Amazon, every mention
123 scenes (said by John Coogan), the whole family · ← back to Amazon
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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
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.
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
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?
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
🚀 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
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.
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.
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.
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.
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.
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
- ▶ 4:01 John Coogan Uh, Amazon's up 30%.
- ▶ 6:58 John Coogan This is not taking the data from AWS East to California.
- ▶ 12:09 John Coogan Meta, Microsoft, Apple, Google, Amazon, et cetera, Nvidia.
- ▶ 15:54 John Coogan Way more now if you look at two hundred billion capex guide from AWS.
FULL BREAKDOWN: Trump BANS Anthropic
- ▶ 33:42 John Coogan EWS data centers.
Big Tech to Pay for Power, Anthropic Abandons Safety, the Adoption Paradox | Diet TBPN
- ▶ 2:00 John Coogan There's a lot of liars out there who say, I am absolutely a CFO and please send that Amazon gift card right my way.
- ▶ 17:49 John Coogan He was saying Amazon went public sub a billion dollars.
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
Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN
- ▶ 10:36 John Coogan You get a lot of Amazon boxes, cut those things up, make something.
FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
- ▶ 24:08 John Coogan So isn't that extremely just like good for Amazon?
Anthropic-OpenAI war, Walmart hits $1T, Gas Town & Vibecoding | Diet TBPN
- ▶ 21:13 John Coogan Amazon was going to kill them, but seems like the retail behemoth is growing faster than ever. 3 times in the scene
- ▶ 23:06 John Coogan So they've, like, fully responded to Amazon Prime, which was the main differentiator for a long time.
Capital One Acquires Brex for $5B, Davos’s $500M business, Apple’s Siri rebuild | Diet TBPN
- ▶ 10:17 John Coogan Uh, the service will compete with Starlink, and it will also compete with Amazon operated Leo, which is interesting.
- ▶ 21:00 John Coogan Amir says that Anthropix inference costs on Google and Amazon servers were 23% higher than the company, ah, projected.
Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine | Diet TBPN
- ▶ 27:43 John Coogan The Amazon Echo in year two sold eleven million units.
X’s $1M Sweepstakes, Ben Affleck’s viral take on AI, Elon sues OpenAI for $134B | Diet TBPN
- ▶ 16:45 John Coogan What are a bunch of tasks that, that you could, you could like turn Grok loose on everything from like, you know, the classic, like order DoorDash in a simulation, try and buy something on Amazon in a simulation.
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…
Ford PULLS BACK EV Investment
- ▶ 24:31 John Coogan So Amazon, one of the largest advertisers in the country, aired its first holiday TV ad on October 13th. 3 times in the scene
Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN
- ▶ 21:00 John Coogan It might make sense for Amazon to be like, Hey, we want to get, you know, we want to, we want, we want to take that approach.
Blue Origin Lands Rocket, Valve Drops Steam Machine, Cantor Group Surges | Diet TBPN
- ▶ 6:01 John Coogan That, uh, Project Coupier, which was Amazon's Starlink competitor, I believe, is rebranding to Amazon Leo, L-E-O. 2 times in the scene
- ▶ 6:01 John Coogan That, uh, Project Coupier, which was Amazon's Starlink competitor, I believe, is rebranding to Amazon Leo, L-E-O.
Building a $10B+ DeFi Protocol with Just 11 People | Jeff Yan Joins TBPN
- ▶ 9:43 John Coogan He was a trader, uh, that probably informs a little bit of the shape of Amazon, I imagine, versus, say, Google, where they come out of research, PhDs.
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: 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.
- ▶ 38:12 John Coogan I have no idea how they would do that, but I mean, if, if Amazon can do Tranium and, and Google can do TPU at TSMC, like maybe there's a world where that happens.
- ▶ 1:50:03 John Coogan I, I remember I bought a, uh, a mystery box of cords on, on a woot.com, which was an electronics reseller that was bought by Amazon, and.
How LABUBU made BILLIONS
- ▶ 16:08 John Coogan I, I remember I bought a, ah, a mystery box of cords on, on a woot.com, which was an electronics reseller that was bought by Amazon, and.
Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
- ▶ 1:14:24 John Coogan But I would treat it specifically as a, like an Alexa.
- ▶ 1:24:36 John Coogan Amazon search is rough.
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
- ▶ 6:23 John Coogan You could go to AWS and store an S three.
- ▶ 10:09 John Coogan So if you, I, I mean, I, I believe Anthropic is pretty tightly hitched to Amazon, and I think the next, uh, big cluster from Anthropic will be powered by Amazon for the most part, and so they're getting there, certainly on the, if they're… 3 times in the scene
- ▶ 21:02 John Coogan Its rivals, mainly amazon.com and Google are growing quickly too, but don't have all of Microsoft's broad corporate software offerings that enhance its cloud footprint, even outside of AI. 4 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.
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?
Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
- ▶ 15:12 John Coogan Do you think you could have pulled this off with Microsoft, Google, Amazon and split three times?
- ▶ 3:06:09 John Coogan I mean, you mentioned that they use AWS, so it'd be kind of awkward, right?
Apple Considers New AI partnership
- ▶ 12:34 John Coogan Anthropic, for its part, is already used by Amazon to help power the new Alexa Plus, which I haven't seen rolling out into the Amazon Alexa's. 2 times in the scene
- ▶ 12:34 John Coogan Anthropic, for its part, is already used by Amazon to help power the new Alexa Plus, which I haven't seen rolling out into the Amazon Alexa's. 2 times in the scene
Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
- ▶ 1:40:57 John Coogan Amazon has like tons of robots sliding around.
Weekly Recap: Apple WWDC, Andrew Huberman, YC Demo Day, Intern Phone Assembly, $14B Meta x Scale
- ▶ 2:45:07 John Coogan Adapt to Amazon.
We Interviewed the New Thiel Fellow Dropouts
- ▶ 1:28:53 John Coogan They acquired Kiva Systems in 2017.
What Great Founders Really Do | David Senra on TBPN
- ▶ 9:49 John Coogan You want Bezos to go back into Amazon now that Lena Khan's out and the heat's off, uh, cool it with the Blue Origin, cool it with the, no, but if you're gonna have a side, no, that's actually a great example.
Building Durable Brands in Venture Capital | David Tisch on TBPN
- ▶ 16:37 John Coogan Do we see Amazon?
Could AI TAKE OVER by 2027? | Morgan Housel on TBPN April 4th
- ▶ 18:53 John Coogan Are you a Kindle iPad printed out? 5 times in the scene
Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
- ▶ 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.
REVIEW: HIMS Super Bowl Ad (Controversy)
- ▶ 17:59 John Coogan You know, if you need paper towels, you're gonna open up Amazon, and that has not been the case where it's like, if you need a refill on your medication, there's one place you go.
The BEST Super Bowl Commercial (Saquon Barkley)
- ▶ 15:12 John Coogan If you could look up what Amazon's done over the last five days, 24 hours, I want to know. 14 times in the scene
- ▶ 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
- ▶ 20:10 John Coogan Obviously there's Alexa and there's AI in their products, but it's not as strong of a narrative.
- ▶ 26:21 John Coogan He clearly has an incredible amount of soft power at Amazon still, and, um, probably could step in. 15 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…
- ▶ 40:23 John Coogan Uh, President Trump suspended a trade exemption known as the de minimis provision that Shein and Timu and other Amazon competitors have used to avoid import duties on low value packages from China. 14 times in the scene
- ▶ 43:17 John Coogan Um, this is from 20, 23 talking about Amazon and AI and, uh, and Ben Thompson is highlighting the, the, the lack of clear narrative. 14 times in the scene
- ▶ 48:51 John Coogan Uh, felt, I felt this summer marked the largest shift in my purchasing behavior since the launch of Prime.
The Truth About Chinese Manufacturing (De Minimis)
- ▶ 5:42 John Coogan Then, and then they list that on Amazon, and it's like, China's providing, like, all the manufacturing.
- ▶ 6:44 John Coogan The popular marketplace, which eMarketer estimates will sell thirty billion dollars of products to U.S. shoppers this year, became an alternative to Amazon, as well as retail chains such as Hobby Lobby, Party City, and Dollar Stores.
- ▶ 12:34 John Coogan And so the big question is, how is this affecting, uh, Amazon and Meta?
- ▶ 13:03 John Coogan That list starts with Amazon, which will likely be affected by this rule. 11 times in the scene
- ▶ 13:30 John Coogan And so those orders, they're not going to be prime.
- ▶ 14:13 John Coogan By the way, and it's called Amazon Hall, which I think is so funny. 2 times in the scene
DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
- ▶ 34:22 John Coogan Microsoft, Amazon, Meta, Google, and Apple, they all have their own internal silicon projects where basically they go to TSMC and say, Hey, this is the workload that we need. 2 times in the scene
- ▶ 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.
DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- ▶ 12:28 John Coogan Open AI can lose significant business without Google, DeepMind, or Amazon Anthropoc gaining share.
- ▶ 19:28 John Coogan Uh, Google has the TPU, which is obviously the biggest, but meta and Amazon are also ramping internal Silicon.
- ▶ 48:14 John Coogan 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, there's no data feeding back.
- ▶ 1:16:41 John Coogan And Amazon and Anthropic have these Tranium GPU servers coming on, but they're a little bit smaller, like less powerful, power efficient than others, but, uh, it's a massive, it's a massive knockout, drag out fight.
- ▶ 1:35:39 John Coogan Like there was a time when Apple was going to build a car and we've seen some, some crossover, but I think the FTC really screwed this up because, you know, even just the Amazon thinking about building home robotics,
DJI Suspicions, Stargate Turmoil, OpenAI Operator, F40 for the Mind
- ▶ 27:21 John Coogan We've seen it at Amazon.
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
The END of TikTok?
- ▶ 3:54 John Coogan Um, Elizabeth Warren was one of the most outspoken voices, but Josh Hawley was also one of the most outspoken voices. 2 times in the scene
- ▶ 59:35 John Coogan Uh, I noted previously that the two most compelling acquirers from a business perspective are Amazon or Walmart, thanks to the potential tie into their e-commerce businesses.
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