Amazon Web Services, every mention
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tap a year for its mentions
every year anyone John Coogan 45Jordi Hays 18Brad Gerstner 6Tyler Denk 4Ben Thompson 4Packy McCormick 3Matthew Prince 2Guillermo Rauch 2Doug O'Laughlin 2Chris Dixon 2
Verbatim, from the transcripts: the passages where Amazon Web Services comes up
Model Mayhem, GPT-6 Astra, Why Nvidia Bought Hugging Face | Diet TBPN
- ▶ 1:07 John Coogan Because it's easy if it's like AWS went down and it took down a bunch of stuff.
Meta Settles Addiction Suits, Tim Cook Signs Off After 15 Years, OpenAI’s Jalapeño Chip | Diet TBPN
- ▶ 19:27 unnamed speaker OpenAI has reportedly bought tens of thousands of Mac minis and Mac studios for reinforcement learning and training computer use agents, while Anthropic rents Mac minis through AWS. 2 times in the scene
Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN
- ▶ 22:11 unnamed speaker AWS growing 37% to 42.4 billion, uh, sending shares sharply higher in after hours trading.
Big Companies Hiring Again, Anthropic's Open-Weight Position, Zuck Backs AI for All | Diet TBPN
- ▶ 16:39 unnamed speaker I would have expected like, yeah, like Amazon's investing in you, and you're buying Tranium, and racking it, and AWS, they're doing new campus, and they're investing in this and that, and you're investing in them. 2 times in the scene
- ▶ 19:51 unnamed speaker And of course, Apple should benefit from open source and so should Amazon because they'll be able to serve open models across AWS.
The Meta Compute Debate | Diet TBPN
- ▶ 0:12 John Coogan Meta platforms is developing plans for a cloud infrastructure business to sell access to AI computing power and models competing with industry leaders like AWS and GCP.
- ▶ 13:56 John Coogan The bullish take is if meta is building a cloud business, even if they are using idle compute, which means they aren't compute constrained, they might end up spending more on capex to compete with GCP, AWS, and Azure. 2 times in the scene
Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
- ▶ 18:18 Jordi Hays Like, the market is not, is clearly not, like, sending signals like, hey, we're really excited for you guys to, like, pivot into enterprise and, like, spend hundreds of billions of dollars competing against Google, AWS, Microsoft, Google,…
Gavin Baker: SpaceX Might Be the Greatest Company of All Time
- ▶ 1:29 Gavin Baker Um, the market as, as looked at Tesla over the last five, six years, you know, Amazon during kind of the days of, you know, when they were building out AWS and then, um, you know, kind of their, their retail distribution infrastructure…
- ▶ 6:30 Jordi Hays On, on the topic of like Elon web services, is there a world where, uh, SpaceX winds up building out more of what looks like AWS? 4 times in the scene
Cloudflare CEO Predicts AI Agents Will Outnumber Humans 1,000-to-1
- ▶ 2:42 Matthew Prince At a AWS or a Google Cloud.
- ▶ 18:07 Matthew Prince You know, it, we're, we're, um, we're a little bit different where in, in the case of, you know, if you're a AWS or a Google or, um, you know, a SpaceX, you're building one big facility or a handful of very big facilities and putting a ton…
YouTubers Win at the Box Office, Bernie Wants Public Stake in AI, Anthropic Files S-1 | Diet TBPN
- ▶ 17:24 unnamed speaker The analogy I would draw is to the impact of AWS had on venture capital.
New Glenn Explodes, Enterprise AI Enters ROI Era, The Dinosaur Fossil Boom | Diet TBPN
- ▶ 8:38 John Coogan And then AWS was also reported and Axios is having spent something like half a billion dollars in a single month.
Where Brad Gerstner Is Investing Billions
- ▶ 22:19 Brad Gerstner You run into the AWS problem. 6 times in the scene
Google I/O, Fertility Decline, Spotify Logo Drama | Diet TBPN
- ▶ 0:39 unnamed speaker So, uh, GCP is growing faster than AWS and Azure.
Musk Loses OpenAI Case, Leopold’s 13F, Data Center Backlash | Diet TBPN
- ▶ 12:51 unnamed speaker There was no backlash to Google Cloud through 15 years or 10 years of building AWS.
Trump-Xi Summit, Space Data Center Debate, Inflation Up | Diet TBPN
- ▶ 24:02 unnamed speaker You know, Bezos has a rocket launch company, so there's a very logical line from AWS to
Swatch & AP Collab, Cerebras Boosts IPO Price, Trump to Visit China | Diet TBPN
- ▶ 18:40 John Coogan Uh, very flexible with regard to the chips that they rack over at AWS.
Sam vs Elon Trial, Coinbase Cuts 14% in AI Pivot, Digesting Meta Earnings | Diet TBPN
- ▶ 24:56 unnamed speaker Meta doesn't have an obvious dance partner like Google, like Azure, like AWS.
AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN
Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
- ▶ 9:03 unnamed speaker For Amazon, everyone wants to see strong AWS acceleration to justify the mag seven topping CapEx numbers. 6 times in the scene
China Blocks Meta’s $2B Manus Deal, Meta Bets on Space-Based Solar | Diet TBPN
- ▶ 1:12 Jordi Hays Obviously he's excited to vend, uh, OpenAI technology through AWS, which they are also have a partnership.
Andy Jassy’s Shareholder Letter, Meek Mill Joins the AI Race| Diet TBPN
- ▶ 4:20 unnamed speaker He says AWS followed lots of squiggly lines too. 9 times in the scene
- ▶ 7:06 unnamed speaker AWS operating plan review. 3 times in the scene
- ▶ 12:00 unnamed speaker And he says that Amazon's smack dab in the, in the middle of this land rush, and companies are choosing AWS for AI. 9 times in the scene
SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN
- ▶ 20:47 Jordi Hays AWS knows this. 3 times in the scene
Inside Bezos’ Plan to Rebuild U.S. Manufacturing With AI
- ▶ 6:58 unnamed speaker Yeah, he's always had thin, thin margins, until AWS, really. 2 times in the scene
Oracle Rips, Larry Ellison's 1997 Vanity Fair Article, Global Fertilizer Crisis | Diet TBPN
- ▶ 0:53 unnamed speaker The criticism was, hey, you're basically going to try to build AWS in like two years. 4 times in the scene
OpenAI drops GPT-5.4, Iran War fallout, The Mansion Section | Diet TBPN
- ▶ 5:24 John Coogan You have to break that out, and this is what happened with the AWS IPO. 2 times in the scene
Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
- ▶ 6:58 John Coogan This is not taking the data from AWS East to California.
- ▶ 15:54 John Coogan Way more now if you look at two hundred billion capex guide from AWS.
The Remarkable AGI Predictions of Daniel Gross
Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
FULL BREAKDOWN: Apple’s 7 New Devices
- ▶ 8:19 unnamed speaker Through AWS and Anthropic, Microsoft through OpenAI, Alphabet through Gemini, and Meta through MSL.
FULL INTERVIEW: Ben Thompson on Anthropic v. DoW
- ▶ 29:27 Ben Thompson but I think Google had Project Maven, which their employees objected to, and therefore that went to AWS, and then some combination of, I think the Pentagon is using Anthropic because that's what AWS uses. 3 times in the scene
FULL BREAKDOWN: Trump BANS Anthropic
- ▶ 33:42 John Coogan EWS data centers.
Did Anthropic Just Abandon AI Safety?
- ▶ 10:42 unnamed speaker But part of this has to do with Anthropix, uh, integration with AWS, which is set up to be, uh, set up to work well already within the DoD.
The Cournot Equation, Micron’s $200B Bet, Hollywood vs. Seedance 2.0 | Diet TBPN
- ▶ 2:07 John Coogan You know, Microsoft pauses, AWS goes all in, there's all these, like, horse races. 3 times in the scene
The Secret Economics Controlling OpenAI, Anthropic, and the AI Boom
- ▶ 2:04 Packy McCormick AWS goes all in.
- ▶ 12:34 Packy McCormick Like, you and I could start an AWS competitor tomorrow, but it's going to be extremely expensive to bring up data centers that just serve web apps everywhere, let alone AI stuff, right? 2 times in the scene
Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet TBPN
- ▶ 6:33 unnamed speaker Uh, a Neo lab that's trying to solve continual learning, or some, you know, unsolved problem in AI research, or should you think about them more like a hyperscaler, like an AWS, or like a core weave, or like a Lambda, like a Neo cloud…
The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN
- ▶ 12:59 unnamed speaker If you're gonna spend, you know, you would hope, AWS making this kind of investment, that they have more conviction than Tyler does on the opportunity, right?
FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
- ▶ 23:43 Doug O'Laughlin Like the incremental, and the AWS, like, supply chain can ramp a lot quicker than anyone else, and every, every example that we track in the data center, like the data center team, they are on time and can scale to, like, levels that are… 2 times in the scene
Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN
- ▶ 0:02 Tyler Denk Tesla is sharing that they made a ton of progress on their lithium refinery, and then simultaneously, AWS did a deal with Rio Tinto to buy a bunch of copper, not that much copper, we'll get into how much, but they're sort of underwriting a… 4 times in the scene
AI Needs a Steve Jobs, Meta’s Nuclear Powerplants, a16z raises $15B | Diet TBPN
- ▶ 20:29 unnamed speaker Uh, the AWS data centers that back up onto, uh, Virginia housing developments, so it's just like an idyllic few, uh, houses that just look like a normal neighborhood, and then just behind you, massive white school box.
TBPN Year in Review
- ▶ 23:30 John Coogan The government has data right now, and the fight between whether that data is stored on AWS, Oracle, Google, uh, Azure, like, that is a somewhat of a bidding war, but there are also all sorts of other lobbying efforts to win those…
OpenAI Sets Sights on $750 BILLION Valuation
- ▶ 21:16 unnamed speaker But you look at what Amazon's doing, building massive data centers, where for AWS, Amazon owns Twitch.
Amazon Bets $10B on OpenAI | News Reaction
- ▶ 6:18 unnamed speaker The Amazon investment would help OpenAI afford some of the commitments it has made, some, to rent servers from cloud providers, including from AWS. 5 times in the scene
GPT-5.2 Reactions, Jacob Elordi vs AI, Disney x OpenAI Deal Breakdown | Diet TBPN
- ▶ 20:17 unnamed speaker Oracle was basically saying, like, we're going to build AWS.
Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN
- ▶ 26:36 Jordi Hays AWS, GCP, Azure.
Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN
- ▶ 10:01 unnamed speaker They could have said, hey, we want to come in, you know, and we're going to take zero margins on this and really try and take, uh, market share from AWS and Azure.
Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN
- ▶ 0:00 unnamed speaker Today I wrote about, will AWS buy TPUs from Google? 6 times in the scene
- ▶ 4:39 unnamed speaker Ok, well, let's actually go to what Matt Garmin, the CEO of AWS, said on TPPN yesterday, because I asked him, will you be buying TPUs, and he said, hey look, we're very excited about Tranium, and we think it has enormous potential, and we… 3 times in the scene
- ▶ 7:16 unnamed speaker There was an announcement of an AWS partnership with Google Cloud. 6 times in the scene
Ex Mr. Beast Manager Explains The Creator Economy
- ▶ 9:09 unnamed speaker We, we were joking about how, uh, we were praying for Andy Jassy to, to get on Twitch because, uh, obviously he's a very by the book, uh, you know, he operates AWS.
Building a $10B+ DeFi Protocol with Just 11 People | Jeff Yan Joins TBPN
Brian Chesky Live on TBPN
- ▶ 24:45 Brian Chesky Do you want to limit your model or do you want to be like AWS and AWS, amazon.com does not get much of an advantage that they're part of the same company as AWS.
OpenAI Drops A Web Browser? Our Reactions | Diet TBPN
- ▶ 8:29 Jordi Hays To a widely used AWS database service, DynamoDB, the update which included an incorrect domain name service or DNS information for DynamoDB kicked the database offline in Amazon's critically important Northern Virginia data centers. 2 times in the scene
- ▶ 10:58 Jordi Hays Apparently, Anthropic spent 2.66 billion on Amazon web services in the first three quarters of 20, 25, around 100% of their estimated revenue.
Alexis Ohanian on TikTok's Frozen Innovation, Gaming Reddit & Sports vs AI
- ▶ 9:34 John Coogan Maybe an AWS credits or something would get you going, like, it's just a different era.
Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
- ▶ 54:14 unnamed speaker This is, uh, the story of like AWS when we first got the AWS financials. 2 times in the scene
Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
- ▶ 31:39 John Coogan Like people think today it was like a room with a couple racks of servers, but there was no AWS.
Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- ▶ 3:51 John Coogan That's like Heroku on AWS, where you go and you deploy an app. 6 times in the scene
Microsoft’s Cloud Outpaces Its AI Growth
- ▶ 3:46 unnamed speaker That's like Heroku on AWS, where you go and you deploy an app.
- ▶ 6:19 unnamed speaker You could go to AWS and store it in S three.
- ▶ 9:20 unnamed speaker Because, and again, this is, this was probably, you know, a lot of people were reading into, uh, AWS's, uh, 5 times in the scene
- ▶ 12:00 unnamed speaker Well, it's just crazy when you compare it to, uh, AWS growing at 19%. 3 times in the scene
Weekly Recap: Gwyneth Paltrow Saves Astronomer, Figma’s IPO, Top AI Researchers Ranked
- ▶ 9:16 John Coogan Um, and yeah, I mean, also interesting cause this kind of plays into what we were talking about with, with Paul from browser base, this idea of like the, like Apache air flows, open source, you would expect that managed airflow would be…
- ▶ 19:07 John Coogan Well, you don't want AWS to trade down too heavily on the news.
GWYNETH PALTROW Just Saved Astronomer — Here's How
- ▶ 9:12 unnamed speaker Um, and yeah, I mean, also interesting cause this kind of plays into what we were talking about with, with Paul from browser base, this idea of like the, like Apache air flows, open source, you would expect that managed airflow would be…
- ▶ 19:03 unnamed speaker Well, you don't want AWS to trade down too heavily on the news.
Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
- ▶ 9:31 John Coogan Um, and does this not sound like something that should be in the AWS dashboard?
- ▶ 1:59:32 Martin Shkreli Um, so I think that you have to go for the institutions, but I've also, I've also thought, just to answer real quick, is like AWS, when you go on AWS, you get the same tools that, you know, any customer gets, Netflix or whoever.
Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- ▶ 42:09 unnamed speaker Runpod, Lambda, Scaleway, SMC, Azure, Nebius, Together, Crusoe, Lepton, Oracle, Coreweave, AWS.
- ▶ 1:46:52 unnamed speaker Like, even though AWS, GCP, and Azure are all somewhat directly competitive, and, and they're somewhat perfect substitutes for each other, they have not driven prices to zero, such, in the way airlines are like, deeply unprofitable. 4 times in the scene
- ▶ 2:20:32 Ben Thompson Microsoft building Azure, yes, it got them somewhat in the game with mobile and things like that, but AWS dominates, ah, in that space.
ELON MUSK's New Grok 4 Is Here! - We Break it Down
- ▶ 32:02 unnamed speaker Like, even though AWS, GCP, and Azure are all somewhat directly competitive, and, and they're somewhat perfect substitutes for each other, they have not driven prices to zero, such, in the way airlines are, like, deeply unprofitable. 4 times in the scene
Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
- ▶ 2:51:31 Will Depue Like, cause they use AWS for a lot of time.
- ▶ 3:06:09 John Coogan I mean, you mentioned that they use AWS, so it'd be kind of awkward, right?
Read Write Own - A16Z Partner Chris Dixon on TBPN
- ▶ 10:38 Chris Dixon You know, um, on AWS, like a traditional architecture.
Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
- ▶ 48:53 Chris Dixon You know, um, AWS, like a traditional architecture.
The New Era of Defense Manufacturing | Edward Mehr on TBPN
- ▶ 0:56 Edward Mehr You know, if you're a software developer, you know, two people can develop a program, you know, rent server from AWS, Amazon, deploy it.
Why Humor Is the True Test of AI Intelligence | Will Brown on TBPN
- ▶ 13:36 Will Brown Um, moving all your stuff from, like, AWS to Azure is a pain.
Why the MARKET Is More FRAGILE Than EVER | Bryce Roberts on TBPN April 7th
- ▶ 15:06 Bryce Roberts Yeah, I would think of them more like moving from, you know, Google Cloud to AWS, right?
Chris Power (Hadrian) on Building Autonomous Factories
- ▶ 12:35 Chris Power Cause everyone's using AWS.
Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
- ▶ 22:36 Guillermo Rauch It was the foundational infrastructure and hardware, obviously, and, and we're very proud to partner with AWS to provide sort of that quote unquote hardware layer to Vercel as a global network. 2 times in the scene
- ▶ 30:42 John Coogan And one of the critiques is like, well, you're abstracting this AWS infrastructure. 3 times in the scene
Bridget Harris breaks down the Prime Intellect deal and the broader sentiment in crypto today.
- ▶ 4:12 John Coogan So you can very easily parallelize these, and you can run it on AWS, but, ah, there was a company that actually built a very similar system where you could kind of sell back your excess GPU time onto the render network.
How FERRARI Dominates the CAR WORLD
- ▶ 19:28 John Coogan AWS.
The BEST Super Bowl Commercial (Saquon Barkley)
- ▶ 17:34 John Coogan Revenue from Amazon's cloud computing unit, AWS, increased 19% to 28.79 billion, slightly lower than expected. 2 times in the scene
- ▶ 33:31 John Coogan Like he, I think Amazon did one satellite internet project, but they, they weren't, he wasn't able to go to the Amazon shareholders, even though he has an immense amount of control, he was able to go to them and say, look, we could be…
Elon’s New Blockchain (Project DOGE)
- ▶ 17:42 unnamed speaker If, if every, if every line in this article is replaced with, Elon is considering using Databricks and AWS to home through, non-story, it doesn't, it doesn't get printed, even though that could be something that actually happened in…
DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
- ▶ 56:21 John Coogan You just gave me a free version that I can, I still have to pay inference costs, but I can just host it on AWS.
Project Stargate, The T Word, Ramp Treasury, Audience Ad Reads, See You at Davos
- ▶ 4:57 John Coogan You're just like, you're essentially like an AWS wrapper, then a ChatGP wrapper. 2 times in the scene
What's Happening at SONOS (Total Disaster)
- ▶ 33:06 John Coogan I know a guy who developed a Google cloud platform, like their AWS competitor, and he has a ton of patents around like how cloud computing works.
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