Amazon Web Services, every mention
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tap a year for its mentions
every year anyone Brad Gerstner 33Bill Gurley 16Satya Nadella 2Jensen Huang 2Aaron Levie 2Rene Haas 1
Verbatim, from the transcripts: the passages where Amazon Web Services comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 6:33 Brad Gerstner and then we merged in x.ai, and we merged in cursor, and then we announced these deals where it was very clear he was kind of building AWS right under our nose, you know, in, in, in terms of this.
- ▶ 33:41 Brad Gerstner I mean, that's why Bezos built AWS, right? 2 times in the scene
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 37:30 Brad Gerstner So talk to us how you think about the value across those domains, especially how this exclusivity has brought a lot of customers who may have been on AWS to Azure.
- ▶ 45:09 Brad Gerstner And, you know, I think that compares to GCP that grew at 32% and AWS closer to 20%.
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 7:55 Brad Gerstner It sounds very much like AWS or GCP or Azure.
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 54:30 Bill Gurley Now, Google historically, when it came to AWS,
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 32:06 Bill Gurley You look at that Amazon example, when we spoke to the, the, uh, LaFont brothers at Code Two, where they're, they're not keeping up with the, the NVIDIA purchases relative to their AWS share, and so there are a few companies that are back…
- ▶ 39:20 Brad Gerstner Amazon had this monopoly retail business they could use to subsidize AWS, gain share for a decade, and then begin to take price.
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 23:17 Bill Gurley The KOTU team mapped out cloud revenue market share, and you have Oracle at five percent, Amazon, 44 because of the success of AWS, Google, 19, and Microsoft, 30. 3 times in the scene
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 23:17 Bill Gurley So Amazon took this huge lead with AWS, um, in the hosted server business. 2 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 25:41 Brad Gerstner They basically are monitoring your company's workloads that are occurring in AWS, GCP, Azure, et cetera, and what code can be deployed on those platforms. 4 times in the scene
- ▶ 54:21 Brad Gerstner And we hear that Tranium is now cutting their cost, you know, on AWS is cutting the cost on Tranium chips to try to get a lot more customers.
- ▶ 1:11:15 Brad Gerstner So in the case of Anthropic, most of, of, uh, their enterprise API, I believe is sold through AWS and they have to pay a huge,
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 6:59 Bill Gurley You know, when we went from on-prem software to SAS, places like AWS, they started pulling out as many layers as they could to get to optimization.
- ▶ 17:57 Brad Gerstner And it was quickly deployed in all the clouds in, you know, in AWS, in, in, in Azure, et cetera.
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 20:56 Brad Gerstner Amazon was investing gobs in oh eight, oh nine, 2010 in AWS.
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:12:33 Bill Gurley Even their Google Cloud offering relative to AWS had that bias.
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 42:31 Satya Nadella They were all customers of GCP or they were customers of AWS.
- ▶ 1:15:31 Satya Nadella But if you are on AWS and you want to just use just the API in a stateless way, great.
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 23:50 Jensen Huang We integrate it into AWS.
- ▶ 29:30 Jensen Huang My roadmap goes way deeper to our friends at Azure and AWS and others.
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:30 Brad Gerstner Or Google on the consumer side or an AWS 5 times in the scene
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 30:24 Bill Gurley They were worried Amazon was running away with AWS.
- ▶ 44:11 Brad Gerstner With the, um, the alliances that Meta had built, um, you know, and Mark pointed that out, but really from, from AWS to Databricks to Snowflake to Accenture, um, you know, the Groks of the world, Fireworks, et cetera, everybody, you know,… 3 times in the scene
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 33:30 Brad Gerstner Spent over a hundred billion dollars on AWS, um, invested for over eight years before they saw profitability in that business.
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 19:49 Brad Gerstner You could say storage is a part of the AWS cloud, but that there's not a lot of value in that thing unto itself.
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 52:52 Brad Gerstner Which led to the creation of AWS.
- ▶ 1:13:43 Brad Gerstner So those companies are going to have to deliver, that's AWS, that's Microsoft, that's Google.
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 1:23:32 Brad Gerstner But quickly, all of the other data platforms, whether you were, whether you were, uh, AWS, whether you're Google, Snowflake, Databricks, et cetera, they all spun up their own AI capabilities. 2 times in the scene
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 30:49 Brad Gerstner So Bill, you know, if you go through this bedrock page on AWS, if you just scroll through, you see that Amazon is offering all these different models.
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 54:30 Bill Gurley Hit AWS as quickly as possible. 6 times in the scene
- ▶ 1:19:03 Brad Gerstner From core weaved AWS to others who are in the business of renting AI capabilities out.
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- ▶ 3:17 Aaron Levie Pivoted to the enterprise and then just got super lucky, which was there was this hyper wave of cloud with AWS, um, iPhone and then iPad.
- ▶ 35:53 Brad Gerstner Now, mind you, these things are reaccelerating in the case of AWS from a hundred billion dollar run rate, right? 2 times in the scene
- ▶ 1:11:46 Aaron Levie Anybody in oh six or seven, when we saw AWS, we're like, oh shit, like this is clearly the future.