Amazon Web Services

also referred to as: aws

part of Amazon

12 statements across 9 episodes · 4 bullish · 3 bearish · 9 people on the record · first statement Mar 8, 2024 by Pablo Srugo · said 75 times in 31 episodes since 2023 · across every show →

Mentions by year

brought up most by Pablo Srugo (24), Anurag Goel (10), Dheeraj Pandey (7), Edo Liberty (6), Soham Mazumdar (2), Shensi Ding (2), Merrill Lutsky (2), Jeff Wang (2)

tap a year for its mentions
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010202023202420252026episodes it came up in
001.5103202023202420252026episodesmentions per episode
2026 15 mentions in 6 episodes 3 per episode
2025 52 mentions in 19 episodes 3 per episode
2024 7 mentions in 5 episodes 1 per episode
2023 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Amazon Web Services, oldest first

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
Feb 10, 2025
Insight
Arvatz: Major cloud waste hides deep in service architecture configurations
“There is a whole concept of like hidden waste that people are not even aware of. Why? Because it's very deep on the architectural level, on the way you configure your managed services, things that you really have to read, like the cloud provider's manual to un…”
Alon Arvatz Feb 10, 2025 ▶ 31:29 He exited for $335M—& felt "emptiness". So he quit, gave up millions in earnout, & grew to $1M AR... · PMF Show
Mar 17, 2025 bullish
Assertion Not checkable as stated
Liberty: Pinecone Saturated Entire Cloud Regions Post-ChatGPT Demand
“We got to the point where we would saturate whole, like, regions in, in, in AWS and GCP. We just couldn't meet the demand.”
Edo Liberty Mar 17, 2025 ▶ 43:31 He got rejected by 40 VCs & had 6 months of runway—2 years later, he raised $100M from a16z. | Ed... · PMF Show
Mar 17, 2025 neutral
What-if
Liberty: Staying at AWS Would Have Paid More Than Founding Pinecone
“Even now to this day, we're five years in. Pinecone is a raving success and so on. I have, I would have done much to this day. I mean, put my stock aside, I will have done a lot better had I stayed at AWS, right?”
Edo Liberty Mar 17, 2025 ▶ 7:05 He got rejected by 40 VCs & had 6 months of runway—2 years later, he raised $100M from a16z. | Ed... · PMF Show
May 19, 2025 positive
Insight
Kazi Ahmed: Cost synergies in software roll-ups are minimal versus revenue synergies
“The synergies were much more on the revenue side. I think there were some on the cost side, right? It's like, you know, we, a much smaller marketing team could go across all of them and, you know, a smaller sort of engineering team could sort of handle all of …”
Kazi Ahmed May 19, 2025 ▶ 32:53 He went from 0 to a $210M exit in 3 years—without inventing anything new. | Kazi Ahmed, Founder o... · PMF Show
Sep 18, 2025 negative
Insight
Ding: Building Integrations In-House Is as Pointless as Self-Hosting Servers
“There have been some situations where we've talked to companies where they're like, no, like our founder believes in like we build this in house and we can be uniquely good at it. And obviously I'm biased, but that is just fundamentally not true. There's no on…”
Shensi Ding Sep 18, 2025 ▶ 35:55 She cold messaged 50,000 engineers—then grew to $10M+ ARR. | Shensi Ding, Founder of Merge · PMF Show
Nov 3, 2025 positive
Insight
Apple iOS and AWS both succeeded by converging disparate tools
“IOS removed a lot of gadgets, and AWS removed a lot of gadgets. They just left shifted all that and said, look, you don't have to worry about going to 10 different vendors to spin up an app.”
Dheeraj Pandey Nov 3, 2025 ▶ 14:56 He built a $20B public company, left—then raised a $100M Series A. | Dheeraj Pandey, Founder of N... · PMF Show
Dec 1, 2025
Assertion Not checkable as stated
Foster: Early Hackers Breached Computers to Steal Internet Connection Time
“A lot of it in the very early days was all just use of services. Like, it cost money to be on the internet. You paid, in a lot of cases, you were paying literally, like, by the minute, To be on the internet. And so you had people who would break into your comp…”
Eric Foster Dec 1, 2025 ▶ 7:22 How his AI-first services company grew $0 to $40M ARR in one year. | Eric Foster, Founder of Tenex · 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
Jun 29, 2026
Assertion Not checkable as stated
Goel: Early GPU notebook tool reached 10,000 data scientists organically
“Again, true word of mouth, because it was so easy to use, I quickly got to, like, 10,000 data scientists on the platform.”
Anurag Goel Jun 29, 2026 ▶ 20:24 He quit Stripe and hit $10M ARR in 4 years—with $0 marketing spend. | Anurag Goel, Founder of Render · PMF Show
Jun 29, 2026 negative
Opinion
Goel: AWS remains a nightmare for spinning up simple servers
“I mean, it depends on what you were using, but like AWS was and kind of remains a nightmare if you want to spin up a simple server.”
Anurag Goel Jun 29, 2026 ▶ 8:36 He quit Stripe and hit $10M ARR in 4 years—with $0 marketing spend. | Anurag Goel, Founder of Render · PMF Show
Jun 29, 2026 neutral
Insight
Goel: Hyperscalers Build for DevOps Engineers Due to Enterprise Revenue Incentives
“And for AWS and GCP and Azure, all the money Is in massive enterprise contracts with companies that have massive DevOps teams. So guess who they're building for? They're building for DevOps engineers.”
Anurag Goel Jun 29, 2026 ▶ 23:55 He quit Stripe and hit $10M ARR in 4 years—with $0 marketing spend. | Anurag Goel, Founder of Render · PMF Show
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