Amazon, every mention
81 scenes (2024), the whole family · ← back to Amazon
tap a year for its mentions
every year 2024 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
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.
- ▶ 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.