Amazon Web Services, every mention
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every year anyone Renata Quintini 2Patrick O'Shaughnessy 2Kyle Samani 2Chris Douvos 2Chris Dixon 2Chamath Palihapitiya 2Barry Sternlicht 2Alex Sacerdote 2Ted Seides 1Taimur Hyat 1
Verbatim, from the transcripts: the passages where Amazon Web Services comes up
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
- ▶ 21:05 Ryan Lovell I went to AWS.
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 21:23 Alex Sacerdote And we looked at, in the traditional world, that was six hundred billion dollars of spend, and AWS was going after all of it.
- ▶ 25:26 Alex Sacerdote There's the cloud delivery layer with AWS, Azure.
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 26:03 Mason Morfit It had been traumatized by antitrust investigations a decade or so prior, and then it was facing an existential threat from two things, the smartphone that had been pushed forward by Apple and cloud computing, which AWS had pioneered.
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
- ▶ 1:10:29 Ed Grefenstette Is AI going to become a commodity layer, and will it become like AWS?
Chris Heller - Ten Years of Weird Alternatives (EP.420)
- ▶ 38:27 Chris Heller So, how do we think about owning powered land, and the hyperscalers, the Googles, the AWSs of the world, need to build many more data centers, and they need pad-ready land to build data centers very quickly, and that land is a very small
Magnus Grimeland – Day Zero Investing at Antler (EP.369)
- ▶ 44:47 Magnus Grimeland So we negotiated free credits with Microsoft, the store, AWS,
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- ▶ 22:34 Brian Christensen When we first invested in Amazon decades ago, there was no AWS.
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
- ▶ 19:16 Rick Heitzman So we looked at basically just the application layer of the internet, either enterprise software or consumer applications, very capital efficient, especially as you're getting into the era of AWS and shared infrastructure.
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- ▶ 24:30 Avichal Garg Depending on what you're storing, and how you're storing it, and how you're retrieving it, it's competitive with AWS.
Renata Quintini and Roseanne Wincek – Renegade Spin-Out in the Supercritical Stage, Venture is Eating the Investment World 11 (Capital Allocators, EP. 242)
- ▶ 8:29 Renata Quintini The 10 X cheaper to start with AWS, global distribution channels, et cetera. 2 times in the scene
Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
- ▶ 34:49 Aydin Senkut Oh, AWS, a little bit of capital, and maybe a few people.
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)
- ▶ 30:13 Chris Douvos Cheaper in the early days because the cost of inputs has gotten so much lower with AWS and you can rent all your infrastructure and all that stuff.
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- ▶ 21:41 David Rosenthal A-sixteen Z started in 2008, 2009, and his whole thing, both, you know, Ben and Mark were, the whole thesis of the firm was there is no bubble, and these companies are gonna work, and we've got the iPhone now, we've got mobile, we've got…
Jamie Montgomery – March Capital (Manager Meetings, EP.26)
- ▶ 42:03 Jamie Montgomery The cryptocurrency craze and NFTs, but if you look, take all that crap out, look underneath it, there's a whole new parody of computing, which would be a massive opportunity, and I will collapse virtual and real worlds for virtualization…
Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)
- ▶ 23:07 Kyle Samani Ignore AWS. 2 times in the scene
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 37:55 Barry Sternlicht 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… 2 times in the scene
Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)
- ▶ 21:17 Robert F. Smith For instance, you need to migrate a product into AWS or Azure or something of that sort.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 28:44 Jeff Hausenbold Today I unlock an AWS key with a credit card.
Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
- ▶ 26:00 Seth Ginns What's really cool is like in the future, we envision they'll get all of the benefits from these blockchains without having to know whether, do you know, if your video service is on AWS or Google cloud or Azure, it doesn't matter to you.
Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
- ▶ 29:22 Chris Dixon Almost every server is running, you know, AWS, et cetera, is running Linux on the other side.
- ▶ 34:54 Chris Dixon An obvious question is why would you as a programmer want to run something on the Ethereum computer as opposed to running it on AWS?
Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)
- ▶ 11:24 Chamath Palihapitiya Now that has changed where there are so many entrepreneurs and it's so much easier now to be an entrepreneur because of the abstractions of iOS and Android and AWS and the ad buying you can do at scale on Facebook and Google.
- ▶ 58:33 Chamath Palihapitiya Amazon AWS, Apple's iOS, and Google's Android.
Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- ▶ 46:13 Morgan Housel Whereas only two products that it's made over time move the needle, which is AWS and prime.
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- ▶ 37:02 Taimur Hyat Those models will be much more challenged than ones that rely on technology, and that includes companies that are part of the cloud computing infrastructure, not just the big AWS, but also people who provide cloud security, cloud…
Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
- ▶ 49:41 Scott Kupor So this idea that corporates are interested both in terms of tracking technology companies potentially for acquisition alternatives, as well as what we read to your point about Microsoft, that they want to have their platform be the…
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- ▶ 35:08 Ted Seides And so you think about Amazon web services and Google cloud or whatever it is.
Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
- ▶ 47:07 Patrick O'Shaughnessy So my favorite example here is Amazon Web Services. 2 times in the scene
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- ▶ 1:09:54 Jordi Visser We should be getting through when industries take a lot of capital in and you merge in technology, which really helped with the cloud, which honestly, you know, you're talking 14, 15 where Amazon web services really took off.
Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)
- ▶ 38:42 Chris Douvos You know, if you had a credit card in an Amazon Web Services account, you could start a company, right?