Amazon Web Services, every mention

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Verbatim, from the transcripts: the passages where Amazon Web Services comes up

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▶ 1:39 Eric Vishria Everybody from AWS, to Azure, to GCP, to the Neo Clouds, to the Fireworks based and togethers of the world, like all of them, they all run these stock open source models that are available in their developer pools and everything else. 9 times in the scene
▶ 8:58 Eric Vishria Three, now you're like three, four years into, to AWS being an offering.
▶ 1:05:04 Eric Vishria 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, your destiny in that way.

▶ 7:59 Alex Sacerdote Anthropic has been able to stay ahead in coding, and so one difference between the cloud, GCP, AWS, and the AI companies is the cloud's 2 times in the scene
▶ 21:07 Alex Sacerdote When we bought Amazon for AWS, we, we were getting it for free. 3 times in the scene
▶ 34:54 Alex Sacerdote Um, so we can, sometimes we can notice these things before the rest of the world, and one of our high points was we pitched Amazon for AWS in 2013 at the Robinhood Investors Conference, and we said the bulls have no idea what they're…

▶ 4:26 Gavin Baker Prices in the AWS availability zones in Asia had already, like, doubled.

▶ 28:34 Krishna Rao It's maybe akin to the early days of AWS, right?
▶ 31:19 Patrick O'Shaughnessy Um, and I guess maybe you could say something similar about cloud and AWS or something like that.

▶ 37:33 Dylan Patel 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, um, or some AWS instance or some bucket that we've spun up,…

▶ 11:24 Dan Sundheim You can, the same way you could switch AWS or Azure, um, but it's not worth it for a lot of businesses to do it, and, uh, there's sufficient differentiation among the models.
▶ 23:24 Dan Sundheim I think that, you know, AWS, Azure, I, 3 times in the scene

▶ 25:20 David George Cloud is such an interesting market because the cloud, like if you could just independently own AWS, Microsoft, Azure, and GCP, like those would be some of the most valuable companies in the world.

▶ 33:28 Karim Atiyeh And I thought it was really funny at the time because a lot of the product that we had built was one on AWS and two with the help of a lot of, uh, 4 times in the scene

▶ 1:13:09 Jesse Zhang It's not like a, like moving from AWS to GCP is like very hard, but

▶ 1:21:29 Dylan Patel 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 database.
▶ 1:46:23 Dylan Patel And they can't use, and, and that data can't leave the fab and go to an AWS data center to run, you know, ah, you know, correlations and all these other things, so you don't learn from the experiments you do fast enough.

▶ 1:02:40 Bill Gurley You know, the fact that AWS, you know, hosted deep seek or whatever.

▶ 40:54 Gustav Söderström Now we're selling, uh, you know, Amazon web services over here.

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