Amazon Web Services

also referred to as: aws

part of Amazon

3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Mar 14, 2023 by Nick Jordan · said 30 times in 12 episodes since 2020 · across every show →

Mentions by year

brought up most by Nick Jordan (10), Darian Parrish (4), Sean Weisbrot (3), Sameer Narkar (2), Peter van Eyprin (2), Dan Bilkowski (2), Anders Lilivik (2), Uros Mikic (1)

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2025 4 mentions in 2 episodes 2 per episode
2024 1 mention in 1 episode
2023 14 mentions in 4 episodes 4 per episode
2022 2 mentions in 2 episodes 1 per episode
2021 6 mentions in 1 episode
2020 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Amazon Web Services, oldest first

Mar 14, 2023 positive
Disclosure
Jordan: Narrative Halved $95K Monthly AWS Bill While Doubling Revenue
“We got 95 grand one month, I think is probably the peak of our AWS bill. The good news is, I think we have, the AWS bill has gone down every month for the last six months. Last month being December of twenty-twenty-two, we were under 50,000 dollars. So, you kn…”
Nick Jordan Mar 14, 2023 ▶ 18:31 He Stores 10 Petabytes and Still Halved His Cloud Bill
Mar 14, 2023 bullish
Prediction Not checkable as stated
Jordan: Narrative plans to double 2023 revenue with roughly flat AWS costs
“We think we can continue to grow revenue this year, 20, 23, you know, the plan has us growing by almost doubling revenue. And we think AWS costs year over year are going to be roughly flat.”
Nick Jordan Mar 14, 2023 ▶ 19:16 He Stores 10 Petabytes and Still Halved His Cloud Bill
Oct 21, 2025
Insight
Bilkowski: AI features introduce significant variable costs to traditional SaaS economics
“For the longest time, the incremental cost of serving an additional customer has been net negligible, effectively zero for AWS storage network and compute. And so now companies, as they're building in AI enabled capabilities into their platforms are seeing sig…”
Dan Bilkowski Oct 21, 2025 ▶ 0:51 Value Lives in the Mind of the Customer, Not in Your Product
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