Amazon, every mention

18 scenes (2025), the whole family · ← back to Amazon

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where Amazon comes up

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▶ 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.

▶ 40:26 Josh Wolfe I did trust Amazon.
▶ 45:18 Josh Wolfe We bring in Nat Friedman, Daniel Gross, Amazon, NVIDIA, and a bunch of other investors, and CZI just bought it.
▶ 48:55 Josh Wolfe Compute, you used to have to go, have a data center, then you went to co-located, then you went to cloud, going from an CapEx decision to an OpEx decision, treating it like utility that you can get off of Amazon or Azure, Microsoft or…

▶ 18:20 Mason Morfit I characterize it by saying Martha was trying to go head to head with Amazon, but that's directionally what was going on, burning forty million dollars of EBITDA when clearly a much better strategy would have been to fall back to a…
▶ 26:03 Mason Morfit It had been traumatized by antitrust investigations a decade or so prior, and then it was facing an existential threat from two things, the smartphone that had been pushed forward by Apple and cloud computing, which AWS had pioneered.

▶ 55:42 Ted Seides There are certain models back then, it wouldn't have been that hard to say, yeah, you could disrupt the retail supply chain, and nobody knew what Amazon was going to become.

▶ 1:10:29 Ed Grefenstette Is AI going to become a commodity layer, and will it become like AWS?

▶ 15:00 Anthony Pompliano They flew me out there to do the final interviews, and on the way to the airport, I bought on Kindle the art of product management, which I had Googled around and found that was the best product management book, and I read the full thing…

▶ 21:50 Mitchell Green Oh, we found the next Amazon.
▶ 46:31 Mitchell Green Amazon might be this giant company, but again, we avoided all the crappy food delivery companies because it didn't fit five or more criteria.

▶ 10:41 John Reynolds Two weeks prior, Amazon had gone public. 2 times in the scene

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