Amazon, every mention
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every year anyone Molly O'Shea 23Teresa Carlson 21Alfred Lin 10Jaimin Rangwalla 8Mark Pincus 7Rohit Badangay 4John Coogan 4Tanay Tandon 3Mark Suster 3Mark Bhargava 3
Verbatim, from the transcripts: the passages where Amazon comes up
Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part III
- ▶ 40:01 Vibhav Ganesh Autonomous boat was like a, it was like a plastic box we bought from Amazon and put some electronics in it.
Inside Saronic’s $9.25B Autonomous Boat Factory | CEO Dino Mavrookas
- ▶ 23:08 Dino Mavrookas so, we don't technically count that as a prototype, but I guess it is, um, it was an 800 dollar raft that we bought on Amazon.
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
David Friedberg Explains America's Economic Crisis in 60 Minutes · Sourcery with Molly O'Shea
- ▶ 54:42 Molly O'Shea I mean, like, think about Amazon warehouses.
Hyperscalers Are Out of Capacity? | MongoDB CEO · Sourcery with Molly O'Shea
SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI · Sourcery with Molly O'Shea
- ▶ 9:24 Qasar Younis You really think about Apple.
- ▶ 40:19 unnamed speaker So that's S three or Google cloud storage, which is rock bottom storage prices, the absolute cheapest storage you can get. 2 times in the scene
Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea
- ▶ 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
- ▶ 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
Mark Pincus: How to Spot a Fake CEO · Sourcery with Molly O'Shea
- ▶ 51:03 Mark Pincus But the most courageous thing, the story from that was when he had this instinct to launch Amazon Prime, and he wanted it to be this, this subscription service, but his CFO and everyone said it doesn't make sense, like the numbers don't…
- ▶ 1:00:33 Mark Pincus I've never actually fact-checked myself, but then Bill Gates did it, and then Jeff Bezos did it, and I got this as a hand-me-down secondhand, because Bing Gordon was on the board of Amazon, and he would give me 3 times in the scene
- ▶ 1:03:04 Mark Pincus Giving, I think it might have been Andy Jassy who, it might have been Andy Jassy that he had just go off and do Alexa.
- ▶ 1:13:54 Mark Pincus They're just not eating pet.com dog food, but, but, and it was in the, the fall of 2002, or the Q four of 2002, that I remember, like, Reid Hoffman and I looked at Amazon's numbers they printed, and we're like, holy fuck, like, they just… 2 times in the scene
"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
- ▶ 17:17 Tanay Tandon Yeah, first of all, Theresa's a legend, and she's a board member, and I said this before, but nobody shoots whiskey like Theresa, and the woman is, is like, truly a legend in, in many ways, and, um, I think the, you know, when you listen… 2 times in the scene
- ▶ 18:44 Tanay Tandon There's no version of the world where AWS could have been a PLG cell.
Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
- ▶ 30:29 Jaimin Rangwalla Um, you know, Amazon's done a great job. 4 times in the scene
- ▶ 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.
- ▶ 38:47 Jaimin Rangwalla And so if you look at the multiples of Microsoft, of Amazon, of Meta, they've actually all compressed in the last couple of years because their capex is going up. 3 times in the scene
How AWS Sold Cloud to the CIA – Teresa Carlson GCI · Sourcery with Molly O'Shea
- ▶ 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
- ▶ 5:32 Teresa Carlson We'd give them like a little Amazon card with, uh, some credits on it just to try, and we would let them, we demonstrated how cloud computing worked. 5 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
- ▶ 12:49 Teresa Carlson It was the contracting body, but this was for all the IC, so it was for all the intelligence community across the U.S. government, and that was a big culture shift for Amazon because we had to get people cleared, people had to go into…
- ▶ 18:44 Teresa Carlson At AWS, it was very different.
- ▶ 24:12 Molly O'Shea When we talked to Haman, he was like, uh, not Amazon, Anthropic, they reached a year of scale in one quarter. 3 times in the scene
- ▶ 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
- ▶ 31:14 Teresa Carlson Amazon is a company of builders.
- ▶ 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…
- ▶ 50:46 Teresa Carlson And with AI coming on the forefront so quick and fast, I said, look, it's not like the thing I would probably love to do day in and day out, but what I found in my work with at Microsoft and Amazon, without the right policy and government… 3 times in the scene
- ▶ 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
The Public Venture Fund That 9x’d in 3 Days (Fundrise VCX) · Sourcery with Molly O'Shea
- ▶ 0:12 Ben Miller If I invested in Amazon or Meta today, no one would think I'm a genius, but mostly the person who built the business, 99%, is the business builder.
- ▶ 3:22 Ben Miller Amazon or, or meta today.
Deel Hits $1.4B+ in ARR | CEO Alex Bouaziz Shares Growth Playbook · Sourcery with Molly O'Shea
- ▶ 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.
- ▶ 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
- ▶ 0:15 Alfred Lin The simple narrative I made was e-commerce was going to destroy brick and mortar, that Amazon was going to kill Walmart, and that just didn't happen.
- ▶ 9:06 Alfred Lin And the statement I made, the simple narrative I made was that, um, e-commerce was going to destroy brick and mortar, that Amazon was going to kill Walmart. 2 times in the scene
- ▶ 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 Opendoor: The $2.8B Bet with CEO Kaz Nejatian · Sourcery with Molly O'Shea
- ▶ 11:21 Kaz Nejatian Imagine you're in a room with Jeff Bezos when Amazon dropped by 90%, or you're in a room with Ernie from Carvana when Carvana dropped 90%.
How Anthropic’s $100M Anthology Fund Works | Menlo Ventures · Sourcery with Molly O'Shea
- ▶ 57:05 Molly O'Shea Like Amazon is like planning on laying off up to like 30,000 or so, but I think it came out at like 16.
How Brex signed a $5.15B Deal in ~40 Days · Sourcery with Molly O'Shea
- ▶ 56:13 Pedro Franceschi So, uh, you know, Neil, uh, invited me to be on the board of Coupang in Korea, um, which is, you know, basically the Amazon of, of South Korea.
Warren Buffet & Charlie Munger's Greatest Lessons · Sourcery with Molly O'Shea
- ▶ 1:06:09 David Senra And so it would be much more efficient if I just read Kindle because then all my notes and highlights are there.
Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
- ▶ 16:45 Michael Mignano Whether it's Apple or Nike or Amazon, and you really study
Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea
- ▶ 20:50 Mark Bhargava And of course, the hyperscalers like Amazon and Google and Microsoft.
- ▶ 40:19 Mark Bhargava And honestly, an incumbent like Microsoft or Amazon or Google that has the distribution can just push the software.
- ▶ 40:24 Mark Bhargava It can be part of your Google workplace or your prime subscription.
Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
- ▶ 7:48 Philip Clark So we moved all of our software workloads to the likes of AWS and GCP and Azure.
- ▶ 51:29 Philip Clark Likewise with Amazon, likewise with Netflix, likewise with Microsoft.
Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets · Sourcery with Molly O'Shea
- ▶ 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?
- ▶ 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
- ▶ 14:17 Alfred Lin And so this, this concept of little pivots and capital pivots is like, you know, when Amazon went from books to music to that's like, look, that's category expansion.
- ▶ 21:09 Alfred Lin And we often think about things one of the sort of output metrics and Amazon taught us to think about the input metrics.
- ▶ 32:46 Alfred Lin You just go on AWS or GCP or Azure, and you just provision a server.
Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
- ▶ 29:35 Michael Barton A company like Amazon or a company like Meta, 2 times in the scene
Elad Gil of Gil Capital, Gil & Co. & Enigma Global · Sourcery with Molly O'Shea
Inside The $2.2B AI Research Accelerator | Turing · Sourcery with Molly O'Shea
- ▶ 0:09 Molly O'Shea And customers that include OpenAI, NVIDIA, Anthropik, Google, Microsoft, Meta, Salesforce, Amazon, and I'm sure a lot more.
- ▶ 3:13 Molly O'Shea A network of four million engineers and customers that include OpenAI, NVIDIA, Anthropoc, Google, Microsoft, Meta, Salesforce, Amazon, and I'm sure a lot more.
- ▶ 3:37 Jonathan Siddharth Uh, we work with OpenAI, Anthropic, Meta, Google, Microsoft, Nvidia, Amazon, anybody that's building a Frontier Foundation model, we are probably working with them already.
Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
CEOs of Epirus & Galvanick on the Future of Defense & Cybersecurity · Sourcery with Molly O'Shea
- ▶ 37:44 Joshua Steinman So my co-founder, two co-founders, Brandon Park, Felix Ploszinski, Brandon stood up as one of the first, as the first hire on Amazon's OT cybersecurity team. 3 times in the scene
Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
- ▶ 8:01 Navin Chaddha It took 10 years for Amazon to get to that point.
- ▶ 21:17 Navin Chaddha Uh, you look at cloud providers, Google, Microsoft, AWS, they're all two, three, four trillion dollar companies.
Keith Rabois: Lessons from PayPal Mafia, $OPEN, & Investing · Sourcery with Molly O'Shea
- ▶ 22:03 Keith Rabois Amazon and eBay both destroyed, I mean, both, uh, Amazon and Google destroyed them. 2 times in the scene
Inside Klarna's IPO CEO Sebastian Siemiatkowski · Sourcery with Molly O'Shea
- ▶ 26:29 Sebastian Siemiatkowski It's almost like it's forcing me to like articulate, just like we used to do pre-reads at Klana from Amazon, that you didn't just go into a meeting and you show a slide.
Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt · Sourcery with Molly O'Shea
- ▶ 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
- ▶ 39:27 Apoorv Agrawal This is AWS and GCP and Azure, et cetera. 3 times in the scene
Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
Cluely Raises $15 Million From a16z | Roy Lee, Founder & CEO · Sourcery with Molly O'Shea
How Wander Raised Over $100M+ to Reinvent Luxury Travel · Sourcery with Molly O'Shea
- ▶ 49:50 John Andrew You have the classic story of Amazon building desks out of doors, and I'm sure that they don't do that today, but it is that like cultural idea.
Windsurf: The Making of a Billion-Dollar AI Company | Leigh Marie Braswell, Kleiner Perkins · Sourcery with Molly O'Shea
- ▶ 1:34 Molly O'Shea Um, the firm has invested into Sun Microsystems, AOL, Intuit, Amazon, Google, Zynga, Looker, Slack, X, Spotify, Square, Brex, Plaid, Robinhood, Rippling, Glean, Figma, and many, many more.
- ▶ 59:01 Leigh Marie Braswell Um, yeah, I got on Amazon.
Superpower Raises $30M Series A Led by Forerunner · Sourcery with Molly O'Shea
- ▶ 10:42 Jacob Peters And so I went on Amazon, bought his book, sent him an email with a screenshot being like, hey man, I read your book, thought it was really great, and, uh, I'd love to buy your domain.
- ▶ 44:54 Jacob Peters And then our other co-founder, Kevin, you know, he hails from Amazon in a prior life.
Inside Theory Ventures: Tomasz Tunguz’s $688M Thesis on Go-To-Market Disruption · Sourcery with Molly O'Shea
- ▶ 5:56 Tomasz Tunguz Uh, a third system is what happens in Mechanical Turk.
- ▶ 6:58 Molly O'Shea So we have Google, Microsoft, Meta, Amazon, Apple.
Alex Kolicich, 8VC | AI & Defense Tech Renaissance · Sourcery with Molly O'Shea
- ▶ 29:49 Alex Kolicich Same thing with Amazon.
- ▶ 29:50 Alex Kolicich Needs to be a commodity on AWS.
Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
- ▶ 18:55 Molly O'Shea One, we might need to like link up with someone in LA and sell your charades, mockumentary series to like Netflix or Amazon, because I feel like that would be really fun to watch.
Zamp's Series A: $14M in 15 Months · Sourcery with Molly O'Shea
- ▶ 0:37 Rohit Badangay Shopify, Stripe, Amazon, QuickBooks, BigCommerce, adding more, um, from an operational perspective
- ▶ 3:39 Rohit Badangay Um, SVP of Yelp for 12 years, the ex-mayor of DC, head of ML at Amazon, things, people like that across the board from like government, general tech, consumer, et cetera.
- ▶ 26:24 Rohit Badangay A lot of it is just integrating to the platforms that they are processing their transactions on Stripe, QuickBooks, Amazon, Shopify, things like that.
- ▶ 29:41 Rohit Badangay We have integrations across Shopify, Stripe, Amazon, QuickBooks, BigCommerce, adding more, um, from an operational perspective, we do thousands of filings for customers, uh, with a really lean team, which I think is really important…
Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
- ▶ 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.
Text-to-CAD: AI Revolutionizing Hardware Design with Jordan Noone of Zoo · Sourcery with Molly O'Shea
- ▶ 25:43 Jordan Noone What Oxide does is build, um, from bare metal up server racks for companies that are not the Amazons of the world, where they're making their own data centers, their own data center hardware.
John Coogan, EIR at Founders Fund, Founder of Soylent & Lucy · Sourcery with Molly O'Shea
- ▶ 11:30 John Coogan They, they kind of have a short, short shelf life because eventually Amazon creates the generic.
- ▶ 14:29 John Coogan Amazon has a Nicorette product or a Nicorette competitor.
- ▶ 43:49 John Coogan So let's say, you know, if you have, if you have two SKUs on Amazon and Shopify, now every revenue breakdown needs to be four cells because it's two by two matrix. 2 times in the scene
Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
- ▶ 39:37 Mark Suster Uh, Amazon. 2 times in the scene
- ▶ 45:05 Mark Suster And of course, that's a great outcome if Google, Facebook, Amazon, Nvidia, whoever can buy your company.
Embracing American Dynamism to Upgrade Manufacturing Production With Oden CEO Willem Sundblad · Sourcery with Molly O'Shea
- ▶ 31:56 Willem Sundblad They might be going to work at an Amazon warehouse instead of, um, in operations.
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