Amazon, every mention
3 scenes (said by Jaimin Rangwalla), the whole family · ← back to Amazon
tap a year for its mentions
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
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