Amazon, every mention
7 scenes (said by Alex Sacerdote), the whole family · ← back to Amazon
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Verbatim, from the transcripts: the passages where Amazon comes up
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.