Amazon, every mention
454 scenes, the whole family · ← back to Amazon
tap a year for its mentions
every year anyone John Coogan 233Jordi Hays 66Teddy Warner 13Jordy (Geordie) 11Mark Cuban 8Brad Gerstner 8Tyler Denk 7Tae Kim 7Will Brown 6Travis Kalanick 5
Verbatim, from the transcripts: the passages where Amazon 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.
- ▶ 1:22 John Coogan Amazon clearly very critical to the, to the global internet. 2 times in the scene
- ▶ 14:14 John Coogan So this was post Siri, post Alexa, but instead of focusing on like, tell me the weather and BS and be an assistant, uh, you know, set a timer.
- ▶ 17:36 John Coogan You got Salesforce, Google, Amazon, Nvidia, AMD, Intel, Qualcomm, and IBM. 2 times in the scene
Jimmy Iovine on AI: “The Great Artists Will Show the World How to Use It”
- ▶ 54:08 Jimmy Iovine They licensed their music to Spotify, Apple Music, and Amazon.
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
AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN
- ▶ 8:23 John Coogan Uh, with the goal of making it feel more alive than existing stationary smart speakers from Amazon and Google, the product being developed by Johnny Ob's design team is expected to arrive in...
- ▶ 26:36 John Coogan Like Microsoft, Amazon, for example, they've been partners to labs at various points and, uh, and are very good at building data centers, very good at, at scaling, um, and have not, uh, tried to really
Demis Is Out as DeepMind CEO, Revolut Founder Yacht Drama, AI’s Great Reverse Bank Run | Diet TBPN
- ▶ 13:48 John Coogan It's, it's, it's maybe more of like an Amazon and Microsoft role where you have a great business.
Bending Spoons Buys Airtable, OpenAI Hits Back at Apple, Spider-Man Ads in BMWs | Diet TBPN
- ▶ 19:00 unnamed speaker I can imagine that company having its own go to market motion saying, Hey, Amazon, we want you to use, you know, our devices across your workforce and maybe they do a pilot, but trying to sell in like Snapchat glasses into the enterprise…
- ▶ 23:17 unnamed speaker And the reason why this, uh, fake news triggered me was back in the day in college, I was getting a Kindle. 3 times in the scene
Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN
- ▶ 6:29 unnamed speaker Like I have never seen the mag seven trading like this, where across earnings, we're going to get into this with recapping, uh, Meta, Apple, Amazon, Microsoft.
- ▶ 13:59 unnamed speaker Right in twenty-twenty-four, and based on the Amazon results, he's still right today.
- ▶ 20:37 unnamed speaker Over the past two weeks, Microsoft, Apple, Amazon, Meta, Alphabet, all reported quarterly earnings that largely exceeded 3 times in the scene
- ▶ 22:11 unnamed speaker AWS growing 37% to 42.4 billion, uh, sending shares sharply higher in after hours trading.
RSI Is Closer Than People Think, Per Tae Kim
Big Companies Hiring Again, Anthropic's Open-Weight Position, Zuck Backs AI for All | Diet TBPN
- ▶ 15:05 unnamed speaker Anyway, ah, in other news, recursive superintelligence signs a 410 dollar compute deal with Amazon. 4 times in the scene
- ▶ 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
- ▶ 19:22 unnamed speaker Amazon, Apple, and Anthropic. 4 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.
AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN
- ▶ 12:33 unnamed speaker Uh, could have seen them go into OpenAI or really any, you know, even, even an, an Amazon, right?
Inside Travis Kalanick’s Wild New AI Company
- ▶ 9:35 Travis Kalanick So a month ago I dropped into deep Amazon in Brazil. 4 times in the scene
- ▶ 16:56 Travis Kalanick The real lag time is getting, so you have to, you're, so let's say we want to get a bunch of machines that are in the Amazon up and running.
Stripe’s $53B PayPal Offer, OpenAI’s First Device, TBPN’s New Business Ideas | Diet TBPN
- ▶ 16:01 Jordi Hays John was cleaning his laptop last week, and whatever product you had ordered off of Amazon.
Apple Sues OpenAI, Experts Sign Another AI Warning Letter, Paramount Threatens CA Exit
- ▶ 5:33 John Coogan Big tech rivals have long tried to supplant Apple, but so far Google, Samsung, Meta platforms, Microsoft, and Amazon.com have all felt, it is crazy.
GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN
- ▶ 16:06 John Coogan So if I open up the Amazon app on my iPhone and I buy a t-shirt,
- ▶ 16:18 John Coogan But if I go to Kindle or Netflix and I subscribe or even like the X subscription premium, Apple will take 30% if I buy Fortnite V-Bucks or Roblox or any digital good.
- ▶ 30:33 John Coogan Eight years ago and watched it spawn YouTube films, knock off amazon.com merchandise, and video games, but he never made a penny from his creation. 2 times in the scene
Ben Thompson Explains the XBOX Disaster
- ▶ 1:23 unnamed speaker Like, like, because we did, we didn't get an Amazon gaming console.
Alex Hormozi's Playbook for Building Billion-Dollar Businesses
- ▶ 53:29 Alex Hormozi He just happens to own Amazon.
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
- ▶ 14:13 John Coogan Then wouldn't they end up having to spend in the same way that Google, Microsoft, Amazon do in order to build out a full cloud business?
Open Source vs. Closed Source, Memory Chips Eat AI Profits, Comcast Restructures | Diet TBPN
- ▶ 14:24 unnamed speaker It's not this, it's that in text, and you wind up training on a whole bunch of Amazon Kindle books, you're gonna wind up learning, it's not this, it's that.
- ▶ 28:17 unnamed speaker Closer to home for me, the memory I bought on amazon.com a year ago to build a super quiet computer.
Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
- ▶ 13:27 Jordi Hays I would expect to see, just like we saw the ad supported Kindle, I think we'll see the ad supported metaglasses.
- ▶ 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,…
SpaceX Takes Off, Cursor's Wild Rise, Snap Bets on AR Glasses | Diet TBPN
- ▶ 7:06 unnamed speaker It's silly now as it approaches Amazon valuation. 3 times in the scene
Anthropic Drama, Meta Now Tokenminning, Fox's $22B Roku Deal | Diet TBPN
- ▶ 7:21 John Coogan Then the information reported that Andy Jassy at Amazon had raised concerns with the senior administration officials about jailbreaking. 4 times in the scene
- ▶ 21:26 John Coogan The combined company will, will better compete with the likes of amazon.com and Netflix for ad dollars. 2 times in the scene
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…
- ▶ 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
🚀 SpaceX IPO Liftoff | Diet TBPN
- ▶ 26:53 John Coogan A lot of that is just the holding to fruition, like, because the early investors in Google or Microsoft or, uh, Amazon, like, a lot of them
Bezos' Prometheus Raises $12B, America Inc. Moves to Texas, Trucking Rebounds | Diet TBPN
- ▶ 2:43 unnamed speaker The billionaire founder of Amazon.com, and don't forget Blue Origin, is co-leading a new AI business called Prometheus, which plans to build an artificial general engineer 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…
Social Network Sequel Trailer, Fable 5 Sparks Safety Debate, SpaceX IPO Watch | Diet TBPN
WWDC Reactions, Claude Fable 5 Debuts, McAfee Eyes ESPN Mega Deal | Diet TBPN
- ▶ 5:12 unnamed speaker It's not like people were switching in droves to Android because Google assistant or Alexa was so much better. 2 times in the scene
WWDC Kicks Off, Jobs Up, Tech Down, VC Horror Stories Go Viral | Diet TBPN
- ▶ 1:53 unnamed speaker Like chat interface where you can just say like, Hey, how much did we actually spend on Amazon last month?
Palantir's AIPCon 10, Ramp Hits $44B, 60 Minutes Eyes Rogan | Diet TBPN
- ▶ 10:44 unnamed speaker Um, Altos Labs, uh, from Jeff the Chad from Amazon, as this post puts it.
Microsoft Takes on Frontier AI with Project Solara, OpenClaw, and More at Build 2026 | Diet TBPN
Google Raises $80B, Confidential IPO 101, OpenAI Expands Codex | Diet TBPN
- ▶ 6:59 John Coogan The hyperscalers of Alphabet, Microsoft, Amazon, and Meta have become major bond issuers as they ramp up spending with Alphabet alone, raising eighty-five billion in a series of record breaking issues around the world.
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.
- ▶ 14:25 Jordi Hays Oh, yeah, how convenient for Amazon, who obviously owns a lot of, you know, the big labs, to spend all this money on Anthropic right when they're raising a round, and they got this revenue multiple, blah, blah, blah.
Where Brad Gerstner Is Investing Billions
- ▶ 18:42 Brad Gerstner We all saw what Amazon was going to be, but where we got over our skis, right, is we thought it would come a lot faster, and we forgot that there were only thirty-five million people connected to broadband internet. 2 times in the scene
- ▶ 22:19 Brad Gerstner You run into the AWS problem. 6 times in the scene
The Lean Startup Author on What Ruins Good Companies
- ▶ 23:37 unnamed speaker Jeff Bezos is secretly out there, like, killing people who want to try to start the Mondragon of Amazon and, like, compete with him.
SpaceX S-1, Anthropic Revenue Booms, OpenAI Cracks Erdős Problem | Diet TBPN
- ▶ 23:21 John Coogan It's not quite as easy as dropping it on Amazon and, and flying off the shelves.
Google I/O, Fertility Decline, Spotify Logo Drama | Diet TBPN
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.
Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
- ▶ 9:03 unnamed speaker I don't know the real quote, but it goes something like every 100 milliseconds of latency costs Amazon one percent in sales. 2 times in the scene
Trump-Xi Summit, Space Data Center Debate, Inflation Up | Diet TBPN
Altman’s Testimony, AI SPV Drama, Ebay Rejects $GME Bid | Diet TBPN
- ▶ 6:08 unnamed speaker Altman is criticizing stack ranking of engineers across AI labs, something Musk loves to do across his companies, apparently, and something very common across big codes like Meta and Amazon, and also Microsoft is known for the, uh, for the…
Swatch & AP Collab, Cerebras Boosts IPO Price, Trump to Visit China | Diet TBPN
- ▶ 18:30 John Coogan Uh, Cerebus makes AI inference chips and lists Amazon and OpenAI among customers. 2 times in the scene
- ▶ 18:40 John Coogan Uh, very flexible with regard to the chips that they rack over at AWS.
Airbnb CEO on Why AI Will Create a New Era of Consumer Products
- ▶ 27:19 Brian Chesky You don't see a lot of turnover CTOs, but like Amazon was famously, and I, I don't know if part of my theory is that like what works in marketing changes every few years and you have to be adaptable and your old playbook gets outdated.
- ▶ 30:54 Brian Chesky There's no Amazon for services, and, you know, think about, like, you can hit a button and a car can pick you up.
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.
- ▶ 27:03 unnamed speaker In Amazon news, uh, the number of monthly releases of eBooks on Amazon 2 times in the scene
- ▶ 27:18 unnamed speaker Uh, and it does look like, uh, the, the, the, the rate of publishing on Amazon is going, uh, explaining, explaining to this, this to somebody in 20, 22, there's going to be a renaissance four years from now. 4 times in the scene
FULL INTERVIEW: Anjney Midha on Fixing AI’s Biggest Bottleneck
- ▶ 3:57 Anjney Midha So Amazon's used and collect, collectibles business has been flat for six years. 3 times in the scene
AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN
- ▶ 1:55 unnamed speaker So much so that, uh, Tay Kim, when he, uh, did his earnings recap, he didn't even talk about top lines at Google, Amazon, and Microsoft. 6 times in the scene
- ▶ 2:08 unnamed speaker Amazon Web Services, 28% year-over-year. 7 times in the scene
- ▶ 16:24 unnamed speaker AWS, 28%. 3 times in the scene
- ▶ 16:49 unnamed speaker So, today's MAG four PE ratios, the companies that reported earnings, uh, Meta's at 16 X price to earnings, Google's at 17 X, Amazon's at 24, and Microsoft's at 25 price to earnings ratio. 3 times in the scene
- ▶ 30:55 unnamed speaker According to Katie at Business Insider, Amazon will now create an AI podcast about their products where two AI hosts discuss the products and take your questions as if it's a call-in show. 3 times in the scene
Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
- ▶ 0:50 unnamed speaker Then at four p.m., Google earnings, Amazon earnings, Meta earnings, and Microsoft earnings. 3 times in the scene
- ▶ 9:03 unnamed speaker For Amazon, everyone wants to see strong AWS acceleration to justify the mag seven topping CapEx numbers. 7 times in the scene
- ▶ 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
- ▶ 15:07 unnamed speaker The report was particularly jarring coming ahead of key earnings from major players, Alphabet, Amazon,
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.
- ▶ 1:19 Jordi Hays And so, uh, in other words, OpenAI can potentially use Google TPUs, Amazon Tranium, other chips are on the table now.
Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
- ▶ 15:19 Dylan Patel Now they're getting Tranium as well from Amazon.
Apple’s New CEO John Ternus, Ferrari’s First EV | Diet TBPN
- ▶ 8:27 unnamed speaker Yeah, and to be clear, Apple, Microsoft, Google, and Amazon were clearly there. 2 times in the scene
Marc Benioff vs. Verizon CEO Dan Schulman on AI, Blue Origin’s Latest Flight | Diet TBPN
- ▶ 15:08 unnamed speaker Amazon CEO Andy Jassy is similarly sanguine about potential job losses to AI. 2 times in the scene
Allbirds’ AI Pivot, Snap Cuts 16% of Workforce, Amazon’s GlobalStar Deal | Diet TBPN
- ▶ 0:16 John Coogan Uh, Amazon's buying Global Star.
- ▶ 19:50 John Coogan Well, let's, uh, switch over to Amazon.
Andy Jassy’s Shareholder Letter, Meek Mill Joins the AI Race| Diet TBPN
- ▶ 0:08 unnamed speaker Amazon is known for fantastic shareholders letters dating back to 1997.
- ▶ 3:13 unnamed speaker But, uh, Andy Jassy, uh, sort of zoomed out and was stepping back from the horse race because Amazon's a partner with basically everyone in the ecosystem. 3 times in the scene
- ▶ 4:20 unnamed speaker He says AWS followed lots of squiggly lines too. 9 times in the scene
- ▶ 4:41 unnamed speaker They had a product called mechanical Turk where you could go and dispatch a specific task. 2 times in the scene
- ▶ 5:54 unnamed speaker When we launched EC two or compute service, it was a single instance in one availability zone, Linux only with no auto scaling, load balancing, block storage, or private networking.
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