Amazon
includes Amazon Web Services, Amazon Basics, Amazon Alexa
5 statements across 4 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Aug 27, 2025 by Scott Wu · said 52 times in 15 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by John Collison (12), RJ Scaringe (11), Ben Thompson (7), Satya Nadella (4), Patrick Collison (3), Scott Wu (2), Garrett Langley (2), Eric Glyman (2)
tap a year for its mentions
2026 29 mentions in 8 episodes 4 per episode
- Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- Ramp founder Eric Glyman on the many ways AI is changing corporate spending
- Reiner Pope of MatX on accelerating AI with transformer-optimized chips
- Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta
- Garrett Langley of Flock Safety on building technology to solve crime
- What comes after smartphones, with Evan Spiegel of Snap
- The history and future of AI at Google, with Sundar Pichai
- Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
- every mention in 2026, scene by scene →
2025 23 mentions in 7 episodes 3 per episode
- How to build a $16B car company with RJ Scaringe, founder of Rivian
- Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
- A Cheeky Pint with Cognition CEO Scott Wu
- Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
- Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
- Tobi Lütke is still captivated by internet commerce, 20 years later
- Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley
- every mention in 2025, scene by scene →
Everything said about Amazon, oldest first
Aug 27, 2025 positive
Oct 14, 2025 bullish
Scaringe: Electric vans offer massive cost advantages due to eliminated idling
“There's a true cost advantage to running electric vans for delivery. So the, you know, when you think about a delivery van, it spends a lot of its time sitting still. And so not having an engine idle, not having the same service frequency and all the engine ma…”
Oct 14, 2025 positive
Feb 17, 2026 neutral
Feb 26, 2026 bearish
Pope: Groq and Cerebras are uncompetitive on dollars per token
“And then there's the Grok and Cerebris that are much better at latency because they've got this the SRAM, weights are in SRAM very low latency. The problem is, and the challenge when you go to a Grok or a Cerebris system is that the throughput you get there, i…”