Amazon
includes Amazon Web Services, Amazon Alexa, Amazon Kindle, Amazon Prime, Amazon Basics, Amazon Haul, Amazon Robotics, Amazon S3, Amazon Mechanical Turk, Amazon Bedrock, Amazon EC2, Amazon Echo and 6 more
42 statements across 27 episodes · 17 bullish · 14 bearish · 17 people on the record · first statement Jan 13, 2025 by John Coogan · said 952 times in 226 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by John Coogan (233), Jordi Hays (66), Teddy Warner (13), Jordy (Geordie) (11), Mark Cuban (8), Brad Gerstner (8), Tyler Denk (7), Tae Kim (7)
tap a year for its mentions
2026 379 mentions in 106 episodes 4 per episode
- Andy Jassy’s Shareholder Letter, Meek Mill Joins the AI Race| Diet TBPN
- AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN
- Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
- Big Companies Hiring Again, Anthropic's Open-Weight Position, Zuck Backs AI for All | Diet TBPN
- Inside Bezos’ Plan to Rebuild U.S. Manufacturing With AI
- Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
- Where Brad Gerstner Is Investing Billions
- Bezos' $100B AI Plan, Nvida Chip Smuggling, The Mansion Section | Diet TBPN
- 98 more episodes that year, every mention in 2026 →
2025 530 mentions in 106 episodes 5 per episode
- The BEST Super Bowl Commercial (Saquon Barkley)
- Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN
- Amazon Bets $10B on OpenAI | News Reaction
- The FULL HISTORY of Temu (Why it's EXPLODING!)
- Ex Mr. Beast Manager Explains The Creator Economy
- Microsoft’s Cloud Outpaces Its AI Growth
- Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- The Truth About Chinese Manufacturing (De Minimis)
- 98 more episodes that year, every mention in 2025 →
2024 43 mentions in 14 episodes 3 per episode
- CEO Assassination Deep Dive (ep19)
- Taylor Lorenz Trades Teams (ep16)
- Billionaires XMAS list (ep21)
- How BILLIONAIRES dress for XMAS (ep17)
- How we became the fastest growing podcast (ep20)
- Who's Getting Rich Off Ozempic? (e12)
- Inside JD Vance's Portfolio (ep8)
- Elon's Big Week (ep4)
- 6 more episodes that year, every mention in 2024 →
Everything said about Amazon, oldest first
Jan 13, 2025 bullish
Coogan: True informational alpha comes from rare, non-digitized, out-of-print books
“The biggest bull signal is when you're searching someone on the Wikipedia page, you go to the sources, it's some ISBN number, you go to Amazon, 2000 dollar book won't ship to you in a month because it's out of stock. You got to find some library that has it in…”
Jan 25, 2025 neutral
Coogan: Self-Hosting DeepSeek Carries Far Less Security Risk Than TikTok
“I just, this is a different scenario because if you just download the Git repo for deep seek and you host it on Amazon or, you know, Google cloud or whatever, like there's no data feeding back. Like you're not helping them improve the model at all. Like that's…”
Feb 5, 2025 negative
Feb 10, 2025 bullish
Feb 10, 2025 bearish
Jordy: Faster software creation threatens Salesforce more than it does Amazon
“Software development timelines are changing so dramatically. It's becoming so much faster and cheaper to make software that threatens a company like Salesforce in a way that Amazon, which is Selling physical products, selling content, selling, you know, they h…”
Feb 10, 2025 bearish
Jordy: Amazon's third-party marketplace has become entirely pay-to-play for sellers
“Amazon has gotten optimized and optimized and optimized, and they've just kept eating into the profits of the sellers on their platform. It's basically completely pay to play now. It's really hard to drive sales without spending a huge amount of your sales of …”
Feb 10, 2025 bullish
Feb 10, 2025 neutral
Coogan: Amazon's AI narrative is weaker because Jeff Bezos stepped down
“Whereas Amazon, they have deals with Anthropic. They host a lot of stuff. Obviously there's Alexa and there's AI in their products, but it's not as strong of a narrative. And a lot of it comes from the fact that they're no, they're kind of no longer in founder…”
Feb 10, 2025 bearish
Feb 10, 2025 negative
Jordy: Amazon allowed a carbon copy of portfolio company LMNT to sell
“One of my portfolio companies, Element, LMNT, you know, had a copycat product on the platform that was the exact packaging, different name, but a carbon copy of the product, and Amazon let it run up to, you know, thousands and thousands and thousands of sales.”
Feb 12, 2025 positive
Mar 12, 2025 negative
Apr 6, 2025 bearish
Hays: Consumer-Aligned AI Search Threatens Google and Amazon's Ad Model
“It's obviously a threat to Google and to Amazon and other marketplaces when I'm going there and I'm saying, this is what I want to buy. Like help me buy the best version. And it can be more aligned with my interests than an ads based business model.”
Apr 6, 2025 bullish
McLaughlin: AI product selection tools will outsmart human buyers within two years
“I do think there's gonna be this, like, really, really cool world that we move into the next, like, year or two here, whereas our tools for selecting, like, products, like, become, like, super, super smart, right? Like, way smarter than me. Like, they're gonna…”
Apr 25, 2025 negative
Columbia suspended Roy Lee for a year after his Amazon interview stunt
“Amazon reported me to Columbia. Amazon is mad. Columbia is mad. And this ends up being a spat that I sort of publicize on my Twitter. It becomes this big spectacle and I eventually get kicked out of Columbia or suspended for a year. And I'm blacklisted from mo…”
Apr 25, 2025 neutral
Roy Lee: Amazon interview stunt was aimed at viral distribution, not employment
“I was never intending on taking the job at Amazon. The impetus for everything was I did a bunch of legal questions thinking that I would work at a big tech company one day. I really hated it. And at a certain point I kind of just thought I really want to build…”
Apr 28, 2025 negative
Kovacevich: FTC and DOJ divided Big Tech targets rather than subject matter
“What happened was about six years ago, the FTC and the Justice Department, they share responsibility for antitrust. They got together and they said, they basically struck a deal and they said, okay, FTC, you get Meta and Amazon and DOJ, you get Google and Appl…”
May 28, 2025 neutral
Industrial Robots Usually Fail Due to Trivial Physical Blockages
“Robots work great in industry. 99% of the time they work wonderfully. Like if you think about an Amazon warehouse, there's a bunch of little Roombas that roll around and move the carts and stuff. And you know, on occasion, probably one percent of the time, the…”
May 31, 2025 neutral
Warner: Industrial robots almost never fail for technically complex reasons
“Robots work great in industry. 99% of the time they work wonderfully. Like if you think about an Amazon warehouse, there's a bunch of little Roombas that roll around and move the carts and stuff. And you know, on occasion, probably one percent of the time thes…”
Jul 26, 2025 neutral
Hays: Amazon acquired Bee, an always-listening smart bracelet maker
“Amazon acquired a company it got announced this week called B, which is a bracelet after, after all, everything they faced with Siri, Siri's listening to me. The B band just listens to you all day long. Every single conversation. Everything.”
Aug 9, 2025 bearish
Aug 9, 2025 positive
Sep 13, 2025 positive
Ferrara: Drake partnered with Amazon to distribute all of his merchandise
“He's, this is his actual plot to take over Amazon music as a distribution platform, but he's working with Amazon to sell all of his merch and all of his goods through their storefront and basically facilitate all their distribute distribution through there.”
Oct 21, 2025 negative
Cohen: Copying Chewy's expanded catalog failed and cost GameStop shareholders heavily
“I hired a bunch of fancy people from both Amazon and Chewy, and we expanded the catalog, and we added a bunch of product, and most of that product didn't sell, and we ended up marking it down and taking a big hit, and it cost shareholders a lot of money, becau…”
Oct 21, 2025 positive
Cohen: Vertical category focus beats broad tech giants without first-mover advantage
“You don't necessarily have to be first to the game in order to be successful. Amazon was first to the game, but we focused on the category, and we were successful, and so it's kind of what's interesting in technology in general, is like, you have these technol…”
Nov 22, 2025 neutral
Jan 16, 2026 bullish
Thinking Machines could exit for $30B to $60B within two years
“Thinking machines could probably exit somewhere at between 30 and 60 today. Who has that money? I don't know. Maybe NVIDIA buys them or something. At least at some point over the next two years. I think the most likely acquirers would probably be Microsoft, Ap…”
Jan 16, 2026 positive
Jan 23, 2026 neutral
Feb 6, 2026 positive
Feb 6, 2026 bullish
Feb 6, 2026 bullish
Mar 3, 2026 positive
Mar 19, 2026 negative
Mar 27, 2026 positive
Mar 30, 2026 bearish
Apr 16, 2026 neutral
Apr 16, 2026 neutral
Apr 16, 2026 positive
May 5, 2026 bearish
May 29, 2026 bullish
Jun 16, 2026 neutral
Coogan: The Information Reported Amazon's Jassy Raised AI Jailbreak Concerns With White House
“Then the information reported that Andy Jassy at Amazon had raised concerns with the senior administration officials about jailbreaking. The risk of jailbreaking fable and getting access to all of Anthropic.”