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Amazon

includes Amazon Web Services, Amazon Redshift, Amazon S3, Amazon Alexa, Amazon EC2, Amazon Aurora, Amazon Mechanical Turk, Amazon SageMaker, Amazon Bedrock, Amazon EMR, Amazon Athena, Amazon Timestream and 16 more

35 statements across 25 episodes · 14 bullish · 9 bearish · 25 people on the record · first statement Dec 5, 2013 by Kirill Sheynkman · said 895 times in 214 episodes since 2013 · across every show →

Mentions by year, the whole family

brought up most by Matt Turck (122), Benedict Evans (33), Bob Muglia (25), Spencer Kimball (18), Prat Moghe (18), Evan Kaplan (16), Justin Borgman (15), Tristan Handy (14)

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0132520132014201520162017201820192020202120222023202420252026episodes it came up in
0041382520132014201520162017201820192020202120222023202420252026episodesmentions per episode
2026 42 mentions in 15 episodes 3 per episode
2025 76 mentions in 10 episodes 8 per episode
2024 96 mentions in 25 episodes 4 per episode
2023 49 mentions in 19 episodes 3 per episode
2022 53 mentions in 10 episodes 5 per episode
2021 86 mentions in 14 episodes 6 per episode
2020 74 mentions in 13 episodes 6 per episode
2019 77 mentions in 17 episodes 5 per episode
2018 86 mentions in 13 episodes 7 per episode
2017 56 mentions in 16 episodes 4 per episode
2016 58 mentions in 15 episodes 4 per episode
2015 68 mentions in 18 episodes 4 per episode
2014 48 mentions in 17 episodes 3 per episode
2013 26 mentions in 12 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Amazon, oldest first

Dec 5, 2013 neutral
Opinion
Sheynkman: Core corporate data is a competitive advantage and shouldn't be public
“There's certain things that are very proprietary and they should be proprietary, right? And I think that, that some of the data that Federal Express and Amazon and Walmart have, That's their competitive advantage, and why would they ever want to publicize it? …”
Kirill Sheynkman Dec 5, 2013 ▶ 22:22 Kirill Sheynkman, RTP Ventures // Data Driven #3 // Feb 2012 (Interviewed by Matt Turck)
Mar 3, 2014 neutral
Insight
Retail churn is fuzzy and non-deterministic compared to subscription businesses
“And in the world of retail, this concept of churn is really fuzzy. So Netflix knows when their customers quit, you know, because you actually cancel. But a retailer, you know, your big retail brand, Amazon or something, and you had this customer who was orderi…”
Corey Pearson Mar 3, 2014 ▶ 12:53 Corey Pearson, Custora // Data Driven NYC 23 // January 2014 (Hosted by FirstMark Capital)
Jan 15, 2015 positive
Assertion Partly supported
IBM Watson released a cookbook on Amazon with 50 AI-created recipes
“There's a cookbook out also, and it's available on Amazon. Done, done with the Institute of Culinary Education. There's kind of 50 Watson-created recipes.”
Michael Karasick Jan 15, 2015 ▶ 9:10 Michael Karasick, IBM Watson // Data Driven #33 // Jan 2015 (Hosted by FirstMark Capital)
Mar 18, 2016 negative
Opinion
Competing with Amazon is the biggest challenge for open source
“The issue, the single biggest issue facing open source business models is not I don't think hosted versus packaged like Red Hat. It's how do you deal with Amazon?”
Peter Fenton Mar 18, 2016 ▶ 24:36 A Fireside Chat with Benchmark General Partner Peter Fenton (Data Driven NYC / FirstMark)
Mar 18, 2016 bullish
Prediction Held up
AWS is nearly certain to reach $100B in annual revenue
“And I think it's a near certainty Amazon's gonna do a hundred billion in revenue in AWS.”
Peter Fenton Mar 18, 2016 ▶ 24:47 A Fireside Chat with Benchmark General Partner Peter Fenton (Data Driven NYC / FirstMark)
Mar 18, 2016 negative
Insight
Open source licenses cannot protect startups from Amazon's cloud competition
“Unless there's something proprietary in the open source, which by definition it's sort of already out there and open I think it's very difficult for a license to protect you from Amazon coming up with good enough in a competing service.”
Peter Fenton Mar 18, 2016 ▶ 47:49 A Fireside Chat with Benchmark General Partner Peter Fenton (Data Driven NYC / FirstMark)
Feb 3, 2017
Disclosure
Opendoor uses deep learning and crowdsourcing to extract data from home photos
“And so practically speaking, what we do is a combination of deep learning, so we have a couple boxes, and Amazon has running CARES and is kind of turning all these photos into structured data, and also a lot of crowdsourcing.”
Ian Wong Feb 3, 2017 ▶ 6:59 Modernizing Real Estate with Data Science // Ian Wong, Opendoor (FirstMark's Data Driven)
Jul 13, 2017 neutral
Opinion
Big tech uses AI and machine learning as its next feature war
“And three, and this is a belief of me that could be wrong, is that actually the big tech firms, Amazon, Facebook, Google, Microsoft, and all the others, they're using AI and machine learning as their next feature war.”
Stan Christiaens Jul 13, 2017 ▶ 6:18 AI, Big Data, and Data Governance // Stan Christiaens, Collibra (FirstMark's Data Driven)
Sep 28, 2017 bearish
Prediction Not checkable as stated
Big tech companies will lose massive amounts of money on ML APIs
“I do not think that these numbers are going to be good for these machine learning APIs. And I think those bigger companies are going to lose a massive amount of money over the next several years.”
Bradford Cross Sep 28, 2017 ▶ 17:44 AI Startup Predictions // Bradford Cross - A fireside chat with Matt Turck (FirstMark's Data Driven)
Nov 20, 2017 neutral
Assertion Not checkable as stated
Hoffman: Internal data represents under 0.01% of global data for most companies
“Most companies out there, their own data represents, like, point oh one percent of the world. It's, unless you're Google, Facebook, Amazon, Tencent, a couple of others, you have a very small sliver of what's happening in the world.”
Auren Hoffman Nov 20, 2017 ▶ 11:57 Where Should Machines Go to Learn? // Auren Hoffman, SafeGraph (FirstMark's Data Driven)
Nov 20, 2017
Insight
Hoffman: Data overhead is the core struggle for non-big-tech AI companies
“So this is the course, the core struggle for almost every single company, except for maybe Google, Facebook, Amazon, Tencent, that has to deal with all these types of issues.”
Auren Hoffman Nov 20, 2017 ▶ 5:32 Where Should Machines Go to Learn? // Auren Hoffman, SafeGraph (FirstMark's Data Driven)
Apr 9, 2018
Disclosure
Braze plans to self-host Elasticsearch on AWS rather than using managed service
“What we're doing is we're going to be running our own Elasticsearch instances ourselves that we can then fully configure and it'll just give us a lot more flexibility.”
Jon Hyman Apr 9, 2018 ▶ 16:57 Data Pipelines at Braze // Jon Hyman, Braze (FirstMark's Data Driven)
Jun 8, 2018 negative
Prediction Not checkable as stated
Dixon: Non-tech giants will find speech recognition AI very tough
“I think for some applications, like speech, you know speech is going to be, I think, very tough for non, you know, I mean, like Google and Amazon with their, you know, with their, and Apple with their phones and the, you know, the Alexa's and things like that.…”
Chris Dixon Jun 8, 2018 ▶ 9:29 Fireside Chat: Chris Dixon, General Partner at Andreessen Horowitz (FirstMark's Data Driven)
Jan 16, 2019
Prediction Not checkable as stated
Bloch: Apple, Amazon, and Google will likely compete in personal health
“And plus, you have Apple, Amazon, and Google that are very likely to be in this market and probably compete directly here.”
Allon Bloch Jan 16, 2019 ▶ 17:29 Building An Info Layer for Personal Health // Allon Bloch, K Health (FirstMark's Data Driven NYC)
Jan 17, 2019 negative
Opinion
AWS's instance-based business model forces customers to pay for unused capacity
“Amazon's core instance-based business model, which is basically predicated on selling me a lot of things that I barely use and forcing me to pay for them.”
Nick Rockwell Jan 17, 2019 ▶ 21:41 Fireside Chat: Nick Rockwell, CTO of The New York Times (FirstMark's Data Driven NYC)
Jan 17, 2019 positive
Disclosure
The New York Times migrated almost all infrastructure to Google Cloud
“This is like the culmination of a long process that we'done to migrate almost everything we're doing to Google Cloud. I'm still a certain asset running at Amazon. So in general, we're doing all of our data processing on Google's data infrastructure now and mos…”
Nick Rockwell Jan 17, 2019 ▶ 12:53 Fireside Chat: Nick Rockwell, CTO of The New York Times (FirstMark's Data Driven NYC)
Jan 17, 2019 bearish
Prediction Not checkable as stated
Cloud giants will turn backend open-source software into a corner case
“So I just think Amazon, Microsoft, and Google are, like, absolutely, like, moving far, far away from the pack in terms of their ability to create infrastructure software. So I feel like from now on it's like their game to write our databases and our message qu…”
Nick Rockwell Jan 17, 2019 ▶ 19:02 Fireside Chat: Nick Rockwell, CTO of The New York Times (FirstMark's Data Driven NYC)
Mar 19, 2019 positive
Insight
Cloud incumbents struggle against open-source startups under $100M revenue
“Listen, if you're in the first hundred million dollars Because of revenue, and you're the innovator, and you own the code, I think it's incredibly difficult for these larger incumbents, you know, Google, Amazon, and Microsoft to compete against with you. They …”
Martin Casado Mar 19, 2019 ▶ 22:21 Fireside Chat: Martin Casado, General Partner at Andreessen Horowitz (FirstMark's Data Driven NYC)
Nov 13, 2019
Assertion Supported
Volpi: Google and Azure partner with OSS creators to counter AWS
“And then the other thing that you do As a business is you partner with Google and Azure who, because they're pretty far behind Amazon, they're more than happy to have the original item and to pay you something for the privilege of running your version.”
Mike Volpi Nov 13, 2019 ▶ 11:22 Fireside Chat: Mike Volpi, General Partner, Index Ventures (FirstMark's Data Driven NYC)
Nov 13, 2019 negative
Assertion Supported
Volpi: AWS launched DocumentDB to bypass MongoDB's SSPL license
“Mongo took an interesting similar approach. They have something called SSPL. In that case, it says you can take it, but any software that you build around it to run it, you have to open source it. So Amazon will have to open source its entire software base use…”
Mike Volpi Nov 13, 2019 ▶ 10:56 Fireside Chat: Mike Volpi, General Partner, Index Ventures (FirstMark's Data Driven NYC)
Nov 13, 2019 bullish
Assertion Not checkable as stated
Volpi: AWS holds an estimated 85% to 90% market share among developers
“If you actually pulled engineers on the street, you'd probably get 85, 90% market share with Amazon. So in my mind, no matter what the government decides on whether they use the Azure cloud or Amazon cloud, Amazon is stratospherically dominant amongst develope…”
Mike Volpi Nov 13, 2019 ▶ 33:06 Fireside Chat: Mike Volpi, General Partner, Index Ventures (FirstMark's Data Driven NYC)
Jan 22, 2020 positive
Insight
Delangue: Collective open source can outperform tech giants like Google and Facebook
“We believe that actually if all the other companies than Facebook, Google, Apple, Amazon are actually all contributing to the same open source technology, they can actually end up with something way better than each one of these guys could build.”
Clement Delangue Jan 22, 2020 ▶ 22:04 NLP—The Most Important Field of ML // Clement Delangue, Hugging Face (FirstMark's Data Driven NYC)
Feb 20, 2020
Insight
Horowitz: Company culture must support strategy, not copy Jeff Bezos
“Whatever your culture is should support your business strategy. It shouldn't be what you borrowed from Jeff Bezos, because he built a different company than you're building.”
Ben Horowitz Feb 20, 2020 ▶ 32:00 Fireside Chat Part II: Ben Horowitz (a16z) on Culture with Matt Turck (FirstMark) at Data Driven NYC
Feb 1, 2021 bullish
Disclosure
DoorDash aims to offer white-label infrastructure services modeled after AWS
“I think we would like to think of ourselves as an infrastructure company. That's right. Where we build products and services to help us in the things we're trying to do, but ultimately we get them to a stage of maturity and robustness through experimenting on …”
Alok Gupta Feb 1, 2021 ▶ 3:02 Fireside Chat: Alok Gupta (Head of Data Science & ML, DoorDash) with Matt Turck (Partner, FirstMark)
May 1, 2023 negative
Insight
Open-core business models fail against AWS due to Amazon's manageability advantages
“Open core does not work against Amazon because open core, you're building the core open and then manageability, security, reliability. That's your pro pro Amazon is really good at that shit. Like that's the, they know how to do security. So, so it becomes very…”
Amr Awadallah May 1, 2023 ▶ 15:06 LLM Powered Search | Vectara Founder & CEO, Amr Awadallah
Apr 3, 2024 positive
Insight
Foursquare's platform strategy resembles Amazon building AWS
“One analogy I like to use for the team internally is what we've been up to over the last three years is really similar in some sense to Amazon building AWS many moons ago. Right? Realizing they had built up a bunch of infrastructure. Hey, a bunch of customers …”
Gary Little Apr 3, 2024 ▶ 6:29 Foursquare’s Remarkable Transformation Into Leading Location Intelligence Platform | Gary Little
May 16, 2024 bearish
Assertion Not checkable as stated
$1B to $10B foundation model training costs price out startups
“As the cost to train all these large language models becomes bigger and bigger, Amazon's talking about a billion dollars for a single run or ten billion dollars for a single run. It's beyond the realm of startups to really spend any time there.”
Tomasz Tunguz May 16, 2024 ▶ 20:18 AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
May 16, 2024 positive
Assertion Partly supported
Amazon spiked cloud CapEx 18 months before Google and Microsoft
“Amazon Spiked almost 18 months before Google and Microsoft did, so they must have seen some of these inference workloads coming.”
Tomasz Tunguz May 16, 2024 ▶ 12:41 AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
May 16, 2024 bullish
Assertion Not checkable as stated
Antitrust locks Big Tech out of M&A, empowering Snowflake and Databricks
“But you look at like Amazon, Google, Facebook, Microsoft, all are under an attack trust and basically impossible for them to acquire. So there's, you don't really have the big chip stacks at the table anymore, which means if you're an acquirer like Snowflake o…”
Tomasz Tunguz May 16, 2024 ▶ 36:08 AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
Jul 2, 2024 positive
Prediction Not checkable as stated
Azhar: AI adoption will lead traditional companies to operate like Amazon
“I suspect companies start to look a lot more like, or they'll behave more like Amazon does or more like, you know, Facebook when it was Facebook rather than Meta, which is that there's just lots of experimentation on the edges.”
Azeem Azhar Jul 2, 2024 ▶ 28:33 From Business to Warfare: How AI Affects the Modern World | Azeem Azhar
Nov 8, 2024 positive
Assertion Supported
Big tech and AI companies are driving a U.S. nuclear revival
“But yeah, in 24, it turns out that big tech companies and AI companies are the ones driving this, Revival of nuclear power with, you know, Microsoft entering into a deal with Constellation to revive Three Mile Island, which was the site of the last nuclear acc…”
Matt Turck Nov 8, 2024 ▶ 6:26 Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
Nov 8, 2024 neutral
Assertion Partly supported
Meta, Google, and Amazon on track for $200B in AI capex
“The three top companies, MetaGoogle and Amazon, are on track to invest two hundred billion in AI infrastructure this year.”
Matt Turck Nov 8, 2024 ▶ 3:57 Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
May 8, 2025 positive
Assertion Supported
Amazon approached InfluxData for a partnership due to Timestream customer demand
“Last year we did a very unique deal with Amazon. Where they have Amazon's time stream, but their customers kept asking them for influx. And so they approached us.”
Evan Kaplan May 8, 2025 ▶ 30:11 Rewriting Success: What InfluxDB 3.0 Teaches About Scaling—and Scrapping—Your Core Tech
Feb 5, 2026
Insight
Patel: AI model performance is a lagging indicator of prior hardware CapEx
“Ultimately the capex that Microsoft spent in 2024 for OpenAI is what results in 2025 for OpenAI or CoreWeaver or whoever is what results in their models being so good this year. Same with Anthropic and Amazon Google and their models now being so good now is th…”
Dylan Patel Feb 5, 2026 ▶ 51:03 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Sep 10, 2026 bullish
Prediction Not checkable as stated
Socher: Recursive's $410M AWS agreement will likely be its smallest compute deal
“That will probably be one of the smallest compute deals that will happen in, in our future.”
Richard Socher Sep 10, 2026 ▶ 1:07:24 When AI Improves Itself | Richard Socher (Recursive)
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