Amazon, every mention
34 scenes (2019), the whole family · ← back to Amazon
tap a year for its mentions
every year 2019 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
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…
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.