Amazon Web Services, every mention
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tap a year for its mentions
every year anyone Benedict Evans 66Toni Cowan-Brown 7
Verbatim, from the transcripts: the passages where Amazon Web Services comes up
Token pricing
- ▶ 6:03 Benedict Evans For example, there's only three hyperscalers, but, and yet like most of the applications are built by other people and most of the value is captured by people who run on AWS.
The end of the network effect
- ▶ 5:23 Benedict Evans And then the thousands of stuff that are built on top of it and run on top of it, the way you've got thousands of stuff built on top of and running on AWS or Azure or Google Cloud. 2 times in the scene
AI and SaaS
- ▶ 8:20 Benedict Evans And that's a different way of saying this thing's making tools for you than saying you're going to tell Claude to write code for you and then get you an AWS account
- ▶ 16:20 Benedict Evans It does this container, but do an API call to an image recognition model on AWS.
- ▶ 27:25 Benedict Evans Are you paying them for some SQL and some C++ and an AWS account that's already set up for you?
How does OpenAI compete?
- ▶ 5:41 Benedict Evans Um, and, or you can say, well, we're going to be the best infralayer for that, which takes you back to, okay, why, how are you going to be the best infralayer than this, as opposed to AWS or GCP or indeed Microsoft, or perhaps Oracle, if… 4 times in the scene
A double episode: AI differentiation, and Apple does F1
- ▶ 37:27 Toni Cowan-Brown Insert, you know, Salesforce, AWS.
Looking for AI strategies
- ▶ 7:00 Benedict Evans That's what AWS, AWS is business.
- ▶ 10:00 Benedict Evans And that overlaps with, with, with Amazon, which is in the business of selling, AWS, which is in the business of selling generic 4 times in the scene
Ai eats the world
- ▶ 22:08 Benedict Evans And if you're the CIO, why would you invest in moving people off, off, um, fax workstations onto AWS?
- ▶ 39:00 Benedict Evans So like you talk to investors now, it's like, um, do we, we can't write a billion dollar check to Anthropix, so, but we also don't want to write the, invest in a thin GPT wrapper, but then no one says Snapchat is a, is a thin AWS wrapper. 3 times in the scene
From SAAS software to Formula 1
- ▶ 8:57 Toni Cowan-Brown And you look at the sponsors, it's the likes of Juniper, it's the likes of Salesforce, AWS, Oracle, like every other sponsor is a giant tech sponsor. 3 times in the scene
The AI summer
- ▶ 20:58 Toni Cowan-Brown Um, it's fascinating though, because you keep, you brought up Oracle a few times, and I was working on some projects with AWS, who happened to be the title sponsor of the Canadian GP, and Oracle and AWS both are clearly working on a… 3 times in the scene
AI and Everything Else
- ▶ 5:25 Benedict Evans AWS, Microsoft probably spent, will probably spend a hundred billion dollars on cloud capex this year.
- ▶ 28:09 Benedict Evans You know, today, like all startups run on, you know, GCP, Azure, or AWS, or a lot of them do, but like AWS doesn't decide what, you know, you, a legal software company can do. 2 times in the scene
Bundling/Unbundling AI
- ▶ 28:16 Benedict Evans So there's a bunch of, um, so there's, so there's a, there's an inside technology conversation here, which is the word thin in GPT wrapper, which is what I, what I've just described that law for legal software company will be using for the… 5 times in the scene
Amazon's $40B advertising business
- ▶ 1:35 Benedict Evans Um, it's almost certainly more profitable than AWS. 6 times in the scene
ChatGPT versus Google
- ▶ 28:51 Benedict Evans Half of them, half of Amazon's CapEx goes to AWS.
Generative search
- ▶ 9:43 Benedict Evans And it probably gets done as part of GCP and Azure and AWS. 5 times in the scene
Why are chips interesting again?
- ▶ 9:21 Benedict Evans And the same if you're AWS or the same if you're YouTube, like you're big enough that even if making your own chip might be more expensive on one level, it makes more economic sense on another.
No Soup for You! Regulating tech M&A
- ▶ 11:51 Benedict Evans And so Azure is now, um, sort of with AWS, but they're kind of the dominant cloud cloud provider, but sort of generally further up the stack than AWS. 2 times in the scene
All the other things happening in tech part 1.
- ▶ 22:55 Benedict Evans It's also probably this, it's also probably the same operating income, although they don't break it out as AWS. 3 times in the scene
The FTC's antitrust thesis
- ▶ 11:07 Benedict Evans Um, AWS can't buy Cloudflare, say, like you could have that whole conversation.
When the point of leverage changes
- ▶ 23:29 Benedict Evans I mean, again, talking about this on Twitter, I had a bunch of people saying, well, look at AWS, that's completely different.
- ▶ 27:07 Benedict Evans You know, there's, there's clearly there's Amazon retail and there's AWS, which is clearly a separate market definition.
Remember AI?
- ▶ 9:08 Benedict Evans That level of primitive was actually better done inside AWS or inside Azure rather than as a standalone startup.
Are you a seal?
- ▶ 3:03 Benedict Evans So, you know, Amazon is building, A, an enterprise cloud service system in AWS, and B, a retail e-commerce logistics platform, um, in the Amazon thing that we, that we will see, and so there's things they build around that, so they build…
- ▶ 29:02 Benedict Evans They'll just sell the machine learning and they'll try and compete with, um, with AWS and Azure for that.
'Digital transformation' - beyond the silly slogan
- ▶ 42:11 Benedict Evans Um, the big part of Azure and AWS is digital transformation.
App stores: arguing like it's 2009
- ▶ 19:47 Benedict Evans You have AWS cost.
Bezos and the Amazon machine
- ▶ 4:35 Benedict Evans That's just part of the internal API system in the same way that AWS is outside. 2 times in the scene
- ▶ 7:30 Benedict Evans All that you can see from the outside at the P&L level is you can see US, international, and AWS. 6 times in the scene
Amazon and eCommerce
- ▶ 0:55 Benedict Evans The other half of it is, um, partly AWS, but also a whole bunch of other businesses. 5 times in the scene