Amazon Web Services
also referred to as: aws
part of Amazon
12 statements across 6 episodes · 3 bullish · 2 bearish · 6 people on the record · first statement Oct 11, 2024 by Alex Kolicich · said 51 times in 22 episodes since 2024 · across every show →
Mentions by year
brought up most by Molly O'Shea (13), Teresa Carlson (11), Alfred Lin (4), Apoorv Agrawal (3), Pete Shadbolt (2), Matt Miller (2), CJ Desai (2), Xander Oltmann (1)
tap a year for its mentions
2026 36 mentions in 11 episodes 3 per episode
- How AWS Sold Cloud to the CIA – Teresa Carlson GCI · Sourcery with Molly O'Shea
- Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea
- Hyperscalers Are Out of Capacity? | MongoDB CEO · Sourcery with Molly O'Shea
- Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
- AssemblyAI Now Handles 4x YouTube's Daily Volume
- BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
- "We Don't Trust Agents" - What This CTO Knows That You Don't · Sourcery with Molly O'Shea
- How He Turned a Blood Test Startup Into $7B OS for Healthcare · Sourcery with Molly O'Shea
- 3 more episodes that year, every mention in 2026 →
2025 11 mentions in 7 episodes 2 per episode
- Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea
- Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets · Sourcery with Molly O'Shea
- Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt · Sourcery with Molly O'Shea
- Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
- Alfred Lin, Inside Sequoia: Launching $200M Seed Fund & $750M Venture Fund · Sourcery with Molly O'Shea
- Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
- Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
- every mention in 2025, scene by scene →
2024 4 mentions in 4 episodes 1 per episode
- Alex Kolicich, 8VC | AI & Defense Tech Renaissance · Sourcery with Molly O'Shea
- Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
- Get Tesla Big | Chris Power, Hadrian · Sourcery with Molly O'Shea
- Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies · Sourcery with Molly O'Shea
- every mention in 2024, scene by scene →
Everything said about Amazon Web Services, oldest first
Oct 11, 2024 bullish
Cloud giants must host foundation models even if they become low-margin commodities
“Microsoft doesn't care if the margins and foundation models are 80% or 30%. They can't lose that layer, right? Even if it's a commodity, it needs to be a commodity on Azure. Same thing with Amazon. Needs to be a commodity on AWS.”
Aug 27, 2025 neutral
Agrawal: Cloud Computing Generates $400B in Apps but Only $50B in Semis
“In the cloud super cycle, you know, you have about. Four hundred billion dollars of revenue that is being earned by the applications. Let's call it the layer one. You've got about two hundred billion spent on infrastructure. This is AWS and GCP and Azure, et c…”
Sep 10, 2025 bullish
Shadbolt: One-million-qubit quantum computer will outperform all global conventional compute
“A single million qubit quantum computer would outperform The net total of conventional computing on the entire planet. So you take all of the supercomputers on the planet, you take every AWS system, every Azure system, you add them all together, and we trash t…”
May 11, 2026
Four-person AWS team beat IBM and Microsoft for landmark CIA contract
“We, I had a team of four people, that was it, and we did one outside contractor that helped us, And other teams, IBM, Microsoft, others that bidded, had these huge teams bidding this thing, and they kept saying, you guys can't win it.”
May 11, 2026
Early AWS account executives only earned commissions after customers consumed cloud services
“They had to have a spirit of more consultative account management and sales. They had to delight the customer. They had to love that customer's Mission and had to go in because they wouldn't get anything on top of their salary until the customer started using …”
May 11, 2026 positive
NASA moved Mars rover data to AWS after mission outlasted initial forecasts
“The Mars rover is a really good one. NASA came to us and said, look, we, there's a Mars rover up here, and we thought it would only rove for four months. It's still roving, like, eight months later, and they're like, it's using all our data and storage up, or,…”
May 11, 2026
May 11, 2026
AWS public sector started with two people and zero revenue in 2010
“When we started, we really literally had to start from scratch. I had two people, no revenue. There was no way for government to even buy cloud. There was no contracting mechanism. So I would say we really did create the industry for cloud computing at AWS for…”
May 11, 2026
May 11, 2026
AWS scaled from 23 annual launches to 2,800 new services and features
“In cloud computing, we were launching so many services that one, we had to keep all our people fresh and trained because we went from like the first year I was there launching 23 new services to last year, I want to say it was like 2800 new services and featur…”
May 19, 2026 negative
Tandon: AWS could never have succeeded through product-led growth alone
“There's no version of the world where AWS could have been a PLG cell. It needed to, it really needed that enterprise motion where Theresa and Jassy and Garmin and the team at the top came in and sat down with these government officials And pitch them on the vi…”
Jul 17, 2026 negative
Liang: SambaNova will not build proprietary cloud to compete with AWS
“Many of the chip companies have chosen to go build their own cloud. They compete with the AWSs of the world. We have chosen not to do that. What we decided that, you know, we want to do is focus our energy on creating technology that we can ship.”