Amazon

includes Amazon Web Services, Amazon S3, Amazon Alexa, Amazon Mechanical Turk, Amazon Echo, Amazon Redshift, Amazon Kindle, Amazon Prime, Amazon SageMaker, Amazon Global Logistics, Amazon Go, Amazon Marketplace and 5 more

21 statements across 14 episodes · 6 bullish · 7 bearish · 14 people on the record · first statement May 1, 2023 by Rob Khazzam · said 337 times in 97 episodes since 2022 · across every show →

Mentions by year, the whole family

brought up most by Pablo Srugo (60), Kazi Ahmed (20), Harish Abbott (16), Dheeraj Pandey (16), Maju Kuruvi (15), Simon Eskildsen (14), Sean McCarthy (11), Anurag Goel (10)

tap a year for its mentions
00125252505020222023202420252026episodesmentions
0255020222023202420252026episodes it came up in
002.52555020222023202420252026episodesmentions per episode
2026 80 mentions in 16 episodes 5 per episode
2025 201 mentions in 49 episodes 4 per episode
2024 46 mentions in 24 episodes 2 per episode
2023 7 mentions in 5 episodes 1 per episode
2022 3 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Amazon, oldest first

May 1, 2023 negative
Insight
Khazzam: Longtime big-company top performers rarely fit early-stage startups
“Most people who are eight players at really big companies and have been there for a long time are probably not a fit.”
Rob Khazzam May 1, 2023 ▶ 30:31 Rob Khazzam, Founder of Float (ex-Uber GM) | How High-Performing Teams Lead to Product Market Fit · PMF Show
Mar 8, 2024 positive
Assertion Contradicted
Amazon's advertising profits now match its AWS profits
“And now I just saw that the, like, if you look at just the profits from the advertisement business is now matching the profits of AWS.”
Pablo Srugo Mar 8, 2024 ▶ 3:53 Why every founder needs to Be Like Knight | Rob & Pablo Series · PMF Show
Oct 7, 2024
Insight
Brauer: Premium-priced features demand perfect craft over speed to market
“I would think about like, are we an apple? Like, are we apple? Are we a premium? Product that generates a premium price point. And that means we can't ever launch anything half ass. It has to be perfect. It has to be high end. And it's just going to take the t…”
Dean Brauer Oct 7, 2024 ▶ 17:20 He grew to 2M customers & exited—in one of the biggest fintech exits ever. · PMF Show
Mar 6, 2025 negative
Insight
Chopra: Hardware group buying fails because single returns destroy thin margins
“Amazon is gonna kill us any day because you know, this, you know you know, you make 200 printers, you sell, and you, one comes back, there's no margin. So it's, it was unfortunately learned through a lot of pain that this model is not gonna work as a collectiv…”
Saurav Chopra Mar 6, 2025 ▶ 8:06 He started Groupon for SMBs, grew to $36M ARR—then exited for $170M. | Saurav Chopra, Founder of ... · PMF Show
May 19, 2025 neutral
Disclosure
Ahmed: Carbon 6 went out to raise acquisition capital, not sell
“Really what we were going out to market for was to raise more money for acquisitions because we felt we were ready to do under the set of acquisitions. And while there were sort of a couple of big niches that we wanted to potentially go after we wanted to go o…”
Kazi Ahmed May 19, 2025 ▶ 37:04 He went from 0 to a $210M exit in 3 years—without inventing anything new. | Kazi Ahmed, Founder o... · PMF Show
May 19, 2025 positive
Insight
Ahmed: E-commerce brand value lies in operators, not physical inventory
“The acquirer was looking at sort of, you know, the inventory and the store as the asset, and sometimes the owner as the liability, when it's actually completely flipped. This same owner, you know, after selling their sort of water bottle brand, would go out an…”
Kazi Ahmed May 19, 2025 ▶ 10:05 He went from 0 to a $210M exit in 3 years—without inventing anything new. | Kazi Ahmed, Founder o... · PMF Show
May 19, 2025
Disclosure
Ahmed: Carbon 6 sourced later acquisitions entirely through community network
“So that's sort of the first few were through these brokers. And after that, it was entirely through the network that we had built in that community.”
Kazi Ahmed May 19, 2025 ▶ 15:53 He went from 0 to a $210M exit in 3 years—without inventing anything new. | Kazi Ahmed, Founder o... · PMF Show
Jun 16, 2025 neutral
Prediction Not checkable as stated
Dearsley: Google and Amazon will build enterprise voice agent platforms
“And I'm sure Apple and Google, or sorry, Google and Amazon are gonna work on some very large enterprise facing versions of what we have.”
Jordan Dearsley Jun 16, 2025 ▶ 33:57 His AI Voice Startup grew to $10M ARR in 1 Year—after 3 Years Stuck at $500K | Jordan Dearsley, F... · PMF Show
Jun 23, 2025 negative
Disclosure
Mercado Libre Avoided Amazon's E-Commerce Model Due to Heavy Capex Constraints
“The second one was Amazon, but at the time it required significant capital because you needed inventory and warehouses and all that. So in Latin America, given what we were just discussing about the ups and downs in the market, it was hard to assume that you c…”
Hernan Kazah Jun 23, 2025 ▶ 6:08 How $100B Mercado Libre got started—& why it almost went bankrupt after 9 months. | Hernan Kazah,... · PMF Show
Jun 23, 2025 bearish
Opinion
Kazah: eBay stalled from innovator's dilemma while Amazon kept innovating
“Then probably they faced the typical innovator's dilemma, and because of the initial success that they had, They didn't kind of innovate in the business and Amazon did innovate a lot and ended up creating a much larger company.”
Hernan Kazah Jun 23, 2025 ▶ 8:06 How $100B Mercado Libre got started—& why it almost went bankrupt after 9 months. | Hernan Kazah,... · PMF Show
Jun 23, 2025 positive
Assertion Supported
eBay Was Once the Only Profitable Internet Company Over Amazon and Yahoo
“Because in a period of time, it was the only profitable internet company, even more profitable than the Amazons and the Yahoo's of the world.”
Hernan Kazah Jun 23, 2025 ▶ 7:46 How $100B Mercado Libre got started—& why it almost went bankrupt after 9 months. | Hernan Kazah,... · PMF Show
Jun 23, 2025 positive
Assertion Contradicted
Mercado Libre's Local Market Share Likely Exceeds Amazon's US Market Share
“The market share that Mercolibre has probably is larger than the market share of Amazon in the US.”
Hernan Kazah Jun 23, 2025 ▶ 28:25 How $100B Mercado Libre got started—& why it almost went bankrupt after 9 months. | Hernan Kazah,... · PMF Show
Aug 4, 2025
Assertion Supported
Roy Lee: I recorded myself using Interview Coder during an Amazon interview
“I record myself using it on Amazon.”
Roy Lee Aug 4, 2025 ▶ 11:29 He got kicked out of Harvard—then grew to $5M ARR in just 3 months. | Roy Lee, Co-Founder of Cluely · PMF Show
Aug 4, 2025 negative
Assertion Partly supported
Amazon threatened to boycott Columbia unless they suspended Roy Lee
“An Amazon executive sees this. They send a letter to Columbia saying, essentially, you need to expel this kid, or we're never going to hire you from your school anymore, and it's, like, a very thinly veiled threat. Columbia sees the letter. They loop me into a…”
Roy Lee Aug 4, 2025 ▶ 14:26 He got kicked out of Harvard—then grew to $5M ARR in just 3 months. | Roy Lee, Co-Founder of Cluely · PMF Show
Oct 2, 2025 neutral
Prediction Not checkable as stated
Carlson: Amazon Will Bankrupt ServiceUp or Make It a Multi-Billion Dollar Company
“Amazon thinks we're there, so I'll go with that. We're pretty deep in the weeds of Amazon. I would say they're either going to turn us into a multi, multi, multi-billion dollar platform, or they're going to bankrupt us.”
Brett Carlson Oct 2, 2025 ▶ 30:49 A drug dealer threatened to kill him—then he grew 50x in 3 Years to $50M ARR. | Brett Carlson, Fo... · PMF Show
Nov 3, 2025 positive
Insight
Public cloud's success relied as much on commerce as open source
“And that actually was one of the big things, like, you know, in consumption, you've got to really respect commerce and the way you meter and bill and invoice every month and all this stuff was, I think public cloud was as much about commerce as it was about op…”
Dheeraj Pandey Nov 3, 2025 ▶ 15:46 He built a $20B public company, left—then raised a $100M Series A. | Dheeraj Pandey, Founder of N... · PMF Show
Nov 6, 2025
Insight
Abbott: Matching Amazon Prime requires pooling inventory across thousands of merchants
“The only way is you have to pool thousands of merchants of inventory To then be able to forward deploy it and distribute it and offer every single one of them a service comparable to what Amazon offers, right?”
Harish Abbott Nov 6, 2025 ▶ 8:20 He made 2 key changes —then grew to $100M ARR in 2 years & exited for $2B. | Harish Abbott, Found... · PMF Show
Nov 6, 2025 positive
Assertion Not checkable as stated
Abbott: Amazon sales increased every single time delivery speeds were accelerated
“I mean, because I saw that power in Amazon and Amazon, every time we dial the speed down, our sales went up. There was never a time when we dialed our speeds down to say like, oh, could we do three day versus two and a half day versus two days versus one day. …”
Harish Abbott Nov 6, 2025 ▶ 9:47 He made 2 key changes —then grew to $100M ARR in 2 years & exited for $2B. | Harish Abbott, Found... · PMF Show
Mar 19, 2026 negative
Opinion
Hastings: Offshore bookkeeping firms do not understand modern SaaS expenses
“The main firms that do this are offshoring and by no fault of the bookkeepers, they just don't know the latest SaaS trends, the latest tools. They don't know the difference between AWS and buying some office furniture off of Amazon.”
Helen Hastings Mar 19, 2026 ▶ 20:46 She raised $20M from Accel to replace QuickBooks with AI. | Helen Hastings, Founder of Quanta · PMF Show
Jul 6, 2026 neutral
Insight
Nicolaescu: Founders who are not often right probably should not be founders
“Good leaders often are right. I think there's something very, very, very meaningful there. Like you have to be right. And if you're not, then you probably shouldn't be a founder.”
Cos "Kaz" Nicolaescu Jul 6, 2026 ▶ 57:05 He raised $75M—but kept his team to 21 people & pays everyone the same salary. | Cos Nicolaescu, ... · PMF Show
Aug 10, 2026 negative
Insight
Zima: Major Tech Platforms Do Not Care About Early-Stage Startups
“There are gigantic tech partners like Snowflake and Databricks and Google and Amazon. They don't care about you when you're two people or 10 people or whatever.”
Colin Zima Aug 10, 2026 ▶ 33:40 He lost his first 5 deals—built the next Looker, raised $250M | Omni
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