Amazon Web Services
also referred to as: aws
part of Amazon
27 statements across 13 episodes · 19 bullish · 1 bearish · 13 people on the record · first statement Jun 15, 2023 by Olivier Pomel · said 113 times in 31 episodes since 2023 · across every show →
Mentions by year
brought up most by Sarah Guo (39), Elad Gil (24), Jared Quincy Davis (6), Ankur Goyal (6), Matt Garman (5), Ryan Noon (4), CJ Desai (3), Tuhin Srivastava (2)
tap a year for its mentions
2026 18 mentions in 8 episodes 2 per episode
- Rethinking Legacy Data Infrastructure with Eon Co-Founders Ofir Ehrlich and Gonen Stein
- The AI Code Slop: Risk or Opportunity?
- No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers
- Coinbase’s Everything Exchange: Agentic Finance, Stablecoins & Tokenization with CEO Brian Armstrong
- The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
- Baseten CEO Tuhin Srivastava on Custom Models, and Building the Inference Cloud
- How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire
- The Largest Untapped Market Inside U.S. Defense | Emil Michael
- every mention in 2026, scene by scene →
2025 5 mentions in 4 episodes 1 per episode
2024 71 mentions in 11 episodes 6 per episode
- No Priors Ep. 78 | With AWS CEO Matt Garman
- No Priors Ep. 77 | With Foundry CEO and Founder Jared Quincy Davis
- No Priors Ep. 85 | CEO of Braintrust Ankur Goyal
- No Priors Ep. 83 | With Rippling COO Matt MacInnis
- No Priors Ep. 82 | With CEO of Sierra Bret Taylor
- No Priors Ep. 81 | With Sarah Guo & Elad Gil
- No Priors Ep. 95 | Best of 2024
- No Priors Ep. 89 | With NVIDIA CEO Jensen Huang
- 3 more episodes that year, every mention in 2024 →
2023 19 mentions in 8 episodes 2 per episode
- No Priors Ep. 44 | With Former Square CEO Alyssa Henry
- No Priors Ep. 38 | With Material Security Co-Founder Ryan Noon
- No Priors Ep. 34 | With Ginkgo Bioworks Co-Founder and CEO Jason Kelly
- No Priors Ep. 33 | With Replit's CEO & Co-Founder Amjad Masad
- No Priors Ep. 2 | With Runway ML’s Cristobal Valenzuela
- No Priors Ep. 30 | With Vercel CEO Guillermo Rauch
- No Priors Ep. 25 | With Palantir's CTO Shyam Sankar
- No Priors Ep. 21 | With Datadog Co-founder/CEO Olivier Pomel
- every mention in 2023, scene by scene →
Everything said about Amazon Web Services, oldest first
Jun 15, 2023 positive
Pomel: Shared cloud infrastructure allows software vendors to serve startups and enterprises alike
“In the cloud and open source generation, like the tooling is the same for all companies. If you go back 15 years, if you were a startup, you were building on open source. And if you were a large company, you were buying whatever Oracle or Microsoft was selling…”
Sep 21, 2023 positive
Masad: Replit's Moat Is Unifying the Entire Code-to-Deployment Feedback Loop
“The real advantage is the end-to-end journey from the first line of code to the deployment, to getting crashes in production, to making edits, to all of that feedback cycle, which typically in most cases is divided between GitHub and VS Code and AWS and all of…”
Oct 26, 2023 neutral
Dec 14, 2023
Henry: Enterprises hit cloud spend commits buying third-party partner products
“If you look at the marketplaces on the cloud providers, so like they have partnerships with all these people where, you know, to get down your Azure AWS bill, you say, I'm going to spend this many millions of dollars on your cloud. Some of it's going to be, I'…”
Aug 29, 2024 negative
Garman says Google and Microsoft forced new app paradigms in early cloud
“I think if you look at some of those others like Google and later Microsoft they kind of went at this space for first, we were the first ones out there that had anything like this, but even soon after that, I think they went after the space, like that was goin…”
Aug 29, 2024 bullish
Aug 29, 2024 positive
Aug 29, 2024 bullish
Aug 29, 2024 bullish
Garman estimates 85% of enterprise workloads still run on-premise
“Now that we're at a hundred billion run rate you look at, you still go out there, and I think, 85% of workloads are still running on-prem today, by most estimation, somewhere in that range, you know, pick your number, whether it's 80 to 90, whatever it is, lik…”
Aug 29, 2024 bullish
Aug 29, 2024 positive
Aug 29, 2024
AWS is building an easy button to migrate legacy mainframes
“If I had an easy button and by the way, we're trying to build an easy button, but if I had an easy button that would just migrate mainframes to a modern cloud architecture today, almost everyone will push that button, but it doesn't quite exist today.”
Aug 29, 2024 positive
Aug 29, 2024
Aug 29, 2024 neutral
Multi-year fab lead times will keep AI hardware supply chains constrained
“Look, I think we're probably going to be in a constrained world for the next little bit of time. Just, you know, that some of these things are, they take time. Like, look how long it takes to build a semiconductor fab. Like, it is, it's not a short lead time, …”
Aug 29, 2024 bullish
AI inference will become a core cloud computing primitive like storage
“As you move forward, generative AI honestly becomes one of the compute building blocks that you think about. You're going to need storage, you need compute, you need databases, you need inference, if you will, for your application, largely. And I think that's …”
Aug 29, 2024 positive
Secret intelligence contract win against IBM marked AWS inflection point
“One of the big Inflection points we saw is we went after the intelligence agencies for the U S government, and we won that contract and it was secret. And it, you know, we pushed really hard to go in that. It was against all the incumbents, HPs and IBMs and Or…”
Aug 29, 2024 neutral
Inference workloads must dominate training for AI capital investments to pay off
“Inference is, is one of those workloads that today it's, you know, fifty-fifty maybe of training in Inference, but in order for the math to work out, Inference workloads have to dominate, otherwise all this investment in, in these big models isn't really gonna…”
Sep 12, 2024 positive
Guo: Model providers will build proprietary API features to avoid commoditization
“You're going to see providers try and push customers down a more locked in path in terms of like APIs, right? We saw this with, you know, AWS. You're going to have sophistication around like, don't just do, it's a storage bucket. You're, you'll have prompt cac…”
Sep 25, 2024 bullish
Rippling plans an AWS moment next quarter by commercializing its data platform
“There is some new stuff coming from the company that's not directly AI related, but is about really scaled data, like super high scale data. We've already built this like really beautiful data platform underneath Rippling. It's kind of like our AWS, like we're…”
Oct 8, 2024 positive
Oct 8, 2024 bullish
Jan 22, 2026 bullish
Feb 19, 2026 bullish
Gil: AI labs scaled from $1B to $10B revenue in one year
“ADP Took 20 something years to grow from a billion to ten billion in revenue. And then the next wave of companies like Adobe took about 20 years to go from one to 10. And then you fast forward in time and you have things like Salesforce or SAPs for an even mor…”
May 21, 2026 positive
Aug 27, 2026
Stein says an unmapped AWS customer lost data to ransomware
“During our time at AWS, it was a very large customer that was impacted by ransomware. We thought that they were completely protected using our technology, the Disaster recovery service that we managed there, and we learned, unfortunately, that the customer tho…”
Sep 10, 2026 positive
Armstrong: Coinbase contributed x402 to Linux Foundation with Google and AWS
“We're seeing a lot of agentic payment now flow over these new protocols, like x-for-o-two, which is one that we incubated at Coinbase that we actually put into the Linux foundation. So Google and Cloudflare and AWS, a bunch of people are working with us on tha…”