Amazon, every mention
43 scenes (2022), the whole family · ← back to Amazon
tap a year for its mentions
every year 2022 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
Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
- ▶ 25:46 Sachin Khajuria Why should you only know about the acronyms that make up Apple, Amazon,
- ▶ 45:53 Sachin Khajuria Who's the Amazon of infrastructure?
Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)
- ▶ 9:39 Matt Brown In any way to brag about case of success, I'm just simply observing behavior on a platform the way Amazon observes behavior on their platform.
Adam Wyden - ADW Capital (Manager Meetings, EP.37)
- ▶ 19:17 Adam Wyden I'm never going to win on Amazon.
Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
- ▶ 43:34 Brett Barth Everybody wanted to own warehouses when Amazon was buying every possible warehouse. 2 times in the scene
Allan Jean-Baptiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Capital (Manager Meetings, EP.36)
- ▶ 41:15 Marco De Morales These are books that are out of print, and you can't buy them on Amazon, and they really provide a lens in a high fidelity way.
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- ▶ 24:30 Avichal Garg Depending on what you're storing, and how you're storing it, and how you're retrieving it, it's competitive with AWS.
- ▶ 39:28 Avichal Garg Let's take something like Amazon versus Walmart. 3 times in the scene
Diogo Monica – Securing Crypto at Anchorage Digital (EP.259, Crypto for Institutions 2, EP.06)
- ▶ 41:52 Diogo Monica When you integrate with the New York Stock Exchange, say that you have Amazon stock, and one day you have Amazon stock, and you integrate with the API, and you can trade it, and if Square, say, IPOs tomorrow, then you now just have a new…
Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
- ▶ 12:23 Chris Dixon You look at your phone and you look at the apps you use, the vast majority of them, whether they're social networks, payment networks, marketplaces like eBay and Amazon, they're networks.
Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
- ▶ 27:45 Ben Forman What you're starting to see is tokenized physical gold or tokenized U S treasuries, or you can imagine a state of the world where there's tokenized Amazon stock where you can borrow against those assets almost as like a repo.
- ▶ 31:45 Ted Seides You touched on this idea of kind of security tokens with gold and Amazon stock.
Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)
- ▶ 37:48 Leigh Drogen Think Amazon, right?
Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
- ▶ 16:13 Billy Libby And what they were doing is they were taking data from Netflix, Hulu, Amazon, YouTube, Roku, and they were tracking what people are watching online. 2 times in the scene
- ▶ 22:15 Billy Libby When you're a seller on Amazon, which there's millions of them selling hiking poles and whiteboards and audio equipment, Amazon pays those sellers. 5 times in the scene
- ▶ 25:43 Billy Libby In these cases, you can log into somebody's Amazon accounts. 2 times in the scene
- ▶ 40:50 unnamed speaker We were talking about Thrasio and how they were using our capital to buy stores on Amazon that at less than two times EBITDA that had payback periods of months and this really creative way of acquisition financing.
Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- ▶ 35:16 Steve Drobny Amazon and Google and things that aren't really ESG.
Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)
- ▶ 24:49 Steve Papa One was around 2005 where Amazon was very attracted to what we were doing.
- ▶ 31:53 Steve Papa In fact, they were the second mobile app in the Apple App Store for commerce after Amazon.
- ▶ 38:13 Steve Papa My favorite example is Kiva Systems, the robot company that Amazon bought.
Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)
Renata Quintini and Roseanne Wincek – Renegade Spin-Out in the Supercritical Stage, Venture is Eating the Investment World 11 (Capital Allocators, EP. 242)
- ▶ 8:29 Renata Quintini The 10 X cheaper to start with AWS, global distribution channels, et cetera. 2 times in the scene
Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
- ▶ 13:56 Annie Lamont If we hadn't had a mania, we wouldn't have funded things like Google and Amazon, some of the great companies of today.
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- ▶ 27:47 Marko Papic We've all been buying on Amazon stuff China makes.
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 25:41 Josh Wolfe Recruiting away from Microsoft and Amazon and elsewhere and Facebook Reality Labs, that's now Meta Reality Labs.
- ▶ 1:02:07 Josh Wolfe You have people that were born and raised in Nigeria and Ghana and Kenya who have gone to Silicon Valley and trained at Stripe and Google and Facebook and Amazon and are coming back, and they're coming back
Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
- ▶ 34:49 Aydin Senkut Oh, AWS, a little bit of capital, and maybe a few people.
- ▶ 50:33 Aydin Senkut The message that it sent me is that it's like Amazon.
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
- ▶ 36:49 Ted Seides Okay, this other category, which is one we probably talked the most about last time, this whole area of novel assets, and you mentioned network decay, and you've talked about Amazon and Instagram as if they were the platform. 6 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
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 12:01 Fabrice Grinda And the problem is if you want to build Amazon, you need billions of dollars of capital. 2 times in the scene
- ▶ 42:41 Fabrice Grinda Coupang is now the Amazon of Korea. 2 times in the scene
- ▶ 59:18 Fabrice Grinda Shopify is a hundred billion dollar company, where the GMV, I think, is now larger than Amazon's, built on the back of
Chris Douvos – The LP's Perspective from Ahoy Capital, Venture is Eating the Investment World 2 (Capital Allocators, EP.230)
- ▶ 30:13 Chris Douvos Cheaper in the early days because the cost of inputs has gotten so much lower with AWS and you can rent all your infrastructure and all that stuff.
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- ▶ 21:41 David Rosenthal A-sixteen Z started in 2008, 2009, and his whole thing, both, you know, Ben and Mark were, the whole thesis of the firm was there is no bubble, and these companies are gonna work, and we've got the iPhone now, we've got mobile, we've got…
- ▶ 38:30 Ted Seides What's been the place in this ecosystem for all of these technologists that have done incredibly well because they were early at Google or Facebook or Amazon and they have capital and they want to be involved.