Amazon, every mention
43 scenes, the whole family · ← back to Amazon
tap a year for its mentions
every year anyone Shayle Kann 16Jeremy Eliahu-Ontiveros 9Brian Janous 6Ty Yeagerson 2Shanu Matthew 2Jeff Bezos 2James McGinnis 2Stephen Lacey 1Sheldon Kimber 1Rayford Smith 1
Verbatim, from the transcripts: the passages where Amazon comes up
Inside the AI power wars
- ▶ 0:27 Shayle Kann You know about Google's CPUs, you know about Tranium coming from Amazon, you know what Microsoft and Meta are doing, you probably know about the partnerships NVIDIA has set up.
- ▶ 8:50 Jeremy Eliahu-Ontiveros Um, I think you've seen Amazon step up pretty dramatically, and you've seen them at the frontier of a bunch of, you know, unique type of deals. 3 times in the scene
- ▶ 11:56 Jeremy Eliahu-Ontiveros And so increasingly, you, you basically look at Amazon or, or Microsoft, how many gigawatts they're building every quarter?
- ▶ 19:10 Jeremy Eliahu-Ontiveros And again, as I was saying before, hyperscalers are essentially, you know, half of their business, Amazon, Microsoft, um, in terms of like megawatts built goes to Anthropic and OpenAI.
- ▶ 25:25 Jeremy Eliahu-Ontiveros Amazon and others take tremendous market share on the silicon side, right?
- ▶ 31:06 Jeremy Eliahu-Ontiveros Uh, now I would say the two companies that have avoided this to some extent so far are Amazon and Google, uh, because they are the most aggressive, uh, in putting deposits to every single utility in the U.S., right? 3 times in the scene
- ▶ 40:32 Shayle Kann Uh, Meta, Google, Amazon have all made pretty big announcements, reasonably sized investments into different, uh, nuclear reactor technology companies, into projects.
AI scaling pathways: on grid, on edge, off grid, off planet
- ▶ 21:37 Shayle Kann That's, in some ways, it's sort of a legacy of the cloud business, where AWS and Azure, um, and, and Google basically promised in their SLAs to their customers that they would be able to offer really high uptime, and so they have this, you…
The rise of permissionless DERs
- ▶ 16:12 James McGinnis And so think about a buy online motion where a consumer is just going to Amazon and buying one of these and plugging them in themselves.
- ▶ 25:59 James McGinnis It is about affordability, and if we can learn from Germany, the more that we see bills go up in the U.S., regardless of what the rules out there are, people are gonna go on Amazon, they're gonna start buying the stuff, they're gonna start…
Will inference move to the edge?
- ▶ 0:20 unnamed speaker If you fill it out, you'll get a chance to win a 100 dollar gift card from Amazon, and you can find it at latitudemedia.com slash survey,
- ▶ 6:08 Dr. Ben Lee The first is massive hyperscale data centers, the ones run by Microsoft and Google and Amazon, hundreds of thousands of machines, massive facilities.
Who benefits from the AI power bottleneck?
- ▶ 0:20 unnamed speaker If you fill it out, you'll get a chance to win a 100 dollar gift card from Amazon, and you can find it
- ▶ 7:46 Shanu Matthew You know, these are, think of it as, like, the cloud service providers, the Amazons, the Googles, 2 times in the scene
Driving down the cost of green hydrogen
- ▶ 0:20 unnamed speaker If you fill it out, you'll get a chance to win a 100 dollar gift card from Amazon, and you can find it at latitudemedia.com slash survey,
Inside a $300 million bet on AI for physical R&D
- ▶ 32:56 Shayle Kann Like, almost like an AWS.
The case for colocating data centers and generation
- ▶ 16:03 Shayle Kann I'm, I'm Google, Meta, Amazon, sorry, whatever, and I build a lot of data centers.
- ▶ 43:13 Sheldon Kimber Every smaller distilled LLM that is power efficient doing inference is going to launch thousands of queries to bigger, more capable models that can actually reason their way through buying something on Amazon and reason.
Explaining the 'Watt-Bit Spread'
- ▶ 7:49 Brian Janous That makes demand planning pretty tricky, because even if you have extraordinarily high conviction, as we did in the early twenty-tens, that the cloud market was going to be very large, we did not have incredible conviction on exactly what…
- ▶ 8:51 Brian Janous And, and what happened during the 2010 is you had the co-location market sort of fill the gap because every company under-invested in their infrastructure, uh, which is why, you know, Microsoft and Amazon and Google leased capacity from…
- ▶ 13:30 Shayle Kann Yeah, you and I have talked about this before, so correct me where I've gotten how you've explained this to me wrong, but my recollection is that in the, in previous waves here, the way that this market was mostly structured was either,…
Getting heat pumps right
- ▶ 27:04 Paul Lambert So I think, you know, for low cost purchases, there's kind of these like Amazon type things, but for higher cost purchases, I do think the auto industry is a pretty good one on the consumer side to mirror.
The complex path to market for low-carbon cement
- ▶ 26:55 Leah Ellis Large scope three emissions, and so they have, you know, they're taking a leadership role, which I think is very admirable, and in paying the green premium at first to allow this material to flow in the, in the natural ways that it does…
- ▶ 36:06 Shayle Kann So just to wrap up on the demand side and where you see this market heading, I mean, you, you've talked about Microsoft, you mentioned Amazon. 2 times in the scene
The better mousetrap fallacy
- ▶ 29:20 Shayle Kann So that's coming down the cost curve until it actually is cost competitive, which it probably is not going to be on day one, unless you're like Amazon and you need clean power, 24, seven for a data center and you have high willingness to…
Decarbonizing the high seas
- ▶ 5:34 Dr. Lynn Loo Um, and shipping only comes into the limelight when something bad happens or when we don't receive our Amazon boxes, right?
Under the hood of data center power demand
- ▶ 9:51 Brian Janous So if you go on to AWS, you go on to Azure, and you say, I want to stand up an application, you're going to have an option to, to select a region, and it'll be called US East or US West too. 2 times in the scene
- ▶ 10:37 Brian Janous Everyone was launching some of their early cloud regions, and then over time, you know, Microsoft, Amazon, Google all have dozens of regions around the world, but that dozens of regions consists of hundreds of individual data centers.
- ▶ 37:20 Brian Janous Talking about this in the context of Microsoft, just because I was at that table, but I'm sure the same thing with Google and Amazon and everyone else who've made, you know, enormously ambitious climate commitments, and all of the tech…
Drew Baglino on Tesla’s Master Plan
- ▶ 37:01 Shayle Kann There's definitely a paradigm shift in, in data center world that I, I, it's hard to tell how quickly it's happening, but obviously like data centers, uh, cloud, cloud data centers in particular are like used to this, like, 99.999%…
With Great Power: Why dynamic rates are gaining momentum
- ▶ 0:51 Stephen Lacey Ride hailing, airline travel, your Amazon purchases,
The electricity gauntlet has arrived
- ▶ 21:58 Shayle Kann I mean, there was this announcement recently, AWS bought this data center in construction that they're going to put behind the meter at an operating nuclear plant, Talon's
Can the V2X dream become reality?
- ▶ 34:46 Ty Yeagerson You got, you know, Google and Amazon,
- ▶ 34:49 Ty Yeagerson Who are out there trying to say, like, wait a minute, we're the home communications interface people, so all those devices really need to be coming through Siri or Alexa or whatever else.
Navigating the electricity gauntlet
- ▶ 14:12 Andy Lubershane You know, Amazon announced that they've got these three new data centers in Oregon that they're going to be, at least for the short term, powering with fuel cells from, from Bloom Energy, natural gas powered fuel cells.
- ▶ 41:16 Shayle Kann Um, and in particular with, you know, you mentioned the Amazon bloom thing in, in Oregon, right?
With Great Power: What other industries can teach utilities about innovation
- ▶ 1:55 Jeff Bezos Amazon becomes the first signatory. 2 times in the scene
- ▶ 14:39 Rayford Smith You know, Googles and Amazons and whatever.
What the Inflation Reduction Act of 2022 would mean for climatetech
- ▶ 33:58 Jesse Jenkins So if you're Amazon and you're thinking about electrifying your delivery fleet or your, um, Enterprise or Avis and you're thinking about buying EVs for your rental fleet, they all just got way cheaper.
The great rush for battery metals
- ▶ 0:16 unnamed speaker And as a thank you for completing the survey, if you leave your email at the end, you will have a chance to win a 100 dollar Amazon gift card.
Can Europe quit Russian fossil fuel by next winter?
- ▶ 0:16 unnamed speaker And as a thank you for completing the survey, if you leave your email at the end, you will have a chance to win a 100 dollar Amazon gift card.
Quantum computing could be a critical climate solution
- ▶ 22:33 Mark Cupta It is the Amazons, it's the Microsoft, it's the Googles.
- ▶ 42:27 Shayle Kann Vending machine example, and then apply it to the scale of Amazon. 4 times in the scene