Amazon Web Services, every mention

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every year anyone Molly O'Shea 13Teresa Carlson 11Alfred Lin 4Apoorv Agrawal 3Pete Shadbolt 2Matt Miller 2CJ Desai 2Xander Oltmann 1Tony Kim 1Tanay Tandon 1

Verbatim, from the transcripts: the passages where Amazon Web Services comes up

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AssemblyAI Now Handles 4x YouTube's Daily Volume Jul 31, 2026 · 1 mention

BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea Jul 24, 2026 · 1 mention

  • ▶ 19:04 Tony Kim And that all of that data center infrastructure that was built, even with AWS and GCP and Azure, that was built for that.

Hyperscalers Are Out of Capacity? | MongoDB CEO · Sourcery with Molly O'Shea Jul 20, 2026 · 2 mentions

  • ▶ 8:01 CJ Desai Yeah, there is, I would say, I mean, if you look at the second half of the first decade of this century, right, that's when AWS started making inroads both in enterprises as well as in digital natives, ah, 2008, nine, ten-ish.
  • ▶ 26:08 CJ Desai Oh, I'm running out of capacity in AWS.

Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea Jul 17, 2026 · 3 mentions

  • ▶ 31:40 Molly O'Shea She used to be CEO of AWS for public, um, the public sector, and so she worked with government, and she was the first one to, to get AWS actually, like, a CIA contract. 2 times in the scene
  • ▶ 38:15 Rodrigo Liang They compete with the AWSs of the world.

Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea Jul 6, 2026 · 2 mentions

  • ▶ 22:27 Matt Miller It was about thinking about a world where developers that have domain experience working on backend, infra, GCP, AWS specific experience, we're going to fundamentally change to be operations, founders, people outside of those orgs that… 2 times in the scene

"We Don't Trust Agents" - What This CTO Knows That You Don't · Sourcery with Molly O'Shea Jun 1, 2026 · 1 mention

  • ▶ 36:38 Gil Feig There's no reason that you shouldn't be able to tell an agent, uh, you know, locally, like go build this thing and it deploys it to AWS in a very scalable way or to Cloudflare in a very scalable way.

How He Turned a Blood Test Startup Into $7B OS for Healthcare · Sourcery with Molly O'Shea May 19, 2026 · 1 mention

Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea May 15, 2026 · 1 mention

  • ▶ 30:34 Jaimin Rangwalla They, they bought a private company that helped them do this, and it has helped, I think, drive AWS success, especially as we move to CPUs.

How AWS Sold Cloud to the CIA – Teresa Carlson GCI · Sourcery with Molly O'Shea May 11, 2026 · 22 mentions

  • ▶ 0:11 Teresa Carlson I would say we really did create the industry for cloud computing at AWS for governments around the world. 2 times in the scene
  • ▶ 3:01 Molly O'Shea I want to start going back to your days at AWS, and I know you had a longstanding career that also touched upon Microsoft, so we could, we could also touch upon that, but I'd love to start at AWS because you were transformational in… 6 times in the scene
  • ▶ 10:22 Molly O'Shea So when you were at AWS, you worked with financial services, energy, telecom, aerospace, and satellites. 4 times in the scene
  • ▶ 18:44 Teresa Carlson At AWS, it was very different.
  • ▶ 24:35 Teresa Carlson Well, one of the things that we did at Amazon, at AWS, that I really loved, is we would say, we'll do this till we know better. 2 times in the scene
  • ▶ 34:44 Teresa Carlson But they believed in me, and I felt because they believed in me and gave me that opportunity to build it from scratch, and then they let me build out crazy things around the world,
  • ▶ 38:28 Teresa Carlson Um, but on just scale, I will, I will say, I used to tell my team at AWS, strap in, because you won't see anything like this.
  • ▶ 44:57 Molly O'Shea I want to get into, before, before we get into, uh, deeper into the General Catalyst Institute, I want to go back to your point on landing the CIA partnership and contract and how transformational and important that was for cementing the…
  • ▶ 52:33 Teresa Carlson With our, like AWS, they're the same mind.
  • ▶ 1:01:01 Teresa Carlson And when I first started AWS, I did struggle at AWS. 3 times in the scene

Deel Hits $1.4B+ in ARR | CEO Alex Bouaziz Shares Growth Playbook · Sourcery with Molly O'Shea Mar 17, 2026 · 1 mention

  • ▶ 1:00:17 Alex Bouaziz Um, so, you know, the same way you think about, like, Amazon and AWS, for example, we have a couple of things coming that, like, we're very excited about and we think the market's gonna love.

Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea Mar 9, 2026 · 1 mention

  • ▶ 30:32 Alfred Lin And some of them didn't, didn't last, but then there was AWS, there was GCP, and there was Azure.

Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea Nov 24, 2025 · 1 mention

  • ▶ 7:48 Philip Clark So we moved all of our software workloads to the likes of AWS and GCP and Azure.

Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets · Sourcery with Molly O'Shea Oct 30, 2025 · 2 mentions

  • ▶ 4:26 Alfred Lin Make one be the company, you know, and for, for the cloud, there's AWS, there's GCP, there's Asher, because if I am Goldman Sachs, I want to be able to trade off and be able to use all of them.
  • ▶ 19:15 Alfred Lin I mean, how does it, how does Amazon, which is an e-commerce company, be a cloud company and build AWS?

Alfred Lin, Inside Sequoia: Launching $200M Seed Fund & $750M Venture Fund · Sourcery with Molly O'Shea Oct 27, 2025 · 1 mention

Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea Oct 3, 2025 · 1 mention

  • ▶ 21:17 Navin Chaddha Uh, you look at cloud providers, Google, Microsoft, AWS, they're all two, three, four trillion dollar companies.

Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt · Sourcery with Molly O'Shea Sep 10, 2025 · 2 mentions

  • ▶ 29:43 Pete Shadbolt So you take all of the supercomputers on the planet, you take every, uh, AWS system, every Azure system, you add them all together, and we trash that capability for that specific set of problems in chemistry, material science, uh, et…
  • ▶ 54:24 Pete Shadbolt Selling time on that system in a kind of cloud computing framing like Azure or AWS or whatever.

Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea Aug 27, 2025 · 3 mentions

Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea Jul 10, 2025 · 1 mention

  • ▶ 6:47 Art Levy Then I took over our rewards partnerships, signed a big deal with AWS.

Alex Kolicich, 8VC | AI & Defense Tech Renaissance · Sourcery with Molly O'Shea Oct 11, 2024 · 1 mention

Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea Aug 23, 2024 · 1 mention

  • ▶ 34:58 Grace Isford And so you don't actually have to work with OpenAI or Anthropic or even Google or AWS or Microsoft in order to get the benefit of these amazing LAMA models, as an example, or this amazing inference, which you would be hard to do otherwise.

Get Tesla Big | Chris Power, Hadrian · Sourcery with Molly O'Shea Mar 29, 2024 · 1 mention

  • ▶ 29:52 Chris Power And for the software audience, I would say like, imagine if you were Netflix and AWS was like, Hey, the amount of compute we've got is going down 20% a year.

Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies · Sourcery with Molly O'Shea Feb 1, 2024 · 1 mention

  • ▶ 11:41 Xander Oltmann Like the companies like NVIDIA that are, you know, making tons and tons of money, as well as the data center businesses like GCP, Azure, AWS.
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