Amazon, every mention
6 scenes (said by Ali Hamed), the whole family · ← back to Amazon
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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
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
- ▶ 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