Amazon, every mention

14 scenes (2024), 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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▶ 7:49 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,…

▶ 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.

▶ 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

▶ 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…

▶ 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?

▶ 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…

▶ 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%…

▶ 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

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