Amazon, every mention

230 scenes (2025), the whole family · ← back to Amazon

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every year 2025 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

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TBPN Year in Review Dec 20, 2025 · 2 mentions

  • ▶ 0:39 Jordi Hays Including Amazon.
  • ▶ 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 Dec 19, 2025 · 6 mentions

  • ▶ 17:11 unnamed speaker Uh, November third, OpenAI and Amazon announce a partnership valued at thirty eight billion.
  • ▶ 21:16 unnamed speaker But you look at what Amazon's doing, building massive data centers, where for AWS, Amazon owns Twitch. 3 times in the scene
  • ▶ 21:16 unnamed speaker But you look at what Amazon's doing, building massive data centers, where for AWS, Amazon owns Twitch.
  • ▶ 23:56 unnamed speaker This is showing, uh, the investment over time, and you can see, uh, you know, Nvidia flowing to Amazon and, uh, all the different companies.

Amazon Bets $10B on OpenAI | News Reaction Dec 18, 2025 · 27 mentions

  • ▶ 6:10 unnamed speaker Amazon is in talks to invest over ten billion dollars in OpenAI. 22 times in the scene
  • ▶ 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

Ford PULLS BACK EV Investment Dec 17, 2025 · 3 mentions

  • ▶ 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

GPT-5.2 Reactions, Jacob Elordi vs AI, Disney x OpenAI Deal Breakdown | Diet TBPN Dec 13, 2025 · 2 mentions

  • ▶ 17:39 unnamed speaker Uh, Jeff Bezos is at 14% with Amazon.
  • ▶ 20:17 unnamed speaker Oracle was basically saying, like, we're going to build AWS.

Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN Dec 11, 2025 · 1 mention

  • ▶ 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.

Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN Dec 10, 2025 · 1 mention

Paramount Strikes Back, Ads In Gemini, Bieber’s Apple Beef | Diet TBPN Dec 9, 2025 · 1 mention

  • ▶ 20:35 unnamed speaker Rest in peace, Amazon, DoorDash, Uber Eats, etc.

Netflix Acquires Warner Brothers, Apple’s Leadership Shakeup, SpaceX Prepares For IPO | Diet TBPN Dec 6, 2025 · 3 mentions

  • ▶ 6:08 unnamed speaker Hollywood is competing with Silicon Valley, Apple, Amazon, Google Meta, preserving some notion of competition in and between legacy Hollywood, risk winning a battle and losing a war the old media companies need to, uh, more of the right… 2 times in the scene
  • ▶ 6:56 unnamed speaker I ordered from Amazon, so I have Amazon Prime.

Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN Dec 5, 2025 · 4 mentions

  • ▶ 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.
  • ▶ 11:36 unnamed speaker How small the Amazon burn really was for its first eight years. 3 times in the scene

Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN Dec 4, 2025 · 30 mentions

  • ▶ 0:00 unnamed speaker Today I wrote about, will AWS buy TPUs from Google? 6 times in the scene
  • ▶ 0:11 unnamed speaker Amazon's chips pose risk to NVIDIA. 5 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
  • ▶ 5:07 unnamed speaker Amazon's so bad at hype. 5 times in the scene
  • ▶ 5:08 unnamed speaker Tranium is used by five hundred million people through bedrock, but their marketing team just can't. 2 times in the scene
  • ▶ 7:16 unnamed speaker There was an announcement of an AWS partnership with Google Cloud. 6 times in the scene
  • ▶ 8:53 unnamed speaker Amazon needs to fire, uh, fight back against this and allowing high-speed interconnect between AWS and GCP. 3 times in the scene

ChatGPT Turns Three, OpenAI x Thrive, David Sacks vs. The New York Times | Diet TBPN Dec 2, 2025 · 4 mentions

  • ▶ 4:42 unnamed speaker Previously, uh, the world's largest company in November of twenty-twenty-two was Apple, and at the time, they had a sizable lead over Microsoft, Amazon, and Google. 3 times in the scene
  • ▶ 16:31 unnamed speaker When my husband asks how many Amazon packages are still on the way, the answer to that question will reveal itself.

The State of AI: A Field Trip to TBPN’s Aura Farm + Today’s Top Tech Stories | Diet TBPN Nov 22, 2025 · 15 mentions

  • ▶ 9:42 unnamed speaker Right, and so I think you could say this is Amazon. 15 times in the scene

Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel Fund Sells NVIDIA | Diet TBPN Nov 18, 2025 · 5 mentions

  • ▶ 6:19 unnamed speaker In the New York Times, Jeff Bezos, the founder of Amazon, uh, is throwing his money and time into an artificial intelligence startup that he will help manage as its co-chief executive. 4 times in the scene
  • ▶ 18:14 unnamed speaker While David Guetta DJ, the Blue Owl executives cut a deal to acquire IPI Partners, an investment firm that owned and operated big data centers for Amazon and Microsoft.

Ex Mr. Beast Manager Explains The Creator Economy Nov 18, 2025 · 23 mentions

  • ▶ 5:17 unnamed speaker Uh, you know, star property for Amazon as a corporation. 9 times in the scene
  • ▶ 6:20 unnamed speaker A couple years ago, Amazon released something where, where every Amazon Twitch, or sorry, every Amazon Prime person gets a free Twitch sub. 6 times in the scene
  • ▶ 8:33 unnamed speaker There's a lot of investors out there that if they would happily, probably, if you're like, Hey, this is being under, you know, this underappreciated Amazon and we can turn it, I don't know what, what, wasn't it like a billion dollar… 4 times in the scene
  • ▶ 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.
  • ▶ 12:54 unnamed speaker Like an Amazon or a Tubi, and in those formats, usually you have to deliver a video that's like 20 to 25 minutes in length. 2 times in the scene
  • ▶ 15:39 unnamed speaker Microsoft, Google, Amazon, all these companies have plays in live streaming, but not NVIDIA, so maybe.

Blue Origin Lands Rocket, Valve Drops Steam Machine, Cantor Group Surges | Diet TBPN Nov 15, 2025 · 4 mentions

  • ▶ 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.
  • ▶ 26:16 Jordi Hays They delete the S-III bucket if you don't make the payment.

Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More Nov 4, 2025 · 1 mention

How to Build an $11B Empire Selling Funko Pops | Whatnot CEO Grant Lafontaine Joins TBPN Oct 31, 2025 · 1 mention

  • ▶ 11:53 unnamed speaker Also Amazon owns Twitch.

Google's First $100B Quarter Reactions | Diet TBPN Oct 31, 2025 · 2 mentions

  • ▶ 10:58 unnamed speaker Amazon will sue me for leaking this. 2 times in the scene

Don't Die CEO Bryan Johnson on Living Forever, AI & His $60M Blueprint For Immortality Oct 30, 2025 · 4 mentions

  • ▶ 20:26 unnamed speaker I used to, there used to be this ice pack on Amazon that was for this use case, and they stopped selling it, and now I don't, I, I like, I lost, I lost my,
  • ▶ 29:43 Bryan Johnson Amazon sets up shop on, on commerce, right? 3 times in the scene

Microsoft CEO Satya Nadella Live on TBPN Oct 28, 2025 · 1 mention

  • ▶ 26:26 Satya Nadella In fact, the best day in hyperscale business was the day Amazon announced their operating margins.

Are AI Agents Further Away Than We Think? | Dropbox CEO Drew Houston Joins TBPN Oct 23, 2025 · 5 mentions

  • ▶ 13:11 unnamed speaker Well, the other, the other thing is like non-targeted ads are really frustrating because I remember in college, I bought a Kindle 4 times in the scene
  • ▶ 13:23 unnamed speaker It's a very Amazon move is to be like, okay, for a hundred dollars, you can get the ad-supported Kindle.

Building a $10B+ DeFi Protocol with Just 11 People | Jeff Yan Joins TBPN Oct 22, 2025 · 6 mentions

  • ▶ 8:30 Jeff Yan Uh, I think Amazon was a really big one that what inspired me was that 3 times in the scene
  • ▶ 9:01 Jeff Yan And you know, that kind of being the birth of AWS and cloud computing, I think that's like,
  • ▶ 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.
  • ▶ 11:49 Jeff Yan If you think about what is traded today by people that are kind of like, you can trade the like thing itself, which is like a, an Amazon stock, right?

Brian Chesky Live on TBPN Oct 22, 2025 · 3 mentions

  • ▶ 22:16 unnamed speaker We've seen, uh, OpenAI announce partnerships with Etsy, you know, Marketplace, Walmart, uh, notably not, uh, Amazon yet or eBay. 2 times in the scene
  • ▶ 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 Oct 22, 2025 · 10 mentions

  • ▶ 4:09 Jordi Hays The thing that will be the next Google, the next Amazon, the next Microsoft?
  • ▶ 5:10 Jordi Hays All of their partners are looking at them, whether they're Google with the TPU program, Amazon with Tranium, OpenAI.
  • ▶ 7:50 Jordi Hays Seventy billion total market cap, including portions of Amazon and Walmart.
  • ▶ 8:24 Jordi Hays Eastern time when Amazon made a technical update 3 times in the scene
  • ▶ 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.
  • ▶ 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.

GameStop CEO Ryan Cohen live on TBPN Oct 21, 2025 · 5 mentions

  • ▶ 9:47 Ryan Cohen Store for gaming, and we, um, I hired a bunch of fancy people from both Amazon and Chewy, and we expanded the catalog, and we added a bunch of product, and, um, most of that product didn't sell, and we ended up marking it down and taking a…
  • ▶ 17:01 Ryan Cohen Um, Amazon started selling pet products in the late nineties, and they were, they were doing okay. 4 times in the scene

Google Makes MAJOR Cancer Research Breakthrough | Diet TBPN Oct 17, 2025 · 2 mentions

  • ▶ 17:33 unnamed speaker I'm sure they'll announce a big partnership with Amazon. 2 times in the scene

Alexis Ohanian on TikTok's Frozen Innovation, Gaming Reddit & Sports vs AI Oct 13, 2025 · 1 mention

  • ▶ 9:34 John Coogan Maybe an AWS credits or something would get you going, like, it's just a different era.

Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption Sep 13, 2025 · 6 mentions

  • ▶ 8:06 unnamed speaker Still a pre-order on Amazon.
  • ▶ 36:33 John Ferrara Dre, but I'll say Drake because he just came out that Amazon store and Drake's my favorite artist, so. 3 times in the scene
  • ▶ 36:42 John Ferrara He's, this is his actual plot to take over Amazon music as a distribution platform, but he's working with Amazon to sell all of his merch and all of his goods through their storefront and basically facilitate all their distribute…
  • ▶ 49:21 unnamed speaker Same thing that Google DeepMind TPU team is doing over at Google and, uh, Anthropics working with Amazon and Tranium.

Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories Sep 6, 2025 · 3 mentions

  • ▶ 8:21 unnamed speaker Amazon's a bit behind, but the core business doesn't seem very threatened by LLMs.
  • ▶ 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 Aug 30, 2025 · 3 mentions

  • ▶ 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 Aug 30, 2025 · 1 mention

  • ▶ 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 Aug 16, 2025 · 3 mentions

Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5 Aug 9, 2025 · 18 mentions

  • ▶ 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
  • ▶ 14:43 Jordi Hays On the other side, Amazon is down, uh, 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
  • ▶ 1:37:57 Jordi Hays Yes, and then you look at the example with, you know, Roomba, I think it was, where, where Roomba had to deal with Amazon, it was blocked, and, and the company has just been in shambles ever since.

Marc Andreessen on Why Apple Might Miss the Next Platform Shift Aug 8, 2025 · 1 mention

  • ▶ 32:13 Jordi Hays You know, someone, Lena, cuts off the arm of a pianist, and they endure, and can create a masterpiece, and then, um, and so I expect, and then you look at the example with, you know, Roomba, I think it was, where Roomba had to deal with…

Microsoft’s Cloud Outpaces Its AI Growth Aug 6, 2025 · 23 mentions

  • ▶ 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.
  • ▶ 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
  • ▶ 10:04 unnamed speaker Yeah, so if you, I mean, I, I believe Anthropic is pretty tightly hitched to Amazon, and I think the next, ah, big cluster from Anthropic will be powered by Amazon for the most part, and so they're getting there, certainly on the, if…
  • ▶ 12:00 unnamed speaker Well, it's just crazy when you compare it to, uh, AWS growing at 19%. 3 times in the scene
  • ▶ 12:20 unnamed speaker Uh, the other cloud platforms, Google and, and, uh, Microsoft, and so the, the Amazon stock traded down. 2 times in the scene
  • ▶ 14:39 unnamed speaker On the other side, Amazon is down, uh, 3 times in the scene
  • ▶ 20:58 unnamed speaker 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 6 times in the scene

SAMIR CHAUDRY: ChatGPT Might Kill YouTube — Here's How Aug 6, 2025 · 1 mention

Weekly Recap: Gwyneth Paltrow Saves Astronomer, Figma’s IPO, Top AI Researchers Ranked Aug 2, 2025 · 5 mentions

  • ▶ 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.
  • ▶ 46:42 Eric Glyman So I think one of the interesting studies I think about is, um, Amazon, uh, in its early days, um, 2 times in the scene
  • ▶ 59:59 Jordi Hays So Amazon, uh, Amazon's acquisition of iRobot, the maker of Roomba, was blocked due to antitrust concerns, which was primarily from the European Commission.

GWYNETH PALTROW Just Saved Astronomer — Here's How Jul 30, 2025 · 2 mentions

  • ▶ 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.
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