Amazon, every mention
10 scenes (2026), the whole family · ← back to Amazon
tap a year for its mentions
every year 2026 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…