Amazon, every mention
18 scenes (2026), the whole family · ← back to Amazon
tap a year for its mentions
every year 2026 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
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
- ▶ 48:41 Frank Danieli You can't buy this book on Amazon, but I've got a copy of it.
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 13:35 Pat Dorsey Which is silly when you think about it, because it's not as if every bit of code that, say, Amazon writes is useless after December 31st, which is the definition of what you expense.
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 30:32 Rajiv Jain So people say 17, 18%, which Amazon says, like, I don't know what numbers you're looking at. 2 times in the scene
- ▶ 35:58 Rajiv Jain Amazon is more than half. 2 times in the scene
- ▶ 46:18 Rajiv Jain I think now Microsoft and Amazon last five years.
Making Mistakes – Josh Steiner (EP.502)
- ▶ 13:59 Josh Steiner When you go into a bookstore, you go on Amazon, there's so many great books about success.
Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)
- ▶ 47:06 Sloan Payne He ran a bunch of Amazon stores.
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 0:26 Jeremy Grantham Amazon went up 4 times in the scene
- ▶ 48:10 Jeremy Grantham Amazon went up six times, something like that, in 2000. 4 times in the scene
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
- ▶ 5:29 Ryan Lovell An example would be Amazon would come there and say, all this indexing stuff is super great, but I want something crazy, like a custom stable value, actively managed, separately managed account thing. 2 times in the scene
- ▶ 21:05 Ryan Lovell I went to AWS.
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 31:34 Gavin Baker So for instance, there's this company, Roku, no VCs would fund it, because every venture capitalist was worried about competition from Amazon, Google, and Apple.
- ▶ 53:56 Gavin Baker Amazon was public.
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- ▶ 45:06 Bobby Jain The one Amazon is worth .2 Microsoft and .3.
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 0:27 Jonathan Lewinsohn Was impacted by in many counterparties when Amazon and online retail upended mall based retail and mall based real estate.
- ▶ 25:05 Jonathan Lewinsohn Then you can feel comfortable that not only do you have a really important company of consequence, the Metas, the Amazons, the Microsoft, the Googles,
- ▶ 29:00 Jonathan Lewinsohn When Amazon and online retail upended mall based retail and mall based real estate.
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 1:17:23 Nick Rohatyn Which people can find on Amazon.