Amazon, every mention

15 scenes (said by Benedict Evans), the whole family · ← back to Amazon

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Verbatim, from the transcripts: the passages where Amazon comes up

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Benedict Evans: OpenAI’s Moat Problem & the Future of Software Mar 19, 2026 · 5 mentions

AI Eats the World: Benedict Evans on What Really Matters Now May 22, 2025 · 23 mentions

  • ▶ 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
  • ▶ 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.

Is AI a platform shift or a paradigm shift? With Benedict Evans Apr 10, 2024 · 5 mentions

  • ▶ 6:48 Benedict Evans You can still buy them on, on Amazon.
  • ▶ 14:06 Benedict Evans You don't look at that and say, well, that's just an AWS wrapper. 2 times in the scene
  • ▶ 33:37 Benedict Evans There are other scenes, like there was a VR scene, to some extent there still is, um, although it's out of reach of hobbyists now, but there was a VR scene, Palmer Luckey made the original Oculus like himself out of components he bought on…
  • ▶ 36:56 Benedict Evans Um, and there was a thing in 2018 where Amazon had an internal project to use machine learning to filter resumes, CVs, because obviously they're hiring a huge scale, and what they find is that historically they mostly hired men, and so the…
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