Amazon

includes Amazon Web Services, Amazon Bedrock, Amazon S3, Amazon Alexa, Amazon Mechanical Turk, Amazon SageMaker, Amazon Astro, Amazon EC2, Amazon Redshift, Amazon Aurora, Amazon DynamoDB, Amazon Glacier and 1 more

9 statements across 7 episodes · 3 bullish · 4 bearish · 7 people on the record · first statement Apr 25, 2023 by Sridhar Ramaswamy · said 232 times in 64 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Sarah Guo (69), Elad Gil (44), Matt Garman (21), Dylan Patel (12), Jared Quincy Davis (8), Ankur Goyal (8), Ryan Noon (6), Alyssa Henry (5)

tap a year for its mentions
007513150252023202420252026episodesmentions
013252023202420252026episodes it came up in
003136252023202420252026episodesmentions per episode
2026 23 mentions in 10 episodes 2 per episode
2025 22 mentions in 10 episodes 2 per episode
2024 132 mentions in 23 episodes 6 per episode
2023 55 mentions in 21 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Amazon, oldest first

Apr 25, 2023 negative
Opinion
Ramaswamy: Amazon Search Is a Joke Polluted by Misleading Ads
“I find Amazon search experience a joke because it is so full of ads and it's actually misleading ads where it's really hard to find what is going on.”
Sridhar Ramaswamy Apr 25, 2023 ▶ 26:06 No Priors Ep. 8 | With Neeva’s Sridhar Ramaswamy
Mar 7, 2024 neutral
Assertion Supported
Gil: Big Tech, not VCs, drives multi-billion dollar AI funding rounds
“The big rounds aren't venture capitalists. Investing billions of dollars is the big tech companies. It's Amazon and Google and Microsoft and Salesforce and NVIDIA actually, right?”
Elad Gil Mar 7, 2024 ▶ 17:12 No Priors Ep. 54 | With Sarah Guo & Elad Gil
Aug 29, 2024
Assertion Supported
Jeff Bezos mandated internal move to modular services in 2003
“If you scroll back all the way to 2003 or so, Jeff Bezos basically mandated across the company that in order to move from a big monolithic stack that wasn't going to scale anymore for Amazon, we had to move everything to services.”
Matt Garman Aug 29, 2024 ▶ 4:17 No Priors Ep. 78 | With AWS CEO Matt Garman
Oct 3, 2024 negative
Insight
Khan: Antitrust evolved from broad structural metrics to narrow short-term price effects
“And so the SA was a way to use Amazon as a way to tell a broader story about the history of our antitrust laws and how we had evolved from you know, Viewing this issue of dominance and monopolization through a broader prism and a broader understanding of the d…”
Lina Khan Oct 3, 2024 ▶ 3:46 No Priors Ep. 84 | With Chair of the Federal Trade Commission Lina Khan
Oct 8, 2024 bearish
Prediction Not checkable as stated
Goyal: Enterprise AI data infrastructure will move away from data warehouse ETL
“And I think the way that enterprises will collect data and leverage it into, you know, these AI processes does not look like doing ETL on a data warehouse that's, you know, running in, in Amazon or something like that. I think it's gonna totally change.”
Ankur Goyal Oct 8, 2024 ▶ 12:03 No Priors Ep. 85 | CEO of Braintrust Ankur Goyal
Aug 14, 2025 bearish
Insight
Patel: Hyperscalers cannot replicate CPU and storage profit margins in GPUs
“Their ROIC is, like, extremely high on CPU and storage, and to assume that it can, like, translate over to GPUs is, is a bit of a fallacy, which is why a lot of these companies are moving in, right?”
Dylan Patel Aug 14, 2025 ▶ 15:54 No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
Aug 14, 2025 positive
Assertion Not checkable as stated
Patel: Some NeoClouds beat AWS, Google, and Azure on software performance
“Actually some of these NeoClouds are better than Amazon and Google and Microsoft in terms of software.”
Dylan Patel Aug 14, 2025 ▶ 13:18 No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
Aug 14, 2025 bullish
Prediction Not checkable as stated
Patel: AMD, Trainium, or TPUs will beat chip startups as NVIDIA alternatives
“I probably think that like AMD GPUs or Amazon's Tranium will be probably more likely to be a best second choice. For people or Google TPU, of course, but I think Google is just more interested in it for internal workloads. I just think that those will be much …”
Dylan Patel Aug 14, 2025 ▶ 27:55 No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
Sep 3, 2026 positive
Assertion Supported
Haas: Nvidia, Amazon, Microsoft, and Google Backed Arm's Physical Chip Strategy
“So whether it was Nvidia, Amazon, Microsoft, Google, All people who build ARM-based server chips, they were all on board, and I think the ultimate proof point was when we announced the product last March, we had Jensen, we had Ronnie Boker, we had Amin, we had…”
Rene Haas Sep 3, 2026 ▶ 5:03 Redefining Chip Architecture with Arm CEO Rene Haas
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