Amazon, every mention
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tap a year for its mentions
every year anyone Brad Gerstner 109Bill Gurley 70Dylan Patel 15Satya Nadella 7Jensen Huang 4Aaron Levie 4Rene Haas 2Philippe Laffont 1Clark Tang 1Ali Ghodsi 1
Verbatim, from the transcripts: the passages where Amazon 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
AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- ▶ 28:02 Ali Ghodsi No, back then there was actually an Amazon.com already in 98.
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 8:18 Brad Gerstner So Sam, I assume this means no chat GPT or GPT six on Amazon or Google.
- ▶ 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%.
- ▶ 48:12 Satya Nadella I mean, I'd say at some level, the good news for us has been competing even as a hyperscaler every day, you know, there's a lot of competition, right, between us and Amazon and Google on all of these, right?
- ▶ 1:03:54 Brad Gerstner You know, we've seen a spate of layoffs recently with Amazon announcing some big, big layoffs this week.
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 11:16 Bill Gurley And that practice is now, I think, happened at Amazon and happened at Google.
- ▶ 28:11 Brad Gerstner Obviously, Amazon, you know, can be there, but it makes it very, very difficult for anybody else in the ecosystem, right, who believes this is a game of, of scale compute, compete.
- ▶ 43:14 Bill Gurley Apple, Google, Amazon, anybody that might have payment on their rails. 3 times in the scene
- ▶ 55:36 Bill Gurley Shaw and, um, and start Amazon, and he said he used a regret minimization framework.
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.
- ▶ 12:14 Jensen Huang Just feeding the Metas, the Googles, the ByteDances, the Amazons, and take their classical, traditional way of doing hyperscaling and moving into AI, that's hundreds of billions of dollars.
- ▶ 28:11 Brad Gerstner So when you guys or Microsoft or Amazon are investing in companies,
- ▶ 40:53 Clark Tang Google's TPUs, Amazon's Tranium, and it seems like everyone from ARM to OpenAI to Anthropic are, you know, rumored to be building one.
- ▶ 1:40:39 Jensen Huang Um, our own digital twin for healthcare, like we have a digital twin for shopping at Amazon.
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
- ▶ 18:46 Bill Gurley You've got, um, Amazon. 2 times in the scene
- ▶ 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…
- ▶ 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…
- ▶ 39:12 Brad Gerstner And price it really low to, you know, drive share knowing, you know, reminds me a little bit of Amazon back in the day. 2 times in the scene
- ▶ 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.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 44:37 Brad Gerstner Uh, you know, you'll probably see them rolling back like you see with Microsoft, like you see with Amazon.
- ▶ 1:05:29 Brad Gerstner Um, Amazon's basically flat on the year.
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 18:28 Philippe Laffont I would have no idea how to put it all together, but God, is it just fun to be alive and just see how, what's Amazon going to do?
- ▶ 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. 5 times in the scene
- ▶ 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
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:17 Brad Gerstner Um, one was I was doing, I was looking and doing some analysis on Amazon. 6 times in the scene
- ▶ 21:48 Bill Gurley If your government cared mostly about high employment and cared mostly about the durability of the competitiveness of your companies globally, you might take, you know, what I would call the Amazon approach and say, you know, your margin…
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 24:43 Brad Gerstner All the stuff that people want to buy on Amazon.
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 0:03 Bill Gurley We'll do Salesforce, Netflix, Square, Amazon, Palo Alto Networks, Facebook, Snap, Proofpoint, NetSuite, and CoreWeave have in common.
- ▶ 23:17 Bill Gurley So Amazon took this huge lead with AWS, um, in the hosted server business. 2 times in the scene
- ▶ 23:17 Bill Gurley So Amazon took this huge lead with AWS, um, in the hosted server business. 2 times in the scene
- ▶ 1:02:37 Bill Gurley Would do Salesforce, Netflix, Square, Amazon, Palo Alto Networks, Facebook, Snap, Proofpoint, NetSuite, and CoreWeave have in common.
- ▶ 1:06:09 Brad Gerstner Amazon, Andreessen, uh, Oracle, you know, et cetera.
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.
- ▶ 1:07:28 Bill Gurley I would think that the powers that be at Google and Grok, you know, and Meta and Amazon must be up at night all night trying to solve this problem.
- ▶ 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,
- ▶ 1:11:25 Brad Gerstner Customer acquisition fee in the world of Google, we would call it TAC, um, probably to, to Amazon. 2 times in the scene
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 19:09 Brad Gerstner Um, you know, there was a product announcement yesterday about they're going to be powering Alexa. 3 times in the scene
- ▶ 19:16 Bill Gurley And Amazon did do a big Alexa launch yesterday.
- ▶ 23:54 Bill Gurley Um, I think voice and also, uh, ties in with device type, and this is where Alexa may have some, you know, some assets, but like, I, you know, it'd be, if, if the voice were spectacular, they might not have to carry the phone around as…
- ▶ 31:56 Bill Gurley I don't know if a Microsoft or an Amazon are prepared to lose incrementally that amount of money.
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.
- ▶ 21:15 Brad Gerstner So, so, so folks like Amazon actually have to pay Meta for the use.
- ▶ 47:52 Brad Gerstner So that would be a tax on, on the NVIDIAs and AMDs and, and, and others, and it would be a tax on Meta and Amazon and all the folks that would have to, have to pay that tax, which, which likely means that you get less chips purchased and…
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 20:03 Bill Gurley And then for, for Larry Ellison and Oracle, you know, if you look at their relative to position as a hyperscaler, I think people think of Amazon and, and Google,
- ▶ 24:31 Brad Gerstner Amazon is like, this is a real test for them. 3 times in the scene
- ▶ 34:51 Rene Haas Companies like a Microsoft, a Google, a Meta, an AWS, et cetera, an Amazon.
- ▶ 34:51 Rene Haas Companies like a Microsoft, a Google, a Meta, an AWS, et cetera, an Amazon.
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 11:09 Brad Gerstner And in 2024, the, the, the, the big five, so in this case, Microsoft, Meta, Nvidia, Amazon, and Google grew earnings at 44%.
- ▶ 14:46 Brad Gerstner So this first slide just shows the, the combined CapEx of Google, Meta, Amazon, Microsoft, Apple, and Oracle, both what they did in 2024, which you can see that huge step up in 2024. 2 times in the scene
- ▶ 20:56 Brad Gerstner Amazon was investing gobs in oh eight, oh nine, 2010 in AWS.
- ▶ 20:56 Brad Gerstner Amazon was investing gobs in oh eight, oh nine, 2010 in AWS.
- ▶ 32:23 Bill Gurley Um, obviously one way to look at the, you know, we're looking at a slide, Google, Meta, Amazon, Microsoft, Apple, and they're all spending this money.
- ▶ 1:13:23 Bill Gurley You've heard all of these hyperscalers talk about doing their own, um, processors of some sort, you know, both Tranium at Amazon and then the TPU at Google compete with NVIDIA, but they're buying NVIDIA's product. 2 times in the scene
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:04 Dylan Patel Why is, why is Amazon building these multi-gigawatt data centers?
- ▶ 14:16 Dylan Patel Like with Blackwell, not only is it way, way, way faster, anywhere from 10 to 15 times on really large models for inference, because they've optimized it for very large language models, they've also decided, hey, we're gonna cut our…
- ▶ 20:55 Dylan Patel Now I can upgrade the, the, the most, the plurality of, of Amazon's CPUs in their data centers
- ▶ 36:45 Dylan Patel Um, so when we, we, we track every data center in the world and it's, it's, it's insane how much, especially Microsoft and now, uh, Meta and Amazon and, and, and, uh, you know, and many others, right? 2 times in the scene
- ▶ 54:34 Dylan Patel I can run Lama-seventy-b on one NVIDIA GPU, and soon enough there will be on one set of Amazon's Neutronium, right?
- ▶ 1:05:41 Dylan Patel What is AMD and Amazon saying? 2 times in the scene
- ▶ 1:06:02 Dylan Patel Their whole thing at reInvent, if you really talk to them when they announced Trinium II and our whole post about it and our analysis of it is, like, supply chain-wise, this is, looks, you know, you squint your eyes, this looks like an…
- ▶ 1:12:33 Bill Gurley Even their Google Cloud offering relative to AWS had that bias.
- ▶ 1:13:00 Dylan Patel But then you're like, well, look at this offer from Oracle or from Microsoft or from Amazon or from CoreWeave or one of the 80 NeoClouds that exist.
- ▶ 1:14:55 Bill Gurley Why don't you do the Amazon version of what you just did with Google? 7 times in the scene
- ▶ 1:15:00 Dylan Patel Yeah, so, so funnily enough, Amazon's chip is the Amazon, I, I call it the Amazon's basics TPU, right? 2 times in the scene
- ▶ 1:18:55 Dylan Patel Not be good, like, like Microsoft's, and therefore never ramp, or it could be really good, and like, like, or at least, you know, good price to performance, like Amazon's, and it could ramp a lot, right? 2 times in the scene
- ▶ 1:22:52 Dylan Patel Amazon's pricing for, you know, on-demand GPUs is falling.
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 4:45 Satya Nadella Which is, cloud was one such thing, which is the, you know, in fact, when I first remember showing up in Azure, people would tell me, oh, it's a winner-take-all, it's over, ah, and, ah, Amazon's won it all.
- ▶ 19:49 Bill Gurley Um, I'm curious if you agree with that and how you think about the key players in the race, you know, Google, Amazon, Meta with Llama, Elon has entered the game.
- ▶ 40:06 Brad Gerstner You know, and, and, and so if you think about the key revenue products that are, that people are using today and how it's driving that inference revenue for you today and how that may be similar or different from Amazon or Google, I'd be…
- ▶ 42:31 Satya Nadella They were all customers of GCP or they were customers of AWS.
- ▶ 1:00:05 Satya Nadella Uh, we are bigger than Amazon growing faster than Amazon with better margins than Amazon because we have, you know, you know, all these layers and that's kind of what we want to do even in the AI era. 3 times in the scene
- ▶ 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.
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 41:13 Bill Gurley The biggest one was, was Amazon, actually, with their,
- ▶ 51:31 Brad Gerstner When I talk to CoreWeave, when I talk to Azure, when I talk to OpenAI, when I talk to Amazon, Google, et cetera, not one of them
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 21:12 Brad Gerstner Maybe the inference accelerator at Meta, maybe, you know, Tranium at Amazon, uh, you know, or Google's TPUs.
- ▶ 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
- ▶ 1:25 Brad Gerstner Amazon is, you know, buying this nuclear-powered Talon data center facility, and now Microsoft this week announces with CEG that they're gonna bring Three Mile Island, you know, out of retirement. 3 times in the scene
- ▶ 11:09 Brad Gerstner Jensen and, you know, Oracle and Amazon, et cetera, that what they're seeing justifies the spend.
- ▶ 31:30 Brad Gerstner Or Google on the consumer side or an AWS 5 times in the scene
- ▶ 32:52 Bill Gurley And, and yeah, to, to be fair, your analysis had Google and Meta, but when you make AWS, the comparison that, that suggests that Amazon might be a better, a better proxy, which, you know, trades at free time. 2 times in the scene
- ▶ 1:03:26 Brad Gerstner You know, that it looks cheap if you expect, if you believe in those growth rates, but if those growth rates don't show up for Microsoft, for Amazon, for Google, et cetera, next year,
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:10 Brad Gerstner I could imagine if you had four more reactors sitting here, if you could land them at the right price, you could have one reactor for Meta, one for Amazon, one for Microsoft, one for NVIDIA.
- ▶ 59:08 Bill Gurley They're not acting like, say, Google and Amazon are buying Nvidia clusters where, oh, we're going to put them up and they're, they're more conservative. 2 times in the scene
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 32:28 Brad Gerstner So I think in the short run, all of these companies, Meta said basically the same, Amazon the same. 2 times in the scene
- ▶ 1:25:17 Brad Gerstner Um, you know, Amazon can buy vacuum cleaner company, you know, iRobot without, you know, uh, phalanxes of lawyers and having to come up with these creative structures.
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. 2 times in the scene
- ▶ 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
- ▶ 47:13 Bill Gurley And Amazon doesn't.
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 12:16 Brad Gerstner So if you look at it for Microsoft, NVIDIA, Amazon, Google, Meta, earnings are up 38% over the last 12 months.
- ▶ 15:53 Brad Gerstner In the case of Amazon, we peaked at 64 times. 3 times in the scene
- ▶ 28:46 Brad Gerstner The people we see big rounds out of are, you know, the Microsofts and NVIDIAs and Amazons of the world. 2 times in the scene
- ▶ 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.
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