Amazon Web Services
also referred to as: aws
part of Amazon
9 statements across 6 episodes · 4 bullish · 2 bearish · 5 people on the record · first statement Sep 30, 2025 by Dylan Patel · said 39 times in 13 episodes since 2025 · across every show →
Mentions by year
brought up most by Eric Vishria (11), Alex Sacerdote (6), Karim Atiyeh (4), Dan Sundheim (4), Ben Thompson (4), Dylan Patel (3), Patrick O'Shaughnessy (1), Krishna Rao (1)
tap a year for its mentions
2026 29 mentions in 7 episodes 4 per episode
- Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best
- Why the AI Boom Is Just Getting Started · Invest Like The Best
- What Happens When the AI Boom Runs Out of Money · Invest Like The Best
- Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
- Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best
- Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
- every mention in 2026, scene by scene →
2025 10 mentions in 6 episodes 2 per episode
- The Anatomy of Ramp's Hyper-Growth | Karim Atiyeh Interview · Invest Like The Best
- Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
- How a16z Growth Invests · Invest Like The Best
- The Future of AI Agents | Jesse Zhang Interview · Invest Like The Best
- The Gift and The Curse of Staying Private with Bill Gurley · Invest Like The Best
- Spotify’s Journey To Profitability · Invest Like The Best
- every mention in 2025, scene by scene →
Everything said about Amazon Web Services, oldest first
Sep 30, 2025 neutral
Patel: Amazon took 20 years to migrate off Oracle databases
“Amazon leading Oracle took fucking 20 years, right, and they wanted to do it 20 years ago, And they have, their highest revenue products after EC-II were like, the next four were like, database products at AWS, and yet they still freaking used Oracle's databas…”
Sep 30, 2025 negative
Patel: Intel Fell Behind Due to Poor Internal Fab Data Sharing
“Like, I think part of the reason Intel's behind is also that, ah, data sharing internally was terrible. And just within the FAP. The lithography team doesn't want to share their data with the etch team, And they can't use, and that data can't leave the fab and…”
Feb 24, 2026 bearish
Sundheim: AI Capital Intensity Will Challenge AWS and Azure Profit Margins
“Over the next 10 years, I think the business, these hyperscalers, AWS, Azure, will grow fast. I think the margins, my guess, will be challenged, both because the businesses are getting a lot more capital intensive, because AI is capital intensive, more capital…”
Feb 24, 2026 bullish
Sundheim: LLM API businesses are durable and differentiated like cloud providers
“You've just seen with Cloud Code and even OpenAI's API business, like, these are durable businesses, and yes, can you switch? You can, the same way you could switch AWS or Azure but it's not worth it for a lot of businesses to do it, and there's sufficient dif…”
Apr 23, 2026 bullish
Patel: CPUs are completely sold out driven by reinforcement learning demand
“CPU-wise, all these reinforcement learning environments plus all the slop code you and I are generating that is now running on some, you know, Vercel instance or whatever it is or some AWS instance or some bucket that we've spun up, all of that requires CPU, a…”
May 20, 2026 bullish
DeepSeek Release Doubled Asian AWS GPU Rental Prices Due to Compute Demand
“And that was really strange because by Deep Seek Monday, it was super clear That this was going to be the most positive thing that had ever happened to compute demand. Prices in the AWS availability zones in Asia had already, like, doubled. You were seeing GPU…”
Aug 11, 2026 positive
Vishria: Fireworks achieves 5x speed and higher throughput than major clouds
“And the performance difference For a fireworks versus, like, a cloud provider is, like, five X. And that is just the speed performance. Then you add on top of that the, like, throughput, which is not visible externally. It's only visible if you look at, if you…”
Aug 11, 2026
Vishria: Hardware companies cannot control their destiny like software companies do
“With software companies,
You know, aside from, like, building on AWS or whatever, you pretty much own your whole stack, and so you're really fully in control of your destiny in that way.
With hardware companies, you don't.
Like, there's an entire supply chain,…”
Aug 18, 2026 neutral
Thompson: AWS was not built from spare Amazon compute capacity
“AWS, contrary to sort of popular thought, was not spare Amazon capacity. Actually, it took a long time to get Amazon.com onto AWS, but the, what it drove was the understanding that we need to have a scalable, we can't be having so many meetings. Like, we need …”