Amazon Web Services

“And like you ride that hack for a while, but it's not going to last. And so at some point you have to say like, okay, my hack that I used to initially acquire customers or grow the, you know, the way AWS is valuable is not any one service. It's basically low l…”

“If you use the, like, foundational cloud infrastructure today, like AWS or Azure, it's really, really difficult to turn your idea into reality. It'll take you on team of experts, and it'll take you weeks just to set up the foundations.”

“If you're in a vertically integrated business like us, like employees are a cost. Don't get me wrong, but they're not 80% of your cost, right? They're 30 or 40% at best. And so, you know, we have everything from leases to AWS contracts to you name it, and we c…”

“Google is, is in, you know, singularly the trickiest spot, I think of the big tech players. Cause you know, this is not particularly disruptive to Meta. It's basically all upside. It's all kind of like an adjacent side business to AWS and Amazon. It's all net …”

“All of the core large scale cloud platforms, they have so many tools and serve so many audiences that it's impossible just to get started.”

“The incumbents are going to crush it. Like GitHub is going to crush it because if you think about like the real places where there's leverage and blockers, right? It really is going to be like, who's actually deploying my production code because they actually …”

“The general story is you don't really have a login because of any one service, but there's just, like, so many little services that, like, as a bundle, you're stuck on the platform”

“The whole thing about one-time hits, they don't really matter. Like anyone, it's like, I think this is the same thing with like, these outages, a lot of things is like, systemic things people care about. One-time hits, it doesn't, whether you're spending a hun…”

“I don't think people love Nova, but people like the new agent stuff”

“I haven't heard from Amazon as like a company reaching out from the VC startup ecosystem in a long time. And they're calling me like, they're like, let's do business.”

“Our region in Dubai got taken offline because of war. You know, two of our availability zones hosted by AWS were droned. So we had to reroute an entire region”

“So that's the focus of the company right now build being the AWS of agentic infrastructure.”