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
Joe Lonsdale – Entrepreneurship and 8VC (First Meeting, EP.09)
- ▶ 19:00 Joe Lonsdale So a recent example is we're looking into logistics and we're trying to understand Amazon when they ship something, when you order it, it's about 70 miles away from you on average from the time you click it to the time it comes to you. 4 times in the scene
- ▶ 20:50 Joe Lonsdale Even this guy had done something else before that was pretty successful after Amazon.
Gary Klein with Paul Sonkin and Paul Johnson – Conducting Pre-Mortem Analysis (Capital Allocators, EP.109)
- ▶ 51:10 Paul Johnson You know, people love it, and I can't encourage, you know, I always joke with them, the book is 33 dollars on Amazon, Paul and I each get a buck and a half, we'll rebate the buck and a half if you buy the book, but
Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
- ▶ 23:16 Scott Kupor World like Amazon or Facebook or others, and then there's of course other stuff like financial services that has been obviously heavily dominated now by new innovation and software, and that's led us into lots of other industries over time.
- ▶ 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…
Eric Ries – Lean Start-Ups and the Long-Term Stock Exchange (Capital Allocators, EP.107)
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- ▶ 33:44 Mike Novogratz Amazon's cloud, Google's cloud, Alibaba's cloud, take their cloud earnings, put a market cap.
- ▶ 35:08 Ted Seides And so you think about Amazon web services and Google cloud or whatever it is.
Jon Wertheim – Sports and… (Capital Allocators, EP. 102)
- ▶ 28:38 Jon Wertheim You miss the Amazon IPO.
Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
- ▶ 45:46 Patrick O'Shaughnessy So it's not just VC and startup, but big public technology companies like Microsoft and Google and Amazon and asking whether or not we can apply those principles to a very simple old school asset management business.
- ▶ 47:07 Patrick O'Shaughnessy So my favorite example here is Amazon Web Services. 2 times in the scene
- ▶ 49:31 Patrick O'Shaughnessy So like I've talked to executives from Microsoft and Amazon and all these places who just are interested in talking about this.
David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
- ▶ 48:41 David Zorub You know, there's something on my nightstand, something in my office at home, on my Kindle for when I'm commuting, that kind of thing.
Paul Rabil - Lacrosse and Entrepreneurship (Capital Allocators, EP.95)
- ▶ 33:55 Paul Rabil We were certain we were going to get a network deal, because we had all the interests from CBS, NBC, Fox, Turner, ABC, Google, Amazon, Facebook, and Twitter.
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- ▶ 29:57 Jordi Visser One of the major reasons was because we had this shift to where these mega companies, Apple, Amazon, Facebook, Netflix, Microsoft, all of them dominated from the oh eight period.
- ▶ 1:07:31 Jordi Visser So they also made a bet that Amazon would need up their business and that Apple, the app store wouldn't have an impact on their business. 3 times in the scene
- ▶ 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.
Manny Friedman – EJF on Economic Opportunity Zones (EP.91)
- ▶ 10:30 Manny Friedman The Operating Zone also acts as a phenomenal recruiting tool, because when I go to hire you, and I tell you, look, you're starting the new Amazon, and if we're successful, you're not going to have to pay capital gain tax on your…
- ▶ 15:12 Manny Friedman Amazon's second headquarters is partially an opportunity zone in northern Virginia.
- ▶ 36:05 Manny Friedman You're probably going to have lots of people, lots of funds who want to give you money, and raising money, raising capital is the honey that starts all of it, is the catalyst that makes it work, and if Uber can't raise money, if Amazon…
Thomas Russo – All About Google (Capital Allocators, EP.90)
- ▶ 4:34 Ted Seides Competition from Amazon, Google X's long-term moonshots, and related stories in Tom's portfolio companies, Philip Morris and Nestle.
- ▶ 21:09 Ted Seides How do you think about the competition from perhaps the only legitimate search competition, which is Amazon? 10 times in the scene
- ▶ 23:56 Tom Russo And it will likely grow, and begs the question about Facebook and Amazon, and as I mentioned with Amazon, the insight there is not privately held, it's just they have a massive competitive advantage in delivery costs, and they, they have… 3 times in the scene
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
- ▶ 25:48 Ted Seides And does this ultimately tie in with what they've hired Atul Gawande to do across JP Morgan and Amazon? 2 times in the scene
- ▶ 36:34 Tom Russo They don't, they don't have to describe why it is that they like Amazon to people who may not have the capacity to even understand the essential value that they see in it.
Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)
- ▶ 53:36 Tim McCusker Two of the biggest companies in the world, Google and Amazon, didn't exist.
Brent Beshore - Micro Buyout Adventur.es (Capital Allocators, EP.79)
- ▶ 44:49 Brent Beshore Well, as the business model has evolved over time, Amazon's had an impact on them.
Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (Capital Allocators, EP.77)
- ▶ 10:28 Mark Baumgartner It was Amazon had not even entered the business yet.
Annie Duke – Thinking More in Bets (Capital Allocators, EP.76)
- ▶ 6:25 Ted Seides If what we're saying bores you, as we all have done, I've been sitting there too, and you take out your iPhone during this, go to your Amazon app, click it, it's fine, we don't mind, just click Thinking of Bets, buy a copy.
Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)
- ▶ 22:25 Andrew Tsai And so it was basically Amazon one hour. 3 times in the scene
Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
- ▶ 31:21 Michael Batnick I just think that like people that are, oh, if I, I should have bought Amazon, I knew it.
Sarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67)
- ▶ 29:52 Sarah Williamson Amazon's board, Amazon is often quoted as a very long-term company, actually explicitly has in their corporate governance documents that their, uh, their responsibility is to what they call the long-term share owner, and so they don't get…
- ▶ 33:56 Ted Seides But you know that BlackRock's S&P, 500 index fund is going to own Amazon 25 years from now, with near certainty.
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- ▶ 29:32 Josh Wolfe We already have Alexa, et cetera, and Google now, uh, as voice assistants.
- ▶ 33:00 Josh Wolfe Amazon and Google and a whole slew of other venture funds that participated, and I joined the board.
- ▶ 51:24 Josh Wolfe They also want to make these investments in part for the competitive threat, and they see the pace in which, whether it's Amazon buying up businesses and competing,
- ▶ 55:02 Josh Wolfe Cornell Tech is really run by this guy, Dan Huttenlocker, who's also on the Amazon board, very smart computer scientist, and it's great that Cornell is here in New York City, and I think there's going to be a lot of big competitive thrusts…
Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
- ▶ 37:29 Manny Friedman So the movie industry today is changing because Netflix, Amazon are changing the entire model. 2 times in the scene
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 1:21:28 James Aitken My wife often asks why I've not been invited to join the board of Amazon.
Tom Lydon – ETF Trends (Capital Allocators, EP.56)
John Pfeffer - Crypto for Institutions (Capital Allocators, EP.54)
- ▶ 38:51 John Pfeffer The electric company or the, or the grocery store or Amazon or whatever.
- ▶ 42:19 Ted Seides Amazon in 2000.
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 19:07 Paul Black Obviously in Amazon.
- ▶ 40:12 Paul Black Yahoo instead of Google, eBay instead of Amazon, and Dell instead of Apple.
- ▶ 43:46 Ted Seides So the notion is supposed to be that value stocks work because they're boring and nobody pays attention to them, and growth stocks, you do get the Google or the Amazon every now and then, but on average, that the growth stocks underperform…
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
- ▶ 56:51 Michael Cembalest And that symbol tells you, if you're at home, you can say, Alexa, have my symbolist explain this chart to me on page two. 2 times in the scene
It's Not About the Money (Capital Allocators, EP.45)
- ▶ 53:12 Ted Seides You know, Facebook and Amazon or Google are big businesses now, and if they want to hire a programmer, they're not paying a programmer.
Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
- ▶ 31:20 Michael Mauboussin In March of this year, the economist ran a cover story on amazon.com and Amazon's awesome, right? 5 times in the scene
Chris Acito – Credit Where Credit is Due (Capital Allocators, EP.33)
- ▶ 55:30 Chris Acito Maybe, maybe the next distress cycle is called the Amazon distress cycle. 3 times in the scene
Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
- ▶ 16:06 Paul Sonkin Kind of been toying around with is, is, is like, imagine if you asked a thousand portfolio managers what Amazon was worth. 2 times in the scene
- ▶ 17:33 Ted Seides Because almost by definition, the way we're talking about Amazon is, is segmented portfolio managers, some of whom have similar views about pricing over a thousand.
Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
- ▶ 1:06:28 Scott Malpass We do pick three or four key topics and have our younger staff do a presentation on, okay, what's the effect of Amazon on retail?
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?
Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
- ▶ 35:45 Ted Seides It's been very hard for anyone to know that you should have owned Google and Facebook and Amazon, and if you didn't, you're probably going to underperform the S&P.
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
- ▶ 38:21 Josh Brown You think Amazon's a tech stock?
- ▶ 48:16 Josh Brown Why aren't I a hundred percent Amazon?
Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
- ▶ 18:10 Tom Lenehan When I graduated from business school, there was a classmate who went to a firm that nobody ever heard of, thought there was no chance that they would ever exist, you know, five years from now, let alone 20 years from now, called Amazon. 3 times in the scene
Steven Galbraith – Five Tool Player (Capital Allocators, EP.01)
- ▶ 45:17 Steve Galbraith You know, just throw in the towel, own Facebook, Amazon, Netflix, and Google, and call it a day, you know.
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