Amazon Web Services, every mention
15 scenes (2025) · ← back to Amazon Web Services
tap a year for its mentions
every year 2025 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
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.