Amazon
includes Amazon Web Services, Amazon Alexa, Amazon Prime, Amazon Echo, Amazon Bedrock, Amazon Go, Amazon Q, Amazon Titan, Amazon Prime Day, Amazon Kindle, Amazon Haul, Amazon SageMaker and 16 more
160 statements across 69 episodes · 61 bullish · 44 bearish · 33 people on the record · first statement Jun 9, 2021 by Alex Kantrowitz · said 1,770 times in 175 episodes since 2021 · across every show →
Mentions by year, the whole family
brought up most by Alex Kantrowitz (1191), M.G. Siegler (94), Ranjan Roy (57), Matt Wood (48), Kristi Coulter (37), Ryan Petersen (25), Alex Stamos (23), Panos Panay (22)
tap a year for its mentions
2026 397 mentions in 58 episodes 7 per episode
- The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
- Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
- Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- AI’s Steve Jobs?, Big Tech AI Chaos, 2026 Crystal Ball
- Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
- AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
- 50 more episodes that year, every mention in 2026 →
2025 665 mentions in 72 episodes 9 per episode
- Amazon Head Of Prime on Tariffs, Alexa Plus Rollout, and AI Differentiation — With Jamil Ghani
- How Amazon Rebuilt Alexa From The Ground Up
- Amazon's Panos Panay: The Reality of Building Alexa Plus and AI Assistants
- Booz Allen CTO: AI in Government, Autonomous Driving, Quantum's Promise
- OpenAI’s Risky Browser Bet, Amazon’s Mass Automation Plan, Clippy’s Back
- AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers
- Is The U.S. Losing Trump's Trade War? — Flexport CEO Ryan Petersen
- What Apple's Failures Say About AI's Limitations — With M.G. Siegler
- 64 more episodes that year, every mention in 2025 →
2024 333 mentions in 26 episodes 13 per episode
- Amazon's Longterm AI Vision — With AWS VP Matt Wood
- AWS CEO Matt Garman on Amazon's Big AI Chips Bet, Working With OpenAI, and Nuclear Energy
- Is it Flexport + Shopify vs. Amazon? — With Ryan Petersen
- AWS VP of AI and Data Swami Sivasubramanian — GenAI's Growth Potential
- Fear Buying AI & Automation Stocks — With Downtown Josh Brown
- The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
- Kara Swisher Rates Tech Leaders
- Predicting AI’s Next Advances — With Suhail Doshi
- 18 more episodes that year, every mention in 2024 →
2023 297 mentions in 12 episodes 25 per episode
- A Dozen Grueling Years At Amazon — With Kristi Coulter
- Amazon Reveals Its AI Master Plan — With Matt Wood
- AI Keynote: Six Bold Predictions About The Future Of Artificial Intelligence
- Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
- Intel's CEO Shares His Plan To Win The AI Chip War — With Pat Gelsinger
- Google’s Weird Year + Neeva Goes to Snowflake — With Sridhar Ramaswamy
- How Generative AI Is Changing Travel — With Priceline's Marty Brodbeck
- Blake Lemoine and Gary Marcus Debate AI Chatbots
- 4 more episodes that year, every mention in 2023 →
2022 65 mentions in 4 episodes 16 per episode
Everything said about Amazon, oldest first
Jun 9, 2021 bearish
Kantrowitz: Democratic coalition uniting warehouse workers and affluent consumers feels unsustainable
“The Democrat coalition right now is, you know, in some ways the people working in Amazon fulfillment centers, you know, who are judged by automated systems and fired, you know, if they have too much time off task, they're voting in blocks together with the peo…”
Jun 16, 2021 neutral
Jun 16, 2021 neutral
Jun 4, 2022
Amazon Would Not Be a $2 Trillion Company by Merely Automating Cashiers
“If he had been uncreative, he would have walked into a bookstore and said, you know, that cashier, we could automate the cashier. We could put a robot where the cashier is and check people out with a robot cashier. And you know, maybe that would have led to a …”
Oct 31, 2022 neutral
Amazon's Leadership Principles function almost like an internal corporate religion
“Amazon has these leadership principles that structure the way that the company works. These principles are, you know, taught in orientation. They're also the way that the company interviews. Every conversation is structured around them, and it's almost like a …”
Oct 31, 2022 positive
Oct 31, 2022 neutral
Narrative writing exposes logical gaps that PowerPoint slides allow hiding
“The thing about writing something down as opposed to putting it on a slide is you need to think things through, and I'll say this. I write for a living. It's the most painful thing. You know, it's a terrible decision as a career because it hurts. And the reaso…”
Oct 31, 2022 neutral
Amazon's workforce is polarized between one-year washouts and 15-year lifers
“And that's why you see a lot of employees who are there for, you know, a year and leave and a lot of employees who are there for 1015 years and not a lot of employees in the middle, because either you wash out or you become, you fall in love with it and you sa…”
Oct 31, 2022 positive
Bezos designed an idea-circulation culture rather than inventing everything himself
“There's this misconception that Bezos is this visionary that's come up with every idea that Amazon has and that his, you know, underlings have just gone ahead and executed for it. Actually, what he's done is built a culture that is meant to circulate the ideas…”
Oct 31, 2022 negative
Oct 31, 2022 positive
Aug 3, 2023 bullish
AWS's Wood: Generative AI Is Too Early to Limit Foundation Model Creation
“Well, on the 81st model, I think you do need an 81st model right now. Like, it would be completely arbitrary to decide right now, at this point in time, that we need to limit the model or that we've got enough. There is so much opportunity. It is so early.”
Aug 3, 2023 bullish
Wood predicts generative AI will create multiple Amazon-sized companies
“And I think that there is going to be a wave of similarly Amazon Size companies that evolve out of the generative AI opportunity, generally. And so I think we're going to see multiple Amazon size organizations develop and grow over the next, who knows, 20 year…”
Aug 3, 2023 positive
Wood: Generative AI makes ML far more accessible by eliminating model training
“One of the super interesting things about generative AI is inherently because you're not training the models yourself, you're taking models from Amazon and Meta and a whole host of other stability, AI, and just building on top of them, ah, it makes machine lea…”
Aug 3, 2023 neutral
Aug 3, 2023 positive
Aug 3, 2023 negative
Wood: Amazon's AI goal is pragmatic utility, not Artificial General Intelligence
“Others are talking about, well, our stated goal is that we want an artificially generally intelligent system. That is not our stated goal. Our stated goal is that we want to just be very pragmatic, meet customers where they're at today, and then provide capabi…”
Sep 21, 2023 negative
Sep 21, 2023 negative
Sep 21, 2023 negative
Coulter: Amazon's shopping experience is degrading under Andy Jassy
“What I'm concerned about is that I see a lot of attention to brass tacks, you know, Andy Jassy sweet spot kind of stuff, but like the shopping experience is, in my experience, it's degrading, you know, the product pages are hard to navigate. There's more and m…”
Sep 21, 2023 neutral
Coulter: Amazon's confusing UX was caused by under-resourcing, not malice
“Amazon, in my experience, is also vastly under-resourced when it came to designers and UX writers, and I found confusing navigation and confusing language all over the website during my tenure. That mostly happened because they had, you know, like coders or pr…”
Sep 21, 2023 negative
Sep 21, 2023
Coulter: It is possible that Jeff Bezos returns to run Amazon
“I wouldn't put it out of the realm of possibility. I, he's still on the board, of course, I could see him coming back. I don't think it's going to be like a Ryan Peterson scenario where he comes back and it's like, get out of here, Andy Jassy and take your tea…”
Sep 21, 2023 neutral
Sep 21, 2023 positive
Coulter: Anticipated consumer backlash over Amazon Go surveillance never materialized
“And so when we built Amazon Go, my mind was full of every vicious fear people could have. You know, like, what if they poison our food? Amazon doesn't want us to cook at home anymore. And we prepared for all these eventualities. I mean, I wrote FAQs for the wo…”
Sep 21, 2023 negative
Coulter: Multimillionaire Amazon executives work through the night out of fear
“I can tell you that Amazon, these people who are worth tens or scores of millions of dollars are working insanely hard. You know, they're emailing at four in the morning and they're working all night. These people are crazily driven. And the ones I got close e…”
Sep 21, 2023 negative
Sep 21, 2023 negative
Coulter: Amazon lost its scrappiness to bureaucratic bloat
“Got to the point where, you know, to get the VP review, you needed to move forward. You'd have to reschedule a meeting six times and it could get pushed out weeks and everything slowed down and there were many more layers and, you know, it's not the kind of sc…”
Sep 21, 2023 positive
Coulter: Jeff Wilke would have been the ideal Amazon CEO successor
“I was really surprised that Jeff Wilkie was not the successor. In my mind, he was, he would have been perfect. He had all that hardcore logistics and retail knowledge, and he also kind of got the soft stuff in a way that very few Amazon leaders did in my exper…”
Sep 21, 2023 neutral
Sep 21, 2023 neutral
Coulter: Andy Jassy lacks Bezos's manic inventive spark
“I think he's super smart. I actually think he has more emotional intelligence than, well, than Jeff did, or at least that he's willing to show, you know, more empathy. But I don't see that spark of almost manic Inventiveness in him. You know, he always struck …”
Sep 21, 2023 neutral
Coulter: Companies want Amazon's DNA but not its aggressive culture
“I think that people, when they bring in Amazonians, they often do it because they do want some of that Amazon DNA in their company, but it doesn't mean they want to be, like, waterboarded with it, you know.
You just arrive and change everything.
It's more like…”
Sep 21, 2023 neutral
Oct 25, 2023 positive
Nov 23, 2023 bullish
Kantrowitz predicts Amazon will temporarily lead the AI arms race
“My perspective here is that Amazon will now become the everything store for AI models, and that is going to put it in the lead of the arms race. Does that mean it's going to win the AI arms race? I don't think so. We don't know yet, but is there going to be a …”
Dec 14, 2023 bullish
Gelsinger: Intel aims to manufacture chips for Nvidia, AMD, and hyperscalers
“You know, we're also going to be a foundry. We're going to be the manufacturer for many of those chips as well. So we want to be the manufacturer for Nvidia, for AMD, for Google, for Amazon. We want to be their manufacturing partner, even if we're not using ou…”
Dec 14, 2023 bullish
Gelsinger: Intel, AMD, and Nvidia will be AI's three big merchant providers
“There's going to be those that build their own, you know, and that's what you see Amazon, Microsoft, Google are doing. They're going to say, hey, I'm going to own this and do this myself. And then there's going to be the general providers in the marketplace, a…”
Feb 15, 2024 neutral
Mar 6, 2024 neutral
Petersen: Amazon only offers freight forwarding for goods sold on Amazon
“Amazon does not see global freight forwarding for brands unless they're shipping the product and selling it on Amazon. And so we just took a different, we don't compete with them in that regard. There's some overlap certainly in the fulfillment piece, but in t…”
Mar 6, 2024 negative
Mar 6, 2024 positive
Mar 6, 2024 bullish
Mar 6, 2024 neutral
Apr 20, 2024 negative
May 1, 2024 positive
Sivasubramanian: Trainium2 offers 4x faster training and 2x energy efficiency
“AWS actually, for instance, we have invested in technologies such as Trinium-II chips, which actually can deliver up to four X faster training. And, ah, also it is while improving energy efficiency up to two times, as an example.”
Jul 10, 2024 positive
Jul 10, 2024 neutral
AWS's Wood predicts foundation AI models will consolidate to 12-24 major providers
“I think that there's not going to be hundreds of world model providers. I think that there's likely to be maybe a dozen, two dozen, something of that order of magnitude. I think that, you know, Anthropic will be one, Meta will be one, Amazon will be one, there…”
Jul 10, 2024 bullish
Wood: AWS AI and Machine Learning Business Exceeds Multibillion-Dollar ARR
“Bedrock, which is the service that we make available to customers to build generative AI applications. That's one of our fastest growing services ever. And all up, AI machine learning at AWS is already a multi-billion dollar business. In terms of ARR.”
Sep 5, 2024 neutral
Oct 16, 2024 bearish
Oct 16, 2024 bearish
Brown: Amazon pushed out its touchless tech lead and is closing stores
“The guy that developed the touchless technology for Amazon's retail was just pushed out of the company, and they are closing A lot of those Amazon go stores because there just didn't seem to be anything magical that made people want to go to them.”
Oct 23, 2024 bullish
Oct 23, 2024 bullish
Oct 23, 2024 bullish
Link: AWS and advertising will reach 31% of Amazon's revenue by 2030
“AWS Growing 19, 20% with 33% margins. You have advertising growing up low double digits with 50% margins, and collectively those two businesses are, right now, they are about 24% of total revenue. That's gonna get to 31% by the end of this decade”
Oct 23, 2024 bullish
Oct 23, 2024 bullish
Nov 24, 2024 bullish
Dec 5, 2024 neutral
Dec 5, 2024 positive
Garman: Cloud Optimization Is Largely Finished, Funding AI and AWS Growth
“Customers, I think number one, a lot of them have been optimized, right? And there's only so much you can kind of squeeze into an Optimize place and customers are still looking for optimizations, but a lot of that work has been done and they're using some of t…”
Dec 5, 2024 positive
Jan 31, 2025 neutral
Mar 5, 2025
Panay: Alexa AI Re-Architecture Required Rebuilding Two Separate Stacks
“Once you put the vision together, you realize you need a full re-architecture, but you're not going to leave your customers out. So you're re-architecting pretty much two stacks at that point. One, what is classically known as Alexa to be awesome and come into…”
Mar 5, 2025 positive
Panay: Amazon's Alexa launch event featured a live working product
“What makes you nervous in an event like that, you're not worried about the product working. I mean, six months ago, I would have worried about the product working, and I would have shown you more vision demos, like videos, but the product's working.”
Mar 5, 2025
Panay: Amazon Could Have Launched AI Faster Without Legacy Alexa Base
“If we started from zero customers, I think this is a different story. You can move a lot faster, we can solve problems, and then just add features as we go, if that makes sense. So maybe we just had a conversationalist, a pretty cool one, then we can add perso…”
Mar 5, 2025
Mar 5, 2025 positive
Mar 5, 2025 neutral
Daniel Rausch: Making non-deterministic AI fast for simple instructions is hard
“Making a non-deterministic system fast that can respond in any way, gathers all the context, figures out legions of different things which experts to invoke. Making that system fast on something as simple as a instruction or, you know, is, is hard.”
Mar 5, 2025 neutral
Mar 5, 2025 bullish
Mar 5, 2025 positive
Mar 5, 2025 bullish
Panay: No other assistant currently executes agentic API service calls
“Getting down to calling a service, calling the right API, making the right partnership so that API is called to make it as simple as possible. It, it's I don't think it's been accomplished. I don't think you're seeing it out there anywhere connected to an assi…”
Mar 5, 2025 positive
Mar 14, 2025 positive
Mar 14, 2025 bullish
Mar 14, 2025 positive
Mar 14, 2025 negative
Albergotti: Apple is fundamentally just an iPhone company unlike its diversified peers
“All the other big tech companies are kind of like doing everything now, right? They're like, you know, Meta is, is doing their own AI chip and spending billions of dollars to roll out these data centers. Sure. Apple, Apple is going to do that too, but I think …”
Mar 29, 2025 neutral
Apr 9, 2025 negative
Apr 19, 2025 negative
Roy: OpenAI o3 Repeated Walmart 23 Times in Top Retailers Query
“However, this morning I asked, and I asked from the deep, deep research side, what are the top 150 retailers in the U.S. By revenue in 2024? Seemingly straightforward query. It returned Walmart 23 times and Amazon 36 times In this list.”
Apr 30, 2025 neutral
Amazon Will Not Display Tariff Charges on Listings or Amazon Haul
“You know, it's, this is an incredibly dynamic situation, and never and always are difficult questions, but this was considered for our ultra-low-cost store alone, Amazon Hall. It was considered. It was not approved. It's not happening. It was not considered fo…”
Apr 30, 2025 neutral
Apr 30, 2025 neutral
Apr 30, 2025 positive
Amazon Uses Anthropic Models For Its Retail Stores Business
“We work very closely with Anthropic on a variety of different parts of our business. Obviously it was highlighted in the Alexa plus event, but we're working with Anthropic on other parts of the store's business and other parts of the business as well. So like …”
Apr 30, 2025 positive
Apr 30, 2025 positive
Apr 30, 2025 bullish
May 5, 2025 neutral
Jun 3, 2025
Jun 11, 2025 negative
Siegler: Apple cannot acquire Anthropic due to Amazon and Google stakes
“I don't think that Apple can buy anthropic just because of like the weird ownership now of Amazon and Google owning so much of that company, I think it would be very hard to see how they could possibly do that. And it would just cost, you know, a hundred billi…”
Jun 11, 2025 bearish
Siegler: Retrofitting Old Voice Assistants With GenAI Is Harder Than Expected
“It's just a lot harder to sort of go back and try to shove this new technology into that old technology, even though on a surface level, they seem like they're similar. It seems like, you know, behind the scenes, they're not similar at all. And in fact, there'…”
Jun 11, 2025 bearish
Siegler: Apple must rethink Siri and AI almost from scratch
“They're just sort of not talking about it because they literally can't right now because they had to rejigger the whole team. They have to sort of, if not completely start over from scratch, at least sort of look at everything from, you know, starting over fro…”
Jun 23, 2025 neutral
Jul 11, 2025 negative
Petersen: US Amazon sellers demand ban on foreign importers of record
“You can import goods as a foreign company with no legal status in the United States other than what's called a foreign importer of record or a non-resident importer. There's a wide, there's a huge demand amongst the Amazon seller community, the American compan…”
Jul 11, 2025 neutral
Jul 11, 2025 positive
Petersen: Ending de minimis benefits Amazon and Walmart against cross-border competitors
“For the de minimis thing in particular, I think Amazon's better off with de minimis not existing. Because de minimis is shipping direct from China to the U.S. Consumer. It skips their fulfillment network. Which is where they put all the capex and huge competit…”
Jul 23, 2025 bearish
Amazon is spending $105B in capex for $5B AI revenue
“There's an analyst, I was quoted by Laura Brattner at Yahoo Finance, who said that he only thinks that Amazon is going to make five billion dollars in revenue, again, not profit, this year on AI. They are spending one hundred and five billion dollars in capita…”
Jul 30, 2025 positive
Aug 4, 2025 neutral
Aug 4, 2025 neutral
Siegler: Google and Amazon combined own just north of 36% of Anthropic
“Google and Amazon combined, I believe if my math is correct from all these court documents that I sort of went through, but I believe it's roughly correct that I think them combined, those two combined own something just north of 36%.”
Sep 10, 2025 positive
Amazon successfully used manual-referencing LLMs to debug fulfillment centers without hallucinations
“We use large language models at Amazon to help debug things in our fulfillment centers. And it was very successful in those areas, but you still have, it references the manuals directly so you can avoid hallucination. You can see what it actually, you know, fo…”
Sep 10, 2025 bullish
Crowdsourced data from millions of users gives Tesla a major autonomy lead
“Remember, Tesla has this advantage very much like the Echo devices at Amazon, where they're able to crowdsource training from the users. So basically, they're learning and training their model based on all the millions of people driving Teslas every day. That'…”
Sep 10, 2025 positive
Sep 10, 2025 positive
Sep 10, 2025 negative
The US government lacks sufficient customer obsession in delivering citizen services
“Customer obsession is one of my favorites at Amazon. I don't think the government is as customer obsessed as it should be, and they need to be thinking about that in citizen services. And I think that's an area that, that, that could be improved.”
Sep 18, 2025 positive
Oct 13, 2025
Oct 23, 2025
Oct 23, 2025
Oct 23, 2025 negative
Panay: Changing products without customer request destroys trust overnight
“You lose trust with the customer. You lose it overnight, Alex, like at a level that they don't come back. You know, they didn't, if they didn't ask for it, and even if they did and you didn't give them what they wanted, you lose trust, and that's such a big de…”
Oct 23, 2025 positive
Oct 23, 2025 neutral
Oct 23, 2025
Panay: Product teams that please every user have not pushed innovation far enough
“If every single person was happy with what you built, I promise you didn't push it far enough. I promise you just did not. But if everybody's pissed at you definitely pushed it too far, you know, and so you're, and so you have to find a little bit of that bala…”
Oct 23, 2025 positive
Oct 23, 2025 positive
Oct 23, 2025 positive
Panay: No other AI assistant coordinates 7,000 experts across hundreds of APIs
“Like, there's not, there's no other agent out there or kind of assistant that's using, you know, Tens and tens, 7000, I won't give you the amount of experts, but those experts also, all of them looking across, calling hundreds and hundreds of APIs and being ab…”
Oct 23, 2025 bullish
Oct 23, 2025 bullish
Panay: Amazon will roll out Alexa Plus to everybody by late October
“End of October, though, just so you know where it's at, we're going to be rolling it out to everybody. If you buy a new Echo device, we launched four new Echo devices yesterday. We're pretty pumped about it, or I'm pretty pumped about it, maybe. But all those …”
Oct 27, 2025 bullish
Oct 27, 2025 bullish
Nov 6, 2025 neutral
Kantrowitz: OpenAI signed a $38 billion compute deal with Amazon
“OpenAI signs thirty-eight billion dollar compute deal with Amazon, partnering with the cloud leader for the first time. OpenAI has signed this deal. It is the first contract with the leader in cloud infrastructure, and the latest sign that OpenAI is no longer …”
Nov 10, 2025 negative
Nov 17, 2025 bearish
Nov 17, 2025 bearish
Luria: Three-year GPU depreciation would drastically cut Oracle and CoreWeave profits
“If you told Amazon and Microsoft, and certainly if you told companies like Oracle and CoreWeave, no, no, no, no. These chips will only generate meaningful revenue for three years. Their profitability would decline very dramatically. So again, from Microsoft, A…”
Nov 17, 2025 positive
Luria: Hyperscaler AI capex is sound because balance sheets back it
“The healthy behavior are reasonable, thoughtful business leaders like the ones at Microsoft, Amazon, and Google that are making sound investments in growing the capacity to deliver AI. And the reason they can make sound investments is that they have all the cu…”
Dec 23, 2025 bullish
Dec 23, 2025 neutral
Dec 24, 2025 positive
Jan 7, 2026
Venturo: Hyperscalers ran NVIDIA K80 fleets for 10 years before retiring them
“Last year is when we saw let's call it the hyperscalers that were around in the twenty-tenths, so Amazon, Microsoft, and Google, finally retire their NVIDIA K-eighty fleets, and the K-eighty was a GPU that was introduced in 2014. So it's, it was active in thei…”
Jan 13, 2026 negative
Kantrowitz: Microsoft, Amazon, Apple, and Meta lack standout AI products
“What standout product does AI product does Microsoft have outside of selling AI services from Azure? What standout product does Amazon, AI product does Amazon have outside of selling some AI with AWS. What standout AI product does Apple have? We both know that…”
Jan 13, 2026 bullish
Siegler: OpenAI's product team and strategy have outperformed all AI rivals
“I do think like Sam and the open AI product team and strategy has done a better job than anyone else. You and I have talked about this a lot on AI. To date, I think Google has been catching up a bit and I think some of the others, as you know, Amazon and other…”
Jan 28, 2026 neutral
Taylor: AI is in a bubble, but generational companies will emerge
“I think there'll be a period of consolidation. Well, that was always my joke. Your perspective on the dot-com bubble is very different if you went all in on buy.com versus amazon.com. And so you're gonna have some companies go out of business. I think more lik…”
Feb 2, 2026 bearish
Feb 3, 2026 bearish
Siegler: Microsoft and Amazon back multiple AI labs to stop Google
“I think these other major cloud players, at least the ones who have the rival clouds, specifically Microsoft and Amazon realize that yeah, they probably need to align around basically anyone who's not Google, right? They don't necessarily care if it, I mean, t…”
Feb 9, 2026 neutral
Feb 9, 2026 bearish
Roy: Agentic commerce threatens Amazon's core growth narrative
“Their advertising business has grown tremendously, but like, they're especially, I think, like, agentic commerce presents a threat, whatever it's gonna look like. Maybe they'll, Rufus, actually, I've been using a lot more, I do find pretty good, but like, I th…”
Feb 23, 2026 neutral
Mar 4, 2026 neutral
Mar 4, 2026 negative
Pentagon cannot easily replace Anthropic due to Palantir and Amazon integrations
“The fact that Palantir and then Amazon obviously, and a bunch of others have used Anthropic services, like maybe the government just wasn't savvy enough to know just how integrated Anthropic itself was and that they can't just, again, like we were talking abou…”
Mar 9, 2026 neutral
Kantrowitz: Amazon makes all its retail profit from advertising
“Where are they making most of their profit on the retail side? Or shall I say all their profit on the retail side? It's advertising. And that goes away. If you, even if you're able to do this well, if one click fulfillment, that's the least Profitable part of …”
Mar 9, 2026 bullish
Mar 16, 2026 negative
Amazon summons engineers to investigate outages linked to AI coding tools
“Amazon's e-commerce business has summoned a large group of engineers to a meeting on Tuesday for a deep dive into a spate of outages, including incidents tied to the use of AI coding tools. The AI, the online retail giant has said there has been a trend of inc…”
Mar 16, 2026 bearish
Ranjan Roy: Rushed AI coding mandates will cause more enterprise software outages
“Just letting, and almost forcing everyone to rapidly adopt versus actually making them understand how to use these tools, I think becomes so much more important, and we're definitely gonna see more instances like this.”
Mar 18, 2026 bearish
Sorkin: AI Faces Potential Dot-Com-Style Bubble And Bust Timing Mismatch
“The bigger question is whether there's going to be like a timing mismatch, that there's going to be some period of time. Same way, by the way, we had a dot com bubble and bust where the economics didn't match the investments at that time. Now, Amazon is still …”
Mar 23, 2026 negative
Microsoft may sue OpenAI over Amazon investment, Reuters reports
“So there's reporting from Reuters that Microsoft may sue OpenAI over their fifty billion dollar investment from Amazon, and because it could violate the exclusive cloud agreement that they had they had set a number of years ago that, like, all OpenAI products …”
Apr 13, 2026 neutral
Anthropic previews Mythos model to around 50 critical infrastructure organizations
“The company is making a preview model of its new AI model called Mythos, available to about 50 companies and organizations that maintain critical infrastructure, including Amazon, Microsoft, Apple, Alphabet, and the Linux Foundation.”
Apr 15, 2026 neutral
Apr 20, 2026 negative
May 4, 2026 bullish
May 5, 2026 positive
May 5, 2026 neutral
Siegler: Amazon and Google Guide Toward $190 Billion in Annual CapEx
“Amazon and Google are, I think are both guiding towards a hundred and ninety billion now.
and that's, this gets updated every single quarter.
So they very well could spend well over two hundred billion for what ends up being the year, and Microsoft will be ri…”
May 5, 2026 bearish
Jun 2, 2026 negative
Roy: Alphabet and Amazon Profits Rely Heavily on Anthropic Paper Markups
“Last quarter Alphabet, parent company, Google reported 62.6 billion dollars in profit. Google is a cash machine. They always have been. 28.7 billion of that was a paper markup on Anthropic. Amazon, 30.3 billion in profit. 16.8 billion, same Anthropic paper gai…”
Jun 8, 2026 negative
Siegler: AI agent landscape will fragment across multiple walled-garden tools
“I worry that we're going to not get a seamless move into like a one single place where we can do all of this, like the sort of the pie in the sky version that you're talking about, where there's one tool, but instead we have to use like Three or four different…”
Jun 28, 2026
Jun 29, 2026 bearish
SpaceX Generates $18.7 Billion in Revenue but Loses $4 Billion
“And remember, this is a company with an 18.7 billion dollars of revenue total. I mean, Amazon, it surpassed its market cap. Amazon has seven hundred fifty billion dollars in revenue. Like this is a company that's losing four billion dollars.”
Jul 10, 2026 bearish
Gardizy: Major NVIDIA customers are actively working to adopt alternative chips
“Every single company that buys NVIDIA chips and is spending a lot of money on NVIDIA chips is trying really hard to make these other, other chips work, whether it's in-house chips from Google or Amazon or even in OpenAI's case and potentially Anthropik's case.”
Jul 20, 2026 neutral
Kantrowitz: Amazon Replaced Vendor Managers with AI 'Hands Off the Wheel' System
“And they have this program called Hands Off the Wheel, where they basically took past purchase data, things like what people bought, and what zip codes, and what season, and predicted how to stock their fulfillment centers with what products, when, and at what…”
Aug 5, 2026 bearish
Cahn: Amazon faces a 'heads I lose, tails I lose' dilemma in AI
“In some ways I worry for Amazon, which is like, Heads I lose, tails I lose. It's like, if this all goes well and AGI happens, they're not well positioned for that. And then if it doesn't happen, they're kind of in the bath with everybody else on the capex that…”
Aug 10, 2026 bearish
Siegler: OpenAI and Anthropic will eventually build their own clouds
“Even if down the road, like those two actually do make it out and you know, break out on their own and become two of the new you know, tech behemoths that are public companies, they will eventually obviously just have their own clouds. They're not going to be,…”