Amazon Web Services

also referred to as: aws

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 21, 2025 by Alfred Lin · said 18 times in 10 episodes since 2018 · across every show →

Mentions by year

brought up most by Benedict Evans (5), Shane Parrish (4), Alfred Lin (2), Josh Wolfe (1), Jason Calacanis (1), Garry Tan (1), Elad Gil (1), Blake Eastman (1)

mentionsepisodesper episode tap a year for its mentions

2025 14 mentions in 6 episodes 2 per episode

Why Everyone Is Wrong About AI (Including You) | Benedict Evans Sep 2, 2025 · 5 mentions · from 13:33
Bret Taylor: A Vision for AI’s Next Frontier Apr 15, 2025 · 3 mentions · from 58:00
Elad Gil: How to Spot a Billion-Dollar Startup Before the Rest of the World May 13, 2025 · 2 mentions · from 39:01
How to Win by Being Right and Contrarian: Lessons from Zappos to DoorDash Jan 21, 2025 · 2 mentions · from 1:08:22
Y Combinator CEO Garry Tan: Turning Ambitious Misfits into Founders Apr 29, 2025 · 1 mention · from 47:11
Josh Wolfe: Human Advantage in the World of AI Mar 4, 2025 · 1 mention · from 31:21
every mention in 2025, scene by scene →

2024 1 mention in 1 episode

Blake Eastman: Learn to Read Anyone Jan 9, 2024 · 1 mention · from 1:17:53
every mention in 2024, scene by scene →

2020 2 mentions in 2 episodes 1 per episode

#81 Jason Calacanis: Intelligent Risk Apr 14, 2020 · 1 mention · from 43:27
#78 Balaji Srinivasan: Exploring COVID-19 Mar 13, 2020 · 1 mention · from 45:17
every mention in 2020, scene by scene →

2018 1 mention in 1 episode

#40 Ben Thompson: Thriving in a Digital World Sep 5, 2018 · 1 mention · from 1:15:47
every mention in 2018, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Amazon Web Services, oldest first

Jan 21, 2025 positive

Assertion Supported

Amazon leadership originally conceived AWS as a low-margin infrastructure business

“They didn't think this was a, this is a high margin business. They thought of it as like, ok, this will be a low margin business too, and we like low margin businesses.”

Alfred Lin Jan 21, 2025 ▶ 1:08:55 How to Win by Being Right and Contrarian: Lessons from Zappos to DoorDash

Sep 2, 2025 neutral

Assertion Supported

Evans: Big Tech capex reached $220B and will surpass $300B

“I think last year the Google, Google, Microsoft, AWS, and Meta spent about two hundred and twenty billion dollars of CapEx last year, And we'll probably spend something over 300 this year.”

Benedict Evans Sep 2, 2025 ▶ 1:00:37 Why Everyone Is Wrong About AI (Including You) | Benedict Evans

Amazon Web Services

Mentions by year

Everything said about Amazon Web Services, oldest first

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