Amazon, every mention
110 scenes, the whole family · ← back to Amazon
tap a year for its mentions
every year anyone Ben Thompson 31Dylan Patel 19Gavin Baker 18Alex Sacerdote 17Patrick O'Shaughnessy 16Eric Vishria 16Karim Atiyeh 12Henry Ellenbogen 12Caryn Seidman Becker 11Dan Sundheim 8
Verbatim, from the transcripts: the passages where Amazon comes up
What Happens When the AI Boom Runs Out of Money · Invest Like The Best
- ▶ 47:39 Ben Thompson The answer is always Amazon. 22 times in the scene
- ▶ 47:55 Ben Thompson AWS is the most obvious example. 4 times in the scene
- ▶ 49:03 Ben Thompson The earlier versions were terrible, but if you're on Amazon and you're using some of their managed services, like say the Redshift
- ▶ 1:18:10 Ben Thompson Their ultimate competitors are the hyperscalers, particularly Google and Amazon. 3 times in the scene
- ▶ 1:24:33 Ben Thompson And it turns out that the longer we have enough power, the more time Amazon has to make Trinium better.
Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best
- ▶ 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
- ▶ 3:52 Eric Vishria So, 2006, you have S three and EC two launch, right?
- ▶ 3:52 Eric Vishria So, 2006, you have S three and EC two launch, right?
- ▶ 5:14 Eric Vishria oh my God, AWS, Amazon can offer things at like, 2 times in the scene
- ▶ 5:30 Eric Vishria Like, of course, you have Snowflake, direct competitor to Amazon Redshift, ran on Amazon.
- ▶ 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.
Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
- ▶ 4:45 Gavin Baker You've started to see that this quarter if we look at operating cash flow, not free cash flow, operating cash flow from Microsoft, Meta, and Amazon has reported accelerated from 28 to 32.
- ▶ 38:36 Gavin Baker There's Amazon with their tradiums.
- ▶ 1:10:19 Patrick O'Shaughnessy Micron all of a sudden, you know, would be like a sample answer to the question of someone that becomes as important as Anthropic, OpenAI, Microsoft, Amazon, you know, NVIDIA, SpaceX, yeah.
Why the AI Boom Is Just Getting Started · Invest Like The Best
- ▶ 3:00 Alex Sacerdote And then some of the largest companies in the world, including Amazon and, and Meta, Amazon really never really showed up. 2 times in the scene
- ▶ 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
- ▶ 21:07 Alex Sacerdote When we bought Amazon for AWS, we, we were getting it for free. 3 times in the scene
- ▶ 33:48 Alex Sacerdote These S-curves grow, and all of a sudden, Anthropic is doing 90, thirty billion in sales, or Amazon, you know, had so much scale, and they got it quickly. 5 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…
- ▶ 1:11:45 Alex Sacerdote Whether it be Apple, or Amazon, or Tesla, and people just, it's hard to overweight these to the, to the amount, and so a lot of our largest pools of capital endowments, or what have you, they realize they, they have been massively…
Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation · Invest Like The Best
- ▶ 35:41 Patrick O'Shaughnessy I'll never forget that Amazon video from like 10 years ago where it feels like,
- ▶ 43:42 Patrick O'Shaughnessy And some of them have been great stories in business history, Costco and Amazon. 4 times in the scene
- ▶ 44:42 Dara Khosrowshahi It becomes much more challenging if your, the cost to serve is a variable cost, and I think Amazon is the first one that took that on, which is, you know, the cost of an Amazon Prime membership is higher the more you use that membership.
- ▶ 1:03:33 Patrick O'Shaughnessy I guess I'm asking like, are you Amazon or are you Apple?
Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy · Invest Like The Best
- ▶ 42:16 Patrick O'Shaughnessy The sort of Amazon, Microsoft, Google, uh, you know, big technology companies relative to the last 10 years of watching them and investing in them carefully.
Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- ▶ 4:26 Gavin Baker Prices in the AWS availability zones in Asia had already, like, doubled.
- ▶ 46:33 Gavin Baker The same way they're showing Amazon everything, AMD everything, TPU everything, and that's another reason.
- ▶ 52:02 Gavin Baker And the great thing Amazon had was, um, you know, 3 times in the scene
- ▶ 1:08:51 Patrick O'Shaughnessy I feel like I always forget to ask you like Google, Microsoft, Amazon, you know, the major players that are public that all the conversation is centered around these exciting new companies. 3 times in the scene
- ▶ 1:11:37 Gavin Baker I actually think Nova, their internal models are not where Muse is, but they're better than they get credit for.
Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best
- ▶ 2:56 Krishna Rao You know, we use three different chip platforms, so we are customers of Amazon's Tranium chip, Google's TPUs, and NVIDIA's GPUs. 2 times in the scene
- ▶ 23:59 Krishna Rao We also signed a deal with Amazon for Tranium for up to five gigawatts as well.
- ▶ 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.
- ▶ 38:29 Krishna Rao So we're fortunate in that we have really great partners in Amazon, in Google, in Microsoft, but also with Broadcom and NVIDIA as well. 2 times in the scene
- ▶ 50:07 Krishna Rao We have another fifty billion dollars that'll come in into the future from the Amazon and Google deals that we, that we inked last month.
How Brian Chesky Is Redesigning Airbnb for the AI Era · Invest Like The Best
- ▶ 57:12 Brian Chesky And then I want to basically figure out how we can launch like Amazon, Amazon from books to like a hundred things.
The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
- ▶ 27:16 Dylan Patel Now they're getting Tranium as well from Amazon.
- ▶ 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,…
GLP-1s, Peptides, and The Trillion-Dollar Health Revolution · Invest Like The Best
- ▶ 33:24 Alex Carnell I think given, you know, what we're seeing with GLP One Medicines and what we're seeing that the direct-to-consumer side of that is driving most of the adoption today, I think we have to start asking ourselves, why is it that I can go on…
Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
- ▶ 24:18 Mitchell Green But if you look at the top 50 largest e-commerce companies in the United States, you know, yes, Amazon is number one.
- ▶ 49:57 Mitchell Green That companies like Google and Facebook and Amazon and Apple have a competitive cost advantage. 2 times in the scene
Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
- ▶ 6:47 Dan Sundheim You know, when I look back at my career and look back at the companies we missed, like Amazon, uh, in the early days, uh, and I think, like, what could I have
- ▶ 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.
- ▶ 16:40 Dan Sundheim The music on Spotify is no different than Apple music or Amazon music, right?
- ▶ 19:01 Dan Sundheim Uh, they have just different, uh, even, even Amazon, which you, you'd say is like the example of a consumer company that got into enterprise.
- ▶ 23:24 Dan Sundheim I think that, you know, AWS, Azure, I, 3 times in the scene
- ▶ 1:14:07 Dan Sundheim Amazon's like e-commerce business is amazing.
The Secretive PE Firm Behind Burger King, Tim Hortons, Skechers and Hunter Douglas (3G Capital) · Invest Like The Best
- ▶ 7:01 Daniel Schwartz If you're a large retailer, be it a Walmart and Amazon or Costco.
He Built The Revenue Engines for Google, Facebook & Square · Invest Like The Best
- ▶ 48:08 Patrick O'Shaughnessy Uber and Amazon in the mix, Stordash, Facebook, Google.
How Ladder Became #1 Strength Training App · Invest Like The Best
- ▶ 1:04:42 Tom Deegan You know, is it look more like an Amazon experience at first while we're learning
The Netflix Culture Code That Changed Entertainment Forever | Reed Hastings Interview · Invest Like The Best
- ▶ 45:57 Patrick O'Shaughnessy Amazon and Bezos very famously, uh, for constantly reallocating capital back into the business to keep
Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview · Invest Like The Best
- ▶ 10:29 Henry Ellenbogen You know, for sure, you wanted to go on Amazon in that period of time. 2 times in the scene
- ▶ 46:29 Henry Ellenbogen When I first really understood what was going on in the internet, I ran a global TMT fund and my largest investment was Amazon, right? 7 times in the scene
- ▶ 58:16 Henry Ellenbogen And so back to this mental model of Amazon that drives so much of what we think about durability at durable is what Amazon was able to do is ride a cost curve where they were deflating the cost of 2 times in the scene
- ▶ 1:01:40 Henry Ellenbogen You know, I, I love Amazon or, you know, we're investors in Carvana.
GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
- ▶ 20:34 Gavin Baker And even if you've made, like, the first, from my perspective, the best ASIC team at any semiconductor company is actually the Amazon ASIC team. 3 times in the scene
- ▶ 40:51 Gavin Baker Of every great internet company, and it was, you made a good product, you got users, those users using the product generated data that could be fed back into the product to make it better, and that flywheel has been spinning at Netflix, at… 2 times in the scene
- ▶ 43:51 Gavin Baker They have their models called Nova.
- ▶ 50:45 Gavin Baker So I think you have to give Anthropic a lot of credit, and a lot of that is their relationship with Google and Amazon for the TPUs and the Traniums, and so Anthropic has been able to benefit from the same dynamics that Google has.
- ▶ 1:10:19 Gavin Baker So brick and mortar retailers, um, you know, particularly after the, um, you know, the, the telecom bubble crashed, you know, they looked at Amazon and they said, oh, it's losing money. 3 times in the scene
How a16z Growth Invests · Invest Like The Best
- ▶ 5:12 David George Amazon, no chance because of the ads.
- ▶ 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.
- ▶ 30:43 David George On the other side is, you know, on the venture side, it's sort of bespoke kind of, uh, you know, in the retail analogy, there's like the, the superstore, like the Walmart and, you know, Amazon, which is sort of how we would get…
Inside General Atlantic: How a $100B Growth Equity Firm Invests · Invest Like The Best
- ▶ 10:23 Martin Escobari Left the fund, and within, I think three months, we had raised eighty million dollars to launch Subarino.com, which was the e-commerce, amazon.com merge with Alibaba, uh, to take on Brazil.
The Playbook on Buying and Running Companies Forever · Invest Like The Best
- ▶ 1:00:00 Luca Ferrari I know investors who invested, for example, in Amazon in the early days, who told me one particularly, who told me that the main reason why he did, and he made a big bet on it, and it was a huge success, was not because he, he didn't…
The Anatomy of Ramp's Hyper-Growth | Karim Atiyeh Interview · Invest Like The Best
- ▶ 22:26 Karim Atiyeh We were buying a lot of our supplies on Amazon online. 4 times in the scene
- ▶ 33:14 Karim Atiyeh But one of those, uh, one of those crazy experience was, uh, we'll get a letter from Amazon around how we were supposedly compromising the security of the accounts of their users. 2 times in the scene
- ▶ 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
- ▶ 37:24 Karim Atiyeh Like they know exactly who made a purchase at Amazon or Walmart or jet.com at the time recently. 2 times in the scene
The Future of AI Agents | Jesse Zhang Interview · Invest Like The Best
- ▶ 1:03:36 Patrick O'Shaughnessy I mean, like, you know, Microsoft and Amazon and Apple and these sorts of companies.
- ▶ 1:13:09 Jesse Zhang It's not like a, like moving from AWS to GCP is like very hard, but
Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
- ▶ 4:12 Dylan Patel Well, Oracle can, can do a lot, but Oracle doesn't even have a balance sheet like, like Google and Microsoft and, and Amazon and, you know, et cetera, right? 3 times in the scene
- ▶ 26:22 Dylan Patel So it's like as simple as like, here's a fake Amazon, right? 2 times in the scene
- ▶ 33:32 Dylan Patel Amazon blocks GPT, but like, otherwise it would be really high.
- ▶ 59:42 Dylan Patel Well, maybe Jensen, or maybe, like, Amazon, who's then sending it to, like, uh, or, or, or Google, who's sending it to Broadcom, right?
- ▶ 1:06:51 Dylan Patel There's a, you know, they might even, like, go to Amazon, right?
- ▶ 1:20:36 Dylan Patel And then it's, like, compiling them and selling a spreadsheet that you get, like, bi-weekly reports on, like, all the data centers, or what's changed, or, like, hey, actually this Amazon data center, the fans are starting to spin, so… 4 times in the scene
- ▶ 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.
- ▶ 1:21:29 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.
- ▶ 1:26:51 Dylan Patel Vantage makes their data center, which is different from the way that Edge Connects makes their data center, which is different from the way QTS makes their data centers, which is different from the way Amazon makes their data centers.
- ▶ 1:38:51 Dylan Patel They have the talent, they could go crazy, they could, you know, if, if we no longer have Taiwan, actually China could build a way bigger cluster than us, and if compute is all that matters, right, like, they could do all of these things,…
- ▶ 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.
How Barry Diller Built Entertainment Empires · Invest Like The Best
- ▶ 51:27 Barry Diller How do you deal when the business model instead of being the audience reaction to it is to take a subscription to prime whose business model is to get you to buy products on Amazon where they offer you on the side
- ▶ 51:27 Barry Diller How do you deal when the business model instead of being the audience reaction to it is to take a subscription to prime whose business model is to get you to buy products on Amazon where they offer you on the side 2 times in the scene
Alpha School's Disruptive Vision for the Future of Education · Invest Like The Best
- ▶ 1:27:30 Joe Liemandt And she like fills her Amazon cart with a thousand dollars of stuff.
The Investment Firm That Can 'Do Anything' | Sixth Street CEO Alan Waxman · Invest Like The Best
- ▶ 34:44 Alan Waxman There was starting to be a lot of commentary about threats from Amazon, Apple, and there was a little bit, there was a cloud over, uh, over the company at that time. 2 times in the scene
Clear's Turnaround from Bankruptcy to IPO with CEO Caryn Seidman Becker · Invest Like The Best
- ▶ 3:22 Caryn Seidman Becker Um, and so we had the good fortune, although every day didn't necessarily feel that way, of investing in Apple, Amazon, and Priceline in 2002. 4 times in the scene
- ▶ 9:57 Caryn Seidman Becker Like Apple and Amazon and Priceline that were built.
- ▶ 45:20 Caryn Seidman Becker Uh, the gentleman who started it with me, and some outside investors, mostly here in New York City, and Bill Miller, who was, ah, a strategic partner at Ariance Capital, and one of my great mentors and partners, and he was on our board for…
- ▶ 48:44 Caryn Seidman Becker So, we invested in Amazon, they announced Prime, and it went down.
- ▶ 48:44 Caryn Seidman Becker So, we invested in Amazon, they announced Prime, and it went down. 3 times in the scene
- ▶ 1:16:38 Caryn Seidman Becker So like, when you went to Amazon, or when you went to Apple back then, there were other incredible leaders who, you know, would share their stories.
Why This Veteran Venture Capitalist Avoids AI Hype | Jay Hoag Interview · Invest Like The Best
The Gift and The Curse of Staying Private with Bill Gurley · Invest Like The Best
- ▶ 28:11 Bill Gurley So we all know Amazon went public less than a billion dollars.
- ▶ 1:02:40 Bill Gurley You know, the fact that AWS, you know, hosted deep seek or whatever.
Spotify’s Journey To Profitability · Invest Like The Best
- ▶ 40:38 Gustav Söderström I think somewhere in the nineties around Google, Amazon, et cetera, these macros started coming so fast that people try to pin them down as a, you know, Amazon is a books company. 2 times in the scene
- ▶ 40:54 Gustav Söderström Now we're selling, uh, you know, Amazon web services over here.
page 1 of 2 · 100 scenes per page · newest episode first next →