Amazon, every mention
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every year anyone Ted Seides 39Brett Barakett 19Ali Hamed 15Alex Sacerdote 14Jeremy Grantham 10Chas Cocke 10Barry Sternlicht 10Morgan Housel 9Josh Wolfe 9Billy Libby 9
Verbatim, from the transcripts: the passages where Amazon comes up
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
- ▶ 48:41 Frank Danieli You can't buy this book on Amazon, but I've got a copy of it.
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 13:35 Pat Dorsey Which is silly when you think about it, because it's not as if every bit of code that, say, Amazon writes is useless after December 31st, which is the definition of what you expense.
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 30:32 Rajiv Jain So people say 17, 18%, which Amazon says, like, I don't know what numbers you're looking at. 2 times in the scene
- ▶ 35:58 Rajiv Jain Amazon is more than half. 2 times in the scene
- ▶ 46:18 Rajiv Jain I think now Microsoft and Amazon last five years.
Making Mistakes – Josh Steiner (EP.502)
- ▶ 13:59 Josh Steiner When you go into a bookstore, you go on Amazon, there's so many great books about success.
Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)
- ▶ 47:06 Sloan Payne He ran a bunch of Amazon stores.
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 0:26 Jeremy Grantham Amazon went up 4 times in the scene
- ▶ 48:10 Jeremy Grantham Amazon went up six times, something like that, in 2000. 4 times in the scene
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
- ▶ 5:29 Ryan Lovell An example would be Amazon would come there and say, all this indexing stuff is super great, but I want something crazy, like a custom stable value, actively managed, separately managed account thing. 2 times in the scene
- ▶ 21:05 Ryan Lovell I went to AWS.
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 31:34 Gavin Baker So for instance, there's this company, Roku, no VCs would fund it, because every venture capitalist was worried about competition from Amazon, Google, and Apple.
- ▶ 53:56 Gavin Baker Amazon was public.
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- ▶ 45:06 Bobby Jain The one Amazon is worth .2 Microsoft and .3.
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 0:27 Jonathan Lewinsohn Was impacted by in many counterparties when Amazon and online retail upended mall based retail and mall based real estate.
- ▶ 25:05 Jonathan Lewinsohn Then you can feel comfortable that not only do you have a really important company of consequence, the Metas, the Amazons, the Microsoft, the Googles,
- ▶ 29:00 Jonathan Lewinsohn When Amazon and online retail upended mall based retail and mall based real estate.
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 1:17:23 Nick Rohatyn Which people can find on Amazon.
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 7:04 Alex Sacerdote There's this new sector called e-commerce, and our current internet thinks Amazon's a fraud. 5 times in the scene
- ▶ 14:49 Alex Sacerdote And then, of course, I started in the internet itself in 9796, and got the early days of Amazon.
- ▶ 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.
- ▶ 21:48 Alex Sacerdote That was six hundred billion, and then we said it's gonna be 50% deflationary, so we sized it at three hundred billion, and then we looked at Amazon's revenue, and that was one billion. 2 times in the scene
- ▶ 25:26 Alex Sacerdote There's the cloud delivery layer with AWS, Azure.
- ▶ 34:49 Alex Sacerdote And then of course, Amazon, it's crazy to think that they dominated e-commerce and then cloud. 3 times in the scene
- ▶ 38:01 Alex Sacerdote You've got Amazon now, which is 25 times next year's street EPS, which, that's GAAP EPS, cheaper than Walmart, cheaper than Costco.
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 40:26 Josh Wolfe I did trust Amazon.
- ▶ 45:18 Josh Wolfe We bring in Nat Friedman, Daniel Gross, Amazon, NVIDIA, and a bunch of other investors, and CZI just bought it.
- ▶ 48:55 Josh Wolfe Compute, you used to have to go, have a data center, then you went to co-located, then you went to cloud, going from an CapEx decision to an OpEx decision, treating it like utility that you can get off of Amazon or Azure, Microsoft or…
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 18:20 Mason Morfit I characterize it by saying Martha was trying to go head to head with Amazon, but that's directionally what was going on, burning forty million dollars of EBITDA when clearly a much better strategy would have been to fall back to a…
- ▶ 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.
Ted on Alt Goes Mainstream (EP.458)
- ▶ 55:42 Ted Seides There are certain models back then, it wouldn't have been that hard to say, yeah, you could disrupt the retail supply chain, and nobody knew what Amazon was going to become.
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?
Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430)
- ▶ 15:00 Anthony Pompliano They flew me out there to do the final interviews, and on the way to the airport, I bought on Kindle the art of product management, which I had Googled around and found that was the best product management book, and I read the full thing…
Mitchell Green - Lead Edge of Harnessing Networks (EP.429)
- ▶ 21:50 Mitchell Green Oh, we found the next Amazon.
- ▶ 46:31 Mitchell Green Amazon might be this giant company, but again, we avoided all the crappy food delivery companies because it didn't fit five or more criteria.
Striking Oil – CrownRock by Lime Rock Capital (EP.428)
- ▶ 10:41 John Reynolds Two weeks prior, Amazon had gone public. 2 times in the scene
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
David Salem - Investment Wisdom from the Owner's Box (EP.409)
- ▶ 29:14 David Salem And I learned years later that Amazon was doing this, and it was helpful verification of something I arrived at independently, with far less perfectly than Jeff Bezos and his team ever did, but the famous Amazon six-page memo. 3 times in the scene
- ▶ 58:43 David Salem The arc of commerce, in my words, is long and eventually bends towards transparency, ease of use, and particularly in money management, but elsewhere like Amazon, shared economies of scale.
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
- ▶ 5:53 Ted Seides All you need to do is share a post about private equity deals on social media and write a review on Amazon.
David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
- ▶ 13:15 Dave Brizano What Amazon has done to traditional brick and mortar retailers, and then that translates into
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
- ▶ 49:00 Anil Seetharam Amazon and Microsoft are the ones we've been comfortable enough to get conviction and invest in. 8 times in the scene
Jennifer Prosek – Nailing the Narrative (EP.396)
- ▶ 6:06 Ted Seides For the next week, Barnes and Noble is offering 25% off if you use the code pre-order 25, and Amazon Prime Day is right around the corner.
- ▶ 6:31 Ted Seides So hop on Amazon or Barnes & Noble's website and grab your copy of Private Equity Deals today, or wait two months until you can read it and do it then. 2 times in the scene
- ▶ 6:40 Ted Seides But you won't get the 25% off on Barnes & Noble or discount from Amazon Prime.
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- ▶ 31:58 Brett Barakett I love when people say like, oh, back in the day, Amazon trades at 150 times earnings, and they don't generate any cash. 4 times in the scene
- ▶ 46:43 Brett Barakett So a good example of this was back in the day, there was a perspective that Amazon was a good short because they didn't generate any cash. 14 times in the scene
- ▶ 1:15:35 Brett Barakett There was a great article written years ago about Amazon that if you had bought in day one, you would have made a ton of money, but you would have lost your mind in the process.
Cliff Asness - Simple Investing is Hard (EP.385)
- ▶ 1:09:32 Cliff Asness It may be on Amazon, it may be on Apple, it may be on TBS, it may be on Yes, or it may be on a network.
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
- ▶ 9:49 Chris Dixon People like Zuckerberg and Larry Page and Jeff Bezos in a world of protocol networks, you get a little plot of land like amazon.com. 2 times in the scene
Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
- ▶ 41:47 Blythe Masters Cloud computing with the advent of Amazon.
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
- ▶ 1:02:41 Michael Milken Amazon and companies like Amazon now allow us to deliver goods to places that were food wastelands in the country and places you didn't have access to product and services. 2 times in the scene
Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
- ▶ 36:44 Michael Mauboussin For example, you think about the leaderboard, the top 20 greatest wealth creators of all times, and it would include some suspects you would guess, which would be Apple and Microsoft and Amazon and Alphabet and so forth, but it also…
Magnus Grimeland – Day Zero Investing at Antler (EP.369)
- ▶ 44:47 Magnus Grimeland So we negotiated free credits with Microsoft, the store, AWS,
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
- ▶ 45:35 Sanjay Ayer Whereas we own a company called Mercado Libre, which you probably know is like the Amazon slash PayPal in Latin America.
- ▶ 49:11 Sanjay Ayer With Netflix and moving into streaming, Jeff Bezos with Prime.
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
- ▶ 21:43 Chad Summe With the Amazon mega hub for all their air operations, putting their home there over four years ago, and then us being the North American hub for DHL, their second largest operation in the world.
George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
- ▶ 35:49 George Mikulakis But if I just say something contrary to that, has Amazon proven that it has a good business model yet on the consumer side? 3 times in the scene
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.
- ▶ 22:34 Brian Christensen When we first invested in Amazon decades ago, there was no AWS.
- ▶ 49:18 Brian Christensen So for example, Amazon's an unprofitable business that we invested in very early on, and one of the reasons for that is because despite it being unprofitable, it actually had a phenomenal working capital cycle. 2 times in the scene
- ▶ 51:05 Brian Christensen If you go throughout history, Amazon with Jeff Bezos is a great example, or Walgreens, that was entrepreneurial and family run, or Walmart is also a fantastic example of that, or many of the tech platforms, for example, Google.
Ted Seides – Unlocking Investment Wisdom (EP.352)
- ▶ 14:43 Ted Seides Amazon went from 40 to 260 the summer I worked for them, and they were short.
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
- ▶ 9:51 Rick Heitzman So from the time I thought about applying to business school, I guess in 96, when I started to do things like buy things on Amazon or access sports scores using Prodigy or play rotisserie baseball or football without having to mail in the…
- ▶ 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.
Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
- ▶ 23:37 Isaac Corre Attention that it needs while Amazon and Google are all about the internet of things and they're coming up with these really cool products.
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- ▶ 11:21 Michael Carmen I think the most interesting example of this is you take amazon.com. 2 times in the scene
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
- ▶ 36:43 Jim Falbe The perfect example is Amazon. 5 times in the scene
- ▶ 48:12 Jim Falbe So even if we're looking at something like Amazon, no machine is going to find another Amazon out there because it doesn't exist. 2 times in the scene
- ▶ 52:47 Jim Falbe Amazon and Google and MasterCard and Visa all happened to be discounted when we launched, and so we actually weren't excited about that because, oh, well, our portfolio is not that differentiated.
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 23:07 Ashby Monk There's Lyft, Uber, there's Amazon, there's DoorDash, there's all this stuff that exists as a function of GPS.
Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
- ▶ 45:15 Colin Campbell Well, this offset was because you helped regrow a forest in the Amazon, and another one might be, well, you helped provided cook stoves to low-income families in Kenya, and another one is because you helped grow some mangrove forests on…
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 19:11 Anthony Scaramucci I'm sitting in front of my fat box computer with my wired connected mouse, and underneath my desk is this modem that's gonna dial up the internet, and it's gonna whirr and burr and catch a dial tone, and then 35 to 40 seconds later, my…
- ▶ 35:53 Anthony Scaramucci And that was obviously a really stupid decision because the ensuing 22 years, the sector of technology, which includes Facebook and Amazon and Apple Computer and Google, that sector is arguably one of the best investments in US economic…
- ▶ 41:16 Anthony Scaramucci Amazon dropped 50% last year.
- ▶ 42:31 Anthony Scaramucci I listened to his 20th anniversary interview of Amazon, and I'll just take you back. 5 times in the scene
Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
- ▶ 25:46 Sachin Khajuria Why should you only know about the acronyms that make up Apple, Amazon,
- ▶ 45:53 Sachin Khajuria Who's the Amazon of infrastructure?
Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)
- ▶ 9:39 Matt Brown In any way to brag about case of success, I'm just simply observing behavior on a platform the way Amazon observes behavior on their platform.
Adam Wyden - ADW Capital (Manager Meetings, EP.37)
- ▶ 19:17 Adam Wyden I'm never going to win on Amazon.
Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
- ▶ 43:34 Brett Barth Everybody wanted to own warehouses when Amazon was buying every possible warehouse. 2 times in the scene
Allan Jean-Baptiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Capital (Manager Meetings, EP.36)
- ▶ 41:15 Marco De Morales These are books that are out of print, and you can't buy them on Amazon, and they really provide a lens in a high fidelity way.
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.
- ▶ 39:28 Avichal Garg Let's take something like Amazon versus Walmart. 3 times in the scene
Diogo Monica – Securing Crypto at Anchorage Digital (EP.259, Crypto for Institutions 2, EP.06)
- ▶ 41:52 Diogo Monica When you integrate with the New York Stock Exchange, say that you have Amazon stock, and one day you have Amazon stock, and you integrate with the API, and you can trade it, and if Square, say, IPOs tomorrow, then you now just have a new…
Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
- ▶ 12:23 Chris Dixon You look at your phone and you look at the apps you use, the vast majority of them, whether they're social networks, payment networks, marketplaces like eBay and Amazon, they're networks.
Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
- ▶ 27:45 Ben Forman What you're starting to see is tokenized physical gold or tokenized U S treasuries, or you can imagine a state of the world where there's tokenized Amazon stock where you can borrow against those assets almost as like a repo.
- ▶ 31:45 Ted Seides You touched on this idea of kind of security tokens with gold and Amazon stock.
Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)
- ▶ 37:48 Leigh Drogen Think Amazon, right?
Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
- ▶ 16:13 Billy Libby And what they were doing is they were taking data from Netflix, Hulu, Amazon, YouTube, Roku, and they were tracking what people are watching online. 2 times in the scene
- ▶ 22:15 Billy Libby When you're a seller on Amazon, which there's millions of them selling hiking poles and whiteboards and audio equipment, Amazon pays those sellers. 5 times in the scene
- ▶ 25:43 Billy Libby In these cases, you can log into somebody's Amazon accounts. 2 times in the scene
- ▶ 40:50 unnamed speaker We were talking about Thrasio and how they were using our capital to buy stores on Amazon that at less than two times EBITDA that had payback periods of months and this really creative way of acquisition financing.
Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- ▶ 35:16 Steve Drobny Amazon and Google and things that aren't really ESG.
Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)
- ▶ 24:49 Steve Papa One was around 2005 where Amazon was very attracted to what we were doing.
- ▶ 31:53 Steve Papa In fact, they were the second mobile app in the Apple App Store for commerce after Amazon.
- ▶ 38:13 Steve Papa My favorite example is Kiva Systems, the robot company that Amazon bought.
Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)
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