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Amazon

includes Amazon Web Services, Amazon Alexa, Amazon Bedrock, Amazon Redshift, Amazon Honeycode, Amazon Mechanical Turk, Amazon Pharmacy, Amazon CloudWatch, Amazon Route 53, Amazon S3, Amazon Singapore, Amazon Voucher

21 statements across 19 episodes · 8 bullish · 5 bearish · 17 people on the record · first statement Jun 2, 2017 by Tomasz Tunguz · said 259 times in 91 episodes since 2015 · across every show →

Mentions by year, the whole family

brought up most by Byron Deeter (23), Ed Lenta (20), Kazuki Ohta (19), Dave Kellogg (16), Jason Lemkin (14), Alex Ferrara (10), David Frankel (8), Ryan Petersen (7)

tap a year for its mentions
0040108020201520162017201820192020202120222023202420252026episodesmentions
01020201520162017201820192020202120222023202420252026episodes it came up in
00310620201520162017201820192020202120222023202420252026episodesmentions per episode
2026 7 mentions in 6 episodes 1 per episode
2025 23 mentions in 10 episodes 2 per episode
2024 24 mentions in 9 episodes 3 per episode
2023 51 mentions in 15 episodes 3 per episode
2022 12 mentions in 9 episodes 1 per episode
2021 61 mentions in 18 episodes 3 per episode
2020 24 mentions in 7 episodes 3 per episode
2019 31 mentions in 6 episodes 5 per episode
2018 14 mentions in 6 episodes 2 per episode
2017 10 mentions in 4 episodes 3 per episode
2015 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Amazon, oldest first

Jun 2, 2017 neutral
Prediction Not checkable as stated
Tunguz: Google, Microsoft, and Amazon will dominate foundational AI APIs
“Google, Microsoft, Amazon, they will be releasing the APIs that lots of companies will be building on, competing with them. You may want to compete with them, but we will likely not invest in that because it's a very challenging go to market strategy.”
Tomasz Tunguz Jun 2, 2017 ▶ 8:43 AI: The New Platform for SaaS
Aug 28, 2018 bullish
Opinion
Gunderson: Mapbox is the default location platform like Stripe for payments
“When a developer goes out and is gonna build something, they're gonna go get a cloud provider, like, Amazon, or if you're going to use Payments, you might use Stripe, or if you're going to use Notifications, Twilio. But if you're going to use Locations, you're…”
Eric Gunderson Aug 28, 2018 ▶ 15:58 Bootstrapping vs Fundraising
May 8, 2019 positive
Assertion Supported
Seibel: Twitch took years to find product-market fit before $1B acquisition
“Twitch sold for a billion dollars, but most people don't really understand the backstory. You know, Twitch started as an online reality TV show. And if you look at the story, it started in 2006, and by 2012, it was worth 24 dollars. By 2014, it was worth a bil…”
Michael Seibel May 8, 2019 ▶ 23:50 A Decade of Learnings from Y Combinator's CEO Michael Seibel
May 20, 2019 bullish
Assertion Supported
Deeter: Amazon earnings release referenced AWS 78 times versus twice for retail
“78 times in the AWS, ah, AWS was referenced in the Amazon press release and earnings announcement. Twice for retail.”
Byron Deeter May 20, 2019 ▶ 5:49 State of the Cloud 2019 from Bessemer Venture Partners
Oct 16, 2019 negative
Assertion Supported
AWS Route 53 supported only 7 of Algolia's 12 regions in 2014
“Like we had at the moment of the launch, 12 regions. Amazon was covering only seven of them. So we were not able to do the geo routing for all our customers, all our region.”
Julian Lemoine Oct 16, 2019 ▶ 10:22 Founder's Guide to Scaling Applications: When to Build, When to Buy and What Breaks
Oct 30, 2019 bullish
Opinion
Ferrara: AWS is arguably Amazon's biggest value driver toward $1T market cap
“And so, you know, I think we've seen over the last decade that AWS now is arguably the biggest driver of value for Amazon as they are approaching this trillion dollar market cap, ah, market cap milestone.”
Alex Ferrara Oct 30, 2019 ▶ 5:20 State of the Cloud 2019: Europa Edition | SaaStr Software Community
Oct 30, 2019 neutral
Assertion Contradicted
Ferrara: Amazon 2019 earnings transcript mentioned AWS 78 times and retail twice
“So this analyst, Artie Levy from CNBC, took the Amazon earnings transcript from earlier this year, and he actually counted the words, counted the number of times that words like AWS or retail or Alexa were mentioned. Retail was mentioned twice. That's it. And …”
Alex Ferrara Oct 30, 2019 ▶ 4:44 State of the Cloud 2019: Europa Edition | SaaStr Software Community
May 27, 2020 bearish
Prediction Not checkable as stated
Brands failing to match Amazon's two-hour delivery will eventually go bankrupt
“And if you don't fix it, if you don't solve it, if you're not able to at least get parity to Amazon's value proposition of two-hour delivery, you will go bankrupt.”
Ryan Petersen May 27, 2020 ▶ 21:30 Flexport: How to Build a Truly Global Business From Day One with CEO Ryan Petersen
Jul 29, 2020
Disclosure
Bernshteyn: Amazon manages tens of billions of dollars through Coupa
“You know, it's interesting with Shopify and Amazon. I mean, these are our customers, you know, Amazon runs the tens of billions they managed through Coupa.”
Rob Bernshteyn Jul 29, 2020 ▶ 13:40 What’s Changed Since March 15 The Cloud at Hyperspeed. The World in Flux.
Jul 29, 2020
Insight
Bernshteyn: Enterprise platforms must balance large-customer complexity with small-customer usability
“What we learned from our largest customers, Amazon being one and others is how to support massive complexity in the simplest way possible. And what we learned from some of our smaller customers is how to keep things very intuitive and user centric, but at the …”
Rob Bernshteyn Jul 29, 2020 ▶ 15:37 What’s Changed Since March 15 The Cloud at Hyperspeed. The World in Flux.
Dec 10, 2020 negative
Assertion Not checkable as stated
Liu: Microsoft Lists is a direct attempt to replicate Airtable
“Microsoft has a product called list that is. In many ways, like a direct, you know, kind of attempt to replicate air table. We think we have a lot of product advantages over that product, but you know, it's a much more direct play against air table. Google has…”
Howie Liu Dec 10, 2020 ▶ 18:20 Lessons in Scaling a Low Code Platform with Airtable's CEO Howie Liu
Jan 15, 2021 bullish
Assertion Supported
Lawson: Domino's stock outperformed Google, Amazon, and Facebook over the past decade
“The Domino's stock since in the last decade has outperformed like Google and Amazon and like Facebook.”
Jeff Lawson Jan 15, 2021 ▶ 19:22 How To Collaborate, Manage & Work With Developers With Jeff Lawson, CEO Twilio
Mar 14, 2021 bullish
Assertion Partly supported
Deeter: Two of Top Three Global Companies Appointed Cloud Leaders as CEOs
“It's telling that two of the world's top three market cap companies on the planet have both decided to place their cloud leaders in charge of their entire business.”
Byron Deeter Mar 14, 2021 ▶ 9:43 The State of the Cloud: 2021 with Bessemer Venture Partners | SaaStr Software Community
Apr 29, 2021 negative
Opinion
Bansal: Only about ten companies globally excel at software delivery and CI/CD
“There are only, like, maybe 10 companies in the world who are very good in software delivery, where, like, you know, CI, CD, software delivery, their shipping code very fast, and these are, like, your Googles, and Facebooks, and Amazons, and Netflix, and they …”
Jyoti Bansal Apr 29, 2021 ▶ 4:04 Building a Second Unicorn: A Deep Dive with Harness and AppDynamics Founder Jyoti Bansal
Oct 14, 2021 bullish
Opinion
Deeter: Cloud leaders are superseding FAANG as tech growth drivers
“Our thesis internally is that those horizons and the growth rates of those markets are starting to pull back, and that you see a changing of the guard. And it's really the cloud basket, and we pulled out six names in particular with Microsoft, Twilio, Shopify,…”
Byron Deeter Oct 14, 2021 ▶ 5:09 State of the Cloud 2021 with Bessemer Venture Partners | SaaStr Software Community
Nov 12, 2021 bearish
Opinion
Amazon and Azure's on-premise cloud offerings remain relatively subscale
“Every time that Amazon or Azure or others have launched these sort of on-prem versions of their clouds, these are all relatively subscale versus just the pure public cloud infrastructure benefits that, that, that customers are getting.”
Aaron Levie Nov 12, 2021 ▶ 8:53 The Secrets Behind Creating Scalable Products with Box CEO, Aaron Levie and SaaStr CEO, Jason Lemkin
Dec 14, 2021 neutral
Assertion Supported
Snowflake raised $1B+ to fight Amazon and Google on price
“There was a similar company called Snowflake Computing. So they took a route of two by raising one billion dollar plus.”
Kazuki Ohta Dec 14, 2021 ▶ 18:21 $100 Million ARR Pivot: From Platform Product to Vertical Apps With Treasure Data CEO Kazuki Ohta
Feb 27, 2022 neutral
Assertion Not publicly verifiable
Bedecarre: Big tech leased 18.4M square feet of office space during pandemic
“Our data shows 18.4 million square feet of leases by big tech, Amazon, you know Facebook, Google, Microsoft, Microsoft, et cetera. That's 312 football fields of offices in the US for office.”
Justin Bedecarre Feb 27, 2022 ▶ 22:08 The Office is Back!! But What Will It Be Like? Jason Lemkin & Justin Bedecarre of Raise.Work
Sep 13, 2022
Assertion Not checkable as stated
Building 79 features for PayPal unlocked Google and Amazon sales
“Luckily, Alfonso decided to take the UX researcher persona, which was the PayPal option, and, you know, built, I believe, 79 of those features, and that enabled the team to go and sell the same proposition to people like Google, Facebook, Amazon, eBay.”
Sophie Chesters Sep 13, 2022 ▶ 13:28 10 Lessons Learned Along the Path to $100M ARR | UserZoom's CEO and CMO | SaaStr Software Community
Mar 1, 2024 positive
Assertion Not checkable as stated
Nahigian: Amazon Captured More Value with AWS than Entire On-Prem Storage Market
“Amazon actually wasn't built as a cloud business. It wasn't built as a storage company. It was an incumbent e-commerce business. They just happened to launch AWS, and they ended up capturing Way more value just them in and of themselves than the entire on-prem…”
TJ Nahigian Mar 1, 2024 ▶ 28:06 6 Questions Founders Should Ask Themselves to Drive Value from Generative AI with Base10 Partners
Apr 13, 2024 neutral
Insight
Amazon's broad but shallow services ultimately drive customers to specialized alternatives
“Amazon tends to, they're doing a lot of things, but nothing super deep. They're successful a lot with the services that are broad and don't have to be super deep. But the ones they have that are more, not as deep, they tend to get customers excited about them,…”
Todd McKinnon Apr 13, 2024 ▶ 26:15 Todd McKinnon CEO of Okta: Top 10 Learnings Building a High Performance Organization (Updated)
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