Amazon, every mention
258 scenes, the whole family · ← back to Amazon
tap a year for its mentions
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
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
Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
- ▶ 13:56 Annie Lamont If we hadn't had a mania, we wouldn't have funded things like Google and Amazon, some of the great companies of today.
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- ▶ 27:47 Marko Papic We've all been buying on Amazon stuff China makes.
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 25:41 Josh Wolfe Recruiting away from Microsoft and Amazon and elsewhere and Facebook Reality Labs, that's now Meta Reality Labs.
- ▶ 1:02:07 Josh Wolfe You have people that were born and raised in Nigeria and Ghana and Kenya who have gone to Silicon Valley and trained at Stripe and Google and Facebook and Amazon and are coming back, and they're coming back
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.
- ▶ 50:33 Aydin Senkut The message that it sent me is that it's like Amazon.
Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
- ▶ 13:49 Ali Hamed New jobs are the people who sell on Amazon, the YouTubers, the podcasters, the people who run Spotify playlists, the Airbnb hosts.
- ▶ 15:40 Ali Hamed We don't go from financing an Amazon seller to trying to go back some vertical SaaS AI business and construction. 4 times in the scene
- ▶ 30:33 Ali Hamed If you're trying to run a node and do a lot of transactions at scale, it's even harder and trying to build that infrastructure yourself without something like the equivalent of an AWS for the blockchain is really, really hard.
- ▶ 33:09 Ali Hamed In Amazon, it does. 4 times in the scene
- ▶ 36:49 Ted Seides Okay, this other category, which is one we probably talked the most about last time, this whole area of novel assets, and you mentioned network decay, and you've talked about Amazon and Instagram as if they were the platform. 6 times in the scene
- ▶ 43:30 Ali Hamed And what I mean by that is in the Amazon ecosystem, especially a lot of VCs have thought, ah, like not for me. 3 times in the scene
- ▶ 46:18 Ali Hamed I would actually argue that right now in the Amazon ecosystem, the worst place to be is between 10 and twenty million dollar EBITDA. 2 times in the scene
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 12:01 Fabrice Grinda And the problem is if you want to build Amazon, you need billions of dollars of capital. 2 times in the scene
- ▶ 42:41 Fabrice Grinda Coupang is now the Amazon of Korea. 2 times in the scene
- ▶ 59:18 Fabrice Grinda Shopify is a hundred billion dollar company, where the GMV, I think, is now larger than Amazon's, built on the back of
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…
- ▶ 38:30 Ted Seides What's been the place in this ecosystem for all of these technologists that have done incredibly well because they were early at Google or Facebook or Amazon and they have capital and they want to be involved.
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…
Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)
- ▶ 45:15 Christopher Zook And then obviously just the disintermediation of so many different industries, whether it be malls and retailers by way of Amazon and everybody else, or just direct to consumer business models that are really, really taking over so much of…
Bill Trenchard - First Round Capital (Manager Meetings, EP.23)
- ▶ 18:21 Bill Trenchard He now leads Kindle at Amazon.
- ▶ 18:21 Bill Trenchard He now leads Kindle at Amazon.
Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
- ▶ 35:20 Chas Cocke Business performance and how it allows for you to pay up early and allow the business to earn into itself, so Amazon or Walmart would be great examples of that, and it's something that I keep failing at even now.
- ▶ 1:05:35 Chas Cocke The second would be, I think I've learned a lot from looking at Amazon as a business. 9 times in the scene
Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)
- ▶ 23:04 Kyle Samani You could have gone long Amazon in 98, 99, 2000. 2 times in the scene
- ▶ 23:07 Kyle Samani Ignore AWS. 2 times in the scene
Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222)
- ▶ 24:48 Richard Tedlow And in 94, Amazon was founded.
Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
- ▶ 32:24 Jordi Visser Right now, 18% technology without the F-A-A-M-G, but when you add Facebook, Apple, Amazon, Microsoft, Google as a separate group, that's about 23% of the S&P.
- ▶ 46:03 Jordi Visser Will this disrupt them in the same way that Amazon disrupted retail? 2 times in the scene
Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
- ▶ 21:03 Savneet Singh And early on, he said, our margins are Amazon.
- ▶ 33:23 Savneet Singh And so the restaurant has all of a sudden gone from having to have amazing in-store experiences to also having the amazon.com experience outside the restaurant. 3 times in the scene
- ▶ 33:51 Savneet Singh From how you take an order, that will be through an app, that will be through your voice, through Siri, Alexa, whatever it may be.
- ▶ 41:53 Savneet Singh And so I think I was probably literally the first person to have the idea of rolling up Amazon sellers, which has obviously become this enormous business.
Stefan Kaluzny – Sycamore Partners [Manager Meetings, EP.16]
- ▶ 37:07 Stefan Kaluzny Amazon is a distributor, but Kroger or Safeway is also a distributor, and I would argue that Home Depot is a distributor.
- ▶ 43:54 Stefan Kaluzny This is this retail concept that no one has been in for the last five years, and where the stores have been declining, and everything you can get there, you can get at Amazon, and isn't that easier, and so on. 2 times in the scene
Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)
- ▶ 12:01 Matt Brown And just like when we have a good experience on Amazon or Airbnb or any two-sided marketplace platform, you come back for more.
- ▶ 22:02 Matt Brown So when Amazon started, they probably didn't have too hard of a time, but what were they doing? 3 times in the scene
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 37:45 Barry Sternlicht England more so than the continent, and the continent's done a much better job, and culturally they have not adapted Amazon. 7 times in the scene
- ▶ 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
- ▶ 38:33 Barry Sternlicht That funded the losses, and they were literally wiping out mom and dad and the small retailers across the country doing it, and obviously we all joined the Prime account.
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 17:23 Daniel Graña So Mercado Libre, which is Latin America's Amazon C, which is Southeast Asia's Tencent and Amazon. 2 times in the scene
Luke Ellis – The Man Behind The Man Group (Capital Allocators, EP.214)
- ▶ 56:08 Luke Ellis Even 10 years later, they sold Amazon at the wrong place and you find that they've never bought Amazon again.
Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
- ▶ 38:05 Ryan Batchelor So for instance, amazon.com has had a clear influence on retail across the world, really, but across the country, big time. 5 times in the scene
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
- ▶ 44:38 Bruce Martin Amazon's amazing. 3 times in the scene
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- ▶ 20:50 Jonathan Lewinsohn And understanding investing as narrative, not just for the long term about how a company will improve, or how, you know, Amazon will go last mile and transform the way we do things.
Eli Casdin – Casdin Capital (Manager Meetings, EP.02)
- ▶ 13:36 Eli Casdin Per se, but Alliance Bernstein, we were the top shareholder in Intel and Google and Amazon, and so I could pick up the phone and call these firms, and I remember calling Intel, and I said, are you guys thinking about genomics?
Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203)
- ▶ 1:00:47 David Rubenstein Well, the mistakes that I made and not pursuing Mark Zuckerberg when he was at Harvard, when my now son-in-law was prepared to introduce me to him, or when we kind of sold our stake in Amazon at the IPO.
Jeremy Grantham – GMO (Manager Meetings, EP.01)
- ▶ 11:16 Jeremy Grantham And indeed, most of it is in the Sahara, the Amazon deserts in China, and the Saudi peninsula.
- ▶ 40:54 Jeremy Grantham And we have that kind of approach, and we look at the Amazon's alphabets of the world,
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)
- ▶ 12:24 Jeff Hausenbold Amazon was much smaller.
- ▶ 25:58 Jeff Hausenbold Google, or Uber, or Shutterfly, or eBay, or Amazon, we take much more hands-on roles in advising, coaching, and being part of the growth of those companies.
- ▶ 28:44 Jeff Hausenbold Today I unlock an AWS key with a credit card.
Ted with Patrick O'Shaughnessy – Lessons from the World's Elite Money Managers (Capital Allocators, EP.184)
- ▶ 4:36 Ted Seides Pick up a copy at Amazon, and if you like what you read, there's more behind the podcast and the book.
Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
- ▶ 12:58 Seth Ginns Amazon and Google and all of these big players fresh direct in certain markets.
- ▶ 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.
Acting Chairman Rostin Behnam – CFTC Regulatory Perspectives on Crypto and Climate (Capital Allocators, EP.178)
- ▶ 1:08:14 Rostin Behnam Rockefeller was just such a fascinating individual, and I've read the book, but now even as we're going through this time where, look, you had the government agencies in the states suing Facebook, you have these challenges and these…
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?
- ▶ 52:01 unnamed speaker An angel investment in, let's call it, say, Amazon or something.
Ted Seides - Capital Allocators Year in Review (Capital Allocators, EP.170)
- ▶ 15:11 Ted Seides Pre-sales of the book and audiobook are now available on Amazon, and the book will release on March 23rd.
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.
- ▶ 50:04 Chamath Palihapitiya And I know this is going to sound crazy, but like, you know, when we underwrote Tesla, we thought that when we underwrote Amazon, we thought that some of our best public market investments were those companies.
- ▶ 58:33 Chamath Palihapitiya Amazon AWS, Apple's iOS, and Google's Android.
Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
- ▶ 1:00:21 Joel Greenblatt Just Microsoft, Google, Amazon have to state
Shane Parrish – Learning to Learn at Farnam Street (Capital Allocators, EP.164)
- ▶ 38:42 Shane Parrish And I think there's this big thing about Amazon and how they do these six-page memos, and I think that's super effective, because now you're creating a narrative, it has to be cohesive, it has to make sense, it has to have some flow to it,… 4 times in the scene
Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
- ▶ 20:15 Mike Trigg And if you look back in time, I mean, we were buying Dell instead of Apple, eBay instead of Amazon, Yahoo instead of Google.
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 28:19 Marko Papic And so the analogy of the Cold War means that we're gonna bifurcate global capitalism, and there's gonna be Alibaba and Amazon, like camps, like NATO and Warsaw Pact.
Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- ▶ 38:43 unnamed speaker Their heads around that because if you go on Amazon, there are 2000 books devoted to how has Buffett done what he's done?
- ▶ 46:05 Morgan Housel If you look at like Amazon, Amazon has toyed with so many different product lines over the years, whether it was the fire phone, they've tried all these different things. 7 times in the scene
- ▶ 46:13 Morgan Housel Whereas only two products that it's made over time move the needle, which is AWS and prime.
- ▶ 46:13 Morgan Housel Whereas only two products that it's made over time move the needle, which is AWS and prime.
Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
- ▶ 41:22 Matthew Granade And so I think you could do a similar analysis of Amazon and Tencent and Spotify and some of these other companies.
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- ▶ 30:19 Taimur Hyat It could be retail like Amazon.
- ▶ 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…
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- ▶ 49:31 Adam Fisher Now you could say, oh, Microsoft or Amazon or whatever, but by the way, it's actually deceiving.
Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
- ▶ 6:52 Lauren Taylor Wolfe Really, McKenzie folks meet Accenture folks, and their clients were Amazon and Zebra and others, and my clients turned out to be the big investment banks, so I went to go work with, my clients were Goldman Sachs and Morgan Stanley and the…
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 21:03 Larry Siegel Facebook, Apple, Netflix, Microsoft, Amazon, and Google.
Ben Inker – Value Investing at GMO (First Meeting, EP.17)
- ▶ 34:55 Ted Seides To what extent, when you have this growth, and we think of the tech giants, when you think of Google and advertising and obviously Amazon and commerce, even if growth slows down, whether it's a few years out or 15 or 20 years out, you end…
- ▶ 44:59 Ben Inker How do you compare that to the discount rate just fell by 50 basis points, and that is driven by an underlying change in the dynamism of the economy such that I think that that 15% ROIC I used to believe for Amazon is now 14 and a half… 3 times in the scene
- ▶ 49:50 Ben Inker So even though we have Google, even though we have Amazon, the fundamental undergrowth of value companies 2 times in the scene
James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
- ▶ 15:38 James Aitken Now, the second point is as the world either is forced to lock itself down or voluntarily self isolates, we are building the risk of a simultaneous demand shock because as we all stay at home, other than endless binge watching of Netflix…
Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
- ▶ 36:00 Greg Fleming So Amazon's a good example. 4 times in the scene
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
- ▶ 12:55 James Aitken It's like, is Amazon paying their workers enough in their giant warehouses? 2 times in the scene
Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
- ▶ 40:19 Gregory Zuckerman So, you know, people read the book and they're like, Craig, I didn't get this, you know, on Amazon, you get sort of like individual traders and Craig, I didn't read the algorithm that'll tell me how to make a lot of money.
- ▶ 45:37 Gregory Zuckerman So another reaction on Amazon, not that I obsess over it, not at all.
Anne Martin - Pulling the Oars as CIO of Wesleyan University (Capital Allocators, EP.114)
- ▶ 9:28 Anne Martin So I was involved with the Amazon IPO, the eBay IPO.
Jason Karp – From Hedge Funds to Health and Wellness at HumanCo (First Meeting, EP.12)
- ▶ 1:07:16 Jason Karp He's on Amazon.
Ash Fontana – Investing in Artificial Intelligence at Zetta Ventures (First Meeting, EP.11)
- ▶ 20:34 Ash Fontana This was about 1015 years ago when Netflix, Amazon, Google started to use artificial intelligence to make better recommendations and personalize their products for you. 3 times in the scene
- ▶ 35:14 Ash Fontana Very, very good tools provided by Google, and Amazon, and all these other companies to sort of take a model off the shelf, feed it a bunch of data, and generate a prediction.
- ▶ 1:02:44 Ash Fontana Don't get me wrong, like, DeepMind is an amazing institution, and Google has a huge amount of talent, and so does Amazon and Facebook and Microsoft and whatnot.
- ▶ 1:03:36 Ash Fontana Another company called Bebop that sold to Google Cloud, and we invested a lot in tooling at the start of the fund, and then as we moved into the second fund, a lot of these big companies like Google released TensorFlow, and Amazon released…
- ▶ 1:03:36 Ash Fontana Another company called Bebop that sold to Google Cloud, and we invested a lot in tooling at the start of the fund, and then as we moved into the second fund, a lot of these big companies like Google released TensorFlow, and Amazon released…
Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
- ▶ 36:33 Ana Marshall Actually, I would say the real estate manager is, there's the tried and true guys, but then there's the ones who say, okay, the whole Amazon retail disruption was coming.
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 42:45 Jonathan Tepper Or if Amazon's in the business of providing sort of a third party delivery of goods, they can't ultimately be favoring their own goods, screwing their suppliers, essentially using advertising as a tax for the competitors to show up in the…