Amazon, every mention
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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
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 41:04 Brad Gerstner And we saw another announcement this week that adept, you know, had sold or been parted out to Amazon.
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 28:26 Brad Gerstner Amazon, since they went public, I think they've had four periods where they were down over 60%.
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 36:34 unnamed speaker Or Amazon?
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 13:43 Bill Gurley Um, one, one big takeaway I had from this is if they're all going at consumer, and then we had this, this announcement that, that Mike Krieger from Instagram fame is joining Anthropic, like if they're going, and then some people rumored…
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 11:14 Bill Gurley Um, where Amazon was talking about, um, their Alexa product and they said, you know, inference was way more of the cost than, than the training, like not night and day.
- ▶ 11:14 Bill Gurley Um, where Amazon was talking about, um, their Alexa product and they said, you know, inference was way more of the cost than, than the training, like not night and day.
- ▶ 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.
- ▶ 57:19 Bill Gurley Amazon went public at this price and then the public captured it. 2 times in the scene
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 52:48 Brad Gerstner Because this is the same challenge that Amazon faced
- ▶ 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.
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 1:51 Brad Gerstner I mean, Henry Blodgett calling Amazon 400. 2 times in the scene
- ▶ 9:44 Brad Gerstner And that gets, that gets back to that point we were making before, which is Amazon 400 in 1998 was ahead of where the company was. 3 times in the scene
- ▶ 41:15 Bill Gurley Amazon went and did this deal where they bought some land right next to a nuclear facility.
- ▶ 1:04:04 Brad Gerstner Amazon produced venture-like returns in the public markets.
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.
- ▶ 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.
- ▶ 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.
- ▶ 36:16 Brad Gerstner Think of the tens of thousands of salespeople at Microsoft, at Amazon, et cetera, that you got to go compete with. 3 times in the scene
- ▶ 59:12 Brad Gerstner Microsoft, Amazon, Apple, Meta, Google, and Nvidia. 2 times in the scene
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 4:01 Brad Gerstner We have some software companies that reported after the bell tonight that are down a lot, um, because they're not seeing the AI pull forward that may be an Amazon or a Microsoft.
- ▶ 33:07 Brad Gerstner So if you pull up this chart we did, which is the mang comparison, it just shows the growth rates and the multiples applied to Microsoft, Amazon, Nvidia, and Google. 2 times in the scene
- ▶ 42:01 Bill Gurley And I don't know, it'd be interesting to see there, you know, for a while we've had the Alexis of the world or whatever, you know, do integrations, right?
- ▶ 49:49 Bill Gurley I'm gonna do one on Apple, and then you, and then you do Amazon.
- ▶ 50:26 Bill Gurley Now the negative is, they haven't been known for internet services, you look at Spotify relative to Amazon Music, Siri's kind of been
- ▶ 52:43 unnamed speaker Amazon. 10 times in the scene
- ▶ 54:30 Bill Gurley Hit AWS as quickly as possible. 6 times in the scene
- ▶ 56:22 Bill Gurley One thing he also said that I think would be good for the listeners to, to hear, and, and, you know, I, I don't want to overstate, you know, where Alexa is, and we talked about Siri earlier, but he said that as Alexa got bigger, 2 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.
- ▶ 29:50 Brad Gerstner But we had, uh, you know, Amazon and Microsoft report last week, and I took, yeah, had a couple, a few big takeaways.
- ▶ 35:06 Brad Gerstner And then finally, um, cloud software, you know, after a year of belt tightening, um, you know, what we really heard out of Amazon and Azure last week is that kind of core workloads are back to their prior growth rates, right? 2 times in the scene
- ▶ 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
- ▶ 53:17 Aaron Levie Well, obviously fast enough before, you know, it's the classic can, um, can Amazon become a studio before the studios become Amazon or Apple or whatever. 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.
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 4:04 Brad Gerstner Microsoft, Amazon, uh, you know, Nvidia and Google. 2 times in the scene
- ▶ 16:59 Brad Gerstner Microsoft, Amazon, Nvidia, and Google is distorting the price in the market in a way that wouldn't occur if it was all arm's length transaction with financial investors. 3 times in the scene
- ▶ 30:02 Brad Gerstner Um, and Amazon, you know, Snowflake, they'll all accelerate their growth rates this year, right?
- ▶ 43:43 Bill Gurley It includes Amazon and Salesforce.
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