Amazon Web Services
also referred to as: aws
part of Amazon
6 statements across 6 episodes · 4 bullish · 1 bearish · 6 people on the record · first statement Oct 4, 2021 by Barry Sternlicht · said 36 times in 29 episodes since 2017 · across every show →
Mentions by year
brought up most by Renata Quintini (2), Patrick O'Shaughnessy (2), Kyle Samani (2), Chris Douvos (2), Chris Dixon (2), Chamath Palihapitiya (2), Barry Sternlicht (2), Alex Sacerdote (2)
tap a year for its mentions
2026 1 mention in 1 episode
2025 4 mentions in 3 episodes 1 per episode
2024 3 mentions in 3 episodes 1 per episode
2023 1 mention in 1 episode
2022 7 mentions in 6 episodes 1 per episode
- Renata Quintini and Roseanne Wincek – Renegade Spin-Out in the Supercritical Stage, Venture is Eating the Investment World 11 (Capital Allocators, EP. 242)
- Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
- Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
- Chris Douvos – The LP's Perspective from Ahoy Capital, Venture is Eating the Investment World 2 (Capital Allocators, EP.230)
- David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- every mention in 2022, scene by scene →
2021 10 mentions in 7 episodes 1 per episode
- Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)
- Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
- Jamie Montgomery – March Capital (Manager Meetings, EP.26)
- Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)
- Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
- every mention in 2021, scene by scene →
2020 4 mentions in 3 episodes 1 per episode
2019 5 mentions in 4 episodes 1 per episode
- Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
- Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
- Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- every mention in 2019, scene by scene →
2017 1 mention in 1 episode
Everything said about Amazon Web Services, oldest first
Oct 4, 2021 bearish
Sternlicht: Amazon subsidizes $4B-$5B retail losses with AWS to destroy small retailers
“It's fundamentally destroying mom and dad retail across the country, and it's one of my pet peeves because they were allowed to sell product retail-wise for less than the cost of, they're losing four or five billion a year in retail, which they subsidize with …”
Dec 30, 2021 bullish
Jan 10, 2022 neutral
Startups are cheaper to launch today but far costlier to scale
“Paradoxically, I think the thing that's the biggest change in my career is it's gotten both cheaper and more expensive paradoxically to get a startup from inception to exit. Cheaper in the early days because the cost of inputs has gotten so much lower with AWS…”
Mar 21, 2022 positive
Quintini: AWS and distribution made starting startups 10x cheaper
“And venture going through a big transformation on the other side of the house and this transformation of seed and product market fit changing, right? The 10 X cheaper to start with AWS, global distribution channels, et cetera. And all of a sudden the instituti…”
Aug 4, 2022 bullish
Garg: Decentralized storage protocols like IPFS are competitive with AWS
“And beyond that, even decentralized infrastructure. You have things like IPFS, Interplanetary File System, which is incentivized with Filecoin, or RWE, which is a permanent data store. And these things work. You can actually store data on them. Depending on wh…”
Dec 22, 2025 bullish
Sacerdote: AWS Targeted the Largest Business IT Market in History
“In the traditional world, that was six hundred billion dollars of spend, and AWS was going after all of it. This was the biggest market in business IT ever, because previous markets were just the server market, or just Cisco was good in networking, EMC was goo…”