Amazon Web Services
also referred to as: aws
part of Amazon
8 statements across 8 episodes · 4 bullish · 0 bearish · 6 people on the record · first statement Oct 14, 2024 by John Coogan · said 221 times in 81 episodes since 2024 · across every show →
Mentions by year
brought up most by John Coogan (45), Jordi Hays (18), Brad Gerstner (6), Tyler Denk (4), Ben Thompson (4), Packy McCormick (3), Matthew Prince (2), Guillermo Rauch (2)
tap a year for its mentions
2026 109 mentions in 38 episodes 3 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
- Where Brad Gerstner Is Investing Billions
- Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
- Gavin Baker: SpaceX Might Be the Greatest Company of All Time
- Oracle Rips, Larry Ellison's 1997 Vanity Fair Article, Global Fertilizer Crisis | Diet TBPN
- Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN
- Big Companies Hiring Again, Anthropic's Open-Weight Position, Zuck Backs AI for All | Diet TBPN
- 30 more episodes that year, every mention in 2026 →
2025 90 mentions in 36 episodes 3 per episode
- Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN
- Microsoft’s Cloud Outpaces Its AI Growth
- Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- Amazon Bets $10B on OpenAI | News Reaction
- Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
- ELON MUSK's New Grok 4 Is Here! - We Break it Down
- OpenAI Drops A Web Browser? Our Reactions | Diet TBPN
- 28 more episodes that year, every mention in 2025 →
2024 22 mentions in 7 episodes 3 per episode
Everything said about Amazon Web Services, oldest first
Oct 14, 2024 bullish
Apr 10, 2025 neutral
Roberts: AI foundation models are swappable infrastructure like AWS, not locked platforms
“I think so many of these models are like hyper competitive in terms of what their performance and output actually looks like. So you can build incredible experiences off of those that can swap pretty easily between them. Yeah, I would think of them more like m…”
Oct 22, 2025 neutral
Feb 6, 2026 positive
May 29, 2026 bullish
Gerstner: Meta is up for the challenge of building enterprise compute services
“Do I worry as a shareholder at some level that it's, you know, that's hard. That's hard to take a business. It's been a 120% consumer and say, okay, now we're going to be in the business of AWS and maybe even in the business of enterprise level agents. I think…”
May 30, 2026
Jun 15, 2026 bullish