Amazon, every mention

48 scenes (2026), the whole family · ← back to Amazon

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every year 2026 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

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Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part III Sep 10, 2026 · 1 mention

  • ▶ 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 Sep 7, 2026 · 1 mention

  • ▶ 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 Jul 31, 2026 · 2 mentions

  • ▶ 4:38 Dylan Fox Um, but for me personally, I had gotten Amazon Echo and was, like, really into voice interfaces and, and talking to this hardware that worked well, because my experience with voice prior had been, everything was terrible.
  • ▶ 36:42 Dylan Fox We're like the AWS for voice capabilities.

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.

David Friedberg Explains America's Economic Crisis in 60 Minutes · Sourcery with Molly O'Shea Jul 22, 2026 · 1 mention

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.

SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI · Sourcery with Molly O'Shea Jul 19, 2026 · 3 mentions

  • ▶ 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 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

Mark Pincus: How to Spot a Fake CEO · Sourcery with Molly O'Shea Jun 23, 2026 · 7 mentions

  • ▶ 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 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 · 3 mentions

  • ▶ 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 May 15, 2026 · 8 mentions

  • ▶ 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 May 11, 2026 · 35 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
  • ▶ 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 Mar 30, 2026 · 2 mentions

  • ▶ 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 Mar 17, 2026 · 2 mentions

  • ▶ 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 Mar 9, 2026 · 4 mentions

  • ▶ 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 Feb 24, 2026 · 1 mention

  • ▶ 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 Feb 5, 2026 · 1 mention

  • ▶ 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 Jan 30, 2026 · 1 mention

  • ▶ 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.
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