AWS

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• bearish fact_claim Chamath Palihapitiya

  We have decreased our spend on AWS and GCP. We now have six completely independent ground-up data centers that we built from scratch for ourselves.

• neutral fact_claim Unattributed

  AWS reported a jump in hacking activity while Cloudflare's CEO, friend of the pod, said they saw millions of hacking attempts as well.

• bearish assessment Unattributed

  We have decreased our spend on AWS and GCP. We now have six completely independent ground-up data centers that we've built from scratch for ourselves.

• bullish fact_claim Andy Jassy

  Anthropic, they made a multi-year, multi-gigawatt commitment to Trainium.

• bullish endorsement Andy Jassy

  we had so many customers who wanted to use OpenAI and AWS, and they weren't able to do so because of their prior business arrangements that they had. And, you know, for a long time, I think the companies had a lot of mutual respect and desire to work together. And so, this is another one of those where over a series of conversations and months, the ability to be able to run OpenAI in Bedrock, you know, we built a unique product together in the stateful runtime environment, which is how I think a

• bullish endorsement Andy Jassy

  customers are most successful running Anthropic in Bedrock.

• bullish prediction Andy Jassy

  we believe these are going to be two of the most successful companies in this space over a long period of time.

• bullish assessment Andy Jassy

  our chips business is a big piece of that.

• neutral assessment Andy Jassy

  The cost of inference has come down quite a bit in the last few years, but it's still an order of magnitude too expensive, in my opinion, for it to be used as pervasively as possible.

• bullish fact_claim Andy Jassy

  about 30% to 40% more price performance than the other comparable processors.

• bullish fact_claim Andy Jassy

  99% of our top 1,000 EC2 customers use it very pervasively today. It's about 40% more price performance than other x86 processors.

• bullish assessment Andy Jassy

  we're very passionate about continuing to be the significant leader in the infrastructure and AI space like we've been

• neutral fact_claim Andy Jassy

  we foresaw some pieces, but I don't think that we did not make the Annapurna purchase for AI chips, per se.

• bullish endorsement Andy Jassy

  we really liked the team and we really liked the product

• bullish assessment Andy Jassy

  we could spend a lot more, and it wouldn't be a bad use of capital

• neutral prediction Andy Jassy

  I think we'll see them in different components for several years

• neutral fact_claim Andy Jassy

  we're spending $220 billion or so this year

• bullish endorsement Andy Jassy

  we're not going to squeeze our customers

• bullish assessment Andy Jassy

  we're probably putting more capacity in than anybody else

• bullish assessment Unattributed

  But even before we launched externally, we had so many teams internally interested that we knew we were on the right track.

• neutral fact_claim Unattributed

  we originally conceived of AWS to allow ourselves to move more quickly internally. And we figured if we built a set of high scale, high availability, low cost, highly flexible building block services like compute and storage and database and content distribution, messaging, things like that, we would be able to build much quicker in our consumer business.

• bearish fact_claim Unattributed

  you are building data center and chip capacity so fast that, like, the financial markets are saying things like, oh, there's not enough money in the world to finance these things.

• bullish assessment Andy Jassy

  We felt like that business could be a few hundred billion dollars of revenue over a long period of time, figure over 10 years.

• bullish fact_claim Andy Jassy

  Last quarter we grew 36.7% year over year on $169 billion annual revenue run rate business.

• bullish assessment Andy Jassy

  Even spending $220 billion this year, we're leaving a meaningful amount of demand on the table. ... 26 is obviously sold out. 26 is largely sold out. A good chunk of 26 is sold out.

• neutral assessment Unattributed

  AWS was first. I think AWS is considered a little more developer friendly. They kind of started in that place, from the very beginning, they've been more flexible and open and what they offer

• bearish fact_claim Brad Gerstner

  especially how this exclusivity has brought a lot of customers who may have been on aws to azure

• bullish assessment Unattributed

  deflationary. And then therefore, we're one or 2% penetrated. But then over time, we realized it actually wasn't deflationary. If you talk to anybody now, I say, if you build it yourself, it's about the same price. So that means the TAM was so much bigger.

• bullish assessment Unattributed

  And with AWS, we went there and their grand ballroom was completely packed. And that was a nine o'clock and a 10 o'clock. The grand ballroom was completely packed. 11 o'clock. So you could see the demand exploding before it happened.

• bullish assessment Unattributed

  So when Amazon had AWS and it was a hidden line item inside of Amazon covered by retail internet analysts, we realized the TAM for this, it was the largest TAM in enterprise IT ever, because previously the TAM was routers, memory, storage, Dell, EMC. But they were doing it all. You want to know how tall the S-curve is. So we figured out they were addressing 600 billion of IT systems directly addressing that. And then we said, it's probably going to be 50% deflationary. And then therefore, we're

• bullish assessment Alex Sacerdote

  When we bought Amazon for AWS, we were getting it for free.

• bullish assessment Unattributed

  This was one of the things we saw with AWS really early on in 2013 was, oh, people thought it was a commodity server up in a warehouse, big deal. They saw this was a new way of doing computing, so they invented all these products that they could see before everybody else that slowly built lock-in.

• neutral assessment Unattributed

  One difference between the cloud, GCP, AWS, and the AI companies is the clouds, generally it's commodity. They're selling you servers and storage. They have a lot of software on top, and there is stickiness to it.

• bearish criticism Unattributed

  Amazon never really showed up. We'll see what happens with Meta, but they came in strong. Basically, their effort faltered, and they had to do a total reboot.

• bullish endorsement Rob May

  amazon won't tell us so i actually think that's a good security feature

• bullish endorsement Rob May

  that's part of the reason you use amazon i mean i think their security is is great

• bullish assessment Rob May

  i just like the fact that cloud computing made back backup of you know possible in the first place

• bullish fact_claim Rob May

  we bootstrapped we ran for the first year we ran on 125 thousand dollars of angel investment and wow you know that was dealing with that was because of aws

• bullish assessment Rob May

  we use aws um we're all you know cloud-based and uh we went from you know when we had our first big sign-up day we went from two ec2 machines to nine ec2 machines in like an hour wow so that was nice

• bearish criticism Unattributed

  anything that gives us more options in e3 than ec2 i'm in favor of that i i'm very frustrated with it

• bullish assessment Rob May

  i can't imagine that anybody would compete with amazon because that's a scale game they're playing right

• bullish endorsement David Bennahum

  the teachers in the schools had this other job to do that we didn't really know about called give kids computational thinking. And they looked at Ready and said, this is the best tool we've ever seen to give kids computational thinking.

• bullish assessment David Bennahum

  we've been out for literally 75 days. Let me be clear how long we've been in market right now with kids in schools. We're in about half a dozen schools in New York. We started on February 15th of this year. I mean, that's like an incredibly short time frame, right? And the pickup we're getting is very, very intense. Like, the poll we're getting from these schools is super intense.

• neutral fact_claim Unattributed

  by August of that year uh we were powering uh like a third of all Bitcoin apps and services

• neutral fact_claim Unattributed

  you've raised over $40 million from the A-list NASDAQ Fidelity Capital One City First Data R Ventures kosla I think I mentioned and you're not a Bitcoin startup are you you're a blockchain startup

• bullish assessment Ari Levy

  AWS is now the fourth biggest software enterprise software company in the world

• bullish fact_claim David Sacks

  AWS revenue is now over five billion in a quarter

• bullish assessment Alexandr Wang

  it's really interesting they do such a good job AWS that when AWS does go down which seems to be like some portion of it goes down you know north east whatever it sometimes is regional or some section of it goes down it's almost like people have a funny joking like it's a snow day response to it for three or four hours

• bearish criticism Amjad Masad

  typically you have to go learn AWS, you have to go learn GitHub, VS Code, whatever. We're bringing all that, now one screen.

• bearish assessment Chamath Palihapitiya

  companies with incredible momentum and is aws going to be able to compete on payments or for e-commerce platforms uh with stripe shopify and square probably not and what if those companies start adding other cloud services you know we're going to be in for a dog fight here

• neutral fact_claim Unattributed

  income in 2020 in other words it's highly profitable amazon's net income was 21 billion in 2020 aws's was 13.5

• neutral fact_claim Unattributed

  in 2020 aws was only 11.5 percent of amazon's total revenue 45 billion uh for aws and 386 billion in total for amazon

• neutral fact_claim Unattributed

  they're on a 54 billion dollar run rate in 2021 this is extraordinary

• bearish assessment Chamath Palihapitiya

  amazon web services and their new ceo are facing a lot of bureaucratic challenges

• bearish criticism Chamath Palihapitiya

  aws is dealing with bureaucracy issues inside of their company like apple has recently faced

• bearish assessment Jason Lemkin

  we should panic when both the AWS slows down and Azure and the CIO spend

• neutral fact_claim Naveen Rao

  a customer has a relationship with AWS. They believe they can get AWS to give them GPUs. We can run our software stack inside of their tenancy without ever seeing their data. That's, that's something that people like because of the security and privacy. Uh, but as he said, the shortage of GPUs starts dictating how people go here.

• bullish fact_claim Mark Zuckerberg

  it has also been really neat to see how many people are using quest to watch video content you know it's just a lot more immersive so we think of the

• neutral assessment David Friedberg

  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 they have to roll it back but bec

• neutral fact_claim Unattributed

  yeah amazon shares are up 1.3

• neutral fact_claim Unattributed

  aws went down and it's still going down jason a really big problem in the u.s east one region of the cloud giant this brought down companies including coinbase and robinhood snap banks in the uk and also signal quite a mess to wake up to on a monday morning

• bearish criticism David Friedberg

  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

• bearish prediction Chamath Palihapitiya

  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 core weave right and so let's say core weave um has a lot of debt and they're buying a lot of um 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 we broke groun

• neutral fact_claim Jason Calacanis

  if you look at the current revenue footprint of ai companies and you know you got to think we're we're we're closing in on a hundred billion in revenue you know if you have open ai with 10 13 whatever it is

• bearish criticism Alex Wilhelm

  they found open ai's one trillion dollars spend coming to be a little bit incredible compared to its revenue

• bearish assessment Unattributed

  the cloud is a wide open competitive market right now. Like there is no AWS lock in in this market,

• mixed assessment Chamath Palihapitiya

  A great example of this is Amazon. Why does Amazon issue an edict that says you cannot use these things 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

1. 2028-04-23 we believe these are going to be two of the most successful companies in this space over a long period of time. · Prediction · pending
2. 2028-02-05 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 core weave right and so let's say core weave um has a lot of debt and they're buying a lot of um 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 we broke groun · Prediction · pending

VentureSignalScore 34.8/100 for aws, composed from 1 of 4 components (emerging formula), discounted ×0.79 for 30% signal coverage