stale — 16 unprocessed events
Sits in OpenAI's strategy observed
Five evidence lanes (activity, capital, infra, hiring, ecosystem) as within-cohort percentiles, combined with evidence-breadth weights over the 60-company baseline cohort. The ± band widens with missing lanes — it measures what the score stands on. Scores publish at 2+ evidence lanes; this company's tape carries 1 (82 signals/60d), so no number is claimed.
↗ Strongest signal: funding_magnitude (30% of the score).
The skeptic's read what this company has said, judged against what happened
Unproven ≠ false — it means the deadline or the evidence hasn't arrived. Nothing here is editorial: every count is a ledger row you can open on the Proof page.
No single number decides. Layers can disagree — that's the point. New to this? →
The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.
the problem actually with Amazon is interesting is that they just have too much historical stuff on there. So like everybody points out to Amazon as the leader. And I would, I, it's hard to argue with that, but they're using a 20 year old system. Like Kiva robotics is not the ideal for e-commerce picking. It doesn't make sense. They're literally moving aisles to a picker.
Well, I think not as big as maybe you're suggesting, because for the first time they've got real competition. You know, there's no real competition for the iPad. The size, all the features it has, it's stand-alone. But as you get smaller, you know, that Nexus 7, that's a capable product. The Kindle, the variations of Kindle, those are some capable products. So, I think they're going to find a lot more resistance, a lot more competition at the smaller size.
Right. So it's the return to artisanal, in a way. And that will be the differentiator. Because if you can't compete with Amazon on, you know, a car charger or something, or whoever on a flat panel TV, you can on some artisanal food or some handcrafted artwork or something like that. That will be the differentiator. I kind of agree with that. I think it's a good insight.
Yeah, actually, Amazon, to your last point, they're suing Microsoft on another deal via protest because they didn't pick them. And they view the, you know, the government actually rigging the game for Microsoft. So, we'll see if that continues.
Amazon is the most open of all the platforms. What Amazon does with third-party sellers is the equivalent of Facebook allowing people to take the social graph and take all of their content and just in one click put it somewhere else.
You have access to data that far exceeds the sellers on your platforms with whom you compete. You can track consumer habits, interests, even what consumers clicked on but then didn't buy. You have access to the entirety of sellers pricing and inventory information, past, present, and future. And you dictate the participation of third-party sellers on your platform. So you can set the rules of the game for your competitors, but not actually follow those same rules for yourself.
What I can tell you is, we have a policy against using seller-specific data to aid our private label business. But I can't guarantee you that that policy has never been violated.
Amazon accounts for less than 1% of the $25 trillion global retail market and less than 4% of U.S. retail. There's room in retail for multiple winners. We compete against large established players like Target, Costco, Kroger, and of course, Walmart, a company more than twice Amazon's size.
our approach is working. 80% of Americans have a favorable impression of Amazon overall. Who do Americans trust more than Amazon to do the right thing? Only their doctors and the military.
I want to start off with who I thought was the big winner in the opening statements. That was none other than Jeff Bezos, who talked about his mother, his stepfather, and his amazing journey to build one of the most important companies in the history of technology and commerce.
if you're going to release a new product, it not only has to be great by any metric, but it also has to be fundamentally different. There has to be something about it, which is going to make it more valuable to the consumer.
the bestseller badge basically Amazon has a whole hierarchy and at the very very bottom of its hierarchy are these sub sub sub categories if you are the fastest selling product in your sub sub sub category then you end up with the bestseller badge Amazon's choice is more mysterious it's an algorithm that is run and rerun every hour that takes into account conversion rate and etc etc so you can have it at 11 a.m. and lose it by 1 p.m. and have it back at 3 p.m. so the Amazon's choice one is more
in the marketplace then you don't. You probably want to though because advertising return on advertising spend is still great and it's still profitable too. If you're trying to break into a new market yeah it's almost impossible to do without spending money on marketing because at the end of the day before you're showing up in search results the only way to start generating sales on Amazon is is through that marketing function but people it's presented as nefarious as in as in it's a pay-to-play
if you read Amazon's terms of service, which is a document that if you print it out is about an inch thick, you'll discover that there's 17 legitimate ways to remove a review
Today, is there black hat activity? Yes. It's almost impossible to keep up with. The reality is it's a little bit harder than you're sort of making it out to be.
there's sort of two kinds of mistakes they could make, right? They can make a mistake where they don't eliminate enough of the reviews and they can make a mistake where they eliminate too many reviews. And no matter which one they make, they're going to have people who are unhappy. And I think that, you know, they have sort of taken the view that you need, you know, really hard evidence that somebody has done something fraudulent or wrong to remove them as opposed to simply saying, hmm, this doe
I mean, again, the thing about Amazon's system is that the consumer votes. And so if you're trying to break into an ecosystem where somebody's got 3,000 reviews, can you do it? Yes. Is it going to be fast and cheap? No. But if you've got a product that's materially better than what's out there, you'd be surprised how fast you could move up and usurp somebody.
And so what tends to happen is that products that do well get sort of towards the top of search results. As they sell more products, they generate more reviews. As they generate more reviews, people are more likely to buy them because they feel safe doing so. And you have this flywheel effect where all of a sudden you are number one and you've got 4,000 reviews.
So conversion rate is what matters. If somebody clicks on your product and buys it or if they're more likely to buy it, that's the signal more often than not that tells Amazon, you've got a product that deserves to be higher in rankings. And to your point, if somebody returns it later on, it essentially undoes that signal. So there's no string signal signal that is stronger than what has the consumer done? Did they buy the product? Did they give a review afterwards, et cetera, et cetera.
From what we've seen, I think they're favorably inclined towards us.
Amazon is interesting. It's still very much a search-driven ecosystem. About 70% of all revenue comes from search. And when you think about the way in which search works, Amazon has a very strong preference for doing what the consumer wants, which means that search results are designed to favor products that consumers like.
Amazon made a really strategic decision years ago, which Jeff Bezos spoke about when he was at these congressional hearings on breaking up big tech, or at least that was the pretense for them. And he talked about how that was a very polarizing decision inside of Amazon, but that he unilaterally decided, we're going to do it. We're going to let people on the Amazon platform sell whatever they want and compete with us. That has led to over 2 million Amazon third-party sellers.
even the strategic investments that some of amazon is making into some of these lm companies or microsoft is making an open ai are now suddenly subject to regulatory scrutiny
they stayed away from amazon for a long time they believed in building direct but they they had competitors and knockoffs just crushing it on amazon so we could not not be on amazon so we said okay we have to have an amazon strategy out of the gate it goes explosive
And so it, and the answer in both those questions is it didn't work. And web van went out of business and eventually Amazon raised prices to, I think right now, most people are paying for Amazon prime $150 a year. So it is not as cheap as people thought it was the introductory price of Amazon prime was between, I think 40 and 50 bucks.
No, they would only look for photos in a database you would provide.
Well, they're not really. Yeah, they're not really a direct competitor. Like I said, they just sell an API. They're not selling a product to law enforcement.
All Amazon provides is an API called Amazon recognition. So you'd still have to, you'd have to try it yourself. I think it works pretty well, but it doesn't have a data set.
Amazon's got a lot of data and they've got a lot of scale and they've worked out a lot of this stuff.
Why wouldn't they buy it and just make the Lyft network part of the delivery packaging network and go for it?
I think Amazon's going to buy Lyft. Actually, that I know is a crazy idea. But I think Lyft is in so much trouble now for $9 billion.
Amazon's got Amazon pay, but if, if you're Walmart, are you going to put Amazon pay on your website? If you're, you know, any other major retailer in this country, are you going to invite Amazon in to own your data and payments and customers?
Um, so as a consumer, Amazon is, uh, Amazon is really quite a great service, uh, at least, you know, here in the U S, uh, outside of Amazon, that's just not true. And so, um, we really want to be able to let, um, businesses can, you know, compete with Amazon, uh, and offer that same delightful consumer experience to their customers outside of Amazon. And that's what we're focused on.
And in fact, one-click payments was the promise of Amazon early on.
Amazon committed $700 million to upscaling.
I don't think so. It would take a long time for Netflix to lose all its subscribers. I mean, literally they could just do orange is the new black, uh, you know, for another 10 seasons and they'd have some baseline of users. Uh, you know, Disney could just destroy the Star Wars franchise.
I think Amazon is a very good sales channel for certain products
I've had multiple direct to consumer brands say being on Amazon is the kiss of death. It's, it's a waste of time. You get ground down to the bottom. We want to have a direct relationship with our customers. We want to know who they are and we want to have their contact information.
the idea was Amazon would not win it all, and merchants would want to have a direct relationships with their customers
even Amazon, they allow third parties on the platform to sell and compete against them. So if you can make better, you know, USB-C cables, you can compete heads up. And that if you were going to come up with a sanction against Amazon, it would be allow third parties to put on your platform. Right? That's what you do. But there are all these other things that are making people nervous about them.
I have no way I'm getting rid of Amazon Prime. So if you put those four together, Netflix is in fourth place for me.
Amazon has to work to win and retain customers on a continual basis, ideally, to its prime subscription service and bundling differentiated content is a great way to do that.
So Amazon is really competitive on Netflix and Disney Plus, because it's part of a bundle, right? And the bundling is what we're seeing occur more and more often... So this is a super big win.
over 175 million Prime members have streamed shows and movies in the past year, I'm quoting, and streaming hours are up more than 70% year over year.
They own the James Bond franchise. That's kind of the big piece here, and the James franchise, the James Bond franchise, you could see being worth, you know, half of this price, in my mind.
So this is a major move. I can't believe that, you know, somebody like Netflix didn't make it, given their market cap, really strange, but looks like Amazon's going to win it.
amazon is going to spend something like their lord of the ring series is going to be 465 million for the first season the most expensive ever game of thrones cost 100 million a season so amazon spent 250 million for the rights to the token uh jr token property in 2017
hbo and netflix and amazon prime oh that's the other one i have and disney are on it they are on it trying to make incredible content and that is good for consumers on a global basis
David Sachs predicts Amazon spins out AWS. He predicted that in July on July 6 was a couple days ago, because, as he says, of all the big tech companies, they are the smartest chess players
Amazon web services, if that became its own independent company, and you had Amazon and Amazon web services, I think it would unlock more shareholder value as an independent company.
Yeah. So, I mean, but just looking at the run rate of 443 billion is insane. And then you just compare that to, you know, GDP, they would be the 27th in the world.
And you look at Amazon, 113 billion in revenue for the quarter.
you're never going to have better purchasing power more engineers more leverage more ability to sustain losses than amazon google apple
if they don't uh do what walmart's doing walmart gets an advantage and amazon does not want them to have an advantage
when they go to break up amazon now amazon can just point and say listen walmart's doing what we're doing walmart doesn't allow third-party sellers we do maybe you got to break up walmart right it's basically checkmate the only thing that really uh you know the ftc and and the government department of justice whoever winds up uh going after amazon to break them up the only real case they're going to have is amazon web services versus you know amazon uh the retailer and so i think it would be log
so i'm thinking amazon basics amazon essentials will all be in these stores
it's great for them to sell their uh hardware prices like echo um or their kindles and that kind of stuff but it's a really nice experience because they've kind of skimmed the cream cream and it's a nice browsing experience
will be smaller than ones we see from nordstrom and bloomingdales those were about a hundred thousand square feet amazon scaled on approach 30 000 square feet according to the story
today the wall street journal reported that amazon is planning on opening department store style physical locations in the us
amazon will account for 41.4 of all us e-commerce sales in 2021 whereas walmart will account for only 7.2 percent
it's a great move by amazon I think because brick and mortar could not possibly be more compromised during the pandemic they're probably buying up spaces for pennies on the dollar
Well, we all see that, uh, when we use the service, but does it, I don't understand that that's illegal.
But, uh, my prediction right now is that Lena Khan loses the Amazon antitrust case. And I think she's going to lose it, uh, badly. And I think Amazon is going to fight and Amazon will just tweak their model.
If a product is offered for less on another site, Amazon reviews, the buy box button, et cetera, and then coercing, uh, sellers on Amazon by forcing them to use their fulfillment service. I've heard this is actually true.
Is it going to be Microsoft who knows the, the idea that Amazon won cloud computing and it wasn't Microsoft or Oracle that won cloud computing or Google is crazy, right?
So now they have these two major, uh, strategics, Google, who was the earliest investor and now Amazon, who's coming in with potentially up to $4 billion.
It's a no-brainer for them. Yeah. I think, cause if you've used Claude, it's that good. And if they're competitive out of the gate with chat GPT four, they're not going to fall behind.
Yeah. Cost them nothing. They'll make it all back on people using AI products.
for Amazon to, uh, be able to sell their proprietary chips to a major player, uh, and get them to use them. They don't need to make any money on this investment. If they break even or lose half their money, uh, they got somebody major to use their chips and to give them product feedback on it. So again, they don't need to make money on this.
Amazon's been very clear that they would like to be a neutral third party in all of this. And so Amazon will make money no matter what they're going to have every language model on AWS. And their interest is in continuing to lower the costs continually and just make up for it in scale.
And Amazon did a similar thing like Amazon Prime when we first all got it did not make logical sense. We were all like, wait a second, I give you $60 a year and you give me unlimited two day delivery. Okay, you sure? You sure? Because I'm going to use that five times a week.
they ripped out alexa's brain and they put our brain into it it literally just took an afternoon uh to be able to tap into our knowledge graph and and uh they took a video of it and they sent it to uh jeff bezos and i guess jeff sent an email with somebody saying who the hell are these guys why are they better than we are
Um, and I think they all did it in a way they were rewarded for, but it, it, it makes for a, a, a, uh, somewhat frightening ride for the people on the, on the yacht.
If you know, if you know, you have a network effect, like how far do you want to push it and how aggressive do you want to be in Bezos? You know, push it, you go back to that moment in time, you know, between 01 and 04, there were multiple times where the press was convinced that, that Amazon was going bankrupt. And he did have people chasing him, especially in, in, in verticals. And he, he put them all under. Part of it was, was what we started the podcast talking about is just the cycle. And h
And, and people looked at Amazon as the playbook for that bill. I think they said, Hey, Amazon was never profitable. They, they broke even broke even, but they built this huge, you know, revenue base. The TAM was huge that, you know, look at all the prime subscribers, look at all the adjacent businesses like AWS, they were able to build an advertising business. So there is something to this. I don't want to say lose money at a alarming rate, but a break even and, and build the business for growt
the public markets as Amazon, as Google, as Salesforce, and so many others have proven. This idea that you can't innovate in the public markets is total nonsense.
If you look at rounds individually, there's been massive rounds like OpenAIs, $10 billion a round, led by Microsoft, and Anthropics, $4 billion a round, led by Amazon, which have had ripple effects.
there are plenty of companies i think amazon's probably the best example of companies that like know that they're losing money and are willing to lose money for a long time because the pot of gold at the end of the rainbow is very big and they have a strategy to basically be willing to lose money on categories for up to 10 years because once they get dominant market share they can start to creep up prices and figure out and work on profitability and margins and they've kind of fled they fled the
But I mean, that got through, right. And that was a tiny, what was whole foods? That was a $10 billion or $5 billion, something like that. 13 billion. Yeah. It was tiny, tiny.
stopping Amazon from buying, you know, a vacuum comp robot. I mean, does this make any sense?
If you were looking at target, Walmart, and Amazon, you know, and we were sitting here in 1999, 2000, 2001, 2003, four. Would you want to own those stocks? And the answer is yeah, those three figured it out. And right now, man, do those three companies crush it on e-commerce, right? People are constantly going to those three websites and shipping stuff to their house. So, um, you know, now you probably would want Amazon as your number one, but you would also want to own those other two stocks.
the stock's in crisis or the stock's not as robust as it could be in comparison to competitors and other competitors are doing things that are making amazon look like a laggard
you will see some of these jobs go to india uh or you know ukraine south america where they don't require rsu's and their cost is 50 or 30 on the dollar not even counting rsu's
amazon actually a couple weeks or months ago dropped this big note about how uh they saved all this time and money using what's it called uh amazon q i think yeah amazon q their gen ai software assistant you see them like you know hundreds and thousands of hours and hundreds of millions of dollars
curious about if amazon is now in its balmer era i think the answer is yeah actually
worst case their earnings go up and the stock recovers best case maybe the company becomes more competitive and actually releases some products or services that are disruptive in the way that amazon web services were
andy jassy is not a founder but he's going in founder mode
a mandate to reduce the number of managers compared to ic's genius top down
amazon's going back to the office of five days a week they are tooled around with coming back three days and now they're going to five just to break this down for everybody ceo of amazon jassy asked two questions one do we have the right org structure to drive the level of ownership and speed we desire and two is the company set up in the way that's going to be the most effective and in both cases he said no so two things are going to happen one they're going to try to reduce the ratio of ic's o
When we look at the biggest hyperscalers, the people who are demanding the biggest data centers, Amazon, Meta, Microsoft, Google, they've made very public and very bold pronouncements about where they want to be from a CO2 emissions point of view. They want to get to net zero by certain dates and time. So they've really put themselves a little bit of a box because the core of their business is demanding more and more electrons. Most of that electricity, about 60%, wants to come from nat gas, bec
You may have seen that Amazon did a deal to buy power kind of directly from the next, a nuke that was next door to a data center. That's a way to try and cut in line and not have to stand in this queue.
the thing is you mentioned, um, Amazon, you mentioned Tesla. Those are companies that the same analysis put in the 1990 to 2003 bucket.
Amazon learned this at some point, Amazon had to stop the breakeven train. People gave them runway for a decade or more when they saw that nice top line growth.
everybody was doing smart speakers from from from amazon to google to to apple and all of them were trying to figure out how can i get this small speaker into people's living rooms in order for them to order stuff through my speaker but also it should sound great so people really feel like they have a good
Amazon spent $650 million to buy a data center campus. That was going to be next to the, um, Susquehanna nuclear facility in Pennsylvania. Now that's owned by Talon. Talon, um, has a interconnection agreement with PJM. And I know everybody, you don't care about this, but I'm going to explain to you anyways, because I had to learn about it. And there was a proposal to increase the production at Susquehanna nuclear plant from 300 to 480 megawatts. Now this all came, got squirrely because of an int
NVIDIA's biggest risk right now to me isn't a lack of financial, not hygiene per se, but just like clarity, but it's the massive dependence it has on a couple of customers. So for example, customers A, B, C, D and E in its SEC filings, these are your alphabets, your Microsoft, your Amazons and so forth. Just the top four customers of the company in its last quarter were 25, 36, 46% of its, um, total revenue.
there's a company that does the commercial stuff that doesn't work so well because you have three bankrupt companies and you have one that makes all the money and that would be amazon right
amazon is doing drone delivery which means they can eventually do drone pickup true there are self-driving cars coming and there are self-driving trucks coming so amazon and zooks will be picking up all this rural stuff in a truck okay that has no humans in it and they'll be doing it for half the cost that ups is right now and ups is not the leading shipping company is it uh i think fedex is larger yeah and then i think amazon has their own delivery now they don't just rely on ups they have thei
And they like that as well. They like to have their Amazon prime include whole foods period, full stop.
imagine you're like an 18 year old freshman at the university of minnesota and i'm some big bad amazon exec and i'll ask you hey can you find me all the inverse palindromic sub sequences of even length while doing a handstand and 10 jumping jacks and essentially it'll ask you some insane riddle riddle-esque question that um like really even if you were albert einstein you wouldn't be able to solve this
they actually have a line item in their earnings called, uh, affiliate licensing and other. So I presume we're going to see all of this Amazon money flow directly into that, which means that we'll be able to track pretty closely how much money actually comes in from this partnership, because that was only 63 million in the last quarter, 64 million, which was about 10% of its total revenue. So if this does double in size, I mean, that solves the times growth problem
and I guess they're offering them through AWS. I'm going to guess.
Amazon is willing to give us this level of deal and you just took it. So now they're proving in the market, the value of their content to a language model. So I'm assuming this is a nine figure deal and I'm assuming it's a five to 10 year deal.
They're one of Anthropic's biggest backers. If I recall correctly, I think they put in several billion more. Uh, yeah, it was 4 billion more this March. So they have a lot of money in that company, but also I think much like Microsoft has money in open AI, they also have their own models as well.
This is the first I'm hearing of that. I've never heard the Nova name. And these are in-house models that they're making with their own team.
the New York times secured an AI deal with Amazon. ... the deal is going to provide summaries of times content inside of Amazon products like Alexa, and then also provide information to quote, train Amazon's proprietary foundation models.
we talk a lot about productivity improvements and when you have more productive individual units, you need fewer of those units. So that to me is the non-doomer take
Andy Jassy, the CEO of Amazon dropped a public memo, uh, yesterday... He says, as we roll out more gen AI, gen AI and agents, it should change the way our work is done. We will need fewer people doing some of the jobs that are being done today and more people doing other types of jobs. It's hard to know exactly where this nets out over time, but in the next few years, we expect that this will reduce our total corporate workforce as we get efficiency gains from using AI extensively across the com
you're not hiring a lot of people, you have less people at Amazon than you did a couple of years ago
Amazon, Adept AI, June 24. We know it's in the nine figures, Jason, but no one got closer than that. Again, a licensing deal. Took the founders and some of the research team.
Today, Amazon released a new thing called Kiro, and it is a new agentic IDE that works alongside of you from, quote, prototype to production made by some folks at the AWS team. They're kind of keeping it on a separate brand. You can pay for it, but now there's another one.
We're all familiar with AWS, Amazon Web Services. That's the cloud platform that powers so many of your favorite brands. But do you know about AWS Activate? That's their program for startups where they provide up to $100,000 in AWS credits for all startups.
even though we've put tons of robots in amazon factories already we've still grown our employee base and you're like and the reason is because we keep adding new products or services that the robots haven't gotten to like same day delivery like this like that you know just tons of different things they're doing
i'm really glad that amazon is in a position to pay for it as well
if you're a private company like amazon who just announced that they will give you free college they're still a bad company and and this is the example of this intellectual rigidity that doesn't actually see the forest from the trees
amazon has pretty meaningful headwinds now relative to uh pricing power and competition
if everything goes up amazon will go up more than kmart walmart sears and if the stock market goes down amazon won't go down that much but these ones will go down a lot
over the last 10 years you would have made a lot of money by being long amazon and short a basket of traditional commerce companies offline commerce
you can very comfortably short apple facebook amazon netflix and be long microsoft google so as a spread tree right right it's the most it's the best risk parity trade on the internet right now
you have a company like Amazon, which is now going to pay 25 or $30 to keep folks, right? Because otherwise, they may say, Oh, you know, if I make 15 or $16 an hour, I'd rather work at McDonald's... there are teachers that are leaving teaching to go work at an Amazon warehouse, there are firefighters that are quitting being a firefighter to go work at an Amazon warehouse, because you make the same or more, plus you have all of these other benefits, and the job is structurally a lot easier.
amazon earlier this year nick maybe you can post this decided to just shut visa off in the uk oh yeah now amazon is not going to do something like that in my opinion unless it's a test of what they can do all around the world
the bigger companies can actually afford to integrate their supply chains, whereas before it didn't make sense to vertically integrate... like Amazon's done with delivery vans, and ultimately be able to kind of, you know, have a true competitive advantage because of this disruption that's going on right now.
Amazon last night basically said, Yeah, there's some, you know, toughness in the system, but we think it's sort of like, you know, reasonably achievable. And they're past it. And so it seems like the bigger companies who have influence were able to manage through it
our share of wallet on that sort of goods has gone down therefore we can spend more get access to more stuff and we're all prospering
with amazon we've all been given access to more goods and cheaper goods than we would have had before so we all benefit from that progress right everyone can get on an app and get a friggin inflatable swimming pool delivered to their home and the vitamins they need within 24 hours at half the price of what it would have cost them to go down to the local ace hardware store that's an incredible benefit for all of us
Building their own distribution network. Take out the carriers, trucks. Take out the trucks. You think they should buy UPS or FedEx? Yeah. I think that that's brilliant.
Barnes & Noble, whose biggest competitor is Amazon, expects retail same-store sales to grow a meager 1% this year. Target's December sales were below expectations in electronics and music and movies and books. Best Buy also reported lousy sales growth and predicted declining margins, with comparable store sales growing only 0.3% during the fourth quarter.
Amazon further squeezes retail chains. Major retail chains released their December sales figures, which were largely disappointing, while Amazon's outlook remained bright. Wall Street forecast a 40% year-over-year sales growth for Amazon in the last quarter.
Can you get that through Amazon, Brian? Not yet.
you live in the outbacks of Alaska or Montana or, you know, whatever, in some podunk, you know, two-stoplight town, you can get whatever we can get, you know, as quickly as we can get it. That's what Amazon has done.
I pick once every three months. They ship me the bottle of Listerine for four bucks. They give you 15% off just by putting it on reoccurring. Subship from Commerce. That's their whole version of Subship from Commerce.
Amazon Prime is a cult. I love it. I think Amazon Prime is going to trump. It's like Christmas every three days. It's absolutely going to trump Mormonism, Scientology, and Catholicism. Amazon Prime is the religion of the future.
retailers are concerned that people go into stores and they look up reviews on Amazon or elsewhere, and then they leave the store and go buy someplace else
They realize that Amazon is winning, and if they don't go digital, they're going to lose.
Amazon is paying for people's school
Amazon is expanding its educational benefits to include a bachelor's degree program. ... This is incredible.
Amazon is including educational benefits to their part time workers to get them their bachelor's degree. Great job, Jeff Bezos.
there are legitimate grievances. Now, I'm not saying that, you know, that these are monopolistic or anti-competitive practices. But I think a lot of good points were raised in the, you know, Sicilini's house committee that looked into Amazon and other tech companies. You know, and it's a story we've seen before, you know, a company that scraps and fights for every inch of market power over the course of 10, 20 years, and then becomes dominant, but doesn't necessarily change its stripes. And I th
I see it as a very unlikely outcome for Amazon.
the relationship that Amazon has with its sellers, most favored nation price pricing schemes, you know, retreats in behavior that maybe made sense in 2005, but doesn't does it in 2021.
Now, I do think that we're going to see we're going to see cases and we're probably going to see Amazon retreating.
So how do you say it's a monopoly if you've got one that's bigger and you're up against Google, IBM and Microsoft for Amazon Web Services? It makes no sense.
it's going to be very difficult for Lena Khan and her colleagues to make a case that this is a monopoly because Amazon, you know, is a is a relatively, you know, big fish, but in the giant ocean of retail with significant competitors like Walmart and enterprise computing competes against Microsoft and Google.
And Andy presents a humbler, safer target. I think he'll represent the company well. I do, though, think that genuinely Jeff has moved on, even to an extent that I didn't really understand early on, but sort of saw when I went to Van Horn, the way he talked about Blue Origin and its philanthropic initiatives and not Amazon.
Amazon bought Whole Foods. And as I said, they've allowed John Mackey to run it in Austin. They haven't done much to it. And that's probably comes from a hard one awareness over the years with Quincy and Zappos and all the companies they bought in the 90s. That that kind of thing takes many years and creates a cultural mess.
the real moat was in the grocery business, which Amazon is still on a journey to figure out.
no one wants to work with Amazon. I mean, they, and I tell the story in the book they, when they want, they tried to replicate the Google Express or the Instacart experience of working with conventional retailers and putting their inventory online, but it's Amazon. Nobody wants to facilitate their own death. So Amazon has to build fulfillment centers that are now closer to, or even inside cities. So that's taking a while, right? And that's, that's why Amazon spends billions of dollars, uh, build
they're on a journey to kind of figure that out. How can they go compete with the Kroger's and the Walmart's of the world, or even the Rite AIDS or the Walgreens of the world. Um, and it's going to be, it's going to look conventional, but there's going to be tech behind the scenes and they're going to do it in an Amazon-like way.
the ghost store is probably the biggest investment, uh, that Amazon has ever made in anything.
Amazon's growing now, not via new whole food stores, but by creating their own supermarket chain. Uh, the, the fresh markets with the Amazon go cameras in, in, in the ceiling.
These, these deals are so outrageous that if they lost 20 bucks on everyone who was a non prime member, who showed up that day, that means your acquisition costs for a lifetime value of an Amazon prime customer is. Well, it's even better.
the metric of success is how many new prime members we get.
Like you just look at prime video and Amazon studios. I mean, that is a service that, you know, Netflix and Disney plus and other companies are charging significant monthly fees for. And Amazon makes it free for prime members that allows them to compete in a totally different way. While at the same time with AWS, they go and they power apple TV and Disney plus and Netflix. So, you know, Amazon gets to win at a lot of different levels.
Um, you know, for, uh, Bezos has been really good as, as he's, as the company grew about figuring out where he can add value. You know, what can he do at the end of every year to get people onto the same page, particularly when you've got a company that's half a million or a million people.
for a long time, the thing that he did was in every meeting, um, he would say, what are you doing for prime? Um, it, it, it, it's the glue that holds it all together. And, you know, the prime customer is their best customer. They'll, they'll spend two to three times as much as a non prime member. Um, and, and so it's like all roads, uh, all products at the company are on ramps that lead to prime. And it's been, you know, it's been an enormous competitive advantage for the company.
And then more recently, some of the perks that they've started to give to workers, um, and, and, you know, some of the education reimbursement, the $15 an hour wage. They're a leader. So it is important. Right. I mean, other companies want to be like Amazon. They follow Amazon.
Amazon is the second largest employer in, in the country right now.
the preponderance of Amazon employees are not complaining vociferously. You know, they're, they're happy to work there. Um, they're having productive careers. They're having their education paid for, but we can't ignore a vocal subset of employees. Um, you know, some who get ill, who develop ergonomic disorders at work. Um, pregnant employees who it's well-documented have, have been sort of mistreated by a company that historically is so focused on meeting its promises to customers, getting effi
had to make because, because Alibaba and, and then a startup called wish were, were, were doing that. And it was, it was a disruption and they had to move, move quickly.
Let's be honest, probably turned a blind eye to it for a while.
creating a, a globalized marketplace and reducing the friction, creating a self-service system for sellers around the world, reducing all friction to selling. And now spending billions of dollars to fight counterfeits and fraud and ensure that the items are safe, right?
I, I, you know, I would not have written two books and devoted a large portion of the last decade of my life and my 40s. Yeah. To, to crawling, including this company, if I just wanted to kick it in the knees, if I thought it was a nefarious presence in society. I'm a Amazon prime member. I'm elect an Alexa owner. I watched the movies and the TV shows. So, you know, I'm, I'm a, I'm a customer at the same time. I think both things are true. It's okay. An amazing company. Um, but you know, like a
they're going to cover people's bachelor's degrees, right? They pay double minimum wage, the federal minimum wage, they didn't have to be, you know, harangued into doing that, they just did it. They're fighting to get workers there. I don't hear the workers of Amazon complaining at all. And then you had that New York Times story, where they said, Oh, all these people had the worst possible traumatic PTSD experience at Amazon, but you know more Amazon workers and Amazon executives than anybody in
driver safety has benefited from the netradine cameras uh since the cameras have been put into vans alexandra miller a spokesperson for amazon told vice there have been 48 fewer accidents 77 fewer stop sign violations 60 fewer drivers not using seat belts 50 less following distance and 75 less distracted driving
i think amazon wants to make it as safe as possible i honestly do
i think these cameras will be a net benefit for society and for the drivers themselves
sometimes it's also because they want to be able to scale up and down in different regions and have lots of different options to deliver packages so that is part of it as well
i think that's what's driving amazon with these third party ones if that company gets into an accident god forbid kills a child because the person was drunk or driving recklessly amazon can just say we have terminated our relationship with that driver partner that's really what it's about i'll be honest and that's not cynical that's practical
drivers have emailed amazon asking what they did wrong and requested photos from the cameras but amazon did not respond according to the vice article
good scores can result in bonuses prizes and extra pay for drivers
safety and compliance make up 40 of a delivery services partner score
the netrodine camera also requires amazon drives to sign a consent form
the netradine interface can be accessed by amazon and delivery company that employs a driver
drivers and amazon delivery operators told vice that the netradine cameras often punish drivers for events that are normal or out of their control such as looking at a side mirror or changing the radio station or stopping in front of a stop sign uh when at a blind intersection
there has been a lot of criticism of amazon specifically and their drivers driving too fast because they want to hit unrealistic goals or you know really hardcore goals
amazon has installed ai cameras and more than half of its delivery fleet in the us already
they have a delivery partner program which employs 2 000 small delivery companies and has 115 000 drivers in the us
amazon still runs like a startup
amazon drivers are being monitored by cameras to make them more productive and to make them safer and it is having a dramatic effect in terms of distracted driving people blowing stop signs
do i think when i go to amazon and when they say you know products you might like based on what you've browsed do i think that creepy no that's useful yeah but if they were selling that to everyone else like now that's creepy right so when a company does it directly with you that's called paying attention right that's called being you know engaging
He loves the tie-ins to Slack, GitHub, and Amazon Web Services, which are all essential apps to run Kitty Hawk's business.
frugality is one amazon is frugal other places might not be
amazon we strive to offer our customers the lowest possible prices the best available selection and the utmost convenience love it easy cheaper better is kind of what they're saying amazon is the ultimate and just being blunt when their value proposition like
Amazon has ordered 100,000 Rivian delivery vehicles be delivered by 2030. So that is a pretty big deal to have Amazon as a customer. And obviously, Bezos cares deeply about the climate as do most I think people in the world who have any any trust of the scientific method or have read a newspaper or open their eyes and gone outside and seen extreme weather.
Amazon and Ford own about a third of the company combined. And those are really two good votes of confidence. Amazon owns 20%, which is now worth over $20 billion.
Yeah, Amazon's dabbling. It's funny when I thought about kind of, you know, you're putting together your first pitch deck for your seed round and you're thinking, okay, what are my potential acquisition targets? Amazon was, was up there for me because they are dabbling in alcohol in the rest of the world.
Working at Amazon can be the great, greatest job you've ever had. Absolutely. And Amazon should probably treat its workers better in warehouses. Right. Not even should probably, right? Like should, like they ran that guy out for trying to organize and then smeared him as incoherent. And then basically had to admit that everything he said was true.
Uber was building on top of what Amazon had proven, which is, if there's a huge market, capture the market, don't worry about it burning.
So if we buy, you know, Zappos as a great example, or diapers.com, Amazon looks at that acquisition and says, Hey, we can get rid of the accounting, legal, back office, and the computing layers, and have them use the Amazon infrastructure for that and warehousing. That's why this makes it more efficient, better for consumers, right? That's the whole premise of an acquisition.
Netflix used to mail CDs. Now their production studio is streaming. Amazon used to sell books. Now they run the world's data centers.
Microsoft Amazon one is reportedly terrible. I've only been on it once and it was not great time.
too many boxes. Yeah. It's really annoying.
say you could pick a prime day? You can pick a delivery day and then you get a credit. Amazon's doing that.
amazon owns whole foods
You will never be able to guarantee that they're not snooping on your best sellers.
I don't think that Amazon always beats on price, the price of the actual good. No, they don't. I don't think that's the case at all.
AWS unquestionably subsidizes the e-commerce business to the detriment of others in that space. No doubt about it.
So, uh, he also notes that the former head of AWS, Andy Jassy, uh, is now CEO. So that means, uh, Andy, if you pick the person from AWS, AWS is driving things. And here's a quote from the op-ed when artificially low prices drive competitors out of a sector concerns about predatory pricing arise. I guess that means in later, uh, life, they could raise the prices, right? Uh, in 1993, uh, the Supreme court ruled that to prove predatory pricing, a plane must show that a business priced services belo
The argument basically is that AWS is subsidizing amazon.com, the e-commerce business, which is really unquestionably true, right? The Amazon, the e-commerce business is breakeven at best. Um, and AWS just prints money.
I've had Amazon people. I mean, I've had everybody reach out. Amazon reached out at some point and. Yeah. I just didn't understand the offering yet. Like exactly what the value prop was.
So the thing that's interesting about Amazon is they own all the Alexa devices. And during the whole Rogan scuff, scuff up like with everything that happened with Rogan over the past few weeks, Spotify had a leaked internal town hall transcript. And in that Daniel Eck explained why Spotify signed Joe Rogan and got into the exclusives game. And he specifically says it is because of hardware partnerships. They needed leverage in those negotiations. So, you know, Amazon could remove Spotify. Yes. T
I look like, for example, I listened to the show nine 12 when it came out and they did a thing where, well, what they've been doing mostly like that one was where you can binge it all on Amazon music and that, or you could wait to get it week by week everywhere else. But Amazon music, instead of going full exclusive, like Spotify has instead been signing deals with people like my favorite murder and smart list where it's a week long exclusivity window or how I built this as the most recent one.
he totally sees the future
the actual Amazon economy is this. And so I'm not that worried about it.
it's so Jeff Bezos because it's just like data, data, data. Here are all of the, here are all of the data reasons why the data is super and everything is fine.
Nevertheless, by almost any measure, Amazon.com, the company, is in a stronger position now than at any time in its past.
SPEAKER_36: and so the there are going to be i think a lot of this stuff is historical projects because amazon is doing their low earth orbit satellites they just SPEAKER_52: announced they're going to be you know deploying hundreds of them just like starlink has
Um, I mean, robots and robotics are kind of a money sinkhole. And so you can see why Amazon would be like, we really need this. And other VCs would be like, um, yeah, it's good.
It's probably that VCs do not see hardware in this space as a great opportunity for returns. They'd rather do software and other things. And so this is Amazon's way of saying like if VCs would fund it because it doesn't have the return profile. Well, maybe we can help and so good on them.
But you know, this is why Amazon's doing it and it'll probably enable some great companies.
It's interesting and it's really smart because it doesn't feel like this is a hot space for venture necessarily. And it probably should be because fulfillment is the only way we're ever going to get anything in the world.
So if, you know, Amazon or stripe or whoever owns 1% or 2% of your company, it's not a big deal. When they started owning 10% or 20%, now they have a seat at the table. They have a lot of voting shares. They might have more shares than one. If you have three co-founders, they might have as many shares as the founders or, you know, each individual founder.
The expectation is higher and they're investing in robots to try to like make that all go away, including one of Amazon's investments is agility robotics, which develops bipedal, uh, walking robots called digits.
it seems like they've turned that around though. Um, or they're in the process.
It's just definitely going to reduce injuries.
this is actually pretty interesting. Investing in companies that imagine solutions that incrementally increase delivery speed and further improve the experience of employees working in warehousing and logistics field.
Basically, on Thursday, Amazon announced a $1 billion industrial innovation fund to invest in startups building solutions for, quote, customer fulfillment, logistics and the supply chain, all things very relevant to Amazon's business.
I would, if you're owning Amazon, I would be seriously not looking at quarter by quarter. I would be looking year over year, looking at each year, looking at their market share, and looking at the year over year growth. If you look at it that way and you start looking at it in a decade, you know, arc, I think this is the kind of company that there's no world in which AWS is not the leader in 10 years, in my mind, and Amazon delivery and e-commerce is not delighting people massively.
There's nothing that says they couldn't keep increasing the price of the commerce business, lose some growth, but have more margin. But why would you do that if Amazon Web Services prints money? I think their strategy is perfect.
Then you look at the AWS business, man. It's a juggernaut. It's high margin. They're the leader. You know, the profits accrue to the leader, and it's just a different style of business. I could see them being under massive pressure to spin AWS out without the founder, Jeff Bezos, running the company. There could be increasing pressure on this, but it's still a juggernaut of a business, and so is the commerce business.
let's just break even on it. Let's keep building out this infrastructure because it is still very early days for commerce. If you were to look at, put e-commerce aside, Amazon's total, you know, market share in commerce is very low. In e-commerce in the United States, it's growing significantly, but they want to be a global player, and it requires them to have massive logistics. It requires them to have trucks driving around, planes, warehouses.
third party vendors have already been complaining about that when they list on amazon
whether or not it's going to succeed in doing just that for merchants that are not on amazon for a reason um remains to be seen so i get the impulse to be like oh this is going to crush everyone but i'm
it sounds like a really smart play it sounds like and actually um in some of the reporting that we've done um it it sounds like a shopify crusher
amazon is not trustworthy right and a lot of us
this is like i think yeah going to crush everybody because now you're a third-party merchant you have no choice if you're considering being a third-party merchant on amazon this makes it a no-brainer
so amazon made this incredible decision at some point which really is amazing in terms of dealing with the government and antitrust
Yeah, that's that's right. And, you know, Amazon and Microsoft and Palantir and others are on that heading that direction.
i think they're going to constantly be in this back and forth between automation and their growth so my guess would be they go steady
are they also laying people off because when those warehouses came in and i just i thought it was a little weird that the bloomberg story didn't mention that at all like if they're not going to be using these warehouses for amazon warehouses are they then presumably and this was a big argument right amazon would come in and they're like we're gonna take over this space it's gonna be a warehouse it's gonna be a lot of jobs i'm just i'm like wait are there jobs associated with this space and it's
maybe they just took it just in case knowing they could sublet it... so they were like you know what let's just take it since we have the money we'll take the leases and if we wind up with a little extra right we can always sublet it to the people who have the demand anyway and maybe they make a profit on it so this may not be as bad as it seems
what i'm trying to figure out is amazon is so good at predicting things how did they right get this wrong because i don't think that commerce has collapsed i'm ordering more than ever... somebody at amazon i i guess based on this if this is true because again this is anonymous sources i believe that they have 10 million square feet of excess that they want to sublet that's a lot of extra space so did they who made that mistake that they did that much extra space did they miscalculate that
if it's true it's an indicator of like the recession is happening
Amazon just got FAA approval to launch drone deliveries in Lockford, California, which is outside of Stockton. The drones, you know, look like dystopian, awesome drones that carry a little packages. And according to the announcement, they'll launch actual deliveries quote later in 2022. The program will be called Amazon Prime Air. And one big difference between this and the Walmart and drone up deliveries is that customers will actually have to be onboarded to start receiving drone delivery. So
One of Shopify's biggest investors exited stock and concern over Amazon and overall market conditions.
What same day delivery or next day delivery has done this. The whole concept of two day delivery is like two days. I'm outraged when I'm in Tahoe and it takes two days or three days. I'm like, what I need a new pair of socks. And you're saying I have to wait two days.
Right now, Amazon 33% market share, 22% for Microsoft right behind them. This Q1 2022 from Synergy Research Group. Google, 10%. The next 10 companies together, 21%. So it's, it's, yeah, it's a little more diversified, but it's still kind of trending towards Amazon winning it all.
In 2021, Amazon generated $241 billion in net product sales, 1% of that is still almost $2.5 billion. So it's a big number.
This is amazing. This is such a smart chess move. And I think it's something that the other services need to learn from.
So if 1% of your sales creates an attack vector, what's the logical thing to do? Dump it. Dump it. Cut it loose. Shut it down.
the complaint about Amazon is that it has all of these third party sellers. And then what it does is collect data on what sells best on its platform from third party sellers and then copy it and make their own. And prioritize, in some cases, its own results then in its internal search and push those products first.
Mm-hmm 10%, you know, that could be billions and billions of dollars. That's gonna sting. That's top line. That's not profits. It's top line.
this legislation started at 15 to 30%, and now they're saying 10% of last year's revenue. And obviously this would be in the United States. It's a big penalty. That's not a speeding ticket. And all of this stuff that's happened previously, we're speeding tickets. You need, somebody has to pay a hundred million dollar, find a billion dollar, find who cares?
I also maintain that I think cloud neutrality in the future, which is a phrase I think I coined in a wired article to find what that means. Yeah, I mean, I think we're gonna start to have right now you have basically only three companies really to with Google as a third that's trying to spend a lot of money to catch up who offer cloud services at scale. Yep. And host tons and tons and tons of businesses on their own infrastructure, right? Right. AWS, Azure, AWS, Azure, and then Google Cloud is s
this would potentially affect Amazon specifically. So one thing we should know before. Well, let me continue on the legislation and then one more thing. It would also include this bill should advance any it would prohibit the use of non public data obtained from or generated on the platform by the activities of a third party business used to support the offering of the platforms. So this is specifically Amazon, you can create a basics line, but you cannot use data from third party retailers to d
I like where this regulation is going, because this is putting, this is targeting a very specific group of companies and they're just saying, make it more fair.
please let the company be broken up, uh, into three parts or two parts. And that'll make this go up 50%
But in do it all companies like Amazon is not, has no, shows no sign of slowing down. I think.
it's been one year and this guy is making bold moves.
If Amazon started charging me $500 a year instead of 130 and it included one medical, which I used to have. And I fricking loved, loved.
Amazon is building the super app in plain sight and the super app is Amazon prime.
What this really is about is about drugs because you've now interviewed two of the online drug companies. Amazon has a pharmacy, I believe, and this is an important business.
amazon with the prime juggernaut is pulling in almost 9 billion dollars a quarter and apple's doubled that
i think amazon is going to get broken up in the next five years yeah and i think that's going to double and every price of everything yeah exactly when they separate these businesses and aws is its own standalone business and then everything else is in the other company you know what's going to happen the other company the retail company is going to raise prices 10 we're all going to be addicted to it and they're going to be wildly profitable because they have to be they won't have the ability t
on so many things the short-term memory is seven plus or minus two right you can remember seven numbers that's why phone numbers are seven a management team can only remember seven plus or minus two and in those seven are you know probably three of them are internal things like hiring people and finance you know and and managing the stock so you can arguably manage four or five business lines before your management team your board breaks yep it's too many pokers in the fire it's just too much to
when you have a business that is printing large amounts of money and then you have smaller businesses and when i say small you know it's not a hundred billion a year or a hundred you know eighty billion a quarter it's very hard to get up for a five billion a quarter business yeah management can only focus
groceries i would be curious to know how much of a win that's been for amazon because i have tried like either the whole foods or the amazon fresh thing and neither of those have ever stuck for me and i'm a pretty dedicated grocery delivery person and i would love to have that all in the same app right the interface the interface is terrible then they then they changed it right amazon does this really brutal thing internally where it's like they try two things and if it doesn't work they just nu
and so i still think that that's a possibility i could see amazon wanting to buy uber now would they be allowed to you know under lena con probably not hard to say i do think that um
are retail and amazon prime so how are those doing yeah third leg of the stool also an 8.7 billion dollar quarter that's q2 subscription revenue which includes amazon prime and all of that stuff that you accidentally buy through there and can't figure out how to cancel like showtime and motor trends i went through the other day i finally figured out where to find all my digital subscriptions i was like for god's sake that's like 100 bucks a month however all of us paying for that plus prime gene
the people who don't have this very um clickable targeted advertising where the search search advertising basically with the search matches the destination and the keywords which includes facebook instagram tick tock uh pinterest and uh snap those are less essential you have no choice but to pay google and amazon
so you see it twice yeah exactly and so it's it's pretty sinister um but it's super effective right yeah
the users on amazon and the users on google don't know the difference i would say in 60 or 70 of the time this is something the ftc should investigate they don't actually know they're clicking on it it is absolutely an ftc investigation waiting to happen
you have no choice but to pay google and amazon and i predict you'll have no choice but to play pay google place or an amazon play store if you want to participate in those
they were shipping all that money to google so this has been a 10-year plan by amazon to not have to ship their money to google and get people to go over there
amazon hit 10 of us digital ad market share it's probably closer to 15 now
so that is why amazon's ads are content they feel like content if they're good and it doesn't detract from their actual sales
amazon's q2 advertising revenue a business most people didn't really even realize that amazon had generated 8.7 billion dollars in q2 up 18 year over year it had generated 16.6 billion dollars of revenue through the first half of 2022 so it's on pace for over 30 billion dollars this year so bonkers if you just combine aws and its ad business a business almost nobody even realizes that amazon has then this company is on pace for 104 billion of dollars of revenue and that is entirely excluding yea
i see no reason why microsoft wouldn't reach at minimum parity at minimum
this is an unswimmable moat right like nobody's going to come in here and pop up cloud services like the capex that it takes to build you know i mean it's sort of like so easy for people to forget that the cloud is a lot of computers taking a lot of space like this is not a fortress that can be climbed by some startup so absolutely these are your three winners no doubt
everybody used amazon then because of the credits i've seen so many people go to microsoft and they're like hey this is good stuff and what's happening also molly is there's going to be parity so all of these services are going to be the same and then i've started talking to a lot of founders they're building their software to be portable so okay microsoft gave me some credits great you then you check your bill and then there are companies now that will monitor your bill tell you how to lower it
microsoft is gaining ground you see if you are growing 13 faster than your competitor which is really a third you know more than uh that 13 is a third more than 33 or a little bit more so they're going to catch up i think it'll be a it's right now going to be a a two-horse race and i think i wouldn't count microsoft out i could see a flip happening here i could see microsoft you know reaching aws level and then maybe even beating them it's unlikely but i do think it's the gap is going to continu
amazon was a bit arrogant the aws team was like super arrogant with me and they'd be like oh we're coming to this we're going to this and i was like no you're not you know like they're like oh we're coming to angel summit i was like no you're not coming to angel summits for angels like oh yeah but we want to go we'll buy two tickets i'm like no it's by invite uh if you want to sponsor something you can sponsor something but then azure and microsoft you know for the last 10 years have been like h
jameen ball who is just so great from altimeter had a tweet breaking down the current state of the cloud giant so just the question of like who is winning the race to the cloud amazon 79 billion dollar run rate growing 33 percent year over year
and it's not stopping because there's tons of people who are still running their own clouds you know you set up a data center you might hold on to it it might have a 10 year lifespan and then at some point you're going to say hey i'll move it over and then plus consumption of information on the web probably grows at 20 30 40 a year right our usage of storage space
aws revenue was up 33 percent year over year to 19.7 billion dollars aws by itself just one of the three-legged stool that is this insane juggernaut is currently on a 79 billion dollar run rate unbelievable just unstoppable
the q2 net loss was two billion dollars last year they made seven billion dollars in profit so they did lose money this quarter but that's okay wait for it
amazon reporting strong earnings the stock was up as much as 12 percent early on friday in fact i think the numbers are not just strong in some cases they are and this is a direct quote from producer nick outright ridiculous
i do believe amazon could be five times bigger disney warner brothers and stitch fix all of those believe could 5x in the next 10 years if they execute really well
one of those great companies for the ages you hear it all the time but it's true
will it reach its uh previous high i would think so and i made a big bet on it
one of the things i love about amazon is they're not afraid to try really hard ambitious things and they're also not afraid to turn them off
amazon made a smaller move into home robotics with the launching of astro um which is a household robot for home monitoring thousand dollars uh was the introductory price and it basically like an alexa on wheels that rolls around your house uh this thing is brilliant i want to get this uh i didn't even know this was out i literally want a little robot dog that goes around my house and checks everything amazing
automation is big on jeff bezos's uh shortlist he's always loved this stuff
congratulations to amazon makes me want to buy more shares
insight into what people buy because of their marketplace uh they like automation they like tech and so it makes totally uh makes total sense to me for them to buy something like this
this is uh like i said their fourth highest largest you know in dollar amount acquisition number one whole foods 13.7 billion fantastic number two mgm aka james bond they also own rocky robocop uh 8.45 billion and then one medical recently 3.9 billion and these all have been in the past couple years so if i'm you know google if i'm apple i'm watching what amazon is doing and
this is the fourth largest uh ever acquisition for amazon um they're buying roomba maker i robot and people seem to be over the moon about roombas uh you will know a roomba owner because they will tell you about their roomba in the first 15 minutes of meeting them
my biggest holding now in j trading is amazon i think this company is firing on all cylinders they're just excellence across the board and here we go another acquisition i've been saying in a down market if you got a lot of cash there's gonna be a lot of companies that might be available that previously weren't available or the prices might be marked down and so what do you do when things are on sale well bye bye as jim craig would say and i think amazon is with one medical and other uh companie
It feels to me like the the the only thing I can think of is really what Facebook would accomplish with two or three billion people using their platform, Google with their search dominance and Chrome dominance and YouTube dominance and Amazon. Those are the only corollaries, I think in the world of products used by more than a billion people, let alone subscribe to by a billion people and those things, they don't seem to die or get dislocated.
i think it's entirely possible you could see shows that are getting cut from premium services like hbo discovery winding up on a on a 2b on an amazon freebie on a roku channel on one of these other destinations
being a very big business for amazon and what a great company to take this on this is where when you have big companies you know we have this whole fear of big companies but sometimes when a big company takes something on like this they can take a 20-year approach to it and everybody benefits if you look at cloud computing and the benefit that's provided to society that anybody can create a startup and have access to this giant computer network and then instantly scale it around the world it's p
according to wall street journal sources amazon is attempting to invest even more in healthcare it is evidently one of the bidders now for again this is wall street journal reporting at this point for the home health services provider signify health signify is for sale via auction it could be valued at more than eight billion dollars
then we're going to talk about amazon's reported bid to buy signify health and what amazon might do to the healthcare system and spoiler alert we just hope they freaking fix it i'm super excited about competition coming to healthcare and innovation
Amazon is the most convenient of any product ever made for humans.
put in four Amazon stores, it'd become a sick destination. I mean, honestly, I buy everything there. I'm so sad to say it, but I would.
with Amazon somewhat off the table. Because of antitrust, it's hard to think who would rescue them at this point
Yeah, those stores are awesome. Those stores are like, irresistible.
So this is why Apple could have a series of gyms, or Amazon could have a series of gyms, like they're going into healthcare, and it's about prevention now.
I mean, the idea that you could avoid Amazon, in today's day and age as a retailer, like this is a fantasy. Yeah, that people who were, you know, had tons of venture money, you know, kind of believe they could go direct and, you know, capture all that margin. And then it turns out, you know, sometimes you need distribution. So I like magic spoon, we had them on the pod, you know, that protein cereal, magic spoon is on Amazon. So you don't have to buy a subscription. They mean, it's a hell of a l
They did just enter into an e commerce partnership to sell on Pelotons on Amazon.
with this Lena Khan, you know, anti conglomerate thing, I think you take a lot of the big, and I'm not saying I'm against that, you're taking a lot of the big acquirers out of the mix. So, you know, Google, Apple, Amazon, or like, if we're gonna go to bat on buying something, maybe we shouldn't go to bat on Peloton.
the Apple chip division, you know, is really the core of the company at this point, it's probably their Amazon.
a right first culture is what companies like Amazon pioneered, which is write something down. Rather than doing a PowerPoint rather than talking just write it down.
i think it would have been much more like a wheel of time scenario would have been more of a concern where it kind of came and went and it doesn't really feel like it made that big of an impact on the culture and i'd be like that would have been more of the concern and it doesn't look like that's going to happen this time
we are really at the we're at amazon's mercy like whatever they want to tell us about how it's doing we're like okay but but they seem very happy with it so whatever metrics they're looking at whatever numbers they're looking at it seems like they're happy it's we already know it's coming back for a season two and i feel like they're probably primarily looking at engagement buzz mentions conversation and by those metrics obviously it's doing great there's been a ton of discussion not all of it p
from the the kind of business and streaming perspective here it seems like both of them are turning out to be winners they're pulling in
amazon is just a sales channel at the end of the day it's a very good one it's protect like at times it might be the best in the world and for some categories at least
if you have a unique product like that's and go on amazon you soon will not have a unique product
you have a very big competitor who is extremely good at what they do yep and they changed who's running the company and i think you know that means you got somebody who's super focused in there running the company maybe as somebody who wasn't as focused i'm talking of course about amazon
Great place to start a company. I will say that because you have all these incredibly successful Microsoft and Amazon people just hanging out and a lot of them have money can be angel investors. So you can really start a great company there.
the recommendation was that the purchaser of sn also buy tagamet which is uh to avoid vomiting up the poison so chemical to keep down the chemical a personal use scale to measure the proper quantity and the amazon edition of the peaceful pill handbook a suicide manual with an entire chapter on how to die by sn this was the bundle that people would be recommended when they go and search for this
amazon is very aggressive with news outlets oh really very aggressive in fact i at the new york times know someone who was kind of taken off the beat because of sustained pressure they didn't like the beat reporter amazon used their influence to pressure pressure pressure
goldberg says amazon lawyers from perkins that's a very famous law firm told them amazon will continue to sell sn because they can't be held liable if someone uses one of their products for suicide okay i think she's saying this is a that fundamentally that amazon's lawyers according to carrie goldberg the lawyer for the family determine that this is effectively like a content moderation issue like a 230 that if just because this exists on amazon site and is algorithmically bundled with these ot
it's algorithmic i believe i don't think that they have maybe they have a human look at it afterwards who knows but i do think that those bundles are algorithmic
she wrote an incredibly detailed thread last night um about two things one how she is involved in a lawsuit on behalf of a family whose son committed suicide using chemicals that he bought on amazon um and the accusation is that starting as far back as april 2021 this law firm started urging amazon to stop selling what they are terming suicide kits because there's this chemical that you can buy on amazon and and evidently it's you know amazon's algorithm will recommend you should buy it with thi
The sun setting of the project makes another sign that Amazon is starting to wind down experimental projects as it sees slowing sales growth.
I think it's the best company at innovating at large scale in human history.
and this is why amazon is such a great company with the multiple pillars
they have subscriptions right they got audible and all that kind of stuff they have advertising on twitch and amazon is in just an amazing um ad network with 20 billion dollars and of course aws absolutely crushing it so there's just lots of money sloshing around uh and a lot of diversification of revenue
they have physical stores now they have third-party sellers they have online stores supposedly the third-party sellers are having their inventory and how much inventory they'll hold for a third-party seller that is being reduced i guess so that amazon is more efficient
and of course amazon's going to face those headwinds in their cloud computing they're also giving um lower than expected guidance for q4 which is their big quarter net sales they think will be 140 to 148 billion that'd be two to eight percent growth year over year
amazon was down 10 after in after hours trading after just slightly missing on revenue profits and uh aws's growth has slowed down so cloud computing is slowing down we saw that with microsoft total revenue for amazon was 127.1 billion up 15 year over year five percent quarter over quarter so it's healthy growth uh it's not nothing and uh it's nice growth on a big number but you know people are comparing this to previous quarters
it's where Amazon chose to have its second headquarters.
the modern day Disney corporation and what Amazon is doing with Amazon prime, what Google is doing with YouTube, that playbook was eventually figured out.
And layoffs at Amazon. Cause you know, I'm going to charge, but just expect so much more of that.
And then you have like Bezos out here saying today, he's going to give away my hundred and twenty seven billion dollars to charity. I'm not going to say how, and I have no history of doing this so far and I didn't sign the giving pledge, but I'm definitely going to. And, and it's not even a reasonable comparison between his fortune exactly.
So I think Amazon stock has been getting clobbered and this will be an effort to make the stock rebound to show wall street. Hey, we, we take austerity measures in the bottom line because the bottom line is contracting a bit.
That's the contagion part and that wall street expects it. So I guess the question would be if the stock is not rising. Then that would be the reason to cut.
No, they're super profitable. So like, why cut?
people aren't using their echo for anything, but weather and timers not profitable too, right? And not profitable. It's a race to the bottom.
it's totally fine to say when things are tough, you look at the, the business, the parts of your business that are not that necessary. And you might be like, you know, it's just not like devices has never been our core competency.
if things do get really tight at Amazon, expect Andy Jassy to cut a bunch of hit, those big Bezos, Hollywood projects, the billion dollar shows on Amazon prime. So I feel like if that company really moves into true austerity. Then that's where we'll see it.
And so this is a very small amount. I would suspect they're going to do this two more times to get up to 10%, maybe.
It feels to me like this is the start of austerity measures at Amazon. ... Jeff Bezos said, Hey, it's time to batten down the hatches. He, he has said that exact statement. So this is the start of battening down the hatches.
It feels to me like it's just sort of an opportunistic reorg, you know, more than anything else, because Amazon, like we did their Q3 earnings, which were fine. ... all other Amazon segments lost money other than AWS, which is why I actually think this is an opportunistic reorg. That's all about what kind of we've been thinking that Andy Jesse was going to do all along, which is focused on AWS that makes all the money.
The layoffs could start as soon as this week and would focus specifically on corporate employees in the devices organization. So Kindle, Alexa, fire stick, the retail division and human resources. That would represent about 3% of its corporate employees. Amazon has 330,000 corporate employees has 1.6 million total global employees. When you include the delivery drivers and the warehouse workers.
Amazon's laying off 10,000 in the white collar suite, not the factory workers, not the delivery, not the blue collar side, the white collar side, big news, 10,000 employees.
AWS, Q3 AWS operating income was $5.4 billion, up 11% year over year, down about 6% quarter over quarter, and that is the only profit center at Amazon. The healthcare thing does feel a little bit like a distraction for Amazon, but I guess we'll see. I wonder if, I wonder if it hadn't already been so far along, if CEO Andy Jassy would have continued to pursue it as aggressively as this. But, you know, listen, I could be wrong. We're at a moment where we're really seeing a lot of disruption in hea
So I guess our big question is, what's the big play and what's the vision? Does Amazon expect this to become a new core, much like AWS? Is it the kind of thing where they might be getting a little, it might be a little bit of a side quest, if you will, somewhat like the acquisition of Whole Foods, which I think was kind of like, fine, and is now in one of the segments that lost money in Q3.
Amazon bought one medical for $3.9 billion in cash.
Amazon pharmacy also purchased pill pack in 2018 for $753 million. That was according to pitch book.
At this time, Amazon clinic does not accept health insurance.
Amazon, of course, just to give a little history here, has been creeping into the health services industry for the past couple years.
Amazon actually launching Amazon Clinic, a telehealth service for citizens in 32 states.
they're likely to be well they said it was yeah i think they are they said it was going to be devices is that where the those layoffs would start devices retail and human resources
oh no they're laying off 10 000 employees as we talked about last
here's what i think they should do alexa should say this is so important for humanity we're going to open source this and make it part of aws and we're going to open source the code smart and anybody can build any alexa into any device because they already allow you to partner with it but i would even take that further we're going to dump the data you know the the abstracted data obviously not people's actual recordings yeah we're going to make this the greatest open source prod project of all t
AWS, Azure, and Google Cloud are 66% of the cloud computer market together.
But additionally, Apple loves to make those beautiful ads for every product that evoke emotion in you. They spend money two ways, right? And you can only spend money one way on Amazon. It's like performance-based ads.
They are seeking to develop a more branded, you know, prestige level of advertising, right? And if they could have that prestige level, then when an advertiser let's pick one, Apple as one of the great advertisers in the world, they believe in advertising. Apple loves to put ads that people click on and purchase, right? Those are performance-based ads. That's Amazon's sweet spot.
Amazon has a budding ad platform, but it's not super built out.
Amazon is on their heels because of their stock price and they don't have a founder there. No founder, no founder authority.
Disaster for Amazon and Apple to not get this.
like at Amazon, who has Thursday Night Football, the viewership has not been even what they predicted, right? According to Nielsen, so far this season, the viewership was 9.6 million per game, which is way below the 12 and a half million viewers per game that Amazon predicted. Amazon disputes it and says it's actually 11.4, but that's still less.
Amazon signed that big deal for Thursday night football last year.
i immediately thought about the disparity between an amazon warehouse worker and an amazon corporate worker in seattle an apple store worker and an apple uh corporate worker a postmates uber lyft door dash driver and the corporate executives who are making the software and they're not allowed to talk to each other they're two different classes of employees they're in different buildings they don't fraternize and it's part of a control culture
18 000 people losing their jobs at amazon
What does Amazon do? It saves you time. It saves you money. When you're, when you save people time, and you save them money or you make them laugh and entertain them, distract them. In other words, those three things, Oh my Lord, you got a winning combination.
I wonder what the trust, because for a while there, it was like, Amazon was among the most trusted companies in America. I wonder if that's still true. Like, I wonder if what people think about the idea of Amazon being your healthcare provider fundament, like just as a visceral kind of, you know, privacy and trust feeling, because I agree that anybody who really was like, you know, I mean, people's response when they hear about the Mark Cuban cost plus drug thing or whatever, it's just like, yes
Amazon's fourth pillar of healthcare, which I predicted on, um, I think all in is one of my predictions that, uh, you know, I think that that could be a really good one. They buy Peloton, they buy whoop, they buy just some other companies, uh, Pronovo, whatever, you know, companies they were, they could buy in healthcare, they wouldn't hit Lena Khan. Lena Khan would have a hard time betting. It would be unpopular to stop Amazon from providing healthcare to people.
I bought Amazon. ... Why did I buy Amazon? Because they're making big cuts. ... I think it's a bloated company that could be massively more efficient. And I think they overspent. ... if you right size the company and you get rid of the quote unquote, surplus elites ... you lay off the last 10,000 people, or I think they're up to 18,000 people. And you start selling some factories like this is expense. These are expensive people. This is going to go right to the bottom line.
AWS is Amazon's entire. Profit center. It's cloud computing business. Even on e-commerce, right? The only lose money I think on e-commerce now was like flat at best. And then there was some analysis that came out recently that was like, actually, I think Amazon's retail business might be like terrible.
somebody doing the same non-technical job at amazon or microsoft and at google they're getting paid twice as much
is doing pretty well and then amazon their ad business is doing well
I just feel all three of those companies amazon apple disney are just gonna do extraordinary and I'm not too worried about this pullback
oh by the way i think jeff bezos is coming back i know it sounds crazy but i think amazon is going to have some significant headwinds and challenges and so i could very much see jeff bezos coming back and maybe running the health group and just making sure that that works but i think bezos is going to just be like bob eiger going to do a couple years off the grid and get bored and he's going to want to come back so that's my prediction you heard it here first
the three pillars e-commerce aws and subscriptions are the three pillars i think the fourth one which isn't going to show up in their revenue yet it's going to be healthcare because they announced they're doing uh their drug uh prescriptions and they bought one medical so i think that we're going to see uh some really great uh future revenue from that
uh amazon is going to do fantastic and um yeah but yeah not a lot of profit there so that's something they're going to have to make a decision on is do they want to start showing a profit or do they just want to keep growing that top line and taking all that e-commerce share they obviously have headwinds with azure doing really well for microsoft and that's growing faster than aws is so aws uh could be a little bit challenged here and you could see azure catching up and certainly chat gpt and th
amazon's ad business is booming right as jama pointed out earlier but so much more of consumer behavior is shifting where people are going direct to e-commerce sites and then the ads that are getting the highest click through and where advertisers are spending more and more money is on e-commerce sites i know this from experience on a couple boards i'm at where companies stopped spending on facebook and google and just started spending exclusively on amazon and that's where you get consumers tha
i love it i'm a huge amazon fan especially living in the city uh sending my stuff right to whole foods to pick it up is pretty big
the quicker the checkout the better it is in my opinion and i like it better than paypal's option for quick checkup because what paypal can do um is it kind of has a delay so like you i know i've heard from other people's experiences that they've checked out before and accidentally not transferred enough money or something right into their account um they can still check out the product but you can still get a um like non-sufficient fund fee if you use paypal because you uh they have that like o
i can see in one place all of my uh spend so this is really nice to see it consolidated in one place uh and i don't i can buy direct from the merchant so i think that business is going to be um huge as well and it's super
the ad business is just all profits i mean with the exception of maybe some de minimis amount of technology to serve them some developers to build the software and a sales team although much of this is probably self-serve this is going to be an extraordinarily high margin business
if you buy ads you get more people to purchase it if more people purchase it you get more rankings you move up in the organic results so to be number one in organic you're probably going to have to spend money on the ads
the advertising businesses at uber and the advertising businesses at amazon these are new entrants into advertising and when you look at them what do they have in common well you're very close to the transaction
so we we see a slowing amazon uh web services exactly so they're like tightening their belt
it was in the high 30 it was in 30 year over year now it's down to 20 as startups and big corporations say hey let's take a look at our cloud spend you know like let's have some austerity there right people are looking at their bills they look at marketing and then they look at cloud and they just try to cut them
amazon's ad business as opposed to google's is absolutely crushing it
amazon i think just today launched some self-driving taxis with like really really limited rollout and we're like still so far from that technology
when amazon launches a new product or service like the fire stick or you know kindles or whatever they can use their own ad network to blast them out
amazon can for some period of time uh show a lot of amazon basics and get people addicted to basics uh or they could show and rank better people who uh give a larger percentage of their sales to amazon and so they can obscure all kinds of things uh they could lose money on a product which is you know product dumping dumping of products
did happen to amazon you could split amazon up into like online commerce third-party sellers advertising and prime um which all generated 126.5 billion revenue in q4 so you already said before like this crazy if it happened to amazon it it totally would be aws alone like generated 21.3 billion revenue in q4 yeah they could be their own companies
this book is so good in terms of it changed my thinking
a bar raiser is somebody you hire this is one of bezos's great innovations shout out to jeff bezos
Amazon went IPO at around 300 million market cap. You do not get any company IPO-ing at that anymore.
forcing Amazon to allow other devices to get Kindle books. That's a much better use of her time.
a lot of, uh, Amazon has their own, uh, DRM, but then, you know, there's an Adobe DRM that is kind of more generally used by a lot of different providers.
they discontinued the product because it had failed
they didn't invest in whoop and then a few years later they came out with a direct copycat of the product
in order to compete with amazon in order to keep up with the innovation i have to work with a startup that takes a partnership approach and can really bring that technology to them so one of this example is um one of the recent customer that we have announced in europe is with a customer called auto group otto group um they're actually the second biggest e-com company um in europe behind amazon and so they exactly compete against amazon so they they are the big e-com concom but they also own i t
they also mentioned that in their f1 that amazon and alibaba both use arm-based chips in their cloud data centers
if you have hundreds of billions of dollars or hundreds of millions of dollars laying around as apple google you know pick your company amazon you're going to just start buying these and putting them into infrastructure twitter etc
we invested in our first ai chip company in 2014 this guy giving rao it started a company called nirvana and the idea that he and many that followed had was wow let's build a custom silicon chip that's even better than nvidia
early experiments about 20 years ago um there were about five of them that nvidia supported it was almost like a side project like a crazy little side thing where they're like could these gpus be used
basically over 10 years about 15 years ago intel was no longer the frontier of moore's law really
intel in their development of the cpu the you know the pentium onward um was using human ingenuity to try to build a better and better single processor and then a few multi-core but ultimately nothing like nvidia or the asic or the custom chips to follow that fundamentally ran out of steam there wasn't that much advance you can make while being backward compatible and the the later sort of late cycle intel chips were mostly memory by the way they were like 99.5 percent memory so much of cache me
the idea to do that was tim draper's idea 100 and i i not me and and i just want to give credit to him because it was incredibly cheeky at the time to embed a commercial message involuntarily to everything sent by your customers so you signed up for hotmail it feels like a normal email account but now every message you sent had this get your free email at hotmail.com right like like a call to action controversial exactly tim wanted it more controversial he was pounding the table that he wanted t
the thing that it really epitomized was first you know rapid internet growth for us second this idea we basically coined the term viral marketing because of hotmail trying to describe for a blog post what is it that hotmail did that was so different from other internet companies this idea that the message itself was the vector of uh of spread of marketing in a sense no like a virus
hotmail the hotmail was a really yeah that was the one people have heard of boom like yeah that was the first one that got visibility bought by microsoft for about 400 million dollars uh you know less than two years in
if it happens every two years i think it's kind of in the bucket of acceptable if you look at energy in california i would lose my energy in the peninsula gosh and you know san mateo palo alto you'd lose your electricity five times a year six times a year so i'm more worried about the electrical grid than i am about the data centers the data centers you know they've done really well at distributing and when something like this happens it's typically some router a human makes a stupid setting the
if your service is tied to one cloud that's no bueno just a good reminder for people i would say early stage startups shouldn't waste the time and money on this they should have backups but you know it is a lot to be multi-cloud you need to have a team doing that
wait a second you know we were basing it on you know the price earnings ratio what's the price earnings ratio of core weave at this point what's their debt you know you start looking at those aggressive neo clouds uh and hyperscalers yeah you just might have a come to jesus moment
one of these data center projects will go belly up or one of these data center projects will um have their valuation just get walloped so there are you know like there's a core weave right and so let's say core weave um has a lot of debt and they're buying a lot of um uh capacity and they're building a bunch of projects there might come a point where they say you know what um we have to pay back and we've got loans and we've got payments to make yeah we're going to pause those two places where w
apple has a very strong data privacy policy which means that they don't have a lot of data that they normally would have for training that google has and so it's been purposeful but now in the ai era should that still apply or not
since the antitrust case think about how much traffic they could spill over to duck duck go brave or perplexity or anybody in that kind of zone of excellence it would be extraordinary for those companies
i'm so uh i'm so bullish on apple making a big ai purchase i just think they should just take out whatever llm doesn't break you know stay in the top three they should just take out perplexity is a great user interface they really know how to build slick interfaces
if you look at search as an analog ... basically google ended up paying apple tens of billions of dollars a year to use that search instead of developing its own and it was all margin right ... it seems like that's the path that's been taken so far on llms around foundation models and then the question is is that the right approach or wrong approach in this era ... from a deal perspective that deal worked so well that i wonder if that's part of the framework that they're thinking ... it may or m
I've been thinking about Apple a lot um they are very good at making hardware one of the greatest things they ever did was get off of other people's chipsets and just make their own right and that's been kind of the revolution and they can make devices that are higher margin more powerful leapfrog everybody low battery consumption solve so many problems for them these laptops they build are unnecessarily powerful and unnecessary long battery lives because they've just optimized so well so they a
before 2030 you're going to see amazon which has massively invested in this replace all factory workers and all drivers the idea that when you order something from amazon a human would touch it at any point in that supply chain is insane it will be 100 uh you know robotic which means all of those workers are going away every amazon worker all those jobs you ups gone fedex gone every all of those are going to be gone and those companies will be more profitable and when you order something it's go
the company's investments in automation at the warehouse level in particular are going to help it hire 160 000 fewer people through 2027 and the times writes that because they have them up to about 30 cents per package that they pick and then deliver 30 cents is not that much but if you multiply times billions of packages it adds up quite quickly and all the work they've done over the last 10 to 15 years to build out robots and increase automation in their warehouses we'll save them about 600 00
there's a great note in there s1 jason you'll love this uh they were talking about how they're using their ai powered virtual agent chatbot and they say that our ability to control customer support costs over time even as volume has gone up has contributed to an increase in gross margin from 60 percent in fiscal 24 to 68 and
And then, you know, your later stage investors, let's say you go to Founders Fund or Andreessen for your Series C. The first question, who's participating from the Series A and the Series B? Is Sequoia participating? Are Benchmark participating? How much is available in the C? Is that a negative signal? If they don't, if they have a growth fund. Now, the growth fund is looking at the seed fund. So, if the seed fund owned 6%, and they didn't do the Series A, now the growth fund is looking at Uber
So, you can look at those two, and you can see that they have discipline. I don't think they want to chase the average return. No.
The only challenge here is, when you're a Sequoia CEO, you know, you have to then figure out, okay, which fund am I going to be in? Is the growth fund going to do this? Right. And it can be a little conflicted.
And San Francisco, they've been testing. Germany, they've been testing all over the place.
They made something called the Ghost Gym back in 2023. Seems to be a similar idea.
Wave is probably under-reported on. They have tests going on in UK, which is where I think they're based.
Amazon is going to be talking about robotics and all that leaked information. And they're going to be asked by analysts, so you're not going to hire 600 people. What happens to the 1.4 million people who work here? You employ 1% of the country works at Amazon. 1% of the country works at Amazon. And they're not growing anymore. They're not going to grow that staff anymore.
Alphabet, also known as Google. And Google is really, I think, the most interesting one. They're up 40% this year of their stock because people were like, they're going to get killed. So last year, search was going to get killed. As I said on this program and the other program, my thesis is people are going to be doing more searches and that the pie is going to continue to get bigger. Why? The answers are better. And if the answers are better and you solve problems quicker, you still have a cert
So today we have companies like Amazon that uses us, um, Best Buy, Xero and many others that use our platform.
Amazon is just going to be a machine they're not going to think collectively about anything other than faster deliveries at a cheaper price
going to know everything you shop on Amazon so then they could every time you're this would be super aggressive and probably trigger some antitrust stuff but imagine if they were studying your purchasing and then just taking that into account with an AI agent for like hey I can build your shopping cart for you for your groceries next week based on what I've seen you do in the past right
So Amazon brought it down a year.
not every company is going to be a large independent vacuum robot company it's going to be part of something bigger and that's okay
it was public though before amazon went to buy
single billion dollar company
the chinese manufacturer in jenzhen who built it for them who was just the contract manufacturer not the ip they now own it
it was a nothing burger in terms of amazon's revenue
this is why academics with no experience like lena khan going in with novel ideas of how to protect against future competition was a huge mistake for four years and throttled competition in the united states as opposed to protecting it the only people who would have won in this situation were the employees the investors and consumers everybody would have won
and lena khan opposed this as well she issued a second request for more details on it she basically iced the deal
now it's bankrupt and the assets of the company will become the part they'll be owned by the shinzen paisea robotics company
the deal was cancelled because the company said the deal had quote no path to regulatory approval in the european union
amazon announced it's going to buy irobot for 1.7 billion dollars
they were the leader in this category
the founders made a better trade than the investors who bought the shares for them
if you're taking money off the table and you allow secondary sales and then the founders move out of the management positions and they're not going to grind they're going to go spend the money and on their lifestyle this leaves a this left a very bad taste in people's mouths
if you gave them a loan against that revenue that's problematic so there were multiple reasons why this startup had challenges
what's the problem with this business if those sas companies stop growing which we had massive headwinds and they did it was like the space was just too populated and ai came in and the idea of every one of your flagship customers going to grow their base of employees by 10 turned into they're going to lay off 10
it was a great idea it was an idea at the time that was awesome for potentially our founders so this is peak zerp
for a company that had a two billion dollar valuation jason i think a seven million dollar result for a year is pretty low ... relatively impressive 20 2024 revenue growth
now just a couple notes about lightspeed before we move on what have they invested in why do we care about them raising so much money well in the models area anthropic mistral xai reflection in the robotics area skilled ai andrel enterprise glean databricks granola tolbit consumer pika and suno very impressive fund i did not know they were all of those names but i can see why they managed to put together nine billion
nine billion dollars across six funds i i know the largest vehicle in this group is a 3.3 billion dollar fund aimed at essentially backing the xai is the anthropics in their portfolio the super late stage growthy stuff but still quite a lot of capital in there for other companies
in the case of Amazon you have AWS you have their traditional you know selling stuff e-commerce and then you have their booming ad business so you have three ways to win with that stock
if you don't know the term bar raiser. That comes from Amazon. This is one of Bezos' big innovations. Hire somebody who would raise the bar of everybody on the team.
i started off with okay let's look at aws or google cloud provider and i started off i didn't want to spend too much um typically uh you know there are free instances that are pro you know all of these big uh giants provide uh i think in gcp it is a easy e2 micro but turns out it's it doesn't work very well with those small instances because it needs a high enough ram i tried e2 micro it was small and i think at the end it was e2 medium where i finally got it working at around four gigabytes of
you can't blame United Airlines or Amazon if you sent an agent to its website
there was a guy at Amazon who would read the memo before they went to the Amazon meeting. She had to read it before and they would come up with the most cynical, biting, questioning, questions ahead of time. And they were just known in these meetings that you would have to get through that. And they said in the book Working Backwards, which is the Amazon book, that everybody's game got really higher because they knew that person was prepared, had looked at the numbers and would always ask the qu
It was so acute at Amazon that they were preparing a PR campaign to stop the bad PR they were going to get in the coming years from not hiring people and laying people off.
there was a leaked document from Amazon that said, we have like 900,000 jobs, 600,000 jobs we're not going to hire for in the next decade because we predict they're going to be robots.
Andy Jassy, a year ago, in the summer, wrote this memo that things were going to change in Amazon and that they saw AI playing a bigger role.
Amazon putting in $50 billion. That's $15 billion up front. Another $35 billion when certain conditions are met. We don't yet know what those are. ... The secondary big news here is that this is a larger scale collaboration between OpenAI and Amazon. OpenAI committing to using Amazon's Tranium semiconductors at its AWS data centers. ... And they said that this new deal does nothing to change the ongoing OpenAI deal with Microsoft. ... the interesting thing about this Amazon deal is, so they're p
there is a very big company in Seattle trying to build drone delivery. They've been spending a billion dollars a year. And, you know, they are getting like, they've had, not only have they had many, many safety problems with the FAA where they've sent people to a hospital, they've had crashes, but also, noise like the, you know, if you build a system that is incredibly annoying and loud, neighbors are going to protest and neighborhoods are going to rise up against you. That is what we are seeing
a lot of the CPUs and TPUs that you describe right now, uh, that are at Amazon and Google and Apple in particular are designed and built in Israel
we're seeing all the major companies build their own chips, uh, talking about, you know, the latest TPU generation from Google, Tranium and Inferentium or whatever from Amazon, uh, Meta wants to do chips, OpenAI wants to do chips
amazon are crushing it because of scale and the efficiency of their network does those reinforcing the kind of network effect of a large logistics network
Apple just announced they're closing a bunch of stores in a few, in a few States.
we view these aura rings as, you know, people being afraid that the government was going to track them.
I think that all the NBA players are going to be given these aura rings as well because it can apparently detect coronavirus three days ahead of other ways because it can see a change in your basal sort of body temperature.
I actually just bought it a few weeks ago and I've been using it to monitor my sleep.
what if google in this case is trying to get into the cloud business right and they're competing viciously with amazon and microsoft and others in this enterprise cloud business marketplace that is continuously evolving changing every year there's
far far far down is amazon in many ways amazon is the most inoculated simply because the end market that they operate in is so massive
bezos took a hit when he had to admit there were concede that the company may not have always followed its policy with respect to using its uh you know third party sellers data to figure out how to compete with them
i think jeff bezos did the best job he had a great opening statement and he was the most candid um and i think least likely to get broken up
You also had the de-platforming of Parler, which is sort of the Twitter alternative, by Google and Apple at the same time, and Amazon.
all we want to know is why the senator is one of the most powerful paul's and politicians in vermont for 30 plus years and their minimum wage is still only 11.75 amazon's minimum wage is 15 dollars plus great health care from day one the senator should save his finger wagging lecture until after he actually delivers in his own backyard
he's like the number two guy there he runs all he runs the entire retail business i guess yeah
amazon is finally saying hey we're gonna we're gonna stand up when elizabeth warren or bernie sanders kind of attack us and attack bezos and they just said listen you guys set the minimum wage do your job we moved the minimum wage at amazon to 15 an hour we made our decision get back to work and set the federal minimum wage of fifteen dollars an hour and stop telling us we don't pay our taxes because you make the tax law
the average trip to the store driving buying coming back is an hour so what bezos said is that typically we will save you 75 hours because we can make all of that more efficient for you at 10 bucks an hour that's worth 750 dollars we only charge you 120 for prime which means you're you get 630 dollars of savings but then he goes on to say and we have 200 million customers on prime so we're saving them 126 billion dollars my instant reaction was two things and so the last two points in that tweet
amazon is buying mgm which owns most importantly james bond james bond has done 20 billion dollars in adjusted uh revenue for their movies
Amazon just adjusted their return to work policy, backing off their claim of in March that they're going to return to an office centric culture, they announced that employees can do two days remote three days in the office that seems to be the three for two.
especially in the case of amazon is look you've got this company amazon that controls essential infrastructure aws the whole distribution supply chain going all the way from the port to warehouses to uh to logistics and distribution that is going to be owned by a scaled monopoly player you have a con massive economies of scale it's pretty clear they're going to dominate that and what they're doing is systematically going category by category and using the monopoly monopoly profits they make by o
she thinks one remedy is to kill amazon basics because the marketplace shouldn't own the goods as well
she seems to want amazon web services spun out which i think would just double the value of it or maybe add 50 of the value of it
she talked about amazon's vc arm using data to invest in buying companies why wouldn't they that makes total sense uh that's great signal for them
she also um brought up amazon studying the sales of other products to inform amazon basics a claim that amazon says they don't do but everybody knows they do do because all that information is publicly available
It is. They've gamified commerce.
And you know what I do, too, is I hit that $35 limit. I need something for $14, but I'd really like to have it in two days. And I've doubled my spend.
Two-day shipping. They picked the biggest pain point and they arbitraged it.
If Amazon is a significant player in that market and just makes it a significant value add so that we never cut off our Prime accounts, then, you know, that's a win for them.
my view of what Amazon is trying to do, particularly with Prime, is just, it seems pretty obvious, but just the bigger my spend, the bigger the company. And they've proven their willingness to sell everything at zero margin or most things at zero margin. And so, you know, what's throwing a few hundred million dollars into the content game and adding it onto my Prime account and making sure that I never...
He saw the bandwidth that Netflix was using at Amazon Web Services and used that data as a signal. He doesn't even need to look granularly. He just looked at what they're paying him every month. There's nothing wrong about that. He needs to know what the biggest client is paying. When he sees that Netflix's bill is going up and up and up and the bandwidth they're using is going up and up and up, do you think he looks at that and goes, I should do my own video service, Ari?
But guess who the biggest beneficiary of Netflix is streaming content? It's AWS. So, you know. He's making it hand over fist. He makes plenty of money from Netflix.
And so you could say, you know, the one other market where maybe he's playing catch-up, maybe he's in second place, would be in original content, playing catch-up to Netflix.
But Zappos and Twitch, and he's augmented himself very well, just like YouTube has attempted to, and Google has with YouTube. I'm sorry. Yeah. He's pulled together other companies.
And also Google and Ratspace. All four of them have what are considered great products, and they're still not catching up to him.
and then, yeah, AWS, I mean, you have Microsoft chasing his tail. Bizarre.
there's the e-commerce game is, with the exception of Alibaba, there's nothing that gets in his way at this point.
What is that, a $50 billion business now, Ari, if you think that AWS spun out? They just did that $5 billion.
So he's really pushing this innovate, drive, push forward.
So the Alexa tower came out of Lab 126, which is Bezos' skunk works. ... They liked the Alexa technology because of the far-field mics. That's really where the innovation was.
Now, the big story seems to be Alexa is everywhere. Everywhere, right? Now, Alexa, Amazon must have put an actual marketing plan together about this because there was no indication that so many companies would put Alexa into it.
Like, of course, it's not for everybody, that culture.
And it's like, do you realize that people who work at Amazon are some of like the most loyal, like insane, like high performance people?
Saying this is what it means to focus on customers and to be focused and to make hard decisions and to live with them and read his shareholder letters. Yeah, they're great.
That really is Jeff saying, here's to the best I can figure out. Here is what I do that tends to help me make good decisions and build a great business. And here's his playbook. And I'm handing it to all of you, all the people at Amazon. And by the way, it's not private. It's public on the website. He's handing it to the world. Yeah.
And what I think about more than Jeff is the system, the values of Amazon, when you look at the leadership principles that they have. It's really a playbook for how to think and act like Jeff does. Yeah. So if you want a window into Jeff, just read those principles.
I would just, you know, I had some interactions. I would say he's focused. He tends to be right a lot, which actually became one of the values of Amazon, which I think is so funny, because it's, like, how do you make a value being right? It's either you are or you are, but you can't say, oh, yeah, I was going to be wrong, but I remembered our value. Is to be right. So I'm going to be right now. But he does. He has this knack for being right, which is great. And then he helps train the people aro
Yeah, it's interesting. People get really scared by these big names. You have to remember, it's like, your business is one of 500 things they're contending with, right? Like, Amazon's got a lot on their plate.
Amazon. Yeah. And you have board meetings. What's our Amazon strategy? How's our, what's the strategy to defeat Amazon? And all anyone talks about is Amazon. Meanwhile, Amazon's sitting there talking about your customers. Yeah. Who's going to win? Exactly. Right? And so my advice to anyone, if like, you know, you worry about Amazon or Amazon has entered your space, like, and this goes not just Amazon, but any company. Well, the answer is right in front of you. You're your customers. Yeah. Just f
Think about Amazon's playbook. What does Amazon do? They always focus on the customer. And, you know, famously, the culture at Amazon is about focusing on the customer and their needs, right?
And they were an investor in Twilio in our last private round.
So when we went public in 2016, you know, one of the things I stole from Jeff Bezos at Amazon was day one.
Jeff says Amazon's the most customer centric company in the world.
It, it's been interesting. Um, you know, I always say it, it feels like when my dad gave me a credit card and said, like, buy the things you need, like, it's almost kind of like, I feel like Jeff gave me a credit card and said, here's the store. Like you can choose what you want, uh, to get from it. Um, but don't let the sort of the stuff fall off the shelf into your cart. So don't let us push things onto you, you decide. And so some stuff we've actually kept very ring, uh, like our marketing, y
It depends on like, obviously where they are. Um, I mean, Jeff knew about this acquisition, but this was driven by my now boss, Dave Lemp, who runs devices, uh, for Amazon. So it was in his group. And so Amazon's now sort of, uh, you know, AWS sort of the com, the commerce business and then devices is kind of three of the bigger pieces.
Yeah. And so it's, it, it is Jeff, Jeff has a sort of a tenant that you let, you know, let the entrepreneur, like support the entrepreneur, you support them. And it's, so it's been amazing.
I think Amazon has been a great family to be part of. They've, they've kept to their word and they've allowed us to really do something exceptional with the brand and help people.
like Amazon doesn't break out your revenue.
I remember when Netflix first started, they were buzzing around and Amazon, when they started video, they were buzzing around the web show podcast community. Like you'd see them at events, they were talking to people, but I think they just wanted to do the Oscar high end stuff.
Either Netflix or Amazon, or maybe even HBO Max, at some point, they're going to see what Daniel's doing at Spotify with Joe Rogan and call her daddy. And some of those. And be like, no, thank you. Just kidding. No, I think they're going to look at those and go, wait a second. Yeah. They're getting large viewership. They're cheaper, right? ... But if it gets the same viewership as some of the Netflix shows, somebody over there is going to have an aha moment where they're like same viewership, ha
And there was this whole rumor that Amazon, uh, Amazon did buy some Thursday night football games for a bit.
I think, you know, if I'm Amazon or I'm Netflix, I'm thinking maybe we should do Netflix sports or Amazon sports. And, you know, this ESPN thing, like maybe there are some niches in sports they could compete for to build out. Right.
I do think that both what Amazon and Apple are encountering and Netflix will continue to encounter and it's kind of a dilemma as a consumer, right? Because I don't want our entertainment universe to be sequels and spinoffs of the same IP for the rest of my life and my child's life, which is Disney's plan, right? They're just like, we've got IP for days. And it's like Taco Bell right now. They've got tortillas, meat, cheese, lettuce, and tomatoes. And they're just going to mix and match that suck
I got very excited when they scooped up The Expanse.
Look at Apple and Amazon. I'm wondering if Amazon is committed to this space. I notice I don't go to Amazon Prime Video ever.
Netflix can no longer claim a quality advantage. I mean, Disney technically also movie studio, right? But they're destroying Warner brothers, MGM, Apple, and Amazon.
Sometimes Amazon's choices, Amazon, uh, go figure.
And the first three are always like the paid ones. And then you go down, it's like sponsored.
So if you pay for that advertising, you get more exposure. The people who can afford to pay for advertising tend to be the people with the great product. And so the best seller or Amazon choice, Amazon itself, which is like Amazon's choice.
so they they definitely um went too heavy
at a couple of companies that were looking for warehouses in los angeles northern california and amazon just bought an option on every single warehouse they could find and now they're putting them back on the market
what was the amazon like was working on 15 warehouses they shut down as well right i mean if you guys remember at the start of covid when you place something on amazon it was like a two-week delay because they didn't have enough capacity to fulfill the order volume you know you looked at toby's chart it's nearly a doubling in e-commerce volume in a week when that happens amazon's you know plus or minus five percent supply chain has to revert to servicing twice as many customers it's just not goi
amazon just put a hold on six buildings where they said you can finish the outsides but let's not do the insides because we don't even know what we're going to do with these buildings and what hybrid's going to look like
Amazon, we're currently the number two best-selling cereal across all of Amazon, second only to Honey Nut Cheerios. And we fluctuate between number one and two, depending on the week. ... And of course, Amazon is by no means a niche health food site, as mainstream as you can get. And so they see that, they see that we're going head to head with not only other healthy cereals and snacks, but the biggest, most mainstream cereals, and in most cases, beating them head to head on Amazon.
The next thing is they're going to go after Dyson. Okay. And then once they do that, they're going to put chips in these things. And all of a sudden, they're going to know exactly what Jason said. What are you eating?
Andy, Amazon cut 18,000 white collar workers, not the blue collar, the white collar workers in Amazon. That was a big turning point.
Amazon has developed a huge ad business
if you had done this chart many years ago, Amazon would not have really even been there. And over the last five years, they represent almost 12% of the entire market. And so it means that if you forecast it forward, they could be at 15 to 20% in a few years as well.
the next cohort of companies airbnbs coinbases ubers etc they focused on the top line growth uh much like the amazon which was a very obscure approach
if you look at the googles the facebook's the apples amazon's is is a little bit of an exception here those companies printed money they had profits they built up large cash reserves
all this ticky tacky stuff which actually showed apple and facebook and amazon and google oh my god they don't know what they're doing so we're going to lawyer up
she doesn't see the forest from the trees amazon and roomba facebook and this exercise app but all of this other stuff goes completely unchecked
Look, Amazon is like, like everyone should study the company. They are like, like absolutely incredible. I again do not think about like, I do not like thinking about who gets which percentage. I think it really messes with people's like actual analysis of what they ought to be doing, especially entrepreneurs, building in space. Amazon is a rival and rivals are there to inspire you to be better.
Amazon, you know, is, um, kind of like the board. They, they will study your product. They will grind you down. They will lower the price.
And so what happened is it used to be the case that Amazon could have a link in their app, at least directing the user to go to the Amazon.com website, and you could buy the book there and you could circumvent the rake in the app. And it was inconvenient for the user, but at least there was a way around it. Then Apple banned those links, then they banned the ability for the app to even message to the user what was happening. So if, for example, if you use the Kindle app on iOS, which I do all th
the problem is that version of aws is economically non-functional it's unsustainable it's way too expensive and it's way too slow
So who is in a position to do that? Amazon has announced that they have an inference and training solution.
Amazon is making chips, Google is making chips, and in fact, Apple, Tesla's making chips, Yeah, and then Apple makes their own chips, and they got rid of Intel. And so this is how it's gonna go,
what you're seeing now is that amazon google microsoft amd intel a plethora of startups everybody trying to make now different hardware solutions
have an asterisk on them. So in the hierarchy of deals, right, just to unpack this for a second, there are deals where you give me X and I give you money. That's not what this is. Then if you degrade that kind of deal structure, in a lot of heavy industry, you have deals that are called take or pay, which is there is something that's working and you need to basically take this, or you need to give me the monetary equivalent of what I'm selling you. That's not what this is. What this is, is sort
she was willing to take on the big tech companies i mean companies like amazon apple google frankly they just had a free ride for the last couple of decades where they were allowed to do anything and she came in and said there's a new sheriff in town and she was actually willing to apply pressure on them to not engage in anti-competitive tactics so i think she deserves credit for that i think she did change the conversation i think that we've talked about on previous pods that perhaps there was
i think it'll be more like salesforce or microsoft or google or amazon getting off the sidelines because they've looked at and said you know what the juice ain't worth the squeeze we might as well put our efforts and our capital into buying big hardware and building new products and services but if they think hey i got a chance of pulling this through i'm sitting on all this cash what if i hit another youtube and instagram
well whatever i mean look amazon's going to host their own version of r1 grok has a version of r yeah we have one cerebris just rolled
And in December, after Beast Games, Thursday Night Football, and that movie that they did with The Rock, Amazon... They've made a move. ...moved up to 4%, right?
Meta, Amazon, Google, Microsoft are all investing $320 billion or more in data centers and AI infrastructure this year.
this is going to be really cool and when it comes it's going to be really interesting in terms of all the things it can do but right now that's a narrative for the future and it's being portrayed as something that's already happening when the current round of automation has been going on for a decade and it's based on those like Roomba type devices and mechanical arms and things like that
this is just a continuation of a trend that's been going on for the last decade as opposed to oh like AI is suddenly going to cut all the jobs
they're saying hey we've got to come up with a way to frame these robots coming into the factory as a good thing so Americans don't get really upset at us and we need to buy more toys for tots
what the article actually says is that they've tripled their number of employees since 2018 and they're not planning on cutting jobs if it pans out if the program pans out then the rate of hiring will simply be slower
everybody has everything it all looks effectively the same there's certain products and services that are unique to Azure versus GCP versus AWS but by and large the market is big enough and important enough that you'd have to be pretty insane to take a single vendor approach and so what typically happens in these markets is that they start off really small one person has all the share and then as the market becomes very valuable and very big everybody diversifies because it's a risk management t
here in austin we get everything the same day you're going to experience this david there are because of the i think the geography here and the ability to have depot centers very close everything you order on amazon comes within the same day you know i've noticed that already i've already started ordering things from amazon you're right it was all same day i'm like wait what is going on that's what it is is we have a lot of space 15 miles outside of the city center 20 cent and they built these h
my prediction is that jacal is such a luck box that he'll end up being right about amazon but not having anything to do with the reason he gave
my prediction for 2026 is that amazon is going to have a massive year interest as they continue to replace humans with robots that's why here's a chart for you i've been talking about this a little bit i think this is the most important company to watch because dukes their self-driving is working they're making great progress with it and here when you look at this chart you can see they're essentially flat in terms of hiring humans and they're surging in deploying robots and they did their whole
Like for example, 8090 is a top 20 customer bedrock. It's too expensive already as it is, because of all this overhead. Because of their margin. Because of all the nonsense that's inside of AWS that you have to pay for in order to just get access to bare metal.
is on-prem the new cloud? ... And that's how AWS and GCP have built such gargantuan businesses. The counterpoint to that, though, is that in the AI revolution, companies, I suspect, will be fighting for their lives. And I think it's very much unclear whether it makes sense for a company to allow the natural leakage of their edge and their confidential and proprietary information out into the wild versus the control that they would get if they ran on-prem.
A great example of this is Amazon. Why does Amazon issue an edict that says you cannot use this stuff inside of AWS unless a human now reviews and approves it? Because what happened? They had three or four SEV1 faults from a bunch of code that was written by agents that brought down AWS. Now look, I've told you, I love AWS for one reason, because it's hyper-reliable. I hate AWS for the same reason, that hyper-reliability comes at enormous cost, I pay it, but I pay it to never have a SEV1. The re
In the case of AWS, I think they just announced, I think it was yesterday, that they're going to buy a million chips in the next couple of years. I mean, that's a lot of chips from AWS and that's on top of all the chips they've already bought.
VentureSignalScore 79/100 for amazon, composed from 1 of 4 components (emerging formula), discounted ×0.79 for 30% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| funding_magnitude | 0.3 | 1 |
funding.round.amount_usd 2022-04-23 artifact ↗ An evidence gap, not proof of falsity: Form D is not always required (foreign offerings, certain exemptions) or may not be filed yet.
Form D filings — the company's own authoritative record of a Reg D private raise, filed with the SEC. Primary-source evidence: not commentary, not inference. 9 filings, latest 2026-05-26.
This company publishes models on HuggingFace — observable proof of capability, ahead of any product announcement. Adoption is measured in real downloads.
Gray-market attention, not quality. 50+ HN mentions (peak 3816 points). Claim-shaped headlines are rumors until corroborated — a Tier-3 factual claim carries no evidentiary weight on its own. Risk drivers: heavy gray-market attention · some SEC filings on record. ▲ 3816 Bye, Amazon 2020-05-04 ↗
| Attribute | Value | Kind | Source | Observed | State | Conf. |
|---|---|---|---|---|---|---|
ai.technical.assessment | {"council": {"dissent": false, "members": [{"agent": "technical_specialist", "domain": "technical", "signal": 0, "signal_source": "model"}, {"agent": "product_docs_specialist", "domain": "product_docs | derived | council | 2026-07-25 | promoted | 0.03 |
common_name | Amazon | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
common_name | Amazon Web Services (AWS) | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
community.hn.max_points | 3816 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.max_points | 27 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=14568468", "title": "Amazon to Acquire Whole Foods for $13.7B", "points": 1687, "created_at": "2017-06-16", "evidence_type": "rumor", "verification_statu | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.rumors | [] | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=14568468", "title": "Amazon to Acquire Whole Foods for $13.7B", "points": 1687, "created_at": "2017-06-16", "evidence_type": "rumor", "verification_statu | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=14568468", "title": "Amazon to Acquire Whole Foods for $13.7B", "points": 1687, "created_at": "2017-06-16", "evidence_type": "rumor", "verification_statu | observed | artifact ↗ | 2017-06-16 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=14568468", "title": "Amazon to Acquire Whole Foods for $13.7B", "points": 1687, "created_at": "2017-06-16", "evidence_type": "rumor", "verification_statu | observed | artifact ↗ | 2017-06-16 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=14568468", "title": "Amazon to Acquire Whole Foods for $13.7B", "points": 1687, "created_at": "2017-06-16", "evidence_type": "rumor", "verification_statu | observed | artifact ↗ | 2017-06-16 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=23065782", "title": "Bye, Amazon", "points": 3816, "created_at": "2020-05-04"} | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=1212489", "title": "Amazon Web Services (AWS) SDK for Java", "points": 27, "created_at": "2010-03-23"} | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=23065782", "title": "Bye, Amazon", "points": 3816, "created_at": "2020-05-04"} | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=23065782", "title": "Bye, Amazon", "points": 3816, "created_at": "2020-05-04"} | observed | artifact ↗ | 2020-05-04 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=23065782", "title": "Bye, Amazon", "points": 3816, "created_at": "2020-05-04"} | observed | artifact ↗ | 2020-05-04 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=23065782", "title": "Bye, Amazon", "points": 3816, "created_at": "2020-05-04"} | observed | artifact ↗ | 2020-05-04 | normalized | 0.20 |
description | The company was predicted to become a trillion dollar company. | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
description | Sits in OpenAI's strategy | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
funding.round.amount_usd | 9000000000 | observed | artifact ↗ | 2025-12-16 | normalized | 0.50 |
funding.round.amount_usd | 950000000 | observed | artifact ↗ | 2025-10-28 | normalized | 0.50 |
funding.round.amount_usd | 1000000000 | observed | artifact ↗ | 2022-04-23 | normalized | 0.50 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "she seems to want amazon web services spun out which i think would just double the value of | derived | calc | 2026-07-27 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "i think jeff bezos did the best job he had a great opening statement and he was the most can | derived | calc | 2026-07-27 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "Alphabet, also known as Google. And Google is really, I think, the most interesting one. The | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "before 2030 you're going to see amazon which has massively invested in this replace all fact | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 60.5, "comparator": "lte"}, "prediction": "one of these data center projects will go belly up or one of these data center projects will | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "the three pillars e-commerce aws and subscriptions are the three pillars i think the fourth | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 60.5, "comparator": "lte"}, "prediction": "oh by the way i think jeff bezos is coming back i know it sounds crazy but i think amazon is | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "Amazon's fourth pillar of healthcare, which I predicted on, um, I think all in is one of my | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 60.5, "comparator": "lte"}, "prediction": "And layoffs at Amazon. Cause you know, I'm going to charge, but just expect so much more of | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "and it's not stopping because there's tons of people who are still running their own clouds | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 60.5, "comparator": "lte"}, "prediction": "microsoft is gaining ground you see if you are growing 13 faster than your competitor which | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "i think amazon is going to get broken up in the next five years yeah and i think that's goin | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "please let the company be broken up, uh, into three parts or two parts. And that'll make thi | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 60.5, "comparator": "lte"}, "prediction": "are they also laying people off because when those warehouses came in and i just i thought i | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "I would, if you're owning Amazon, I would be seriously not looking at quarter by quarter. I | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 60.5, "comparator": "lte"}, "prediction": "you can very comfortably short apple facebook amazon netflix and be long microsoft google so | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "if everything goes up amazon will go up more than kmart walmart sears and if the stock marke | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "amazon is doing drone delivery which means they can eventually do drone pickup true there ar | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "David Sachs predicts Amazon spins out AWS. He predicted that in July on July 6 was a couple | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 60.5, "comparator": "lte"}, "prediction": "the idea was Amazon would not win it all, and merchants would want to have a direct relation | derived | calc | 2026-08-17 | derived | 0.70 |
index.ai_tie | BLUE_CHIP | observed | classify | 2026-07-25 | derived | 0.60 |
metric.venture.funding_amount_usd | 9000000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 950000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 1000000000 | derived | calc | 2026-08-12 | derived | 0.50 |
metric.venture.funding_recency_days | 60.0651 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 60.0679 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 60.0721 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 60.0725 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 60.0742 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 60.0786 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 60.0789 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 60.0809 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 60.0815 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 60.1123 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 60.3404 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 60.3889 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 60.5178 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 60.6758 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 60.7882 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 60.839 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 60.8797 | derived | calc | 2026-07-25 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.1025 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.1271 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.1678 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.2023 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.2433 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.2712 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.3655 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.3857 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.4184 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.4315 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.5206 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.5965 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.693 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.7565 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.809 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.9003 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.9098 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.916 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.934 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 61.9515 | derived | calc | 2026-07-26 | superseded | 0.99 |
metric.venture.funding_recency_days | 62.0095 | derived | calc | 2026-07-27 | superseded | 0.99 |
metric.venture.funding_recency_days | 62.0549 | derived | calc | 2026-07-27 | superseded | 0.99 |
metric.venture.funding_recency_days | 62.0645 | derived | calc | 2026-07-27 | superseded | 0.99 |
metric.venture.funding_recency_days | 62.0715 | derived | calc | 2026-07-27 | superseded | 0.99 |
metric.venture.funding_recency_days | 62.1162 | derived | calc | 2026-07-27 | superseded | 0.99 |
metric.venture.funding_recency_days | 62.1289 | derived | calc | 2026-07-27 | superseded | 0.99 |
metric.venture.funding_recency_days | 62.214 | derived | calc | 2026-07-27 | superseded | 0.99 |
metric.venture.funding_recency_days | 62.2997 | derived | calc | 2026-07-27 | superseded | 0.99 |
metric.venture.funding_recency_days | 62.3059 | derived | calc | 2026-07-27 | superseded | 0.99 |
metric.venture.funding_recency_days | 62.3162 | derived | calc | 2026-07-27 | superseded | 0.99 |
metric.venture.funding_recency_days | 62.4194 | derived | calc | 2026-07-27 | superseded | 0.99 |
metric.venture.funding_recency_days | 71.968 | derived | calc | 2026-08-05 | superseded | 0.99 |
metric.venture.funding_recency_days | 72.0783 | derived | calc | 2026-08-06 | superseded | 0.99 |
metric.venture.funding_recency_days | 72.2677 | derived | calc | 2026-08-06 | superseded | 0.99 |
metric.venture.funding_recency_days | 72.2914 | derived | calc | 2026-08-06 | superseded | 0.99 |
metric.venture.funding_recency_days | 72.3263 | derived | calc | 2026-08-06 | superseded | 0.99 |
metric.venture.funding_recency_days | 72.3581 | derived | calc | 2026-08-06 | superseded | 0.99 |
metric.venture.funding_recency_days | 72.4043 | derived | calc | 2026-08-06 | superseded | 0.99 |
metric.venture.funding_recency_days | 72.4753 | derived | calc | 2026-08-06 | superseded | 0.99 |
metric.venture.funding_recency_days | 72.5339 | derived | calc | 2026-08-06 | superseded | 0.99 |
metric.venture.funding_recency_days | 72.5712 | derived | calc | 2026-08-06 | derived | 0.99 |
score.venture_signal | 63.5 | derived | calc | 2026-07-25 | superseded | 0.42 |
score.venture_signal | 63.4 | derived | calc | 2026-07-25 | superseded | 0.42 |
score.venture_signal | 63.3 | derived | calc | 2026-07-25 | superseded | 0.42 |
score.venture_signal | 63.2 | derived | calc | 2026-07-26 | superseded | 0.42 |
score.venture_signal | 63.1 | derived | calc | 2026-07-26 | superseded | 0.42 |
score.venture_signal | 63 | derived | calc | 2026-07-27 | superseded | 0.42 |
score.venture_signal | 61 | derived | calc | 2026-08-05 | superseded | 0.42 |
score.venture_signal | 60.9 | derived | calc | 2026-08-06 | superseded | 0.42 |
score.venture_signal | 79 | derived | calc | 2026-08-06 | superseded | 0.26 |
score.venture_signal | 78.3 | derived | calc | 2026-08-06 | superseded | 0.26 |
score.venture_signal | 79 | derived | calc | 2026-08-12 | derived | 0.26 |
sec.cik | 0001671944 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.count | 9 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.filings | [{"cik": "0001671944", "form": "D", "filed": "2026-05-26", "accession": "0001671944-26-000002", "index_url": "https://www.sec.gov/Archives/edgar/data/1671944/000167194426000002/0001671944-26-000002-in | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.latest_filed | 2026-05-26 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.related_persons | {"filed": "2026-05-26", "persons": [{"last_name": "FLETCHER", "first_name": "CHRISTINE", "clarification": null, "relationships": ["Director"]}, {"last_name": "STAINROD", "first_name": "DARREN", "clari | observed | url | 2026-05-26 | normalized | 0.99 |
sector | emerging | derived | calc | 2026-08-08 | normalized | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTV53V8ZB1B5P4QT2ZNWD5J", "signals": [{"quote": "In the case of AWS, I think they just announced, I think it was yesterday, that they're going to buy a million chips i | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV01BPYCM36K52C208V79VF", "signals": [{"quote": "A great example of this is Amazon. Why does Amazon issue an edict that says you cannot use this stuff inside of AWS un | observed | artifact ↗ | 2026-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVD7RH6BEFFP25HADG19RHK", "signals": [{"quote": "is on-prem the new cloud? ... And that's how AWS and GCP have built such gargantuan businesses. The counterpoint to th | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVD7RH6BEFFP25HADG19RHK", "signals": [{"quote": "Like for example, 8090 is a top 20 customer bedrock. It's too expensive already as it is, because of all this overhead | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXW7E8HEZXE17B33VG67PSMN", "signals": [{"quote": "my prediction for 2026 is that amazon is going to have a massive year interest as they continue to replace humans with | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXW7E8HEZXE17B33VG67PSMN", "signals": [{"quote": "my prediction is that jacal is such a luck box that he'll end up being right about amazon but not having anything to d | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXW7E8HEZXE17B33VG67PSMN", "signals": [{"quote": "here in austin we get everything the same day you're going to experience this david there are because of the i think t | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXWHZ1H7AT2CN4FC4X78B5E", "signals": [{"quote": "everybody has everything it all looks effectively the same there's certain products and services that are unique to Az | observed | artifact ↗ | 2025-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXWHZ1H7AT2CN4FC4X78B5E", "signals": [{"quote": "what the article actually says is that they've tripled their number of employees since 2018 and they're not planning o | observed | artifact ↗ | 2025-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXWHZ1H7AT2CN4FC4X78B5E", "signals": [{"quote": "they're saying hey we've got to come up with a way to frame these robots coming into the factory as a good thing so Am | observed | artifact ↗ | 2025-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXWHZ1H7AT2CN4FC4X78B5E", "signals": [{"quote": "this is just a continuation of a trend that's been going on for the last decade as opposed to oh like AI is suddenly g | observed | artifact ↗ | 2025-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXWHZ1H7AT2CN4FC4X78B5E", "signals": [{"quote": "this is going to be really cool and when it comes it's going to be really interesting in terms of all the things it ca | observed | artifact ↗ | 2025-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0DJS2P2FG34V13T5A4DBBS", "signals": [{"quote": "Meta, Amazon, Google, Microsoft are all investing $320 billion or more in data centers and AI infrastructure this year | observed | artifact ↗ | 2025-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY216BNXGWHF5EJN53TKAE9A", "signals": [{"quote": "And in December, after Beast Games, Thursday Night Football, and that movie that they did with The Rock, Amazon... The | observed | artifact ↗ | 2025-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY2SYSVBWGGE5RE7769Q1VXQ", "signals": [{"quote": "well whatever i mean look amazon's going to host their own version of r1 grok has a version of r yeah we have one cere | observed | artifact ↗ | 2025-01-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3MJYK775ZSRV05Z3R6HA17", "signals": [{"quote": "i think it'll be more like salesforce or microsoft or google or amazon getting off the sidelines because they've looke | observed | artifact ↗ | 2024-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3MJYK775ZSRV05Z3R6HA17", "signals": [{"quote": "she was willing to take on the big tech companies i mean companies like amazon apple google frankly they just had a fr | observed | artifact ↗ | 2024-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X80Z0F2BZ1GM0DQ4N7YJA", "signals": [{"quote": "have an asterisk on them. So in the hierarchy of deals, right, just to unpack this for a second, there are deals where | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5RZWTSBVG9Z3965DF0KM0F", "signals": [{"quote": "what you're seeing now is that amazon google microsoft amd intel a plethora of startups everybody trying to make now d | observed | artifact ↗ | 2024-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY68W5CN3SDWKX5PQGGTFQNA", "signals": [{"quote": "Amazon is making chips, Google is making chips, and in fact, Apple, Tesla's making chips, Yeah, and then Apple makes t | observed | artifact ↗ | 2024-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY78FZ6Y9SMNPKCGM5QBFTSX", "signals": [{"quote": "So who is in a position to do that? Amazon has announced that they have an inference and training solution.", "stance" | observed | artifact ↗ | 2024-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7KB7EWAKH6GQRHQC7Z6KGV", "signals": [{"quote": "the problem is that version of aws is economically non-functional it's unsustainable it's way too expensive and it's w | observed | artifact ↗ | 2024-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7T89WBE49F2ZDT1KAYY633", "signals": [{"quote": "And so what happened is it used to be the case that Amazon could have a link in their app, at least directing the user | observed | artifact ↗ | 2023-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8W8TSXC1HYWK48PRECDGZ2", "signals": [{"quote": "Amazon, you know, is, um, kind of like the board. They, they will study your product. They will grind you down. They w | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8W8TSXC1HYWK48PRECDGZ2", "signals": [{"quote": "Look, Amazon is like, like everyone should study the company. They are like, like absolutely incredible. I again do no | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB1MFPT7YGR2GZEC8212BFG", "signals": [{"quote": "she doesn't see the forest from the trees amazon and roomba facebook and this exercise app but all of this other stuff | observed | artifact ↗ | 2023-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB1MFPT7YGR2GZEC8212BFG", "signals": [{"quote": "all this ticky tacky stuff which actually showed apple and facebook and amazon and google oh my god they don't know wh | observed | artifact ↗ | 2023-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB62E97WRBD1HMA0P18GMEY", "signals": [{"quote": "if you look at the googles the facebook's the apples amazon's is is a little bit of an exception here those companies | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB62E97WRBD1HMA0P18GMEY", "signals": [{"quote": "the next cohort of companies airbnbs coinbases ubers etc they focused on the top line growth uh much like the amazon w | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB8DR9GM0KKA47Y58GY7XWM", "signals": [{"quote": "if you had done this chart many years ago, Amazon would not have really even been there. And over the last five years, | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB8DR9GM0KKA47Y58GY7XWM", "signals": [{"quote": "Amazon has developed a huge ad business", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "J. Cal", | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBEPYX6W56V7PWYGP39R293", "signals": [{"quote": "Andy, Amazon cut 18,000 white collar workers, not the blue collar, the white collar workers in Amazon. That was a big | observed | artifact ↗ | 2023-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC9585GCY84XG95YNMC95MY", "signals": [{"quote": "The next thing is they're going to go after Dyson. Okay. And then once they do that, they're going to put chips in the | observed | artifact ↗ | 2022-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDA2SDQ7QZRBRJBNTW3SKGB", "signals": [{"quote": "Amazon, we're currently the number two best-selling cereal across all of Amazon, second only to Honey Nut Cheerios. An | observed | artifact ↗ | 2023-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDHKX0K9FTSN6A8KYNDHH4W", "signals": [{"quote": "amazon just put a hold on six buildings where they said you can finish the outsides but let's not do the insides becau | observed | artifact ↗ | 2022-07-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDHKX0K9FTSN6A8KYNDHH4W", "signals": [{"quote": "what was the amazon like was working on 15 warehouses they shut down as well right i mean if you guys remember at the | observed | artifact ↗ | 2022-07-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDHKX0K9FTSN6A8KYNDHH4W", "signals": [{"quote": "at a couple of companies that were looking for warehouses in los angeles northern california and amazon just bought an | observed | artifact ↗ | 2022-07-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDHKX0K9FTSN6A8KYNDHH4W", "signals": [{"quote": "so they they definitely um went too heavy", "stance": "bearish", "signal_class": "assessment", "speaker_name": "SPEAKE | observed | artifact ↗ | 2022-07-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE3ZC1P1K38FSPN504012N5", "signals": [{"quote": "So if you pay for that advertising, you get more exposure. The people who can afford to pay for advertising tend to be | observed | artifact ↗ | 2022-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE3ZC1P1K38FSPN504012N5", "signals": [{"quote": "And the first three are always like the paid ones. And then you go down, it's like sponsored.", "stance": "neutral", " | observed | artifact ↗ | 2022-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE3ZC1P1K38FSPN504012N5", "signals": [{"quote": "Sometimes Amazon's choices, Amazon, uh, go figure.", "stance": "bearish", "signal_class": "criticism", "speaker_name": | observed | artifact ↗ | 2022-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE5ZV9PDYKF4ANNKJGJQGQJ", "signals": [{"quote": "Netflix can no longer claim a quality advantage. I mean, Disney technically also movie studio, right? But they're dest | observed | artifact ↗ | 2022-02-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE5ZV9PDYKF4ANNKJGJQGQJ", "signals": [{"quote": "Look at Apple and Amazon. I'm wondering if Amazon is committed to this space. I notice I don't go to Amazon Prime Vide | observed | artifact ↗ | 2022-02-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE5ZV9PDYKF4ANNKJGJQGQJ", "signals": [{"quote": "I got very excited when they scooped up The Expanse.", "stance": "bullish", "signal_class": "endorsement", "speaker_na | observed | artifact ↗ | 2022-02-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE5ZV9PDYKF4ANNKJGJQGQJ", "signals": [{"quote": "I do think that both what Amazon and Apple are encountering and Netflix will continue to encounter and it's kind of a | observed | artifact ↗ | 2022-02-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE5ZV9PDYKF4ANNKJGJQGQJ", "signals": [{"quote": "I think, you know, if I'm Amazon or I'm Netflix, I'm thinking maybe we should do Netflix sports or Amazon sports. And, | observed | artifact ↗ | 2022-02-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE5ZV9PDYKF4ANNKJGJQGQJ", "signals": [{"quote": "And there was this whole rumor that Amazon, uh, Amazon did buy some Thursday night football games for a bit.", "stance | observed | artifact ↗ | 2022-02-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE5ZV9PDYKF4ANNKJGJQGQJ", "signals": [{"quote": "Either Netflix or Amazon, or maybe even HBO Max, at some point, they're going to see what Daniel's doing at Spotify wi | observed | artifact ↗ | 2022-02-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE5ZV9PDYKF4ANNKJGJQGQJ", "signals": [{"quote": "I remember when Netflix first started, they were buzzing around and Amazon, when they started video, they were buzzing | observed | artifact ↗ | 2022-02-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEC5A7JPZS8GA2BC2N3HGKF", "signals": [{"quote": "like Amazon doesn't break out your revenue.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Jami | observed | artifact ↗ | 2020-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEC5A7JPZS8GA2BC2N3HGKF", "signals": [{"quote": "I think Amazon has been a great family to be part of. They've, they've kept to their word and they've allowed us to re | observed | artifact ↗ | 2020-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEC5A7JPZS8GA2BC2N3HGKF", "signals": [{"quote": "Yeah. And so it's, it, it is Jeff, Jeff has a sort of a tenant that you let, you know, let the entrepreneur, like supp | observed | artifact ↗ | 2020-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEC5A7JPZS8GA2BC2N3HGKF", "signals": [{"quote": "It depends on like, obviously where they are. Um, I mean, Jeff knew about this acquisition, but this was driven by my | observed | artifact ↗ | 2020-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEC5A7JPZS8GA2BC2N3HGKF", "signals": [{"quote": "It, it's been interesting. Um, you know, I always say it, it feels like when my dad gave me a credit card and said, li | observed | artifact ↗ | 2020-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEC5A7JPZS8GA2BC2N3HGKF", "signals": [{"quote": "Jeff says Amazon's the most customer centric company in the world.", "stance": "bullish", "signal_class": "fact_claim" | observed | artifact ↗ | 2020-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEHVHDJ52FXEWFEXG3WEHGZ", "signals": [{"quote": "So when we went public in 2016, you know, one of the things I stole from Jeff Bezos at Amazon was day one.", "stance": | observed | artifact ↗ | 2019-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEHVHDJ52FXEWFEXG3WEHGZ", "signals": [{"quote": "And they were an investor in Twilio in our last private round.", "stance": "neutral", "signal_class": "fact_claim", "s | observed | artifact ↗ | 2019-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEHVHDJ52FXEWFEXG3WEHGZ", "signals": [{"quote": "Think about Amazon's playbook. What does Amazon do? They always focus on the customer. And, you know, famously, the cu | observed | artifact ↗ | 2019-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEHVHDJ52FXEWFEXG3WEHGZ", "signals": [{"quote": "Amazon. Yeah. And you have board meetings. What's our Amazon strategy? How's our, what's the strategy to defeat Amazon | observed | artifact ↗ | 2019-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEHVHDJ52FXEWFEXG3WEHGZ", "signals": [{"quote": "Yeah, it's interesting. People get really scared by these big names. You have to remember, it's like, your business is | observed | artifact ↗ | 2019-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEHVHDJ52FXEWFEXG3WEHGZ", "signals": [{"quote": "I would just, you know, I had some interactions. I would say he's focused. He tends to be right a lot, which actually | observed | artifact ↗ | 2019-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEHVHDJ52FXEWFEXG3WEHGZ", "signals": [{"quote": "And what I think about more than Jeff is the system, the values of Amazon, when you look at the leadership principles | observed | artifact ↗ | 2019-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEHVHDJ52FXEWFEXG3WEHGZ", "signals": [{"quote": "That really is Jeff saying, here's to the best I can figure out. Here is what I do that tends to help me make good dec | observed | artifact ↗ | 2019-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEHVHDJ52FXEWFEXG3WEHGZ", "signals": [{"quote": "Saying this is what it means to focus on customers and to be focused and to make hard decisions and to live with them | observed | artifact ↗ | 2019-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEHVHDJ52FXEWFEXG3WEHGZ", "signals": [{"quote": "And it's like, do you realize that people who work at Amazon are some of like the most loyal, like insane, like high p | observed | artifact ↗ | 2019-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEHVHDJ52FXEWFEXG3WEHGZ", "signals": [{"quote": "Like, of course, it's not for everybody, that culture.", "stance": "neutral", "signal_class": "assessment", "speaker_n | observed | artifact ↗ | 2019-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEVA8CR2KC4Y9X7MZHSG2Z5", "signals": [{"quote": "Now, the big story seems to be Alexa is everywhere. Everywhere, right? Now, Alexa, Amazon must have put an actual mark | observed | artifact ↗ | 2017-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEVA8CR2KC4Y9X7MZHSG2Z5", "signals": [{"quote": "So the Alexa tower came out of Lab 126, which is Bezos' skunk works. ... They liked the Alexa technology because of th | observed | artifact ↗ | 2017-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEVA8CR2KC4Y9X7MZHSG2Z5", "signals": [{"quote": "So he's really pushing this innovate, drive, push forward.", "stance": "bullish", "signal_class": "assessment", "speak | observed | artifact ↗ | 2017-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEZ25HFP3PR2JCMX9GDEHZW", "signals": [{"quote": "What is that, a $50 billion business now, Ari, if you think that AWS spun out? They just did that $5 billion.", "stanc | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEZ25HFP3PR2JCMX9GDEHZW", "signals": [{"quote": "there's the e-commerce game is, with the exception of Alibaba, there's nothing that gets in his way at this point.", " | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEZ25HFP3PR2JCMX9GDEHZW", "signals": [{"quote": "and then, yeah, AWS, I mean, you have Microsoft chasing his tail. Bizarre.", "stance": "bullish", "signal_class": "ass | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEZ25HFP3PR2JCMX9GDEHZW", "signals": [{"quote": "And also Google and Ratspace. All four of them have what are considered great products, and they're still not catching | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEZ25HFP3PR2JCMX9GDEHZW", "signals": [{"quote": "But Zappos and Twitch, and he's augmented himself very well, just like YouTube has attempted to, and Google has with Y | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEZ25HFP3PR2JCMX9GDEHZW", "signals": [{"quote": "And so you could say, you know, the one other market where maybe he's playing catch-up, maybe he's in second place, wo | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEZ25HFP3PR2JCMX9GDEHZW", "signals": [{"quote": "But guess who the biggest beneficiary of Netflix is streaming content? It's AWS. So, you know. He's making it hand ove | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEZ25HFP3PR2JCMX9GDEHZW", "signals": [{"quote": "He saw the bandwidth that Netflix was using at Amazon Web Services and used that data as a signal. He doesn't even nee | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEZ25HFP3PR2JCMX9GDEHZW", "signals": [{"quote": "my view of what Amazon is trying to do, particularly with Prime, is just, it seems pretty obvious, but just the bigger | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEZ25HFP3PR2JCMX9GDEHZW", "signals": [{"quote": "If Amazon is a significant player in that market and just makes it a significant value add so that we never cut off ou | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEZ25HFP3PR2JCMX9GDEHZW", "signals": [{"quote": "Two-day shipping. They picked the biggest pain point and they arbitraged it.", "stance": "bullish", "signal_class": "a | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEZ25HFP3PR2JCMX9GDEHZW", "signals": [{"quote": "And you know what I do, too, is I hit that $35 limit. I need something for $14, but I'd really like to have it in two | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEZ25HFP3PR2JCMX9GDEHZW", "signals": [{"quote": "It is. They've gamified commerce.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEAKER_291", | observed | artifact ↗ | 2015-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGJ9VVYTW061MAFMKSTPKQD", "signals": [{"quote": "she also um brought up amazon studying the sales of other products to inform amazon basics a claim that amazon says th | observed | artifact ↗ | 2021-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGJ9VVYTW061MAFMKSTPKQD", "signals": [{"quote": "she talked about amazon's vc arm using data to invest in buying companies why wouldn't they that makes total sense uh | observed | artifact ↗ | 2021-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGJ9VVYTW061MAFMKSTPKQD", "signals": [{"quote": "she seems to want amazon web services spun out which i think would just double the value of it or maybe add 50 of the | observed | artifact ↗ | 2021-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGJ9VVYTW061MAFMKSTPKQD", "signals": [{"quote": "she thinks one remedy is to kill amazon basics because the marketplace shouldn't own the goods as well", "stance": "ne | observed | artifact ↗ | 2021-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGJ9VVYTW061MAFMKSTPKQD", "signals": [{"quote": "especially in the case of amazon is look you've got this company amazon that controls essential infrastructure aws the | observed | artifact ↗ | 2021-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGK7HD72PC8J1ZDVTGER365", "signals": [{"quote": "Amazon just adjusted their return to work policy, backing off their claim of in March that they're going to return to | observed | artifact ↗ | 2021-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGKTMKNXG1GAZ0PEVVGEGAY", "signals": [{"quote": "amazon is buying mgm which owns most importantly james bond james bond has done 20 billion dollars in adjusted uh reve | observed | artifact ↗ | 2021-05-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGQGCWGRVWRC4Z6X9673DFF", "signals": [{"quote": "the average trip to the store driving buying coming back is an hour so what bezos said is that typically we will save | observed | artifact ↗ | 2021-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGRHBNDP6ACVBC6G0RGA3TN", "signals": [{"quote": "amazon is finally saying hey we're gonna we're gonna stand up when elizabeth warren or bernie sanders kind of attack u | observed | artifact ↗ | 2021-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGRHBNDP6ACVBC6G0RGA3TN", "signals": [{"quote": "he's like the number two guy there he runs all he runs the entire retail business i guess yeah", "stance": "neutral", | observed | artifact ↗ | 2021-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGRHBNDP6ACVBC6G0RGA3TN", "signals": [{"quote": "all we want to know is why the senator is one of the most powerful paul's and politicians in vermont for 30 plus years | observed | artifact ↗ | 2021-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGZJD68BY074SJKPGMFNHG9", "signals": [{"quote": "You also had the de-platforming of Parler, which is sort of the Twitter alternative, by Google and Apple at the same t | observed | artifact ↗ | 2021-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH6M2CHQK05ZYQAN7JNZM2Z", "signals": [{"quote": "i think jeff bezos did the best job he had a great opening statement and he was the most candid um and i think least l | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH6M2CHQK05ZYQAN7JNZM2Z", "signals": [{"quote": "bezos took a hit when he had to admit there were concede that the company may not have always followed its policy with | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH6M2CHQK05ZYQAN7JNZM2Z", "signals": [{"quote": "far far far down is amazon in many ways amazon is the most inoculated simply because the end market that they operate | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH6M2CHQK05ZYQAN7JNZM2Z", "signals": [{"quote": "what if google in this case is trying to get into the cloud business right and they're competing viciously with amazon | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH7ZHRNPF6F6H52W4C3FJ27", "signals": [{"quote": "I actually just bought it a few weeks ago and I've been using it to monitor my sleep.", "stance": "bullish", "signal_c | observed | artifact ↗ | 2020-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH7ZHRNPF6F6H52W4C3FJ27", "signals": [{"quote": "I think that all the NBA players are going to be given these aura rings as well because it can apparently detect coron | observed | artifact ↗ | 2020-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH7ZHRNPF6F6H52W4C3FJ27", "signals": [{"quote": "we view these aura rings as, you know, people being afraid that the government was going to track them.", "stance": "b | observed | artifact ↗ | 2020-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH7ZHRNPF6F6H52W4C3FJ27", "signals": [{"quote": "Apple just announced they're closing a bunch of stores in a few, in a few States.", "stance": "neutral", "signal_class | observed | artifact ↗ | 2020-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHGFVVBQ9TY5KVGJ2NRQ8TG", "signals": [{"quote": "amazon are crushing it because of scale and the efficiency of their network does those reinforcing the kind of network | observed | artifact ↗ | 2026-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZACANJH9275BWHMN72GCJSN", "signals": [{"quote": "we're seeing all the major companies build their own chips, uh, talking about, you know, the latest TPU generation fro | observed | artifact ↗ | 2026-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZACANJH9275BWHMN72GCJSN", "signals": [{"quote": "a lot of the CPUs and TPUs that you describe right now, uh, that are at Amazon and Google and Apple in particular are | observed | artifact ↗ | 2026-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAVZ2208QG0F9TGMXRXDZC7", "signals": [{"quote": "there is a very big company in Seattle trying to build drone delivery. They've been spending a billion dollars a year. | observed | artifact ↗ | 2026-03-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB0SMW6NYE40Y3MPJG27X52", "signals": [{"quote": "Amazon putting in $50 billion. That's $15 billion up front. Another $35 billion when certain conditions are met. We do | observed | artifact ↗ | 2026-02-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB0SMW6NYE40Y3MPJG27X52", "signals": [{"quote": "Andy Jassy, a year ago, in the summer, wrote this memo that things were going to change in Amazon and that they saw AI | observed | artifact ↗ | 2026-02-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB0SMW6NYE40Y3MPJG27X52", "signals": [{"quote": "there was a leaked document from Amazon that said, we have like 900,000 jobs, 600,000 jobs we're not going to hire for | observed | artifact ↗ | 2026-02-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB0SMW6NYE40Y3MPJG27X52", "signals": [{"quote": "It was so acute at Amazon that they were preparing a PR campaign to stop the bad PR they were going to get in the comi | observed | artifact ↗ | 2026-02-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB3CQHW1W5E1CT55CW7T490", "signals": [{"quote": "there was a guy at Amazon who would read the memo before they went to the Amazon meeting. She had to read it before an | observed | artifact ↗ | 2026-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB3CQHW1W5E1CT55CW7T490", "signals": [{"quote": "you can't blame United Airlines or Amazon if you sent an agent to its website", "stance": "neutral", "signal_class": " | observed | artifact ↗ | 2026-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB77ARBEVAKKVMEAXDGTJXH", "signals": [{"quote": "i started off with okay let's look at aws or google cloud provider and i started off i didn't want to spend too much u | observed | artifact ↗ | 2026-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBHVNRG99K9398NCQ7C0H4C", "signals": [{"quote": "if you don't know the term bar raiser. That comes from Amazon. This is one of Bezos' big innovations. Hire somebody wh | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBHVNRG99K9398NCQ7C0H4C", "signals": [{"quote": "in the case of Amazon you have AWS you have their traditional you know selling stuff e-commerce and then you have thei | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPW7ZDMRE7JSFCZ80GZB0D", "signals": [{"quote": "nine billion dollars across six funds i i know the largest vehicle in this group is a 3.3 billion dollar fund aimed at | observed | artifact ↗ | 2025-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPW7ZDMRE7JSFCZ80GZB0D", "signals": [{"quote": "now just a couple notes about lightspeed before we move on what have they invested in why do we care about them raisin | observed | artifact ↗ | 2025-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPW7ZDMRE7JSFCZ80GZB0D", "signals": [{"quote": "for a company that had a two billion dollar valuation jason i think a seven million dollar result for a year is pretty | observed | artifact ↗ | 2025-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPW7ZDMRE7JSFCZ80GZB0D", "signals": [{"quote": "it was a great idea it was an idea at the time that was awesome for potentially our founders so this is peak zerp", "s | observed | artifact ↗ | 2025-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPW7ZDMRE7JSFCZ80GZB0D", "signals": [{"quote": "what's the problem with this business if those sas companies stop growing which we had massive headwinds and they did | observed | artifact ↗ | 2025-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPW7ZDMRE7JSFCZ80GZB0D", "signals": [{"quote": "if you gave them a loan against that revenue that's problematic so there were multiple reasons why this startup had ch | observed | artifact ↗ | 2025-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPW7ZDMRE7JSFCZ80GZB0D", "signals": [{"quote": "if you're taking money off the table and you allow secondary sales and then the founders move out of the management po | observed | artifact ↗ | 2025-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPW7ZDMRE7JSFCZ80GZB0D", "signals": [{"quote": "the founders made a better trade than the investors who bought the shares for them", "stance": "neutral", "signal_clas | observed | artifact ↗ | 2025-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPW7ZDMRE7JSFCZ80GZB0D", "signals": [{"quote": "they were the leader in this category", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_14 | observed | artifact ↗ | 2025-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPW7ZDMRE7JSFCZ80GZB0D", "signals": [{"quote": "amazon announced it's going to buy irobot for 1.7 billion dollars", "stance": "neutral", "signal_class": "fact_claim", | observed | artifact ↗ | 2025-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPW7ZDMRE7JSFCZ80GZB0D", "signals": [{"quote": "the deal was cancelled because the company said the deal had quote no path to regulatory approval in the european unio | observed | artifact ↗ | 2025-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPW7ZDMRE7JSFCZ80GZB0D", "signals": [{"quote": "now it's bankrupt and the assets of the company will become the part they'll be owned by the shinzen paisea robotics c | observed | artifact ↗ | 2025-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPW7ZDMRE7JSFCZ80GZB0D", "signals": [{"quote": "and lena khan opposed this as well she issued a second request for more details on it she basically iced the deal", "s | observed | artifact ↗ | 2025-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPW7ZDMRE7JSFCZ80GZB0D", "signals": [{"quote": "this is why academics with no experience like lena khan going in with novel ideas of how to protect against future com | observed | artifact ↗ | 2025-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPW7ZDMRE7JSFCZ80GZB0D", "signals": [{"quote": "it was a nothing burger in terms of amazon's revenue", "stance": "neutral", "signal_class": "fact_claim", "speaker_nam | observed | artifact ↗ | 2025-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPW7ZDMRE7JSFCZ80GZB0D", "signals": [{"quote": "the chinese manufacturer in jenzhen who built it for them who was just the contract manufacturer not the ip they now o | observed | artifact ↗ | 2025-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPW7ZDMRE7JSFCZ80GZB0D", "signals": [{"quote": "single billion dollar company", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_36", "spea | observed | artifact ↗ | 2025-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPW7ZDMRE7JSFCZ80GZB0D", "signals": [{"quote": "it was public though before amazon went to buy", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "S | observed | artifact ↗ | 2025-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBPW7ZDMRE7JSFCZ80GZB0D", "signals": [{"quote": "not every company is going to be a large independent vacuum robot company it's going to be part of something bigger an | observed | artifact ↗ | 2025-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZ0QEWGX5NA1WW0P4TCQCV", "signals": [{"quote": "So Amazon brought it down a year.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "David Friedber | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC0DMH4FPDFKC7WXRYERQ42", "signals": [{"quote": "going to know everything you shop on Amazon so then they could every time you're this would be super aggressive and pr | observed | artifact ↗ | 2025-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC0DMH4FPDFKC7WXRYERQ42", "signals": [{"quote": "Amazon is just going to be a machine they're not going to think collectively about anything other than faster deliveri | observed | artifact ↗ | 2025-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC1MQ09VT6K223NPJNTWCCB", "signals": [{"quote": "So today we have companies like Amazon that uses us, um, Best Buy, Xero and many others that use our platform.", "stan | observed | artifact ↗ | 2025-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCADWKNWNZKPPVBW0VGNYMZ", "signals": [{"quote": "Alphabet, also known as Google. And Google is really, I think, the most interesting one. They're up 40% this year of t | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCADWKNWNZKPPVBW0VGNYMZ", "signals": [{"quote": "Amazon is going to be talking about robotics and all that leaked information. And they're going to be asked by analyst | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCADWKNWNZKPPVBW0VGNYMZ", "signals": [{"quote": "Wave is probably under-reported on. They have tests going on in UK, which is where I think they're based.", "stance": | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCADWKNWNZKPPVBW0VGNYMZ", "signals": [{"quote": "They made something called the Ghost Gym back in 2023. Seems to be a similar idea.", "stance": "neutral", "signal_clas | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCADWKNWNZKPPVBW0VGNYMZ", "signals": [{"quote": "And San Francisco, they've been testing. Germany, they've been testing all over the place.", "stance": "neutral", "sig | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCADWKNWNZKPPVBW0VGNYMZ", "signals": [{"quote": "The only challenge here is, when you're a Sequoia CEO, you know, you have to then figure out, okay, which fund am I go | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCADWKNWNZKPPVBW0VGNYMZ", "signals": [{"quote": "So, you can look at those two, and you can see that they have discipline. I don't think they want to chase the average | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCADWKNWNZKPPVBW0VGNYMZ", "signals": [{"quote": "And then, you know, your later stage investors, let's say you go to Founders Fund or Andreessen for your Series C. The | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCBGZQ0JRQASRD0ZR1X3KNP", "signals": [{"quote": "there's a great note in there s1 jason you'll love this uh they were talking about how they're using their ai powered | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCBGZQ0JRQASRD0ZR1X3KNP", "signals": [{"quote": "the company's investments in automation at the warehouse level in particular are going to help it hire 160 000 fewer p | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCBGZQ0JRQASRD0ZR1X3KNP", "signals": [{"quote": "before 2030 you're going to see amazon which has massively invested in this replace all factory workers and all driver | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCBGZQ0JRQASRD0ZR1X3KNP", "signals": [{"quote": "I've been thinking about Apple a lot um they are very good at making hardware one of the greatest things they ever did | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCBGZQ0JRQASRD0ZR1X3KNP", "signals": [{"quote": "if you look at search as an analog ... basically google ended up paying apple tens of billions of dollars a year to us | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCBGZQ0JRQASRD0ZR1X3KNP", "signals": [{"quote": "i'm so uh i'm so bullish on apple making a big ai purchase i just think they should just take out whatever llm doesn't | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCBGZQ0JRQASRD0ZR1X3KNP", "signals": [{"quote": "since the antitrust case think about how much traffic they could spill over to duck duck go brave or perplexity or any | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCBGZQ0JRQASRD0ZR1X3KNP", "signals": [{"quote": "apple has a very strong data privacy policy which means that they don't have a lot of data that they normally would ha | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDMZX79J5QMZXBP8V0F2YH", "signals": [{"quote": "one of these data center projects will go belly up or one of these data center projects will um have their valuation j | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDMZX79J5QMZXBP8V0F2YH", "signals": [{"quote": "wait a second you know we were basing it on you know the price earnings ratio what's the price earnings ratio of core | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDMZX79J5QMZXBP8V0F2YH", "signals": [{"quote": "if your service is tied to one cloud that's no bueno just a good reminder for people i would say early stage startups | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDMZX79J5QMZXBP8V0F2YH", "signals": [{"quote": "if it happens every two years i think it's kind of in the bucket of acceptable if you look at energy in california i w | observed | artifact ↗ | 2025-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFDS5QK0XFZAC7C3W5DDBE", "signals": [{"quote": "hotmail the hotmail was a really yeah that was the one people have heard of boom like yeah that was the first one that | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFDS5QK0XFZAC7C3W5DDBE", "signals": [{"quote": "the thing that it really epitomized was first you know rapid internet growth for us second this idea we basically coin | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFDS5QK0XFZAC7C3W5DDBE", "signals": [{"quote": "the idea to do that was tim draper's idea 100 and i i not me and and i just want to give credit to him because it was | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFDS5QK0XFZAC7C3W5DDBE", "signals": [{"quote": "intel in their development of the cpu the you know the pentium onward um was using human ingenuity to try to build a b | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFDS5QK0XFZAC7C3W5DDBE", "signals": [{"quote": "basically over 10 years about 15 years ago intel was no longer the frontier of moore's law really", "stance": "bearish | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFDS5QK0XFZAC7C3W5DDBE", "signals": [{"quote": "early experiments about 20 years ago um there were about five of them that nvidia supported it was almost like a side | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFDS5QK0XFZAC7C3W5DDBE", "signals": [{"quote": "we invested in our first ai chip company in 2014 this guy giving rao it started a company called nirvana and the idea | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMX1PVWZD9XAEMW4AXRQH5J", "signals": [{"quote": "if you have hundreds of billions of dollars or hundreds of millions of dollars laying around as apple google you know | observed | artifact ↗ | 2023-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMX1PVWZD9XAEMW4AXRQH5J", "signals": [{"quote": "they also mentioned that in their f1 that amazon and alibaba both use arm-based chips in their cloud data centers", "s | observed | artifact ↗ | 2023-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMX6GD00NBVVYC7ZBKPE6MA", "signals": [{"quote": "in order to compete with amazon in order to keep up with the innovation i have to work with a startup that takes a par | observed | artifact ↗ | 2023-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN4DXWPC97F8G3JMJ7G14QG", "signals": [{"quote": "they didn't invest in whoop and then a few years later they came out with a direct copycat of the product", "stance": | observed | artifact ↗ | 2023-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN4DXWPC97F8G3JMJ7G14QG", "signals": [{"quote": "they discontinued the product because it had failed", "stance": "bearish", "signal_class": "fact_claim", "speaker_name | observed | artifact ↗ | 2023-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNCMT0YD7HXP3TD4RBQSXM8", "signals": [{"quote": "a lot of, uh, Amazon has their own, uh, DRM, but then, you know, there's an Adobe DRM that is kind of more generally u | observed | artifact ↗ | 2023-07-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNCMT0YD7HXP3TD4RBQSXM8", "signals": [{"quote": "forcing Amazon to allow other devices to get Kindle books. That's a much better use of her time.", "stance": "bearish" | observed | artifact ↗ | 2023-07-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNG5K3BJ2K7HQ9R4B5ZWNMW", "signals": [{"quote": "Amazon went IPO at around 300 million market cap. You do not get any company IPO-ing at that anymore.", "stance": "neu | observed | artifact ↗ | 2023-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNH957QHMK0GT8BNNQGFME4", "signals": [{"quote": "a bar raiser is somebody you hire this is one of bezos's great innovations shout out to jeff bezos", "stance": "bullis | observed | artifact ↗ | 2023-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNH957QHMK0GT8BNNQGFME4", "signals": [{"quote": "this book is so good in terms of it changed my thinking", "stance": "bullish", "signal_class": "endorsement", "speaker | observed | artifact ↗ | 2023-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPHXJDVGC58W86YS0T6RVK1", "signals": [{"quote": "did happen to amazon you could split amazon up into like online commerce third-party sellers advertising and prime um | observed | artifact ↗ | 2023-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPHXJDVGC58W86YS0T6RVK1", "signals": [{"quote": "amazon can for some period of time uh show a lot of amazon basics and get people addicted to basics uh or they could s | observed | artifact ↗ | 2023-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPHXJDVGC58W86YS0T6RVK1", "signals": [{"quote": "when amazon launches a new product or service like the fire stick or you know kindles or whatever they can use their o | observed | artifact ↗ | 2023-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ32FDDT7S8B7T7DMMK06TD", "signals": [{"quote": "amazon i think just today launched some self-driving taxis with like really really limited rollout and we're like stil | observed | artifact ↗ | 2023-02-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6MMDGTB1PJCAW1XAJSZTA", "signals": [{"quote": "amazon's ad business as opposed to google's is absolutely crushing it", "stance": "bullish", "signal_class": "assessme | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6MMDGTB1PJCAW1XAJSZTA", "signals": [{"quote": "it was in the high 30 it was in 30 year over year now it's down to 20 as startups and big corporations say hey let's t | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6MMDGTB1PJCAW1XAJSZTA", "signals": [{"quote": "so we we see a slowing amazon uh web services exactly so they're like tightening their belt", "stance": "bearish", "si | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6MMDGTB1PJCAW1XAJSZTA", "signals": [{"quote": "the advertising businesses at uber and the advertising businesses at amazon these are new entrants into advertising an | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6MMDGTB1PJCAW1XAJSZTA", "signals": [{"quote": "if you buy ads you get more people to purchase it if more people purchase it you get more rankings you move up in the | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6MMDGTB1PJCAW1XAJSZTA", "signals": [{"quote": "the ad business is just all profits i mean with the exception of maybe some de minimis amount of technology to serve t | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6MMDGTB1PJCAW1XAJSZTA", "signals": [{"quote": "i can see in one place all of my uh spend so this is really nice to see it consolidated in one place uh and i don't i | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6MMDGTB1PJCAW1XAJSZTA", "signals": [{"quote": "the quicker the checkout the better it is in my opinion and i like it better than paypal's option for quick checkup be | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6MMDGTB1PJCAW1XAJSZTA", "signals": [{"quote": "i love it i'm a huge amazon fan especially living in the city uh sending my stuff right to whole foods to pick it up i | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6MMDGTB1PJCAW1XAJSZTA", "signals": [{"quote": "amazon's ad business is booming right as jama pointed out earlier but so much more of consumer behavior is shifting wh | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6MMDGTB1PJCAW1XAJSZTA", "signals": [{"quote": "uh amazon is going to do fantastic and um yeah but yeah not a lot of profit there so that's something they're going to | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6MMDGTB1PJCAW1XAJSZTA", "signals": [{"quote": "the three pillars e-commerce aws and subscriptions are the three pillars i think the fourth one which isn't going to s | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6MMDGTB1PJCAW1XAJSZTA", "signals": [{"quote": "oh by the way i think jeff bezos is coming back i know it sounds crazy but i think amazon is going to have some signif | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6MMDGTB1PJCAW1XAJSZTA", "signals": [{"quote": "I just feel all three of those companies amazon apple disney are just gonna do extraordinary and I'm not too worried a | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6MMDGTB1PJCAW1XAJSZTA", "signals": [{"quote": "is doing pretty well and then amazon their ad business is doing well", "stance": "bullish", "signal_class": "assessmen | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6MMDGTB1PJCAW1XAJSZTA", "signals": [{"quote": "somebody doing the same non-technical job at amazon or microsoft and at google they're getting paid twice as much", "s | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDMRZNX2YNRF3N1WRP2ZWK", "signals": [{"quote": "AWS is Amazon's entire. Profit center. It's cloud computing business. Even on e-commerce, right? The only lose money I | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQF4SHWM8XHD8Y894888J3P", "signals": [{"quote": "I bought Amazon. ... Why did I buy Amazon? Because they're making big cuts. ... I think it's a bloated company that co | observed | artifact ↗ | 2023-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQF4SHWM8XHD8Y894888J3P", "signals": [{"quote": "Amazon's fourth pillar of healthcare, which I predicted on, um, I think all in is one of my predictions that, uh, you | observed | artifact ↗ | 2023-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQF4SHWM8XHD8Y894888J3P", "signals": [{"quote": "I wonder what the trust, because for a while there, it was like, Amazon was among the most trusted companies in Americ | observed | artifact ↗ | 2023-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQF4SHWM8XHD8Y894888J3P", "signals": [{"quote": "What does Amazon do? It saves you time. It saves you money. When you're, when you save people time, and you save them | observed | artifact ↗ | 2023-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQGXEBR7S4EMVKM8WF6W3WJ", "signals": [{"quote": "18 000 people losing their jobs at amazon", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKE | observed | artifact ↗ | 2023-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQMPM6G02K0XNS2JPEM5A0D", "signals": [{"quote": "i immediately thought about the disparity between an amazon warehouse worker and an amazon corporate worker in seattle | observed | artifact ↗ | 2022-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQPVG6XW8240FA74KKWR87A", "signals": [{"quote": "Amazon signed that big deal for Thursday night football last year.", "stance": "neutral", "signal_class": "fact_claim" | observed | artifact ↗ | 2022-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQPVG6XW8240FA74KKWR87A", "signals": [{"quote": "like at Amazon, who has Thursday Night Football, the viewership has not been even what they predicted, right? Accordin | observed | artifact ↗ | 2022-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQPVG6XW8240FA74KKWR87A", "signals": [{"quote": "Disaster for Amazon and Apple to not get this.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "SP | observed | artifact ↗ | 2022-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQPVG6XW8240FA74KKWR87A", "signals": [{"quote": "Amazon is on their heels because of their stock price and they don't have a founder there. No founder, no founder auth | observed | artifact ↗ | 2022-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQPVG6XW8240FA74KKWR87A", "signals": [{"quote": "Amazon has a budding ad platform, but it's not super built out.", "stance": "neutral", "signal_class": "fact_claim", " | observed | artifact ↗ | 2022-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQPVG6XW8240FA74KKWR87A", "signals": [{"quote": "They are seeking to develop a more branded, you know, prestige level of advertising, right? And if they could have tha | observed | artifact ↗ | 2022-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQPVG6XW8240FA74KKWR87A", "signals": [{"quote": "But additionally, Apple loves to make those beautiful ads for every product that evoke emotion in you. They spend mone | observed | artifact ↗ | 2022-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR36K1MC5T4PBWHEQH5XE8D", "signals": [{"quote": "AWS, Azure, and Google Cloud are 66% of the cloud computer market together.", "stance": "neutral", "signal_class": "fa | observed | artifact ↗ | 2022-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR4FXSK1E40RSVGRK9AZZ8B", "signals": [{"quote": "here's what i think they should do alexa should say this is so important for humanity we're going to open source this | observed | artifact ↗ | 2022-11-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR4FXSK1E40RSVGRK9AZZ8B", "signals": [{"quote": "oh no they're laying off 10 000 employees as we talked about last", "stance": "bearish", "signal_class": "fact_claim", | observed | artifact ↗ | 2022-11-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR4FXSK1E40RSVGRK9AZZ8B", "signals": [{"quote": "they're likely to be well they said it was yeah i think they are they said it was going to be devices is that where th | observed | artifact ↗ | 2022-11-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR6PB984MB698VVXA24AA8P", "signals": [{"quote": "Amazon actually launching Amazon Clinic, a telehealth service for citizens in 32 states.", "stance": "neutral", "signa | observed | artifact ↗ | 2022-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR6PB984MB698VVXA24AA8P", "signals": [{"quote": "Amazon, of course, just to give a little history here, has been creeping into the health services industry for the pas | observed | artifact ↗ | 2022-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR6PB984MB698VVXA24AA8P", "signals": [{"quote": "At this time, Amazon clinic does not accept health insurance.", "stance": "neutral", "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2022-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR6PB984MB698VVXA24AA8P", "signals": [{"quote": "Amazon pharmacy also purchased pill pack in 2018 for $753 million. That was according to pitch book.", "stance": "neut | observed | artifact ↗ | 2022-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR6PB984MB698VVXA24AA8P", "signals": [{"quote": "Amazon bought one medical for $3.9 billion in cash.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name | observed | artifact ↗ | 2022-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR6PB984MB698VVXA24AA8P", "signals": [{"quote": "So I guess our big question is, what's the big play and what's the vision? Does Amazon expect this to become a new cor | observed | artifact ↗ | 2022-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR6PB984MB698VVXA24AA8P", "signals": [{"quote": "AWS, Q3 AWS operating income was $5.4 billion, up 11% year over year, down about 6% quarter over quarter, and that is | observed | artifact ↗ | 2022-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR81GBKRTG2768GV4GZNEY1", "signals": [{"quote": "Amazon's laying off 10,000 in the white collar suite, not the factory workers, not the delivery, not the blue collar s | observed | artifact ↗ | 2022-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR81GBKRTG2768GV4GZNEY1", "signals": [{"quote": "The layoffs could start as soon as this week and would focus specifically on corporate employees in the devices organi | observed | artifact ↗ | 2022-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR81GBKRTG2768GV4GZNEY1", "signals": [{"quote": "It feels to me like it's just sort of an opportunistic reorg, you know, more than anything else, because Amazon, like | observed | artifact ↗ | 2022-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR81GBKRTG2768GV4GZNEY1", "signals": [{"quote": "It feels to me like this is the start of austerity measures at Amazon. ... Jeff Bezos said, Hey, it's time to batten d | observed | artifact ↗ | 2022-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR81GBKRTG2768GV4GZNEY1", "signals": [{"quote": "And so this is a very small amount. I would suspect they're going to do this two more times to get up to 10%, maybe.", | observed | artifact ↗ | 2022-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR81GBKRTG2768GV4GZNEY1", "signals": [{"quote": "if things do get really tight at Amazon, expect Andy Jassy to cut a bunch of hit, those big Bezos, Hollywood projects, | observed | artifact ↗ | 2022-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR81GBKRTG2768GV4GZNEY1", "signals": [{"quote": "it's totally fine to say when things are tough, you look at the, the business, the parts of your business that are not | observed | artifact ↗ | 2022-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR81GBKRTG2768GV4GZNEY1", "signals": [{"quote": "people aren't using their echo for anything, but weather and timers not profitable too, right? And not profitable. It' | observed | artifact ↗ | 2022-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR81GBKRTG2768GV4GZNEY1", "signals": [{"quote": "No, they're super profitable. So like, why cut?", "stance": "mixed", "signal_class": "criticism", "speaker_name": "SPE | observed | artifact ↗ | 2022-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR81GBKRTG2768GV4GZNEY1", "signals": [{"quote": "That's the contagion part and that wall street expects it. So I guess the question would be if the stock is not rising | observed | artifact ↗ | 2022-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR81GBKRTG2768GV4GZNEY1", "signals": [{"quote": "So I think Amazon stock has been getting clobbered and this will be an effort to make the stock rebound to show wall s | observed | artifact ↗ | 2022-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR81GBKRTG2768GV4GZNEY1", "signals": [{"quote": "And then you have like Bezos out here saying today, he's going to give away my hundred and twenty seven billion dollar | observed | artifact ↗ | 2022-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR81GBKRTG2768GV4GZNEY1", "signals": [{"quote": "And layoffs at Amazon. Cause you know, I'm going to charge, but just expect so much more of that.", "stance": "bearish | observed | artifact ↗ | 2022-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZREDK21VERXV6SKZ11R81G5", "signals": [{"quote": "the modern day Disney corporation and what Amazon is doing with Amazon prime, what Google is doing with YouTube, that | observed | artifact ↗ | 2022-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZREDK21VERXV6SKZ11R81G5", "signals": [{"quote": "it's where Amazon chose to have its second headquarters.", "stance": "neutral", "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2022-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG8TX5MRZ8WKJFJJM0HS9M", "signals": [{"quote": "amazon was down 10 after in after hours trading after just slightly missing on revenue profits and uh aws's growth has | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG8TX5MRZ8WKJFJJM0HS9M", "signals": [{"quote": "and of course amazon's going to face those headwinds in their cloud computing they're also giving um lower than expect | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG8TX5MRZ8WKJFJJM0HS9M", "signals": [{"quote": "they have physical stores now they have third-party sellers they have online stores supposedly the third-party sellers | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG8TX5MRZ8WKJFJJM0HS9M", "signals": [{"quote": "they have subscriptions right they got audible and all that kind of stuff they have advertising on twitch and amazon i | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRG8TX5MRZ8WKJFJJM0HS9M", "signals": [{"quote": "and this is why amazon is such a great company with the multiple pillars", "stance": "bullish", "signal_class": "endor | observed | artifact ↗ | 2022-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRS12571ZPWXPJFQ8W06ARS", "signals": [{"quote": "I think it's the best company at innovating at large scale in human history.", "stance": "bullish", "signal_class": "a | observed | artifact ↗ | 2022-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRS12571ZPWXPJFQ8W06ARS", "signals": [{"quote": "The sun setting of the project makes another sign that Amazon is starting to wind down experimental projects as it see | observed | artifact ↗ | 2022-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRT408CQHX5WM9CY12TVY0E", "signals": [{"quote": "she wrote an incredibly detailed thread last night um about two things one how she is involved in a lawsuit on behalf | observed | artifact ↗ | 2022-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRT408CQHX5WM9CY12TVY0E", "signals": [{"quote": "it's algorithmic i believe i don't think that they have maybe they have a human look at it afterwards who knows but i | observed | artifact ↗ | 2022-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRT408CQHX5WM9CY12TVY0E", "signals": [{"quote": "goldberg says amazon lawyers from perkins that's a very famous law firm told them amazon will continue to sell sn beca | observed | artifact ↗ | 2022-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRT408CQHX5WM9CY12TVY0E", "signals": [{"quote": "amazon is very aggressive with news outlets oh really very aggressive in fact i at the new york times know someone who | observed | artifact ↗ | 2022-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRT408CQHX5WM9CY12TVY0E", "signals": [{"quote": "the recommendation was that the purchaser of sn also buy tagamet which is uh to avoid vomiting up the poison so chemic | observed | artifact ↗ | 2022-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRTPRGH96MESCWD8WVZFXYS", "signals": [{"quote": "Great place to start a company. I will say that because you have all these incredibly successful Microsoft and Amazon | observed | artifact ↗ | 2022-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS176DHX7MXR80YXYP550BF", "signals": [{"quote": "you have a very big competitor who is extremely good at what they do yep and they changed who's running the company an | observed | artifact ↗ | 2022-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS176DHX7MXR80YXYP550BF", "signals": [{"quote": "if you have a unique product like that's and go on amazon you soon will not have a unique product", "stance": "bearish | observed | artifact ↗ | 2022-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS176DHX7MXR80YXYP550BF", "signals": [{"quote": "amazon is just a sales channel at the end of the day it's a very good one it's protect like at times it might be the b | observed | artifact ↗ | 2022-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS85WMGDKEFZV9SGAJG1VQJ", "signals": [{"quote": "from the the kind of business and streaming perspective here it seems like both of them are turning out to be winners | observed | artifact ↗ | 2022-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS85WMGDKEFZV9SGAJG1VQJ", "signals": [{"quote": "we are really at the we're at amazon's mercy like whatever they want to tell us about how it's doing we're like okay b | observed | artifact ↗ | 2022-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZS85WMGDKEFZV9SGAJG1VQJ", "signals": [{"quote": "i think it would have been much more like a wheel of time scenario would have been more of a concern where it kind of | observed | artifact ↗ | 2022-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSBEHV73SJ67GV0XGBJQNRX", "signals": [{"quote": "a right first culture is what companies like Amazon pioneered, which is write something down. Rather than doing a Powe | observed | artifact ↗ | 2022-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSBEHV73SJ67GV0XGBJQNRX", "signals": [{"quote": "the Apple chip division, you know, is really the core of the company at this point, it's probably their Amazon.", "sta | observed | artifact ↗ | 2022-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSDA7VBSVBKH8TBV4D1W6KD", "signals": [{"quote": "with this Lena Khan, you know, anti conglomerate thing, I think you take a lot of the big, and I'm not saying I'm agai | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSDA7VBSVBKH8TBV4D1W6KD", "signals": [{"quote": "They did just enter into an e commerce partnership to sell on Pelotons on Amazon.", "stance": "neutral", "signal_class | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSDA7VBSVBKH8TBV4D1W6KD", "signals": [{"quote": "I mean, the idea that you could avoid Amazon, in today's day and age as a retailer, like this is a fantasy. Yeah, that | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSDA7VBSVBKH8TBV4D1W6KD", "signals": [{"quote": "So this is why Apple could have a series of gyms, or Amazon could have a series of gyms, like they're going into healt | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSDA7VBSVBKH8TBV4D1W6KD", "signals": [{"quote": "Yeah, those stores are awesome. Those stores are like, irresistible.", "stance": "bullish", "signal_class": "endorseme | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSDA7VBSVBKH8TBV4D1W6KD", "signals": [{"quote": "with Amazon somewhat off the table. Because of antitrust, it's hard to think who would rescue them at this point", "st | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSDA7VBSVBKH8TBV4D1W6KD", "signals": [{"quote": "put in four Amazon stores, it'd become a sick destination. I mean, honestly, I buy everything there. I'm so sad to say | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSDA7VBSVBKH8TBV4D1W6KD", "signals": [{"quote": "Amazon is the most convenient of any product ever made for humans.", "stance": "bullish", "signal_class": "endorsement | observed | artifact ↗ | 2022-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSFDMYKARBY37MK9WV5TEHR", "signals": [{"quote": "then we're going to talk about amazon's reported bid to buy signify health and what amazon might do to the healthcare | observed | artifact ↗ | 2022-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSFDMYKARBY37MK9WV5TEHR", "signals": [{"quote": "according to wall street journal sources amazon is attempting to invest even more in healthcare it is evidently one of | observed | artifact ↗ | 2022-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSFDMYKARBY37MK9WV5TEHR", "signals": [{"quote": "being a very big business for amazon and what a great company to take this on this is where when you have big companie | observed | artifact ↗ | 2022-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSGSBFB623EYJSR01DCD80T", "signals": [{"quote": "i think it's entirely possible you could see shows that are getting cut from premium services like hbo discovery windi | observed | artifact ↗ | 2022-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSKQDF726453APD11TJ87Z8", "signals": [{"quote": "It feels to me like the the the only thing I can think of is really what Facebook would accomplish with two or three b | observed | artifact ↗ | 2022-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSR8ADS4VBWYVZSGE63DW3P", "signals": [{"quote": "my biggest holding now in j trading is amazon i think this company is firing on all cylinders they're just excellence | observed | artifact ↗ | 2022-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSR8ADS4VBWYVZSGE63DW3P", "signals": [{"quote": "this is the fourth largest uh ever acquisition for amazon um they're buying roomba maker i robot and people seem to be | observed | artifact ↗ | 2022-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSR8ADS4VBWYVZSGE63DW3P", "signals": [{"quote": "this is uh like i said their fourth highest largest you know in dollar amount acquisition number one whole foods 13.7 | observed | artifact ↗ | 2022-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSR8ADS4VBWYVZSGE63DW3P", "signals": [{"quote": "insight into what people buy because of their marketplace uh they like automation they like tech and so it makes total | observed | artifact ↗ | 2022-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSR8ADS4VBWYVZSGE63DW3P", "signals": [{"quote": "congratulations to amazon makes me want to buy more shares", "stance": "bullish", "signal_class": "endorsement", "spea | observed | artifact ↗ | 2022-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSR8ADS4VBWYVZSGE63DW3P", "signals": [{"quote": "automation is big on jeff bezos's uh shortlist he's always loved this stuff", "stance": "bullish", "signal_class": "as | observed | artifact ↗ | 2022-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSR8ADS4VBWYVZSGE63DW3P", "signals": [{"quote": "amazon made a smaller move into home robotics with the launching of astro um which is a household robot for home monit | observed | artifact ↗ | 2022-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSR8ADS4VBWYVZSGE63DW3P", "signals": [{"quote": "one of the things i love about amazon is they're not afraid to try really hard ambitious things and they're also not a | observed | artifact ↗ | 2022-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSR8ADS4VBWYVZSGE63DW3P", "signals": [{"quote": "will it reach its uh previous high i would think so and i made a big bet on it", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2022-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSR8ADS4VBWYVZSGE63DW3P", "signals": [{"quote": "one of those great companies for the ages you hear it all the time but it's true", "stance": "bullish", "signal_class" | observed | artifact ↗ | 2022-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSR8ADS4VBWYVZSGE63DW3P", "signals": [{"quote": "i do believe amazon could be five times bigger disney warner brothers and stitch fix all of those believe could 5x in | observed | artifact ↗ | 2022-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "amazon reporting strong earnings the stock was up as much as 12 percent early on friday in fact i think the numbers ar | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "the q2 net loss was two billion dollars last year they made seven billion dollars in profit so they did lose money thi | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "aws revenue was up 33 percent year over year to 19.7 billion dollars aws by itself just one of the three-legged stool | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "and it's not stopping because there's tons of people who are still running their own clouds you know you set up a data | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "jameen ball who is just so great from altimeter had a tweet breaking down the current state of the cloud giant so just | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "amazon was a bit arrogant the aws team was like super arrogant with me and they'd be like oh we're coming to this we'r | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "microsoft is gaining ground you see if you are growing 13 faster than your competitor which is really a third you know | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "everybody used amazon then because of the credits i've seen so many people go to microsoft and they're like hey this i | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "this is an unswimmable moat right like nobody's going to come in here and pop up cloud services like the capex that it | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "i see no reason why microsoft wouldn't reach at minimum parity at minimum", "stance": "bearish", "signal_class": "pred | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "amazon's q2 advertising revenue a business most people didn't really even realize that amazon had generated 8.7 billio | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "so that is why amazon's ads are content they feel like content if they're good and it doesn't detract from their actua | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "amazon hit 10 of us digital ad market share it's probably closer to 15 now", "stance": "bullish", "signal_class": "fac | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "they were shipping all that money to google so this has been a 10-year plan by amazon to not have to ship their money | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "you have no choice but to pay google and amazon and i predict you'll have no choice but to play pay google place or an | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "the users on amazon and the users on google don't know the difference i would say in 60 or 70 of the time this is some | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "so you see it twice yeah exactly and so it's it's pretty sinister um but it's super effective right yeah", "stance": " | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "the people who don't have this very um clickable targeted advertising where the search search advertising basically wi | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "are retail and amazon prime so how are those doing yeah third leg of the stool also an 8.7 billion dollar quarter that | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "and so i still think that that's a possibility i could see amazon wanting to buy uber now would they be allowed to you | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "groceries i would be curious to know how much of a win that's been for amazon because i have tried like either the who | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "when you have a business that is printing large amounts of money and then you have smaller businesses and when i say s | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "on so many things the short-term memory is seven plus or minus two right you can remember seven numbers that's why pho | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "i think amazon is going to get broken up in the next five years yeah and i think that's going to double and every pric | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVMYJ4V6FXY5FZRHFTS1PQ", "signals": [{"quote": "amazon with the prime juggernaut is pulling in almost 9 billion dollars a quarter and apple's doubled that", "stance": | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSZ9JFRH2BYWGAVPK9VM0Q5", "signals": [{"quote": "What this really is about is about drugs because you've now interviewed two of the online drug companies. Amazon has a | observed | artifact ↗ | 2022-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSZ9JFRH2BYWGAVPK9VM0Q5", "signals": [{"quote": "Amazon is building the super app in plain sight and the super app is Amazon prime.", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2022-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSZ9JFRH2BYWGAVPK9VM0Q5", "signals": [{"quote": "If Amazon started charging me $500 a year instead of 130 and it included one medical, which I used to have. And I fric | observed | artifact ↗ | 2022-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSZ9JFRH2BYWGAVPK9VM0Q5", "signals": [{"quote": "it's been one year and this guy is making bold moves.", "stance": "bullish", "signal_class": "assessment", "speaker_na | observed | artifact ↗ | 2022-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSZ9JFRH2BYWGAVPK9VM0Q5", "signals": [{"quote": "But in do it all companies like Amazon is not, has no, shows no sign of slowing down. I think.", "stance": "bullish", | observed | artifact ↗ | 2022-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSZ9JFRH2BYWGAVPK9VM0Q5", "signals": [{"quote": "please let the company be broken up, uh, into three parts or two parts. And that'll make this go up 50%", "stance": "b | observed | artifact ↗ | 2022-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT133TY4ADS0B106DK7QW60", "signals": [{"quote": "I like where this regulation is going, because this is putting, this is targeting a very specific group of companies a | observed | artifact ↗ | 2022-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT133TY4ADS0B106DK7QW60", "signals": [{"quote": "this would potentially affect Amazon specifically. So one thing we should know before. Well, let me continue on the le | observed | artifact ↗ | 2022-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT133TY4ADS0B106DK7QW60", "signals": [{"quote": "I also maintain that I think cloud neutrality in the future, which is a phrase I think I coined in a wired article to | observed | artifact ↗ | 2022-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT133TY4ADS0B106DK7QW60", "signals": [{"quote": "this legislation started at 15 to 30%, and now they're saying 10% of last year's revenue. And obviously this would be | observed | artifact ↗ | 2022-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT133TY4ADS0B106DK7QW60", "signals": [{"quote": "Mm-hmm 10%, you know, that could be billions and billions of dollars. That's gonna sting. That's top line. That's not | observed | artifact ↗ | 2022-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2A0YQB186VDHBPGSW5G84", "signals": [{"quote": "the complaint about Amazon is that it has all of these third party sellers. And then what it does is collect data on w | observed | artifact ↗ | 2022-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2A0YQB186VDHBPGSW5G84", "signals": [{"quote": "So if 1% of your sales creates an attack vector, what's the logical thing to do? Dump it. Dump it. Cut it loose. Shut | observed | artifact ↗ | 2022-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2A0YQB186VDHBPGSW5G84", "signals": [{"quote": "This is amazing. This is such a smart chess move. And I think it's something that the other services need to learn fro | observed | artifact ↗ | 2022-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2A0YQB186VDHBPGSW5G84", "signals": [{"quote": "In 2021, Amazon generated $241 billion in net product sales, 1% of that is still almost $2.5 billion. So it's a big nu | observed | artifact ↗ | 2022-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT940C81NSJJER7AW845KQ7", "signals": [{"quote": "Right now, Amazon 33% market share, 22% for Microsoft right behind them. This Q1 2022 from Synergy Research Group. Goo | observed | artifact ↗ | 2022-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTD7KCGPR7H958081MQ2HAZ", "signals": [{"quote": "What same day delivery or next day delivery has done this. The whole concept of two day delivery is like two days. I'm | observed | artifact ↗ | 2022-06-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTHVS3SYXJG3XKR4RBG5PPT", "signals": [{"quote": "One of Shopify's biggest investors exited stock and concern over Amazon and overall market conditions.", "stance": "bu | observed | artifact ↗ | 2022-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTHVS3SYXJG3XKR4RBG5PPT", "signals": [{"quote": "Amazon just got FAA approval to launch drone deliveries in Lockford, California, which is outside of Stockton. The dro | observed | artifact ↗ | 2022-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTVRT3EP6MSFNCHSSZTBRCF", "signals": [{"quote": "if it's true it's an indicator of like the recession is happening", "stance": "bearish", "signal_class": "assessment", | observed | artifact ↗ | 2022-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTVRT3EP6MSFNCHSSZTBRCF", "signals": [{"quote": "what i'm trying to figure out is amazon is so good at predicting things how did they right get this wrong because i do | observed | artifact ↗ | 2022-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTVRT3EP6MSFNCHSSZTBRCF", "signals": [{"quote": "maybe they just took it just in case knowing they could sublet it... so they were like you know what let's just take i | observed | artifact ↗ | 2022-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTVRT3EP6MSFNCHSSZTBRCF", "signals": [{"quote": "are they also laying people off because when those warehouses came in and i just i thought it was a little weird that | observed | artifact ↗ | 2022-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTVRT3EP6MSFNCHSSZTBRCF", "signals": [{"quote": "i think they're going to constantly be in this back and forth between automation and their growth so my guess would be | observed | artifact ↗ | 2022-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTX2G9CRTT54ZFZCRVKMSA9", "signals": [{"quote": "Yeah, that's that's right. And, you know, Amazon and Microsoft and Palantir and others are on that heading that direct | observed | artifact ↗ | 2022-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV4M5HFNM57MTAFYGHWHXVG", "signals": [{"quote": "so amazon made this incredible decision at some point which really is amazing in terms of dealing with the government | observed | artifact ↗ | 2022-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV4M5HFNM57MTAFYGHWHXVG", "signals": [{"quote": "this is like i think yeah going to crush everybody because now you're a third-party merchant you have no choice if you | observed | artifact ↗ | 2022-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV4M5HFNM57MTAFYGHWHXVG", "signals": [{"quote": "amazon is not trustworthy right and a lot of us", "stance": "bearish", "signal_class": "criticism", "speaker_name": "S | observed | artifact ↗ | 2022-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV4M5HFNM57MTAFYGHWHXVG", "signals": [{"quote": "it sounds like a really smart play it sounds like and actually um in some of the reporting that we've done um it it so | observed | artifact ↗ | 2022-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV4M5HFNM57MTAFYGHWHXVG", "signals": [{"quote": "whether or not it's going to succeed in doing just that for merchants that are not on amazon for a reason um remains t | observed | artifact ↗ | 2022-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV4M5HFNM57MTAFYGHWHXVG", "signals": [{"quote": "third party vendors have already been complaining about that when they list on amazon", "stance": "bearish", "signal_c | observed | artifact ↗ | 2022-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV5KWQF6CMNF3K4KG6Z9QFG", "signals": [{"quote": "let's just break even on it. Let's keep building out this infrastructure because it is still very early days for comme | observed | artifact ↗ | 2022-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV5KWQF6CMNF3K4KG6Z9QFG", "signals": [{"quote": "Then you look at the AWS business, man. It's a juggernaut. It's high margin. They're the leader. You know, the profits | observed | artifact ↗ | 2022-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV5KWQF6CMNF3K4KG6Z9QFG", "signals": [{"quote": "There's nothing that says they couldn't keep increasing the price of the commerce business, lose some growth, but have | observed | artifact ↗ | 2022-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV5KWQF6CMNF3K4KG6Z9QFG", "signals": [{"quote": "I would, if you're owning Amazon, I would be seriously not looking at quarter by quarter. I would be looking year over | observed | artifact ↗ | 2022-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9AWPSHG7CRT5PDCD2DQ05", "signals": [{"quote": "Basically, on Thursday, Amazon announced a $1 billion industrial innovation fund to invest in startups building soluti | observed | artifact ↗ | 2022-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9AWPSHG7CRT5PDCD2DQ05", "signals": [{"quote": "this is actually pretty interesting. Investing in companies that imagine solutions that incrementally increase deliver | observed | artifact ↗ | 2022-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9AWPSHG7CRT5PDCD2DQ05", "signals": [{"quote": "It's just definitely going to reduce injuries.", "stance": "bullish", "signal_class": "prediction", "speaker_name": "S | observed | artifact ↗ | 2022-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9AWPSHG7CRT5PDCD2DQ05", "signals": [{"quote": "it seems like they've turned that around though. Um, or they're in the process.", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2022-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9AWPSHG7CRT5PDCD2DQ05", "signals": [{"quote": "The expectation is higher and they're investing in robots to try to like make that all go away, including one of Amazo | observed | artifact ↗ | 2022-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9AWPSHG7CRT5PDCD2DQ05", "signals": [{"quote": "So if, you know, Amazon or stripe or whoever owns 1% or 2% of your company, it's not a big deal. When they started own | observed | artifact ↗ | 2022-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9AWPSHG7CRT5PDCD2DQ05", "signals": [{"quote": "It's interesting and it's really smart because it doesn't feel like this is a hot space for venture necessarily. And i | observed | artifact ↗ | 2022-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9AWPSHG7CRT5PDCD2DQ05", "signals": [{"quote": "But you know, this is why Amazon's doing it and it'll probably enable some great companies.", "stance": "bullish", "si | observed | artifact ↗ | 2022-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9AWPSHG7CRT5PDCD2DQ05", "signals": [{"quote": "It's probably that VCs do not see hardware in this space as a great opportunity for returns. They'd rather do software | observed | artifact ↗ | 2022-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV9AWPSHG7CRT5PDCD2DQ05", "signals": [{"quote": "Um, I mean, robots and robotics are kind of a money sinkhole. And so you can see why Amazon would be like, we really n | observed | artifact ↗ | 2022-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVB90X1WKGJ63G8H9Q5XGSA", "signals": [{"quote": "SPEAKER_36: and so the there are going to be i think a lot of this stuff is historical projects because amazon is doin | observed | artifact ↗ | 2022-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVR2X1WYNWPMAD3W1ZJ844M", "signals": [{"quote": "Nevertheless, by almost any measure, Amazon.com, the company, is in a stronger position now than at any time in its pa | observed | artifact ↗ | 2022-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVR2X1WYNWPMAD3W1ZJ844M", "signals": [{"quote": "it's so Jeff Bezos because it's just like data, data, data. Here are all of the, here are all of the data reasons why | observed | artifact ↗ | 2022-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVR2X1WYNWPMAD3W1ZJ844M", "signals": [{"quote": "the actual Amazon economy is this. And so I'm not that worried about it.", "stance": "bullish", "signal_class": "asses | observed | artifact ↗ | 2022-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVR2X1WYNWPMAD3W1ZJ844M", "signals": [{"quote": "he totally sees the future", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Jason Calacanis", "s | observed | artifact ↗ | 2022-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZW8Y48MJA6WNXAWWF4PP0AC", "signals": [{"quote": "I look like, for example, I listened to the show nine 12 when it came out and they did a thing where, well, what they' | observed | artifact ↗ | 2022-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZW8Y48MJA6WNXAWWF4PP0AC", "signals": [{"quote": "So the thing that's interesting about Amazon is they own all the Alexa devices. And during the whole Rogan scuff, scuf | observed | artifact ↗ | 2022-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZW8Y48MJA6WNXAWWF4PP0AC", "signals": [{"quote": "I've had Amazon people. I mean, I've had everybody reach out. Amazon reached out at some point and. Yeah. I just didn' | observed | artifact ↗ | 2022-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWCMTK52WEYD3WEES9SM37A", "signals": [{"quote": "The argument basically is that AWS is subsidizing amazon.com, the e-commerce business, which is really unquestionably | observed | artifact ↗ | 2022-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWCMTK52WEYD3WEES9SM37A", "signals": [{"quote": "So, uh, he also notes that the former head of AWS, Andy Jassy, uh, is now CEO. So that means, uh, Andy, if you pick th | observed | artifact ↗ | 2022-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWCMTK52WEYD3WEES9SM37A", "signals": [{"quote": "AWS unquestionably subsidizes the e-commerce business to the detriment of others in that space. No doubt about it.", " | observed | artifact ↗ | 2022-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWCMTK52WEYD3WEES9SM37A", "signals": [{"quote": "I don't think that Amazon always beats on price, the price of the actual good. No, they don't. I don't think that's th | observed | artifact ↗ | 2022-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWCMTK52WEYD3WEES9SM37A", "signals": [{"quote": "You will never be able to guarantee that they're not snooping on your best sellers.", "stance": "bearish", "signal_cla | observed | artifact ↗ | 2022-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWE9VF0116EKWS4Y6N33MZF", "signals": [{"quote": "amazon owns whole foods", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_00", "speaker_la | observed | artifact ↗ | 2022-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWG0CN1Q3QQDZ9XDZQ9PHB9", "signals": [{"quote": "say you could pick a prime day? You can pick a delivery day and then you get a credit. Amazon's doing that.", "stance" | observed | artifact ↗ | 2022-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWG0CN1Q3QQDZ9XDZQ9PHB9", "signals": [{"quote": "too many boxes. Yeah. It's really annoying.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "Jason | observed | artifact ↗ | 2022-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWK3E5PGV40R7P0H1JJ674S", "signals": [{"quote": "Microsoft Amazon one is reportedly terrible. I've only been on it once and it was not great time.", "stance": "bearish | observed | artifact ↗ | 2022-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWK3E5PGV40R7P0H1JJ674S", "signals": [{"quote": "Netflix used to mail CDs. Now their production studio is streaming. Amazon used to sell books. Now they run the world' | observed | artifact ↗ | 2022-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWPH39A15ZMMXDKX4K5D50E", "signals": [{"quote": "So if we buy, you know, Zappos as a great example, or diapers.com, Amazon looks at that acquisition and says, Hey, we | observed | artifact ↗ | 2022-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWQXVK8QGD1TPYWDPQH29NC", "signals": [{"quote": "Uber was building on top of what Amazon had proven, which is, if there's a huge market, capture the market, don't worr | observed | artifact ↗ | 2022-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWWM29CAHR289ZQTPSWFFKD", "signals": [{"quote": "Working at Amazon can be the great, greatest job you've ever had. Absolutely. And Amazon should probably treat its wor | observed | artifact ↗ | 2022-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX5PZJJ6FVP3HWY3MBCACPF", "signals": [{"quote": "Yeah, Amazon's dabbling. It's funny when I thought about kind of, you know, you're putting together your first pitch d | observed | artifact ↗ | 2021-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXBKV7VECA3QB8VRA1E1R10", "signals": [{"quote": "Amazon and Ford own about a third of the company combined. And those are really two good votes of confidence. Amazon o | observed | artifact ↗ | 2021-11-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXBKV7VECA3QB8VRA1E1R10", "signals": [{"quote": "Amazon has ordered 100,000 Rivian delivery vehicles be delivered by 2030. So that is a pretty big deal to have Amazon | observed | artifact ↗ | 2021-11-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXC9YGB71ZZQS7GJ00AXDBH", "signals": [{"quote": "amazon we strive to offer our customers the lowest possible prices the best available selection and the utmost conveni | observed | artifact ↗ | 2021-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXDWN4E9PQM0MQ11ZYQSVX6", "signals": [{"quote": "frugality is one amazon is frugal other places might not be", "stance": "neutral", "signal_class": "fact_claim", "spea | observed | artifact ↗ | 2021-11-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGSXNV2R0AYZJG5YXPT6EA", "signals": [{"quote": "He loves the tie-ins to Slack, GitHub, and Amazon Web Services, which are all essential apps to run Kitty Hawk's busin | observed | artifact ↗ | 2021-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXMGX53RN2M84NW0ESXF5QB", "signals": [{"quote": "do i think when i go to amazon and when they say you know products you might like based on what you've browsed do i th | observed | artifact ↗ | 2021-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTW552RQTXFBN9Z9TJMS5D", "signals": [{"quote": "amazon drivers are being monitored by cameras to make them more productive and to make them safer and it is having a d | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTW552RQTXFBN9Z9TJMS5D", "signals": [{"quote": "amazon still runs like a startup", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEAKER_00", "s | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTW552RQTXFBN9Z9TJMS5D", "signals": [{"quote": "they have a delivery partner program which employs 2 000 small delivery companies and has 115 000 drivers in the us", | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTW552RQTXFBN9Z9TJMS5D", "signals": [{"quote": "amazon has installed ai cameras and more than half of its delivery fleet in the us already", "stance": "neutral", "sig | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTW552RQTXFBN9Z9TJMS5D", "signals": [{"quote": "there has been a lot of criticism of amazon specifically and their drivers driving too fast because they want to hit u | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTW552RQTXFBN9Z9TJMS5D", "signals": [{"quote": "drivers and amazon delivery operators told vice that the netradine cameras often punish drivers for events that are no | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTW552RQTXFBN9Z9TJMS5D", "signals": [{"quote": "the netradine interface can be accessed by amazon and delivery company that employs a driver", "stance": "neutral", "s | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTW552RQTXFBN9Z9TJMS5D", "signals": [{"quote": "the netrodine camera also requires amazon drives to sign a consent form", "stance": "neutral", "signal_class": "fact_c | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTW552RQTXFBN9Z9TJMS5D", "signals": [{"quote": "safety and compliance make up 40 of a delivery services partner score", "stance": "neutral", "signal_class": "fact_cla | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTW552RQTXFBN9Z9TJMS5D", "signals": [{"quote": "good scores can result in bonuses prizes and extra pay for drivers", "stance": "neutral", "signal_class": "fact_claim" | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTW552RQTXFBN9Z9TJMS5D", "signals": [{"quote": "drivers have emailed amazon asking what they did wrong and requested photos from the cameras but amazon did not respon | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTW552RQTXFBN9Z9TJMS5D", "signals": [{"quote": "i think that's what's driving amazon with these third party ones if that company gets into an accident god forbid kill | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTW552RQTXFBN9Z9TJMS5D", "signals": [{"quote": "sometimes it's also because they want to be able to scale up and down in different regions and have lots of different | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTW552RQTXFBN9Z9TJMS5D", "signals": [{"quote": "i think these cameras will be a net benefit for society and for the drivers themselves", "stance": "bullish", "signal_ | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTW552RQTXFBN9Z9TJMS5D", "signals": [{"quote": "i think amazon wants to make it as safe as possible i honestly do", "stance": "bullish", "signal_class": "assessment", | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXTW552RQTXFBN9Z9TJMS5D", "signals": [{"quote": "driver safety has benefited from the netradine cameras uh since the cameras have been put into vans alexandra miller a | observed | artifact ↗ | 2021-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "they're going to cover people's bachelor's degrees, right? They pay double minimum wage, the federal minimum wage, the | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "I, I, you know, I would not have written two books and devoted a large portion of the last decade of my life and my 40 | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "creating a, a globalized marketplace and reducing the friction, creating a self-service system for sellers around the | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "Let's be honest, probably turned a blind eye to it for a while.", "stance": "bearish", "signal_class": "criticism", "s | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "had to make because, because Alibaba and, and then a startup called wish were, were, were doing that. And it was, it w | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "the preponderance of Amazon employees are not complaining vociferously. You know, they're, they're happy to work there | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "Amazon is the second largest employer in, in the country right now.", "stance": "neutral", "signal_class": "fact_claim | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "And then more recently, some of the perks that they've started to give to workers, um, and, and, you know, some of the | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "for a long time, the thing that he did was in every meeting, um, he would say, what are you doing for prime? Um, it, i | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "Um, you know, for, uh, Bezos has been really good as, as he's, as the company grew about figuring out where he can add | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "Like you just look at prime video and Amazon studios. I mean, that is a service that, you know, Netflix and Disney plu | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "the metric of success is how many new prime members we get.", "stance": "neutral", "signal_class": "fact_claim", "spea | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "These, these deals are so outrageous that if they lost 20 bucks on everyone who was a non prime member, who showed up | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "Amazon's growing now, not via new whole food stores, but by creating their own supermarket chain. Uh, the, the fresh m | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "the ghost store is probably the biggest investment, uh, that Amazon has ever made in anything.", "stance": "neutral", | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "they're on a journey to kind of figure that out. How can they go compete with the Kroger's and the Walmart's of the wo | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "no one wants to work with Amazon. I mean, they, and I tell the story in the book they, when they want, they tried to r | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "the real moat was in the grocery business, which Amazon is still on a journey to figure out.", "stance": "bearish", "s | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "Amazon bought Whole Foods. And as I said, they've allowed John Mackey to run it in Austin. They haven't done much to i | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "And Andy presents a humbler, safer target. I think he'll represent the company well. I do, though, think that genuinel | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "it's going to be very difficult for Lena Khan and her colleagues to make a case that this is a monopoly because Amazon | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "So how do you say it's a monopoly if you've got one that's bigger and you're up against Google, IBM and Microsoft for | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "Now, I do think that we're going to see we're going to see cases and we're probably going to see Amazon retreating.", | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "the relationship that Amazon has with its sellers, most favored nation price pricing schemes, you know, retreats in be | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "I see it as a very unlikely outcome for Amazon.", "stance": "bullish", "signal_class": "prediction", "speaker_name": " | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY118Q4W2FS6F4YRNCT0VMA", "signals": [{"quote": "there are legitimate grievances. Now, I'm not saying that, you know, that these are monopolistic or anti-competitive p | observed | artifact ↗ | 2021-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY1X4MZN4931S623DVBPMKM", "signals": [{"quote": "Amazon is including educational benefits to their part time workers to get them their bachelor's degree. Great job, Je | observed | artifact ↗ | 2021-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY1X4MZN4931S623DVBPMKM", "signals": [{"quote": "Amazon is expanding its educational benefits to include a bachelor's degree program. ... This is incredible.", "stance | observed | artifact ↗ | 2021-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY1X4MZN4931S623DVBPMKM", "signals": [{"quote": "Amazon is paying for people's school", "stance": "bullish", "signal_class": "fact_claim", "speaker_name": "SPEAKER_30" | observed | artifact ↗ | 2021-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05S8GCYFJFPC88C6BFB764W", "signals": [{"quote": "They realize that Amazon is winning, and if they don't go digital, they're going to lose.", "stance": "bullish", "sign | observed | artifact ↗ | 2012-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05S8GCYFJFPC88C6BFB764W", "signals": [{"quote": "retailers are concerned that people go into stores and they look up reviews on Amazon or elsewhere, and then they leav | observed | artifact ↗ | 2012-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05S8GCYFJFPC88C6BFB764W", "signals": [{"quote": "Amazon Prime is a cult. I love it. I think Amazon Prime is going to trump. It's like Christmas every three days. It's | observed | artifact ↗ | 2012-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05S8GCYFJFPC88C6BFB764W", "signals": [{"quote": "I pick once every three months. They ship me the bottle of Listerine for four bucks. They give you 15% off just by put | observed | artifact ↗ | 2012-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05S8GCYFJFPC88C6BFB764W", "signals": [{"quote": "you live in the outbacks of Alaska or Montana or, you know, whatever, in some podunk, you know, two-stoplight town, yo | observed | artifact ↗ | 2012-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05S8GCYFJFPC88C6BFB764W", "signals": [{"quote": "Can you get that through Amazon, Brian? Not yet.", "stance": "neutral", "signal_class": "criticism", "speaker_name": " | observed | artifact ↗ | 2012-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05S8GCYFJFPC88C6BFB764W", "signals": [{"quote": "Amazon further squeezes retail chains. Major retail chains released their December sales figures, which were largely d | observed | artifact ↗ | 2012-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05S8GCYFJFPC88C6BFB764W", "signals": [{"quote": "Barnes & Noble, whose biggest competitor is Amazon, expects retail same-store sales to grow a meager 1% this year. Tar | observed | artifact ↗ | 2012-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05S8GCYFJFPC88C6BFB764W", "signals": [{"quote": "Building their own distribution network. Take out the carriers, trucks. Take out the trucks. You think they should buy | observed | artifact ↗ | 2012-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05TPCBVS2CH9V8XQVGCAJ80", "signals": [{"quote": "with amazon we've all been given access to more goods and cheaper goods than we would have had before so we all benefi | observed | artifact ↗ | 2022-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05TPCBVS2CH9V8XQVGCAJ80", "signals": [{"quote": "our share of wallet on that sort of goods has gone down therefore we can spend more get access to more stuff and we're | observed | artifact ↗ | 2022-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05V8SME3QX8F4Q54XG01XV5", "signals": [{"quote": "Amazon last night basically said, Yeah, there's some, you know, toughness in the system, but we think it's sort of lik | observed | artifact ↗ | 2022-02-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05V8SME3QX8F4Q54XG01XV5", "signals": [{"quote": "the bigger companies can actually afford to integrate their supply chains, whereas before it didn't make sense to vert | observed | artifact ↗ | 2022-02-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VQ2ZT87653AY91AZGP2KZ", "signals": [{"quote": "amazon earlier this year nick maybe you can post this decided to just shut visa off in the uk oh yeah now amazon is no | observed | artifact ↗ | 2021-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05W3QH8CFB5J9YE8E4YJWHH", "signals": [{"quote": "you have a company like Amazon, which is now going to pay 25 or $30 to keep folks, right? Because otherwise, they may | observed | artifact ↗ | 2021-11-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05WM4FSBC19S8DFDJBK2HHH", "signals": [{"quote": "you can very comfortably short apple facebook amazon netflix and be long microsoft google so as a spread tree right ri | observed | artifact ↗ | 2021-11-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05WM4FSBC19S8DFDJBK2HHH", "signals": [{"quote": "over the last 10 years you would have made a lot of money by being long amazon and short a basket of traditional comme | observed | artifact ↗ | 2021-11-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05WM4FSBC19S8DFDJBK2HHH", "signals": [{"quote": "if everything goes up amazon will go up more than kmart walmart sears and if the stock market goes down amazon won't g | observed | artifact ↗ | 2021-11-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05WM4FSBC19S8DFDJBK2HHH", "signals": [{"quote": "amazon has pretty meaningful headwinds now relative to uh pricing power and competition", "stance": "bearish", "signal | observed | artifact ↗ | 2021-11-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05X81K64PS6QK0MJFVKK8Q6", "signals": [{"quote": "if you're a private company like amazon who just announced that they will give you free college they're still a bad co | observed | artifact ↗ | 2021-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05X81K64PS6QK0MJFVKK8Q6", "signals": [{"quote": "i'm really glad that amazon is in a position to pay for it as well", "stance": "bullish", "signal_class": "endorsement | observed | artifact ↗ | 2021-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05Y5810XCQWK6HMAB36GTQJ", "signals": [{"quote": "even though we've put tons of robots in amazon factories already we've still grown our employee base and you're like a | observed | artifact ↗ | 2025-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062FM46YR531MBP6F5CEZK4", "signals": [{"quote": "We're all familiar with AWS, Amazon Web Services. That's the cloud platform that powers so many of your favorite brand | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066HX6HD8GH265RMRSDKYNA", "signals": [{"quote": "Today, Amazon released a new thing called Kiro, and it is a new agentic IDE that works alongside of you from, quote, p | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066HX6HD8GH265RMRSDKYNA", "signals": [{"quote": "Amazon, Adept AI, June 24. We know it's in the nine figures, Jason, but no one got closer than that. Again, a licensin | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069195T7MX5CKG8E8X2YY0R", "signals": [{"quote": "you're not hiring a lot of people, you have less people at Amazon than you did a couple of years ago", "stance": "neut | observed | artifact ↗ | 2025-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069195T7MX5CKG8E8X2YY0R", "signals": [{"quote": "Andy Jassy, the CEO of Amazon dropped a public memo, uh, yesterday... He says, as we roll out more gen AI, gen AI and | observed | artifact ↗ | 2025-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069195T7MX5CKG8E8X2YY0R", "signals": [{"quote": "we talk a lot about productivity improvements and when you have more productive individual units, you need fewer of th | observed | artifact ↗ | 2025-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06B30ZG3BX8K90R92KE94NF", "signals": [{"quote": "the New York times secured an AI deal with Amazon. ... the deal is going to provide summaries of times content inside | observed | artifact ↗ | 2025-06-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06B30ZG3BX8K90R92KE94NF", "signals": [{"quote": "This is the first I'm hearing of that. I've never heard the Nova name. And these are in-house models that they're maki | observed | artifact ↗ | 2025-06-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06B30ZG3BX8K90R92KE94NF", "signals": [{"quote": "They're one of Anthropic's biggest backers. If I recall correctly, I think they put in several billion more. Uh, yeah, | observed | artifact ↗ | 2025-06-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06B30ZG3BX8K90R92KE94NF", "signals": [{"quote": "Amazon is willing to give us this level of deal and you just took it. So now they're proving in the market, the value | observed | artifact ↗ | 2025-06-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06B30ZG3BX8K90R92KE94NF", "signals": [{"quote": "and I guess they're offering them through AWS. I'm going to guess.", "stance": "neutral", "signal_class": "prediction" | observed | artifact ↗ | 2025-06-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06B30ZG3BX8K90R92KE94NF", "signals": [{"quote": "they actually have a line item in their earnings called, uh, affiliate licensing and other. So I presume we're going t | observed | artifact ↗ | 2025-06-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06JQF4YKARG3N7HGFKDNQTM", "signals": [{"quote": "imagine you're like an 18 year old freshman at the university of minnesota and i'm some big bad amazon exec and i'll a | observed | artifact ↗ | 2025-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NPC9JXJE2BG1E4WMP8PJ3", "signals": [{"quote": "And they like that as well. They like to have their Amazon prime include whole foods period, full stop.", "stance": "n | observed | artifact ↗ | 2025-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06P94KGRPY983Z01SBBPZP4", "signals": [{"quote": "amazon is doing drone delivery which means they can eventually do drone pickup true there are self-driving cars coming | observed | artifact ↗ | 2025-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06SF2NA6AP9TBV3YCA4Z016", "signals": [{"quote": "there's a company that does the commercial stuff that doesn't work so well because you have three bankrupt companies a | observed | artifact ↗ | 2024-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VTBGWA8935KBHQW2GYM6X", "signals": [{"quote": "NVIDIA's biggest risk right now to me isn't a lack of financial, not hygiene per se, but just like clarity, but it's t | observed | artifact ↗ | 2024-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06VTBGWA8935KBHQW2GYM6X", "signals": [{"quote": "Amazon spent $650 million to buy a data center campus. That was going to be next to the, um, Susquehanna nuclear facil | observed | artifact ↗ | 2024-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06W4GJXSY4J6KVJ7VY5FZFG", "signals": [{"quote": "everybody was doing smart speakers from from from amazon to google to to apple and all of them were trying to figure o | observed | artifact ↗ | 2024-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YS4XW102FWZ6RVVY5S1TC", "signals": [{"quote": "Amazon learned this at some point, Amazon had to stop the breakeven train. People gave them runway for a decade or mor | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YS4XW102FWZ6RVVY5S1TC", "signals": [{"quote": "the thing is you mentioned, um, Amazon, you mentioned Tesla. Those are companies that the same analysis put in the 199 | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ZM0DD5XBBEFTDKP5TMT9G", "signals": [{"quote": "You may have seen that Amazon did a deal to buy power kind of directly from the next, a nuke that was next door to a d | observed | artifact ↗ | 2024-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ZM0DD5XBBEFTDKP5TMT9G", "signals": [{"quote": "When we look at the biggest hyperscalers, the people who are demanding the biggest data centers, Amazon, Meta, Microso | observed | artifact ↗ | 2024-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0702D0CN8HC87QBEJ67ZYW2", "signals": [{"quote": "amazon's going back to the office of five days a week they are tooled around with coming back three days and now they' | observed | artifact ↗ | 2024-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0702D0CN8HC87QBEJ67ZYW2", "signals": [{"quote": "a mandate to reduce the number of managers compared to ic's genius top down", "stance": "bullish", "signal_class": "en | observed | artifact ↗ | 2024-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0702D0CN8HC87QBEJ67ZYW2", "signals": [{"quote": "andy jassy is not a founder but he's going in founder mode", "stance": "bullish", "signal_class": "assessment", "speak | observed | artifact ↗ | 2024-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0702D0CN8HC87QBEJ67ZYW2", "signals": [{"quote": "worst case their earnings go up and the stock recovers best case maybe the company becomes more competitive and actual | observed | artifact ↗ | 2024-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0702D0CN8HC87QBEJ67ZYW2", "signals": [{"quote": "curious about if amazon is now in its balmer era i think the answer is yeah actually", "stance": "bearish", "signal_cl | observed | artifact ↗ | 2024-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0702D0CN8HC87QBEJ67ZYW2", "signals": [{"quote": "amazon actually a couple weeks or months ago dropped this big note about how uh they saved all this time and money usi | observed | artifact ↗ | 2024-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0702D0CN8HC87QBEJ67ZYW2", "signals": [{"quote": "you will see some of these jobs go to india uh or you know ukraine south america where they don't require rsu's and th | observed | artifact ↗ | 2024-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0702D0CN8HC87QBEJ67ZYW2", "signals": [{"quote": "the stock's in crisis or the stock's not as robust as it could be in comparison to competitors and other competitors a | observed | artifact ↗ | 2024-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07229SMWHRHWTV5PDPC6VXM", "signals": [{"quote": "If you were looking at target, Walmart, and Amazon, you know, and we were sitting here in 1999, 2000, 2001, 2003, four | observed | artifact ↗ | 2024-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M078SJ1Q0SMS6AGVQFEZ1F5F", "signals": [{"quote": "stopping Amazon from buying, you know, a vacuum comp robot. I mean, does this make any sense?", "stance": "neutral", " | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M078SJ1Q0SMS6AGVQFEZ1F5F", "signals": [{"quote": "But I mean, that got through, right. And that was a tiny, what was whole foods? That was a $10 billion or $5 billion, | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07GTP44D5MVEFD83JABRYS0", "signals": [{"quote": "there are plenty of companies i think amazon's probably the best example of companies that like know that they're losi | observed | artifact ↗ | 2024-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07H7C1WVMX1A9VKEJSBVCVN", "signals": [{"quote": "If you look at rounds individually, there's been massive rounds like OpenAIs, $10 billion a round, led by Microsoft, a | observed | artifact ↗ | 2024-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07JD8P4EB4VGVZX97RW3ZBN", "signals": [{"quote": "the public markets as Amazon, as Google, as Salesforce, and so many others have proven. This idea that you can't innov | observed | artifact ↗ | 2024-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07JD8P4EB4VGVZX97RW3ZBN", "signals": [{"quote": "And, and people looked at Amazon as the playbook for that bill. I think they said, Hey, Amazon was never profitable. T | observed | artifact ↗ | 2024-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07JD8P4EB4VGVZX97RW3ZBN", "signals": [{"quote": "If you know, if you know, you have a network effect, like how far do you want to push it and how aggressive do you wan | observed | artifact ↗ | 2024-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07JD8P4EB4VGVZX97RW3ZBN", "signals": [{"quote": "Um, and I think they all did it in a way they were rewarded for, but it, it, it makes for a, a, a, uh, somewhat fright | observed | artifact ↗ | 2024-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07NG9963HRC9J6YXPEG6AHQ", "signals": [{"quote": "they ripped out alexa's brain and they put our brain into it it literally just took an afternoon uh to be able to tap | observed | artifact ↗ | 2023-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QQ8R2R6ZG1HN5BVV70X52", "signals": [{"quote": "And Amazon did a similar thing like Amazon Prime when we first all got it did not make logical sense. We were all like | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07W26P75HGNTTKVRKZYAY97", "signals": [{"quote": "Amazon's been very clear that they would like to be a neutral third party in all of this. And so Amazon will make mone | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07XGSM407VEKKR0K4K4EE54", "signals": [{"quote": "for Amazon to, uh, be able to sell their proprietary chips to a major player, uh, and get them to use them. They don't | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07XGSM407VEKKR0K4K4EE54", "signals": [{"quote": "Yeah. Cost them nothing. They'll make it all back on people using AI products.", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07XGSM407VEKKR0K4K4EE54", "signals": [{"quote": "It's a no-brainer for them. Yeah. I think, cause if you've used Claude, it's that good. And if they're competitive out | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07XGSM407VEKKR0K4K4EE54", "signals": [{"quote": "So now they have these two major, uh, strategics, Google, who was the earliest investor and now Amazon, who's coming i | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y6GQEXGARZRCMGN0HVBDJ", "signals": [{"quote": "Is it going to be Microsoft who knows the, the idea that Amazon won cloud computing and it wasn't Microsoft or Oracle | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y6GQEXGARZRCMGN0HVBDJ", "signals": [{"quote": "If a product is offered for less on another site, Amazon reviews, the buy box button, et cetera, and then coercing, uh | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y6GQEXGARZRCMGN0HVBDJ", "signals": [{"quote": "But, uh, my prediction right now is that Lena Khan loses the Amazon antitrust case. And I think she's going to lose it | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y6GQEXGARZRCMGN0HVBDJ", "signals": [{"quote": "Well, we all see that, uh, when we use the service, but does it, I don't understand that that's illegal.", "stance": " | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07YP1ARKWRJ002FF1474J87", "signals": [{"quote": "it's a great move by amazon I think because brick and mortar could not possibly be more compromised during the pandemi | observed | artifact ↗ | 2021-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07YP1ARKWRJ002FF1474J87", "signals": [{"quote": "amazon will account for 41.4 of all us e-commerce sales in 2021 whereas walmart will account for only 7.2 percent", "s | observed | artifact ↗ | 2021-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07YP1ARKWRJ002FF1474J87", "signals": [{"quote": "today the wall street journal reported that amazon is planning on opening department store style physical locations in | observed | artifact ↗ | 2021-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07YP1ARKWRJ002FF1474J87", "signals": [{"quote": "will be smaller than ones we see from nordstrom and bloomingdales those were about a hundred thousand square feet amaz | observed | artifact ↗ | 2021-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07YP1ARKWRJ002FF1474J87", "signals": [{"quote": "it's great for them to sell their uh hardware prices like echo um or their kindles and that kind of stuff but it's a r | observed | artifact ↗ | 2021-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07YP1ARKWRJ002FF1474J87", "signals": [{"quote": "so i'm thinking amazon basics amazon essentials will all be in these stores", "stance": "bullish", "signal_class": "pr | observed | artifact ↗ | 2021-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07YP1ARKWRJ002FF1474J87", "signals": [{"quote": "when they go to break up amazon now amazon can just point and say listen walmart's doing what we're doing walmart does | observed | artifact ↗ | 2021-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07YP1ARKWRJ002FF1474J87", "signals": [{"quote": "if they don't uh do what walmart's doing walmart gets an advantage and amazon does not want them to have an advantage" | observed | artifact ↗ | 2021-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07YP1ARKWRJ002FF1474J87", "signals": [{"quote": "you're never going to have better purchasing power more engineers more leverage more ability to sustain losses than am | observed | artifact ↗ | 2021-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07ZW8HR1JC7MNGXKCZ85EM0", "signals": [{"quote": "And you look at Amazon, 113 billion in revenue for the quarter.", "stance": "neutral", "signal_class": "fact_claim", " | observed | artifact ↗ | 2021-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07ZW8HR1JC7MNGXKCZ85EM0", "signals": [{"quote": "Yeah. So, I mean, but just looking at the run rate of 443 billion is insane. And then you just compare that to, you kn | observed | artifact ↗ | 2021-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0838GGTEJFQTDTQ46CJ0978", "signals": [{"quote": "Amazon web services, if that became its own independent company, and you had Amazon and Amazon web services, I think i | observed | artifact ↗ | 2021-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0838GGTEJFQTDTQ46CJ0978", "signals": [{"quote": "David Sachs predicts Amazon spins out AWS. He predicted that in July on July 6 was a couple days ago, because, as he s | observed | artifact ↗ | 2021-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0855HEYMYX8Y3ZVFASG3P43", "signals": [{"quote": "hbo and netflix and amazon prime oh that's the other one i have and disney are on it they are on it trying to make inc | observed | artifact ↗ | 2021-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0855HEYMYX8Y3ZVFASG3P43", "signals": [{"quote": "amazon is going to spend something like their lord of the ring series is going to be 465 million for the first season | observed | artifact ↗ | 2021-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M086BH33GSQ92VS54N11RSTS", "signals": [{"quote": "So this is a major move. I can't believe that, you know, somebody like Netflix didn't make it, given their market cap, | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M086BH33GSQ92VS54N11RSTS", "signals": [{"quote": "They own the James Bond franchise. That's kind of the big piece here, and the James franchise, the James Bond franchis | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M086BH33GSQ92VS54N11RSTS", "signals": [{"quote": "over 175 million Prime members have streamed shows and movies in the past year, I'm quoting, and streaming hours are u | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M086BH33GSQ92VS54N11RSTS", "signals": [{"quote": "So Amazon is really competitive on Netflix and Disney Plus, because it's part of a bundle, right? And the bundling is | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M086BH33GSQ92VS54N11RSTS", "signals": [{"quote": "Amazon has to work to win and retain customers on a continual basis, ideally, to its prime subscription service and bu | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M086BH33GSQ92VS54N11RSTS", "signals": [{"quote": "I have no way I'm getting rid of Amazon Prime. So if you put those four together, Netflix is in fourth place for me.", | observed | artifact ↗ | 2021-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M087EP4Y3R2K6G57ZFCN5R1E", "signals": [{"quote": "even Amazon, they allow third parties on the platform to sell and compete against them. So if you can make better, you | observed | artifact ↗ | 2021-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0888XBS9EPWJWE320QD68SA", "signals": [{"quote": "the idea was Amazon would not win it all, and merchants would want to have a direct relationships with their customers | observed | artifact ↗ | 2021-03-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0888XBS9EPWJWE320QD68SA", "signals": [{"quote": "I've had multiple direct to consumer brands say being on Amazon is the kiss of death. It's, it's a waste of time. You | observed | artifact ↗ | 2021-03-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0888XBS9EPWJWE320QD68SA", "signals": [{"quote": "I think Amazon is a very good sales channel for certain products", "stance": "neutral", "signal_class": "assessment", | observed | artifact ↗ | 2021-03-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A87TRS4Q9H62HA8DMJ0R4Z", "signals": [{"quote": "I don't think so. It would take a long time for Netflix to lose all its subscribers. I mean, literally they could just | observed | artifact ↗ | 2020-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A8VBQNT4MRY3Y9XGYDJ4X1", "signals": [{"quote": "Amazon committed $700 million to upscaling.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEA | observed | artifact ↗ | 2020-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A94V36QTSDYWSXHQYYM5AZ", "signals": [{"quote": "And in fact, one-click payments was the promise of Amazon early on.", "stance": "neutral", "signal_class": "fact_claim | observed | artifact ↗ | 2020-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A94V36QTSDYWSXHQYYM5AZ", "signals": [{"quote": "Um, so as a consumer, Amazon is, uh, Amazon is really quite a great service, uh, at least, you know, here in the U S, | observed | artifact ↗ | 2020-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A94V36QTSDYWSXHQYYM5AZ", "signals": [{"quote": "Amazon's got Amazon pay, but if, if you're Walmart, are you going to put Amazon pay on your website? If you're, you kn | observed | artifact ↗ | 2020-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A94V36QTSDYWSXHQYYM5AZ", "signals": [{"quote": "I think Amazon's going to buy Lyft. Actually, that I know is a crazy idea. But I think Lyft is in so much trouble now | observed | artifact ↗ | 2020-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A94V36QTSDYWSXHQYYM5AZ", "signals": [{"quote": "Why wouldn't they buy it and just make the Lyft network part of the delivery packaging network and go for it?", "stanc | observed | artifact ↗ | 2020-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A94V36QTSDYWSXHQYYM5AZ", "signals": [{"quote": "Amazon's got a lot of data and they've got a lot of scale and they've worked out a lot of this stuff.", "stance": "bul | observed | artifact ↗ | 2020-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A9M5HS2MGQKHF144XSN9VX", "signals": [{"quote": "All Amazon provides is an API called Amazon recognition. So you'd still have to, you'd have to try it yourself. I thin | observed | artifact ↗ | 2020-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A9M5HS2MGQKHF144XSN9VX", "signals": [{"quote": "Well, they're not really. Yeah, they're not really a direct competitor. Like I said, they just sell an API. They're no | observed | artifact ↗ | 2020-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A9M5HS2MGQKHF144XSN9VX", "signals": [{"quote": "No, they would only look for photos in a database you would provide.", "stance": "neutral", "signal_class": "fact_clai | observed | artifact ↗ | 2020-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ACY2QSRS72XHQR3BN8HK84", "signals": [{"quote": "And so it, and the answer in both those questions is it didn't work. And web van went out of business and eventually A | observed | artifact ↗ | 2024-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AHMZBFC3WWM10AM3HC8ENS", "signals": [{"quote": "they stayed away from amazon for a long time they believed in building direct but they they had competitors and knocko | observed | artifact ↗ | 2024-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AKTSPAXPSTRZAR99GZ4P64", "signals": [{"quote": "even the strategic investments that some of amazon is making into some of these lm companies or microsoft is making an | observed | artifact ↗ | 2024-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0APW0CVTFDBDT8624Z8400P", "signals": [{"quote": "Amazon made a really strategic decision years ago, which Jeff Bezos spoke about when he was at these congressional hea | observed | artifact ↗ | 2020-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0APW0CVTFDBDT8624Z8400P", "signals": [{"quote": "Amazon is interesting. It's still very much a search-driven ecosystem. About 70% of all revenue comes from search. And | observed | artifact ↗ | 2020-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0APW0CVTFDBDT8624Z8400P", "signals": [{"quote": "From what we've seen, I think they're favorably inclined towards us.", "stance": "neutral", "signal_class": "assessmen | observed | artifact ↗ | 2020-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0APW0CVTFDBDT8624Z8400P", "signals": [{"quote": "So conversion rate is what matters. If somebody clicks on your product and buys it or if they're more likely to buy it | observed | artifact ↗ | 2020-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0APW0CVTFDBDT8624Z8400P", "signals": [{"quote": "And so what tends to happen is that products that do well get sort of towards the top of search results. As they sell | observed | artifact ↗ | 2020-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0APW0CVTFDBDT8624Z8400P", "signals": [{"quote": "I mean, again, the thing about Amazon's system is that the consumer votes. And so if you're trying to break into an ec | observed | artifact ↗ | 2020-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0APW0CVTFDBDT8624Z8400P", "signals": [{"quote": "there's sort of two kinds of mistakes they could make, right? They can make a mistake where they don't eliminate enoug | observed | artifact ↗ | 2020-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0APW0CVTFDBDT8624Z8400P", "signals": [{"quote": "Today, is there black hat activity? Yes. It's almost impossible to keep up with. The reality is it's a little bit hard | observed | artifact ↗ | 2020-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0APW0CVTFDBDT8624Z8400P", "signals": [{"quote": "if you read Amazon's terms of service, which is a document that if you print it out is about an inch thick, you'll dis | observed | artifact ↗ | 2020-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0APW0CVTFDBDT8624Z8400P", "signals": [{"quote": "in the marketplace then you don't. You probably want to though because advertising return on advertising spend is stil | observed | artifact ↗ | 2020-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0APW0CVTFDBDT8624Z8400P", "signals": [{"quote": "the bestseller badge basically Amazon has a whole hierarchy and at the very very bottom of its hierarchy are these sub | observed | artifact ↗ | 2020-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0APW0CVTFDBDT8624Z8400P", "signals": [{"quote": "if you're going to release a new product, it not only has to be great by any metric, but it also has to be fundamental | observed | artifact ↗ | 2020-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AQ7Z40KW8Q2WDBC70D2DS9", "signals": [{"quote": "I want to start off with who I thought was the big winner in the opening statements. That was none other than Jeff Bez | observed | artifact ↗ | 2020-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AQ7Z40KW8Q2WDBC70D2DS9", "signals": [{"quote": "our approach is working. 80% of Americans have a favorable impression of Amazon overall. Who do Americans trust more t | observed | artifact ↗ | 2020-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AQ7Z40KW8Q2WDBC70D2DS9", "signals": [{"quote": "Amazon accounts for less than 1% of the $25 trillion global retail market and less than 4% of U.S. retail. There's roo | observed | artifact ↗ | 2020-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AQ7Z40KW8Q2WDBC70D2DS9", "signals": [{"quote": "What I can tell you is, we have a policy against using seller-specific data to aid our private label business. But I c | observed | artifact ↗ | 2020-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AQ7Z40KW8Q2WDBC70D2DS9", "signals": [{"quote": "You have access to data that far exceeds the sellers on your platforms with whom you compete. You can track consumer h | observed | artifact ↗ | 2020-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AQ7Z40KW8Q2WDBC70D2DS9", "signals": [{"quote": "Amazon is the most open of all the platforms. What Amazon does with third-party sellers is the equivalent of Facebook | observed | artifact ↗ | 2020-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AR516X3RADPNANXSRQFJYM", "signals": [{"quote": "Yeah, actually, Amazon, to your last point, they're suing Microsoft on another deal via protest because they didn't pi | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ASC4M0QQJYE0H9SSSF9MV7", "signals": [{"quote": "Right. So it's the return to artisanal, in a way. And that will be the differentiator. Because if you can't compete wi | observed | artifact ↗ | 2012-10-13 | promoted | 0.50 |
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