jason Calacanis But if you look at the footprint of Amazon Web Services, Azure and GCP, you're looking at, you know, 300 billion dollars in revenue and a market cap of combined five trillion, four trillion, if these were independent companies.
- ▶ 26:25 Chamath Palihapitiya There is no world in which Google and Meta and Apple and Amazon could be viewed as being penalized in valuation.
- ▶ 30:32 Brad Gerstner And by the way, Google, Amazon, et cetera, these companies are producing a hundred billion dollars of free cash flow to justify their incremental investment.
- ▶ 54:16 Jason Calacanis We should opt in to trying to raise the minimum wage company by company by company, and just give people who are at the end of the spectrum that understanding that, hey, year over year, whether it's Amazon or Target, et cetera,… 2 times in the scene
- ▶ 1:00:19 Jason Calacanis I referenced it earlier, but AWS is now on a hundred fifty billion dollar run rate. 3 times in the scene
- ▶ 1:19:14 Brad Gerstner I think our lucky stars that we have Elon, that we have Anthropic, that we have OpenAI, that we have Google, that we have Amazon, all innovating in this country.
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- ▶ 9:05 Chamath Palihapitiya You've already seen that with Anthropic as well, where they just found a way to economically induce Amazon to give them enough capacity so that you don't have to route through bedrock to get to the Anthropic models. 2 times in the scene
- ▶ 9:05 Chamath Palihapitiya You've already seen that with Anthropic as well, where they just found a way to economically induce Amazon to give them enough capacity so that you don't have to route through bedrock to get to the Anthropic models.
- ▶ 41:05 Jason Calacanis Google, Microsoft, Amazon, and Meta all reported. 5 times in the scene
- ▶ 42:28 Jason Calacanis Amazon Web Services, the original cloud, that grew 28% on 37.6 billion in revenue. 2 times in the scene
- ▶ 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…
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
- ▶ 13:13 David Friedberg As we saw this week in that story with Amazon, where there's like a million agents being spun up inside and everything's wasting resources, redundant data creation, redundant data stores, redundant API calls, et cetera, tons of money being…
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
- ▶ 30:03 Jason Calacanis In addition to that, Amazon and Apple are preparing new releases of their retard maxing assistance, Alexa and Siri that will be less retarded in this new version. 2 times in the scene
- ▶ 30:03 Jason Calacanis In addition to that, Amazon and Apple are preparing new releases of their retard maxing assistance, Alexa and Siri that will be less retarded in this new version.
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
- ▶ 14:47 Michael Intrator And, you know, like I said, I, I fully expect this infrastructure to last in excess of six years, but the, the, the standard in the, in, in, in the space has really been used with one exception, which is Amazon, which is,
Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
- ▶ 42:14 Chamath Palihapitiya Amazon has Inferentia and Trinium.
- ▶ 44:20 Jensen Huang In the case of AWS, I think they just announced, I think it was yesterday, that they're gonna buy a, a million chips, uh, in the next couple years. 2 times in the scene
Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas
- ▶ 5:36 Travis Kalanick That's why on e-commerce you go through Amazon big ass warehouses with awesome logistics.
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
- ▶ 34:14 Chamath Palihapitiya A great example of this is Amazon. 4 times in the scene
- ▶ 34:16 Chamath Palihapitiya Why does Amazon issue an edict that says you cannot use this stuff inside of AWS unless a human now reviews and approves it? 4 times in the scene
- ▶ 1:06:56 Brad Gerstner It's a takeaway with Uber, the takeaway with Google, the takeaway with Amazon.
War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
- ▶ 56:06 Chamath Palihapitiya Between the inference cost that we pay AWS, which is ginormous, between our cost with cursor, between anthropic, we are just spending millions.
- ▶ 1:07:30 Jason Calacanis Apple, Tim Apple, Nvidia, Amazon, they have all participated.
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
- ▶ 8:15 Jason Calacanis Their margins go up, similar to how Amazon has, you know, trimmed their white collar staff.
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
- ▶ 4:14 Jason Calacanis Basically I said, listen, if you got laid off by Amazon or Microsoft over the last two years, just wear an open claw and automate your previous job.
- ▶ 7:08 Chamath Palihapitiya AWS and GCP have built such gargantuan businesses.
- ▶ 17:11 Chamath Palihapitiya Like for example, AD-D is a top-twenty customer bedrock.
- ▶ 17:21 Chamath Palihapitiya Because of all the nonsense that's inside of AWS that you have to pay for in order to just get access to bare metal.
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
- ▶ 33:51 Jason Calacanis Then you look at a middle manager sacks that worked at your venture firm, my venture firm, or worked at Amazon. 2 times in the scene
- ▶ 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
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