Amazon Web Services, every mention
19 scenes (2024) · ← back to Amazon Web Services
tap a year for its mentions
every year 2024 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
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.