Amazon Web Services
also referred to as: aws
part of Amazon
8 statements across 7 episodes · 5 bullish · 2 bearish · 3 people on the record · first statement Feb 22, 2024 by Brad Gerstner · said 56 times in 23 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (33), Bill Gurley (16), Satya Nadella (2), Jensen Huang (2), Aaron Levie (2), Rene Haas (1)
tap a year for its mentions
2026 3 mentions in 1 episode
2025 21 mentions in 10 episodes 2 per episode
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- 2 more episodes that year, every mention in 2025 →
2024 32 mentions in 12 episodes 3 per episode
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- 4 more episodes that year, every mention in 2024 →
Everything said about Amazon Web Services, oldest first
Feb 22, 2024 bullish
Apr 18, 2024 bullish
Jul 11, 2024 neutral
Dec 12, 2024 positive
Nadella: Shopify, Stripe, and Spotify became Azure users via OpenAI APIs
“Take, you know, Shopify or Stripe or Spotify. These were not customers of Azure. They were all customers of GCP or they were customers of AWS. So suddenly we got access
Do many, many more logos who are all quote unquote digital natives who are using Azure in …”
Mar 21, 2025 bearish
Mar 21, 2025 bearish
Gerstner: Anthropic Has Minimal Contribution Margin Due to AWS Fees
“So in the case of Anthropic, most of their enterprise API, I believe is sold through AWS and they have to pay a huge, Customer acquisition fee in the world of Google, we would call it TAC probably to Amazon. And then of course you have all the costs that you h…”
Apr 4, 2025 positive
Gurley: Google open-sourced Kubernetes defensively to break AWS cloud lock-in
“Google had a Piece of technology called Kubernetes. It was orchestration that would allow you to move a workload. If that became a standard from one, you know, one large server vendor to another, right? It basically created ease of distribution. So you could r…”
Jul 31, 2025 bullish
Gerstner: OpenAI should subsidize developer models using consumer profits
“Amazon had this monopoly retail business they could use to subsidize AWS, gain share for a decade, and then begin to take price. That would be a rational strategy for OpenAI to follow. So you take the profitable consumer business, you use it to subsidize, you …”