Amazon, every mention
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every year anyone Alex Kantrowitz 1191M.G. Siegler 94Ranjan Roy 57Matt Wood 48Kristi Coulter 37Ryan Petersen 25Alex Stamos 23Panos Panay 22Matt Garman 21Bill Vass 19
Verbatim, from the transcripts: the passages where Amazon comes up
AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay
- ▶ 40:29 Alex Kantrowitz Well, I can guarantee you're not going to see an ad like that come out of Amazon anytime soon. 10 times in the scene
AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
- ▶ 15:46 Alex Kantrowitz The way that they're pitching companies like Amazon, which just invested fifty billion in open AI.
AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
- ▶ 12:26 Alex Kantrowitz OpenAI scales back its agentic shopping ambitions just as Amazon puts fifty billion dollars into the company. 11 times in the scene
- ▶ 15:14 Ranjan Roy Well, to sell it, so to, to subsidize your AWS with cashflow and keep investing in Alexa plus and AWS and whatever else.
- ▶ 15:14 Ranjan Roy Well, to sell it, so to, to subsidize your AWS with cashflow and keep investing in Alexa plus and AWS and whatever else. 3 times in the scene
- ▶ 21:02 Alex Kantrowitz Amazon, Microsoft, Meta, and Google are in a spending arms race, plowing over one hundred billion per quarter into data centers, while Apple spending is down 19%.
Pentagon Insider: What's Next For Anthropic and The Department of War — With Michael Horowitz
- ▶ 28:47 Alex Kantrowitz He said, effectively, effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with anthropic, uh, that includes Amazon, by the way, who, uh, is a U S…
- ▶ 33:43 Michael Horowitz The, the use cable, but it, it matters insofar as it's not like Anthropic can't work with AWS. 2 times in the scene
Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
- ▶ 1:53 Alex Kantrowitz We will talk about an Amazon data center that may or may not have been serving Anthropic.
- ▶ 9:22 M.G. Siegler It seems like to their, uh, you know, their, um, contracts with Palantir and, and also Amazon, which has their own sort of government cloud stuff, right.
- ▶ 19:18 M.G. Siegler And so the fact that Palantir and then Amazon, um, obviously, and, and a bunch of others have used, uh, Anthropic services, like maybe the government just wasn't savvy enough to know just how integrated Anthropic itself was and that they… 2 times in the scene
- ▶ 34:45 M.G. Siegler Um, given the ownership stakes in Anthropic from that, we know obviously from Google and Amazon, but now Microsoft bought in right famously and, and Nvidia too. 5 times in the scene
- ▶ 48:19 M.G. Siegler Look at Amazon for an example of that, right?
- ▶ 48:21 M.G. Siegler Like, look how long it took them to, to rework Alexa, to be able to 2 times in the scene
- ▶ 49:15 Alex Kantrowitz Could Amazon and open AI be the competition here? 10 times in the scene
- ▶ 49:27 Alex Kantrowitz Apple has, I mean, Amazon has the Echo.
- ▶ 50:47 M.G. Siegler And obviously that's harder with an Amazon because as you noted, they make their own product in, in Alexa, but 3 times in the scene
Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff
- ▶ 26:20 Alex Kantrowitz Uh, OpenAI announces a hundred ten billion dollar funding round with backing from Amazon, Nvidia, and SoftBank. 6 times in the scene
- ▶ 29:08 Alex Kantrowitz OpenAI said it's expanding its existing thirty-eight billion dollar agreement with Amazon Web Services by one hundred billion over the next year, eight years.
- ▶ 52:07 Alex Kantrowitz Like every company comes out and does a 20% layoff.
OpenAI Closes in on $100 Billion, OpenClaw Acquired, AI’s Productivity Question — With Aaron Levie
- ▶ 0:27 Alex Kantrowitz One hundred billion dollar or thereabouts funding raise for OpenAI, where SoftBank, Amazon, Nvidia, and maybe Microsoft are expected to participate.
- ▶ 1:22 Alex Kantrowitz Amazon might end up investing as much as fifty billion, which is wild given their connections, uh, to Anthropic, and then, I don't know, the numbers are even making it look like at least one 10 to me, because Nvidia, uh, might. 2 times in the scene
- ▶ 41:41 Alex Kantrowitz That just happened to Amazon, by the way. 2 times in the scene
Is Something Big Happening?, AI Safety Apocalypse, Anthropic Raises $30 Billion
- ▶ 59:45 Alex Kantrowitz And Amazon's like, no, we're looking for dogs. 3 times in the scene
Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy
- ▶ 36:00 Alex Kantrowitz I mean, we, we even had an example, I think it was Amazon who like,
- ▶ 39:57 Sridhar Ramaswamy And in that one day, when I was at work and he was home, he had, uh, managed to get like, uh, you know, an Ubuntu instance on AWS completely separate from everything else, including his laptop.
- ▶ 49:07 Sridhar Ramaswamy We will help you get like a free Ubuntu machine on AWS if you want.
Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- ▶ 0:07 Alex Kantrowitz And Amazon spending freaks out investors. 3 times in the scene
- ▶ 27:18 Alex Kantrowitz Every time there's like a number that's slightly off the market, like again, they're tanking Amazon stock today, which we can get to, even though the market, by the way, the market's rebounded nicely.
- ▶ 55:33 Alex Kantrowitz Amazon, uh, stock is down six point about seven percent, uh, today. 10 times in the scene
- ▶ 55:43 Alex Kantrowitz AWS went up 24% in the fourth quarter, which is kind of astounding. 3 times in the scene
AI's Research Frontier: Memory, World Models, & Planning — With Joelle Pineau
- ▶ 40:56 Alex Kantrowitz You know, the former Amazon CEO of Worldwide Consumers, uh, going out and vibe coding a CRM over the weekend. 2 times in the scene
- ▶ 45:13 Alex Kantrowitz Microsoft and Amazon and Google have massive stakes. 2 times in the scene
The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
- ▶ 31:24 M.G. Siegler And yeah, so that's still obviously a big deal, but there's talk that Amazon's going to do fifty billion dollars in the round and SoftBank's going to do more.
- ▶ 34:23 Alex Kantrowitz Money into Anthropik after being OpenAI's biggest backer, and Amazon maybe putting fifty billion into OpenAI after being Anthropik's biggest backer, and I think the way that you frame this is really interesting, that there is effectively… 4 times in the scene
- ▶ 46:58 M.G. Siegler Google and Amazon and Microsoft and everyone else that it feels like there's a world in which they're behind right now and that they can never catch up.
The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- ▶ 7:02 Alex Kantrowitz That's not Amazon. 2 times in the scene
- ▶ 13:15 Alex Kantrowitz Um, so here's this, here's the headline, uh, it is, Amazon is in talks to invest up to fifty billion in OpenAI. 7 times in the scene
- ▶ 15:15 Stephen Morris So the money that Amazon is putting into OpenAI will come back for using their AWS data center services. 2 times in the scene
- ▶ 33:59 Alex Kantrowitz Uh, let's talk about Apple quickly, and then the Amazon layoffs if we have a moment, and then we'll get into Elon.
- ▶ 40:53 Alex Kantrowitz Speaking of, of companies that try lots of different versions of products, um, with AI inside, we have Amazon and Amazon did not report earnings this week. 18 times in the scene
Is AI Killing Software? — With Bret Taylor, OpenAI's board chair and CEO of Sierra
- ▶ 1:19 Alex Kantrowitz Uh, Dave Clark, the former worldwide, uh, consumer CEO at Amazon.
- ▶ 9:27 Bret Taylor Um, Dave Clark, you know, is one of the great technologists of the world and grew up at Amazon and understands software deeply.
- ▶ 15:58 Alex Kantrowitz Like, do we have a Facebook and an Amazon and a Google, or is it everything just mediated by a chat bot?
- ▶ 19:10 Alex Kantrowitz A site like Amazon, right? 3 times in the scene
- ▶ 55:01 Bret Taylor Buy.com, like us, you had buy.com and Amazon, and every country had their own. 2 times in the scene
OpenAI’s $50 Billion Fundraise, AI Advertising Game Theory, Apple’s AI Wearable Pin
- ▶ 2:17 Alex Kantrowitz Uh, you know, there's Amazon
- ▶ 18:59 Alex Kantrowitz And of course, like, AWS's lead is shrinking, but AWS is still, you know, far and away the leading cloud provider. 2 times in the scene
- ▶ 19:07 Alex Kantrowitz They're underpinning Amazon's entire valuation.
- ▶ 41:08 Alex Kantrowitz Man, like Apple, the company that once seemed to, like, ship, like, one product every bunch of years, starting to sound like Amazon now. 3 times in the scene
- ▶ 41:25 Ranjan Roy Like, Amazon really just stuffed Alexa wherever it could find and, like, I mean, once they put made the Alexa wall clock, it was all over. 7 times in the scene
Google DeepMind CEO Demis Hassabis: AI's Next Breakthroughs, AGI Timeline, Google's AI Glasses Bet
- ▶ 18:35 Alex Kantrowitz Um, I saw a post from an ex Amazon executive who said that he built a custom CRM in a weekend, or actually a day and a half.
Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing
- ▶ 24:51 Alex Kantrowitz Amazon, Apple, Google, Meta.
- ▶ 24:59 Alex Kantrowitz We've heard presentations about Alexa plus and Apple intelligence and the meta, all the different buddies you can have in the meta properties, uh, Google obviously with Gemini, but even though they have all this data, uh, we still don't…
AI’s Steve Jobs?, Big Tech AI Chaos, 2026 Crystal Ball
- ▶ 20:08 Alex Kantrowitz Uh, my dark horse is Panos Panay at Amazon. 4 times in the scene
- ▶ 28:22 Alex Kantrowitz And Amazon was another big one, right? 5 times in the scene
- ▶ 28:36 Alex Kantrowitz Alexa plus is doing okay, like we talked about, but AWS isn't, uh, isn't killing the world.
- ▶ 28:36 Alex Kantrowitz Alexa plus is doing okay, like we talked about, but AWS isn't, uh, isn't killing the world.
- ▶ 36:19 Alex Kantrowitz What standout product does Amazon, AI product does Amazon have outside of selling some AI 2 times in the scene
- ▶ 36:24 Alex Kantrowitz Uh, with AWS.
- ▶ 40:53 M.G. Siegler So they've got all sorts of weird branding issues, but, uh, Amazon would say, obviously it's Alexa and, and they are having starting, it sounds like to have, you know, some levels of success with Alexa plus, but in some ways they were held… 2 times in the scene
- ▶ 51:05 M.G. Siegler Um, and there's a, you know, you can go down the list of a handful of other players, the Amazons of the world and whatnot.
Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
- ▶ 9:54 Michael Intrator Uh, think of it as like, um, you know, in the, uh, the common vernacular, you know, everybody knows who AWS is, you know, Amazon, they know who Microsoft is, they know who Google is.
- ▶ 9:54 Michael Intrator Uh, think of it as like, um, you know, in the, uh, the common vernacular, you know, everybody knows who AWS is, you know, Amazon, they know who Microsoft is, they know who Google is.
- ▶ 16:48 Brian Venturo Amazon's built on retail.
- ▶ 42:16 Brian Venturo Uh, so last year is when we saw, um, let's call it the, the hyperscalers that were around in the twenty-tenths, so, uh, Amazon, Microsoft, and Google, finally, uh, retire their NVIDIA K-eighty fleets, and the K-eighty was a GPU that was…
AI & Tech 2026 Outlook: ChatGPT 1 Billion, AI Shopping, Apple's Big Year, AI Love Boom
- ▶ 8:59 Ranjan Roy I think Amazon also is going to make some more interesting moves in this space versus Rufus, which is more passive. 3 times in the scene
- ▶ 8:59 Ranjan Roy I think Amazon also is going to make some more interesting moves in this space versus Rufus, which is more passive.
- ▶ 9:07 Ranjan Roy Do you remember the Amazon dash?
2025 In Review, 2026 Predictions: Meta, NVIDIA, Tesla, OpenAI, Google, Microsoft
- ▶ 21:30 Reed Albergotti And like, I don't, it's between, I mean, Amazon's doing a good job of that too. 2 times in the scene
- ▶ 22:08 Alex Kantrowitz A headline from the future about Amazon. 10 times in the scene
CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
- ▶ 7:12 Jim Cramer How about how bad Amazon's tacos?
- ▶ 7:33 Jim Cramer I think the guy, Matt, who runs AWS is real good. 2 times in the scene
- ▶ 9:39 Jim Cramer Did you do the new Alexa? 3 times in the scene
Sam Altman: How OpenAI Wins, ChatGPT’s Future, AI Buildout Logic, IPO in 2026?
- ▶ 49:55 Alex Kantrowitz Is your ambition to put it up there with the AWS and Ashers of the world?
Capital One's Prem Natarajan: Why We're Building Our AI From The Ground Up
- ▶ 0:27 Alex Kantrowitz You were really there on the ground up when, uh, Amazon built Alexa, and we'll come back to that in a bit, but you've really seen how companies build AI strategies effectively, and you are running the AI effort at Capital One.
- ▶ 0:27 Alex Kantrowitz You were really there on the ground up when, uh, Amazon built Alexa, and we'll come back to that in a bit, but you've really seen how companies build AI strategies effectively, and you are running the AI effort at Capital One.
- ▶ 36:20 Alex Kantrowitz So you were on the ground, like I mentioned in the, in our opening, uh, with Amazon Alexa, uh, the very beginning there. 2 times in the scene
- ▶ 38:39 Prem Natarajan Uh, and now, um, uh, you know, Amazon and then Capital One.
AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers
- ▶ 3:14 Alex Kantrowitz Now you have Meta, you have Amazon, you have Apple, you have OpenAI, and, and Google all in the mix, and this is going to be a very, very big deal, uh, moving forward.
- ▶ 16:09 Alex Kantrowitz Um, Alexa, I'll ask it for the time.
- ▶ 23:57 Alex Kantrowitz So, uh, you know, one company that gets overlooked here is Amazon.
- ▶ 24:02 Alex Kantrowitz Remember Amazon has hundreds of millions of Echo devices. 6 times in the scene
- ▶ 24:02 Alex Kantrowitz Remember Amazon has hundreds of millions of Echo devices. 5 times in the scene
- ▶ 24:28 Alex Kantrowitz Alexa plus is going to roll out to everyone. 8 times in the scene
- ▶ 44:18 Ranjan Roy Alexa is your companion, but, uh, I think. 2 times in the scene
Zendesk's Adrian McDermott: AI's Customer Service Potential, Adoption Cycle, Scale vs. Orchestration
- ▶ 14:37 Adrian McDermott And so we use, I think we use the latest, one of the latest Claude models in Bedrock to do that.
- ▶ 21:12 Adrian McDermott Like, why doesn't Amazon, for example, have a phone number or an email address on the website for customer support? 2 times in the scene
Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push
- ▶ 6:26 Alex Kantrowitz And it reminds me very much of what happened at Amazon where, uh, Jeff Wilkie, who is basically seen, who's basically seen as the number two to Bezos. 3 times in the scene
- ▶ 46:58 M.G. Siegler Obviously Meta, uh, would hope to be the one to get also into that race and, and Amazon, we haven't even talked about, um, you know, being sort of sitting there, I think what a mere trillion dollars back or whatever they are at the moment…
- ▶ 49:23 M.G. Siegler Um, but, uh, Amazon, uh, you know, they're apparently working on their own internal, I mean, they've been working on their own internal models, but obviously they have the giant anthropic bet.
- ▶ 57:08 M.G. Siegler Uh, and Amazon is, is their main partner maybe, but they're also now buying TPUs from Google and then, uh, you know, but 3 times in the scene
Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit
- ▶ 46:46 Alex Kantrowitz Bezos has not been in an operating position since 2021 when he was the CEO of Amazon.
Can We Trust Silicon Valley With Superintelligence? — With Nick Clegg
- ▶ 31:27 Sir Nick Clegg I just kind of think they're locked in a thing where it says, yeah, we don't know where this is going to go, but we, we know one thing for sure.
AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
- ▶ 3:45 Gil Luria That's, there's a lot of healthy behavior around that capability, and 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…
- ▶ 9:54 Gil Luria They also promised Microsoft two hundred billion, Amazon thirty eight billion, CoreWeave twenty five billion.
- ▶ 21:11 Gil Luria And these accounts spent time three to five years ago with companies like Microsoft and Amazon and said, you know what, based on where the technology is now, we're looking at these chips and it looks to us like they can generate revenue… 3 times in the scene
- ▶ 27:08 Gil Luria And again, even if you took out the bad players that are lending, that are borrowing money to build data centers, you still have Amazon, Microsoft, Google, Meta, Elon using cash flow to build data centers.
- ▶ 31:03 Gil Luria And, and again, I go back to Microsoft, Amazon, Google, they can handle it. 2 times in the scene
- ▶ 38:23 Alex Kantrowitz Quarterly profits soared at NVIDIA, Alphabet, Amazon, and Microsoft is AI revenue-related stored in. 4 times in the scene