Amazon, every mention
45 scenes (2021), the whole family · ← back to Amazon
tap a year for its mentions
every year 2021 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
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.