Amazon Web Services, every mention
50 scenes (2026) · ← back to Amazon Web Services
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every year 2026 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.