Amazon, every mention
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tap a year for its mentions
every year anyone Matt Turck 122Benedict Evans 33Bob Muglia 25Spencer Kimball 18Prat Moghe 18Evan Kaplan 16Justin Borgman 15Tristan Handy 14Nate Stewart 13Aaron Katz 13
Verbatim, from the transcripts: the passages where Amazon comes up
When AI Improves Itself | Richard Socher (Recursive)
- ▶ 1:07:04 Matt Turck And you guys raised a massive round of six hundred and fifty million, and interestingly to the compute discussion that we were just having, uh, I read that you committed four hundred and ten million, basically most of what you've raised to…
“OpenAI’s Model Hacked Us” - Hugging Face’s Thomas Wolf
- ▶ 7:53 Thomas Wolf So like Weez or Amazon, like we, we use a range of them, but we also have a stack, like many people who is mostly based around, uh, code code right now, uh, which is, uh, which we use for many things.
The Biggest AI Deployment Nobody Talks About | Samsara CEO Sanjit Biswas
- ▶ 14:20 Sanjit Biswas If you're just curious about like, well, that Amazon package, like how, how far did it travel?
Cerebras CEO: Why GPUs Can't Do Fast Inference
- ▶ 5:56 Andrew Feldman TPU is Google, and Tranium is, is, uh, AWS.
- ▶ 58:04 Matt Turck Uh, there was an exciting deal with AWS as well, where you 3 times in the scene
OpenAI’s Compute Chief: We Can’t Build Fast Enough | Sachin Katti
- ▶ 28:43 Sachin Katti Uh, we also have compute, as we have announced, from AWS, Ion Google.
- ▶ 33:43 Sachin Katti So Microsoft, Google, Amazon, Oracle, uh, we are off the offtake.
The "Token Heist" Wiping Out AI Startups | Emily Sands (Stripe)
- ▶ 29:45 Matt Turck And it's software, so it's fully programmable, so just to double click on some of what you just said, you can restrict certain categories of merchants, or you can only buy from Amazon, uh, or you can only buy in the U.S. or in France.
Cloudflare CEO: The Internet's Business Model Is Dead
- ▶ 12:54 Matthew Prince We, um, you know, we're, we're, we're sort of the next generation, um, sort of AWS or, or Google cloud where we're, we've rethought how that works.
- ▶ 16:46 Matthew Prince You know, if you, if you type in, you know, www.amazon.com, um, it turns out that, you know, Amazon gets to choose where www points. 2 times in the scene
- ▶ 43:23 Matthew Prince And so where, you know, an AWS or, or, you know, even in, you know, uh, SpaceX, they're, they're building giant data centers with lots of machines, very close together, hyper networked. 3 times in the scene
- ▶ 47:23 Matthew Prince It was, it was Amazon's way of building essentially systems where, um, you know, their own team could, could build things very, very quickly.
The GPU Myth: State of AI Compute 2026 | Stephen Balaban
- ▶ 2:16 Stephen Balaban And there's a reason why the biggest companies in the world, these multi-trillion dollar market cap businesses, whether it's Amazon, Microsoft, Google, Oracle,
- ▶ 48:57 Stephen Balaban That caused us to have a huge AWS bill.
The Agent Harness: Building Secure Sandboxes for Autonomous AI Workloads
- ▶ 44:52 Ivan Borzin That you would find in, you know, AWS or whatnot, is usually much slower to start, much harder to get those, uh, spikes, but also,
- ▶ 46:36 Ivan Borzin It was made by the, uh, AWS team.
- ▶ 52:20 Ivan Borzin So AWS has their software stack.
- ▶ 57:05 Ivan Borzin Well, yes, your consumption of it from us or from AWS is elastic, but someone actually has to like screw together a server, turn it on, boot it, make sure it works.
Anthropic’s Felix Rieseberg: Claude Cowork, Mythos, and the SaaS Extinction
- ▶ 43:38 Felix Rieseberg Like we're talking multiple decades between the first working browser and like you, um, considering Amazon, one of the behemoths of retail, right?
- ▶ 54:57 Felix Rieseberg And I think that's sort of the same way that maybe WebSockets are useful to people who go to Amazon or TikTok.
Benedict Evans: OpenAI’s Moat Problem & the Future of Software
- ▶ 3:17 Matt Turck Not Windows, but if you think of the oligopoly of AWS, Azure, and GCP, those are largely undifferentiated businesses that in, uh, because of the market size seem to be doing quite well. 4 times in the scene
- ▶ 22:50 Benedict Evans My point is, you know, you don't sign into your SaaS app with your corporate AWS account. 3 times in the scene
- ▶ 22:59 Benedict Evans No, no company has an AWS.
- ▶ 57:52 Benedict Evans And the hard part of that was not writing a bunch of SQL queries and setting up some database tables on AWS.
Everything Gets Rebuilt: The New AI Agent Stack | Harrison Chase, LangChain
- ▶ 18:09 Harrison Chase So yeah, it could be anything under the hood database S three, real file system.
Voice AI’s Big Moment: Top Researcher on Why Everything Is Changing (Neil Zeghidour, Gradium AI)
- ▶ 10:01 Neil Zeghidour So, you know, when you use Google Home or Alexa or whatever, you have a wake word that is going to turn the speech to text on.
- ▶ 47:28 Neil Zeghidour So the old way is, uh, like Alexa and so on.
Mistral AI vs. Silicon Valley: The Rise of Sovereign AI
- ▶ 9:45 Timothée LeCroix Integrated within Google's Vertex, Amazon Bedrock, and Azure AI Studio, and that is the choice that we've made.
Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
- ▶ 9:14 Dylan Patel And there's, so there's a lot of AI chip companies on the startup side, but then there's also, you know, Google's TPU, AMD, GPUs, uh, Amazon Tranium, uh, who are all really credible competitors.
- ▶ 16:15 Dylan Patel All the code is and the results are, but we run across, I think, sixty million dollars of GPUs, which are donated to us by companies like Nvidia, AMD, OpenAI, Microsoft, Amazon, Crusoe, CoreWeave, Together AI.
- ▶ 39:45 Dylan Patel Um, and then vertex API for anthropic models and, uh, bedrock, uh, APIs and Azure foundry APIs.
- ▶ 51:13 Dylan Patel Same with Anthropic and Amazon Google and their models now being so good now is that capex.
AI That Ends Busy Work — Hebbia CEO on “Agent Employees”
- ▶ 12:02 George Sivulka Amazon is a perfect example of how this happened, how org design shaped what they built.
- ▶ 12:08 George Sivulka If you look at AWS's offerings, every single offering in that big menu is a different startup altogether with its own GM.
- ▶ 31:48 George Sivulka Yeah, we, we, we've got partnerships with OpenAI, but also Anthropic, and also, you know, Amazon, so we're, we're playing the field.
AI Eats the World: Benedict Evans on What Really Matters Now
- ▶ 5:01 Benedict Evans Or, you know, it's just an AWS wrapper.
- ▶ 29:10 Benedict Evans Um, the, the, the analogy that's been floating around, I think, is, is to, is to compare this with AWS, in the sense that AWS was a sort of an order of magnitude change in how easy you could get a startup out of the door.
- ▶ 30:44 Benedict Evans So, you know, there's make it a commodity, which is Amazon and Meta strategy. 2 times in the scene
- ▶ 40:35 Benedict Evans And it's interesting, you look at or listen to the conference calls, you know, and I'm sure you've done the chart, you've missed the chart of the CapEx, where like, Google, Meta, um, AWS, not Amazon overall, AWS only, and, um, and, and, um, 3 times in the scene
- ▶ 40:35 Benedict Evans And it's interesting, you look at or listen to the conference calls, you know, and I'm sure you've done the chart, you've missed the chart of the CapEx, where like, Google, Meta, um, AWS, not Amazon overall, AWS only, and, um, and, and, um, 7 times in the scene
- ▶ 42:41 Matt Turck So we, we, uh, in our little, uh, tour, so we talked about, um, Apple, we talked about Google, we talked about AWS, we, we touched upon Meta, uh, a few minutes ago.
- ▶ 54:05 Benedict Evans You could say, well, there's, there's, there's, there's, there's, there's half a dozen different interest graphs because Google and Meta and Amazon and maybe OpenAI have interest graphs around you of different, of different kinds. 2 times in the scene
- ▶ 1:00:44 Benedict Evans At Amazon is like, it has six hundred million SKUs, and it's, or whatever the number is, a number, a number, the number is effectively infinite, and if you, you can, you know, you can do a tour of their fulfillment centers. 6 times in the scene
- ▶ 1:08:09 Benedict Evans There was like a trap with Siri and Alexa, which was that natural language processing worked, so you thought it was AI, and it wasn't.
Jeremy Howard on Building 5,000 AI Products with 14 People (Answer AI Deep-Dive)
- ▶ 29:09 Jeremy Howard It's kind of a bit AWS like, you know, it's,
- ▶ 39:55 Jeremy Howard Yeah, I think, I think it'll be like AWS.
Rewriting Success: What InfluxDB 3.0 Teaches About Scaling—and Scrapping—Your Core Tech
- ▶ 0:27 Matt Turck On the deep tech side, we unpack how InfluxDB obliterates high cardinality bottlenecks, streams straight to S-Tree and Parquet, and why F-Dap might become the next LAMP stack.
- ▶ 1:04 Matt Turck And the strange but exciting day AWS moved from competitor to partner.
- ▶ 1:07 Evan Kaplan Amazon could have forked us. 2 times in the scene
- ▶ 12:17 Evan Kaplan And, and then there are the, you know, there are the fabrics of the world, the redshifts, Athenas, and the big queries, which also have those same dynamics.
- ▶ 12:17 Evan Kaplan And, and then there are the, you know, there are the fabrics of the world, the redshifts, Athenas, and the big queries, which also have those same dynamics.
- ▶ 16:08 Matt Turck So the idea is to live on top of S-III, is that, is that the right? 4 times in the scene
- ▶ 17:42 Evan Kaplan Those are the standards that the lake houses are built on and things like Redshift and, and BigQuery.
- ▶ 25:06 Evan Kaplan Amazon uses it.
- ▶ 29:34 Evan Kaplan I'm already in Amazon. 7 times in the scene
- ▶ 29:35 Evan Kaplan I can use Timestream. 3 times in the scene
Dashboards Are Dead: Sigma’s BI Revolution for Trillion-Row Data
- ▶ 11:28 Mike Palmer So for example, uh, in our world, we needed a Snowflake, a Databricks, a BigQuery, a Redshift,
- ▶ 16:43 Mike Palmer One of the things that I knew before, I was working in infrastructure, and one of the things I knew before joining Sigma was that the price per terabyte of storing data in AWS for five years in a row was -65%.
- ▶ 32:45 Mike Palmer So, I mean, I, I don't think that happens in AWS because AWS has never been good at, uh, end user products.
Box’s Big AI Leap: Aaron Levie on Agents & the Future of Work
- ▶ 24:30 Aaron Levie Um, and Amazon web services didn't launch until like 2 times in the scene
- ▶ 47:08 Aaron Levie Meta and Amazon and those guys.
Snowflake CEO on Winning the AI Arms Race
- ▶ 19:57 Sridhar Ramaswamy It's an Apache project with a set of contributors that come from many places, from Netflix, from Snowflake, from Databricks, from AWS, but it is vendor neutral.
- ▶ 23:40 Sridhar Ramaswamy Snowflake essentially runs in what we call deployments, which you can think as a point of presence in every major data center that AWS and Azure and GCP have.
- ▶ 1:18:34 Sridhar Ramaswamy At the end of the day, we are a smallish public company compared to the likes of Google and AWS and Microsoft, or even OpenAI in terms of how much money we are able to put for things like model training.
From Selfie to Studio: Captions CEO on AI Video for 10M Creators
- ▶ 20:46 Gaurav Misra Siri and Alexa existed at that time.
Trino, Iceberg and the Battle for the Lakehouse | Justin Borgman, CEO, Starburst
- ▶ 17:37 Matt Turck Uh, but in the cloud data warehouses, obviously you have, uh, Snowflake, uh, Redshift, uh, Google BigQuery, uh, in the world of DataLex, uh, who, originally Hadoop, at some point, early Databricks.
- ▶ 29:25 Justin Borgman It is connecting to your storage, uh, so it's your own S three buckets, your own, you know, RDS, your own MySQL database, uh, but the compute and the control plane is managed by us, and so we're able to offer a very seamless, easy to use,…
- ▶ 32:53 Justin Borgman So even if you're just accessing S three and you're going to be querying iceberg tables, 2 times in the scene
- ▶ 49:27 Matt Turck I mean, on there, you, you know, this, uh, you know, uh, certainly better than me, but on there, like a bunch of like iceberg, uh, uh, contributors, like AWS.
Understanding Data Engineering in 2025 | Ben Rogojan, Seattle Data Guy
- ▶ 21:29 Ben Rogojan (Seattle Data Guy) Um, also getting familiar with interacting with cloud, or the cloud, however you want to call it, you know, AWS. 2 times in the scene
- ▶ 39:26 Ben Rogojan (Seattle Data Guy) Like AWS is trying to do their own version.
- ▶ 39:46 Ben Rogojan (Seattle Data Guy) I mean, I think the big thing is that it sets a standard for, for how you're going to end up storing data and interacting with it, which just, you know, instead of, uh, you know, Databricks stores their data in Delta, um, Snowflake stores…
- ▶ 43:14 Ben Rogojan (Seattle Data Guy) Um, not a big Redshift fan. 4 times in the scene
- ▶ 48:48 Matt Turck So not an Azure fan, not a Redshift fan.
- ▶ 50:48 Ben Rogojan (Seattle Data Guy) Um, so I think in those places, you're going to see people pick other tools, or maybe somehow have five different instances of, uh, iceberg, uh, or, you know, maybe they've, one's using Databricks, one's using Snowflake, one's using AWS,…
Dataiku's Secret to Scaling AI in Global Enterprises | Florian Douetteau, CEO, Dataiku
- ▶ 29:41 Florian Douetteau I think very important because what matters, I think, for the enterprise is not just to have the variety of models you can have within one provider, as in, within AWS Bedrock, you can have lots of different models, uh, and same on the…
- ▶ 48:50 Florian Douetteau Amazon or Databricks or Snowflake provide new technologies that we can integrate in order to further push the bar of what's simple to do in the enterprise, and that's our focus.
Building the Easy Button for Generative AI | May Habib, CEO, Writer
State of AI 2024: Frontier Models, AI Geopolitics, Robotics | Nathan Benaich, Air Street Capital
- ▶ 16:36 Nathan Benaich Amazon also has Amazon AGI, like they pseudo-acquired, um, Adept for this and a few others. 3 times in the scene
- ▶ 16:36 Nathan Benaich Amazon also has Amazon AGI, like they pseudo-acquired, um, Adept for this and a few others.
- ▶ 41:57 Nathan Benaich And sort of like these massive pseudo majority investments between like Microsoft and OpenAI or Anthropic and, um, and Amazon.
Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
- ▶ 0:21 Matt Turck Meta, Google, and Amazon are on track to invest two hundred billion in AI infrastructure.
- ▶ 3:57 Matt Turck The three top companies, MetaGoogle and Amazon, are on track to invest two hundred billion in AI infrastructure this year. 2 times in the scene
- ▶ 27:06 Matt Turck And then, you know, Meta was very bullish as well, AWS as well, like another quote this time from AWS. 4 times in the scene
- ▶ 30:33 Matt Turck But on the other hand, if you hadn't invested at all during that period, you would have missed on Amazon, which was founded in, in, in, uh, you would have missed on Google that was, uh, founded in, uh, in 98 and you would have, uh, missed…
- ▶ 45:57 Matt Turck Amazon and Google
Can AI Infrastructure Work Like Magic? Erik Bernhardsson, CEO, Modal
- ▶ 4:05 Erik Bernhardsson Like AWS, GCP, Azure, etc.
- ▶ 18:14 Erik Bernhardsson We use AWS, we use GCP, we use Oracle.
- ▶ 29:49 Erik Bernhardsson I tend to think about that as like the cloud itself, you know, I'm old enough to like, I, I, I, I, you know, started my career pre-cloud and I remember the first time I heard about AWS, you know, in 2007, 2008 or something when they…
- ▶ 35:16 Erik Bernhardsson Like, I look at, like, AWS, like, you know, you could argue, like, is AWS a commodity? 2 times in the scene
- ▶ 35:22 Erik Bernhardsson but like at the end of the day, like EC two is like what, like, you know, 50, 60, 70% margins.
- ▶ 45:08 Erik Bernhardsson I look at, I mean, to me, like actually like the best companies and, and, you know, that, that I look at for inspiration would be like, you know, Datadog or Mongo or something like that, like started with, or AWS actually, frankly, like…
The Death of Big Data and Why It’s Time To Think Small | Jordan Tigani, CEO, MotherDuck
- ▶ 13:45 Jordan Tigani Because of separation of storage and compute, that other data just sort of sits there and is culled on, you know, on AWS S three,
- ▶ 19:06 Jordan Tigani Uh, you know, BigQuery and Redshift and, um, and this thing that I'd never heard of called DuckDB.
- ▶ 27:21 Jordan Tigani And, um, and it ends up being something that's kind of a trivially clonable by, you know, AWS, uh, or, you know, Google or somebody else.
The $4.5B Platform Driving the Open Source AI Revolution | Clem Delangue, CEO, Hugging Face
- ▶ 28:50 Clement Delangue So at the time it's like a Siri Alexa, but, uh, we wanted to make it entertaining.
AGI, The Future of AI Agents And The Next Wave of Opportunities in AI | Richard Socher, CEO, You.com
- ▶ 27:54 Richard Socher Uh, and I can now go on AWS and spawn up your new hardware, like,
Building The Database That Can Do It All | Tobie Morgan Hitchcock, CEO of SurrealDB
- ▶ 5:00 Tobie Morgan Hitchcock So, we were using these different databases and the management of that in terms of managing four different databases, even in AWS, ensuring that they're up, working as you want them to be, updated in the right ways when you're updating an…
- ▶ 41:14 Tobie Morgan Hitchcock We then connect our compute loads to that, but the data itself is actually residing in object storage, so S-three in AWS situation, and that gives us nine nines of durability on the data that resides there. 2 times in the scene
- ▶ 41:14 Tobie Morgan Hitchcock We then connect our compute loads to that, but the data itself is actually residing in object storage, so S-three in AWS situation, and that gives us nine nines of durability on the data that resides there.
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