Amazon Web Services
also referred to as: aws
part of Amazon
59 statements across 20 episodes · 35 bullish · 11 bearish · 13 people on the record · first statement Aug 3, 2023 by Matt Wood · said 189 times in 58 episodes since 2022 · across every show →
Mentions by year
brought up most by Alex Kantrowitz (111), Matt Wood (20), Matt Garman (7), Ranjan Roy (5), Bill Vass (5), M.G. Siegler (4), Stephen Morris (2), Stephanie Link (2)
tap a year for its mentions
2026 49 mentions in 24 episodes 2 per episode
- Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day
- AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
- Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
- Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
- How AI's Top New Models Transform Cybersecurity (And Where They Don't) — With Snehal Antani
- The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
- 16 more episodes that year, every mention in 2026 →
2025 23 mentions in 14 episodes 2 per episode
- Booz Allen CTO: AI in Government, Autonomous Driving, Quantum's Promise
- OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone 17 Revival
- CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
- OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot
- OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
- Sam Altman: How OpenAI Wins, ChatGPT’s Future, AI Buildout Logic, IPO in 2026?
- Vibe Coding: Everything You Need To Know — With Amjad Masad
- Are AI's Economics Unsustainable? — With Ed Zitron
- 6 more episodes that year, every mention in 2025 →
2024 81 mentions in 14 episodes 6 per episode
- AWS CEO Matt Garman on Amazon's Big AI Chips Bet, Working With OpenAI, and Nuclear Energy
- Amazon's Longterm AI Vision — With AWS VP Matt Wood
- AWS VP of AI and Data Swami Sivasubramanian — GenAI's Growth Potential
- Predicting AI’s Next Advances — With Suhail Doshi
- OpenAI Builds A Browser, Microsoft Copilot’s Struggles, Jaguar Rebrand
- The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
- Meta's Chief Technology Officer On Its Augmented Reality Dreams — With Andrew Bosworth
- AI Predictions for 2025: Geopolitics, Agents, and Data Scaling — With Alexandr Wang
- 6 more episodes that year, every mention in 2024 →
2023 35 mentions in 5 episodes 7 per episode
- Amazon Reveals Its AI Master Plan — With Matt Wood
- Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
- AI Keynote: Six Bold Predictions About The Future Of Artificial Intelligence
- How Generative AI Is Changing Travel — With Priceline's Marty Brodbeck
- A Dozen Grueling Years At Amazon — With Kristi Coulter
- every mention in 2023, scene by scene →
2022 1 mention in 1 episode
Everything said about Amazon Web Services, oldest first
Aug 3, 2023 neutral
Wood: Open-source AI models require substantial deployment infrastructure and tooling
“Lama II is a excellent, very capable model, but there is a long way to go from having the model weights which are what comprises the neural network to actually building out an artificial intelligence system. And just having the model weights is super useful, b…”
Aug 3, 2023 neutral
Aug 3, 2023 positive
Wood: AWS Is the Only Cloud for Privately Customizing AI Models
“Today we're the only place where you can take your own data, and we have customers With exabytes of data. You'd be surprised how many customers have exabytes of data on AWS, and they can take that data that they've invested in, and they can use it with these m…”
Aug 3, 2023 negative
Aug 3, 2023 neutral
Aug 3, 2023 bullish
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…”
Aug 3, 2023 bullish
Wood: Gen AI value lies in complex task automation, not chat
“Well, we have the other ones that I mentioned earlier, like the generative pieces, the search pieces, but the collaborative problem solving pieces, the automation pieces, completing complex tasks.
That I think is where the majority of the value is going to be.”
Aug 3, 2023 neutral
Wood argues public web data is fair game for AI model training
“Who's to say what this data can be used for when it's publicly available. You know, you chose to make it publicly available. If you want to put some permissions around it, or you want to take it private, Yeah, that's totally up to you. You still own the data. …”
Oct 25, 2023 bearish
McCullough: GPU Startups Could Provide Alternatives to AWS and Incumbent Clouds
“There are these new startups that have access to the Nvidia chips that are creating sort of sort of new cloud offerings I've been hearing from a lot of people that, like, this could provide the opening for people to get a wedge against the traditional, because…”
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 …”
Mar 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.”
May 1, 2024 positive
AWS VP: GenAI apps will chain multiple models and data connectors
“The way these generative AI applications are going to be built is actually like series of things chained together. Some of it is model inference. Some of it is actually workflows and whatnot. And that's why that pattern is going to be important. And they are g…”
May 1, 2024 bullish
May 1, 2024 bullish
May 1, 2024 bullish
AWS's Sivasubramanian: AI scaling is not close to hitting a wall
“One, I don't think we are anywhere close to yet hitting that wall yet. So I do think we are going to actually see a lot of net new innovations when it comes to optimizing how to actually train these models in parallel and get better Utilization so that we can …”
May 1, 2024 neutral
AWS AI Chief: Enterprise AI needs smaller distilled models, not monolithic LLMs
“To put these LLMs to work to solve real world problems, you got to actually take some of these models and then customize it, and the end result is not the biggest model. It is actually a much more customized, smaller model or a distal model to solve specific b…”
May 1, 2024 neutral
AWS VP: LLM architectures will shift to hierarchical edge-and-cloud inference
“So, I expect LLNs to evolve in the same way, where there are a lot of, ah, decisions, especially if you have a powerful computing device, ah, which, ah, many smartphones and others, ah, to be having that, You can actually run some of those, ah, simple LLM thin…”
May 1, 2024 bullish
AWS AI Chief: AI architectures beyond pure transformers are absolutely necessary
“I actually think, ah, new architectures are absolutely necessary in the future, ah, and, ah, there are already hybrid architectures evolving. I mean, ah, I mean in terms of state space models to actually connectors hybrid models between state space to transfor…”
Jul 10, 2024 bullish
Jul 10, 2024 positive
Jul 10, 2024 bullish
AWS's Wood: Generative AI has not reached its hockey-stick inflection yet
“My guess is that we're, it's probably more likely that we're at the bottom left hand corner. I don't think we've hit the kind of hockey stick inflection point yet. Of what this, ah, what this technology is capable of. It's still very, very, very early.”
Jul 10, 2024 positive
Wood: Generative AI Functions as a Discovery Exhibiting Emergent Reasoning
“It's much more like a discovery than it is an invention. Ah, we discovered that if you build these very sophisticated mathematical models, that there is emergent behavior within them that resembles reasoning, that resembles intelligence.”
Jul 10, 2024 positive
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.”
Jul 10, 2024 bullish
AWS's Wood: AI agents will be the apps of the generative AI era
“I think agents have a good chance of being the apps for the generative AI world and the generative AI era. And that as we add more of those and we find ways to orchestrate multiple agents together, and there's already customers that are building multi-agent sy…”
Jul 10, 2024 neutral
Jul 10, 2024 positive
Wood: Smaller specialized models beat frontier models on deep enterprise tasks
“I am absolutely positive that the inverse is also true. That you can find older, smaller, specialized models, ah, that, ah, will, ah, will offer much better, higher quality, lower hallucination results on specific tasks at the depth that most organizations nee…”
Jul 10, 2024 bullish
Wood: AWS worked with EvolutionaryScale on generative AI drug discovery
“Pfizer or the work we've done with a startup called evolutionary scale to be able to use generative AI to be able to design entirely to entirely new molecules to design entirely new antibodies that are manufacturable that can go on and find new drug targets. L…”
Jul 10, 2024 bullish
Wood: Most enterprises will fine-tune existing models rather than build foundation models
“There isn't one model to kind of rule them all. Each different model has, you know, different sweet spots, and it's my expectation that most customers will invest in not building the foundation models, but will invest in fine tuning and improving those individ…”
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”
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
Dec 5, 2024 bullish
Garman: AWS automated reasoning mathematically eliminates AI hallucinations in bounded domains
“So by that, by this kind of mechanism, you're, like, systematically able to actually mathematically prove that you got the right answer coming out of this and completely eliminate hallucinations for that area, right? It doesn't mean that we've eliminated hallu…”
Dec 5, 2024 positive
Dec 5, 2024 bullish
Garman: AWS Project Rainier will deploy hundreds of thousands of Trainium2 chips in 2025
“We're building together with them what we call Project Rainier and so it's using our next generation Tranium II chips, and this cluster that we're building for them in twenty-twenty-five will be five times the size, the number of exaflops that they use to trai…”
Dec 5, 2024 positive
Dec 5, 2024 bullish
Dec 5, 2024 positive
Dec 5, 2024 bullish
Dec 5, 2024 bullish
Dec 5, 2024 positive
Dec 5, 2024 negative
Garman: Expecting one dominant AI model is a fundamentally flawed premise
“And this is where a lot of people started, and I just think it's fundamentally the wrong way of thinking about it. Which is a lot of times people are thinking about there's just going to be this one model and I want to have the one model that's going to be the…”
Dec 5, 2024 bullish
Dec 5, 2024 bullish
Jan 15, 2025 negative
Kuyda: AI product startups should fine-tune open models, not build foundation models
“If you can fine tune a llama based model and focus on the logic, the product, the application layer on what you are, what value you're actually providing to the user versus training your own model that becomes obsolete in three months and requires incredible, …”
Mar 29, 2025 negative
Kantrowitz: European AWS Risk From US Geopolitics Is Far-Fetched
“A world where the US, things get so bad between the US and Europe that your AWS stack is at risk is to, I mean, maybe I'm not imaginative enough, but is to me so far-fetched that I can't fully I wouldn't say a company would begin to change its strategy on it”
Aug 11, 2025 positive
Sep 10, 2025
Bill Vass left AWS over concerns about government AI adoption trailing China
“One of the reasons I left at AWS and I loved being at AWS. I worked on 63 of the services there and built a lot of them myself, worked on quantum computing and robotics and a whole bunch of things is I was worried a little bit about government adoption of AI a…”
Dec 23, 2025 bearish
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…”
Feb 9, 2026 neutral
Feb 12, 2026 negative
Mar 2, 2026 neutral
Apr 6, 2026 negative
Kantrowitz: Iranian strikes disabled AWS availability zones in Bahrain and Dubai
“Iran has hit enough sites in Bahrain and Dubai that belong to Amazon that there are a couple of availability zones in those regions that are hard down, according to some internal communication that I was able to see, and that they're going to be unavailable fo…”
May 4, 2026 bullish