Amazon Web Services
also referred to as: aws
part of Amazon
15 statements across 10 episodes · 4 bullish · 5 bearish · 10 people on the record · first statement Feb 19, 2024 by Erik Bernhardsson · said 124 times in 62 episodes since 2023 · across every show →
Mentions by year
brought up most by Shawn Wang (21), Simon Eskildsen (8), Alessio Fanelli (7), Erik Bernhardsson (5), Eric Simons (5), Brendan Falk (4), Kevin Ben-Smith (3), Jake Cooper (3)
tap a year for its mentions
2026 45 mentions in 19 episodes 2 per episode
- Retrieval After RAG: Hybrid Search, Agents, and Database Design — Simon Eskildsen of Turbopuffer
- The Agent-Native Cloud: 3M Users, 100K Signups/Wk, Data Centers, & Death PRs — Jake Cooper, Railway
- Notion’s Sarah Sachs & Simon Last on Custom Agents, Evals, and the Future of Work
- The AI Frontier: from open weights to open research — Eiso Kant, Poolside AI
- Podcast Crossover: AIE, AGI, frontier lab strategy with @matthew_berman and @swyxtv
- Inside xAI: Building Grok Imagine in 3 Months, Videogen vs World Models, and Video Agents— Ethan He
- AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
- 🔬 Why Transformers Hit a Wall the Moment Physics Shows Up — Anima Anandkumar, Caltech
- 11 more episodes that year, every mention in 2026 →
2025 34 mentions in 21 episodes 2 per episode
- ⚡️No, Don't Do Palantir for AI - Brendan Falk, Hercules (AUDIO FIXED)
- Snipd: The AI Podcast App for Learning — with CEO Kevin Ben-Smith
- 2024 Year in Review: The Big Scaling Debate, the Four Wars of AI, Top Themes and the Rise of Agents
- Taste is your Moat (Dylan Field of Figma)
- A Technical History of Generative Media
- Why Every Agent needs Open Source Cloud Sandboxes
- Browserbase: Browser Infrastructure For Your AI Agents
- The AI Architect: Bret Taylor
- 13 more episodes that year, every mention in 2025 →
2024 40 mentions in 18 episodes 2 per episode
- Truly Serverless Infra for AI Engineers - with Erik Bernhardsson of Modal
- 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
- Building an open AI company - with Ce and Vipul of Together AI
- The Four Wars of the AI Stack - Dec 2023 Recap
- Production AI Engineering starts with Evals
- Building AGI with OpenAI's Structured Outputs API
- State of the Art: Training 70B LLMs on 10,000 H100 clusters
- The Accidental AI Canvas - with Steve Ruiz of tldraw
- 10 more episodes that year, every mention in 2024 →
2023 5 mentions in 4 episodes 1 per episode
Everything said about Amazon Web Services, oldest first
Feb 19, 2024 positive
Snowflake Proved Layer-Two Clouds Can Win on Developer Experience
“And I think Snowflake, you know, to me won because like, I mean, in the end, like AWS makes all the money anyway, like, and like Snowflake just had the ability to like focus on like developer experience or like, you know, or user experience. And to me, like re…”
Feb 19, 2024 positive
Modal Users Save Money on Inference Despite Higher GPU Rates
“In many cases, like users who do inference on those platforms or those clouds even though we charge a slightly higher price per, per GPU hour, a lot of users like moving their large scale inference use cases to model, like end up saving a lot of money because …”
Feb 19, 2024 negative
Jun 25, 2024 negative
Aug 22, 2024
Oct 11, 2024 bearish
Goyal: Public clouds fail to match direct OpenAI endpoint experience and capacity
“It hasn't been a smooth journey for people to get the capacity on public clouds that they're able to get through, you know, OpenAI directly. I mean, I think a lot of this is changing, catching up, et cetera. But it hasn't been perfectly smooth. And I think the…”
Sep 18, 2025 neutral
Sep 18, 2025 neutral
Oct 2, 2025 positive
Howard: Answer.AI runs fully in-house stack without AWS or Google Cloud
“This group of, which has averaged about 10 to 12 people, currently nine, I think, have built a pretty Transformational and complex piece of software, which we can do a quick demo of later if you're interested. Using a complete web application development platf…”
Mar 12, 2026
Mar 12, 2026 neutral
Eskildsen: Oregon GCP-to-AWS latency is roughly 14ms due to Seattle routing
“Like U.S. East, the Google, like the GCP and AWS data centers are like within a millisecond on each other on the public exchanges. But in Oregon, uniquely the GCP data center sits like a couple hundred kilometers, like east of Portland and the AWS region sits …”
Mar 12, 2026
Turbopuffer Bought Oregon Dark Fiber to Serve Notion Across Clouds
“It started getting really painful in like mid-twenty-twenty-four, because we were closing deals with Notion actually, that was running in AWS, and we're like, trust us, you really want us to run this in GCP?
And they were like, no, I don't know about that, lik…”
Apr 15, 2026 bullish
Notion Will Beat Frontier Labs in Collaboration Like Datadog Beat AWS
“Datadog could not exist without cloud storage, right? That it's kind of fundamental that that works. And AWS has like a cloud watch product, but Datadog is an expert on understanding how people want observability on the products they launch. And we're experts …”
May 20, 2026 bearish
Cooper: Agentic workloads will destroy traditional static AWS instances
“I think the era of, like, I have an AWS instance, and I'm going to, you know, get four vCPU and 16 gigs of RAM, It's going to get, like, completely destroyed, right? Because it's like, if you do that for agents or anything else like that, you now need a thousa…”