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Sits in OpenAI's strategy observed
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The customer obsession thing is something that sounds obvious now. Maybe Amazon really pioneered this way of thinking.
we were very inspired by Amazon since the very beginning, Amazon being the more traditional consumer obsessed company and how they build this consumer obsession and how they thought about that.
You look at Amazon, generally the same product.
So Amazon took this huge lead with AWS in the hosted server business. Everyone was afraid of that. Google had a piece of technology called Kubernetes that was orchestration that would allow you to move a workload if that became a standard from one large server vendor to another, right? It basically created ease of distribution. So you could run on multiple clouds. They went to the Linux Foundation. They recruited IBM, a whole bunch of other people, got everyone behind it. And it gained so much m
Amazon did this with like perplexity and stuff. They were like, no, you guys cannot come like use your agents to come and shop on our platform. Everyone's got to use Rufus or now it's Alexa for shopping.
So it does seem like a good first step to winning people over.
I'm glad Amazon's doing this. We'll see if it actually does have any positive effect.
I, first off, good catching this. It's a interesting thing that it was sort of buried in the blog post, uh, and part of a larger story that Amazon's clearly trying to tell, but I think it's really important. I don't, I mean, I guess I understand why they weren't putting it in the foreground, but to me, this is at the root of so many of the problems that the tech industry currently faces when it comes to AI broadly, but data centers in particular
It was basically, basically AWS and, and, uh, and the app store kind of launched around 07 or 8 together. And marketing on social media.
And by the way, it went public at 17 and broke issue. Yes. Wow. Wow. So it traded under issue for about two months.
split-adjusted from the high in 2000, which was this 150, that's equivalent to about 47 cents split-adjusted today. So it's up about 440x from where it was in 2000. And on a split-adjusted basis from the low in 2000, it's up about 1,800x
Amazon, if you recall, Bill, and I know you do, it peaked at 243 bucks a share in 1998. But at the start of 2000, it's at 150 bucks a share. Okay. And Henry Blodgett famously makes the call. He calls $400 a share. And he literally kind of top ticks it from the year 2000. And the thing plummets and goes down to about 26 bucks a share, right? And he gets ridiculed and all this stuff.
it reminds me a little bit of Amazon back in the day, Amazon had this monopoly retail business. They could use to subsidize AWS gain share for a decade and then begin to take price. That would be a rational strategy for open AI to follow.
you look at that Amazon example, when we spoke to the, the, uh, LaFont brothers at Code 2, where they're, they're not keeping up with the, the Nvidia purchases relative to their AWS share.
you've got Amazon, you've got Apple, you know, if I'm at any of those companies, I'd be funding a open source competitor, you know, rather than funding, you know, like Amazon with Anthropoc. I think you're in a much better position to encourage open source.
But it's so interesting. I remember the book, The Long Tail and all that. But it's created incredible economies. So if you took at the top 100 software companies in the stock market, the top five are, you know, the Meta, Google, Amazon, et cetera, Apple, Microsoft.
Actually, I just haven't done the math on it. I'm not arguing with you, actually. No. Because it's two of the most valuable companies of all time and the top five of the S&P 500 and all that.
Will Amazon and buy.com had very different strategies, even different portfolios of products that they initially sold. Amazon's clearly had a much better both strategy execution. There's a lot of details they got right.
So you've got to get well, who has all the merchants? Amazon and Meta, right?
And so I think they're in a great position to partner with or do some of these things themselves.
You're going to see the hyperscalers. You're going to see Amazon and Meta and these guys back involved in the stable business.
that practice has now, I think, happened at Amazon and happened at Google. I think they've made investments in other AI startups with the same kind of thing. And at the very least, it drives usage of their product versus someone else. And in the worst case, you know, it creates revenue that might not have existed had it not been for that deal or at least not on those terms.
even amazon amazon themselves with with you know the upselling that they do on on their platform
amazon that has a great platform and taking upwards of 10 percent right
I mean this I mean I thought Amazon invested in Claude. Why don't they just redo Alexa and make it back powered by Claude and just call it an effing day. Oh, because they don't want to release brittle software.
It knows everything you've you've been talking about and doing in Amazon. So, it's obviously got that data.
when you're asking questions, it does a really good job of navigating the reviews and comments.
I've used Amazon's internal AI to be like, 'Hey, I'm looking for this or that product.' It works okay, but it's not like it's not Instinct or Brockbot or Muse.
Amazon is absolutely terrified that they will not be the front door to commerce. They got to stop this at all costs
we did this I did this thing with Amazon a decade ago where it's like you look at all of these places in which they were leaking and our big insight is wow they just absorb these things and they'll become the new businesses and that was our long thesis for Amazon.
I mean they're sort of trying desperately to carve out some kind of new Niche for the Kindle like what Kindle was the premiere way Reader Books digitally and now they've sort of been surpassed or if at least somebody is biting at their heels for that so now they're trying to look like well we're we're the best way to read books right we're the higher quality way if you really are serious about books
I mean I think they're making the right call I mean apple is just so far ahead of frankly anyone in terms of successful Hardware manufacturing that it's not worth it you're never good you're never gonna win you're never going to catch up there's nothing you can do
i would uh look to the market first so if it's acceptable to the market that you know i'm not fascinated compliant in the cloud and i don't manage my own data centers it's great i've met ctos that say they will never move to the cloud because the only place they can host is inside a mountain uh that's that's you know thermonuclear proof right identity management for the government and those guys are going to take a long time to come up but what i do know is every single company i know in the val
we literally built our own data centers and we still run most of our operations in our own data centers over a year after we launched that wonderful things like ec2 and mechanical turk and s3 and payment systems on demand systems came out we built most of these things ourselves and in the first couple years of the company
one of the reasons we like the email flow is there are already email standards and security around it and we just plug right into the uh and compliance issues that we have
some of the lessons learned is i think early on i decided the company decided that it's very hard to change user behavior and you know if a user need is not there then don't serve it so what we found is um is it is the risk it's very much a recipient problem so you know we need to figure out if i'm in uh a g chat uh user how can i get non g chat users to accept this file and be able to um to download it
the newer challengers of amazon and of microsoft as you have really to be looked into seriously because they give you more choice
if you look at at amazon with their ec2 platform they give you an either
we tried this early on in Mahalo when I first got here with uh Amazon ec2 and um we still needed it we still needed an IT staff
companies like amazon will charge you a hundred dollars per virtual machine that you have to fedex to them on a hard drive to get it into their cloud
i'd like to see more discussions about how to use s3 for all kinds of scenarios in the enterprise in businesses you know dr scenarios you know this kind of math primary storage scenario you know i think there's a lot out there that's untapped still in you know from services like amazon's
in the amazon case ... it's 15 cents per gigabyte per month that's what we charge
you can use the cloud as primary storage as long as you cache it at the edge for performance and as long as you allow people to override files ... you benefit from all the stuff that amazon gives you which is very low cost ... multiple geographic locations for storing your data and ... great availability
once you've used amazon s3 for a while and you realize how good it is and how inexpensive it is
the industry trusts now amazon s3 and mass
people trust amazon now
amazon actually has a reputation that goes beyond being a warehouse provider i mean they do deliver the most reliable storage platform out there you know or as reliable as the one that i've i can almost bet it'll be more reliable than anything ibm puts out there
amazon has earned its chops i think with enterprise grade clients and startup companies that it can provide that service as a commodity
amazon is very much a warehouse again the wrong culture yeah it's a well it may be the right culture if you want to do it all yourself right but it's a warehouse it's stacking my selling cheap and that's the beauty of amazon that's why a lot of people like them but i don't think it pretends well to a big global company that wants a high degree of touch points
Amazon and Barnes & Noble the two biggest already are locked I mean they've got their own thing going on now
Amazon for Kindle is at 500,000
i think their security is is great and um we had a user who sent us but so we had a user who sent us a question about we wanted to know where our data centers were located and so that he wouldn't sign up until he uh he knew and i said like amazon won't tell us so i actually think that's a good security feature
i doubt they're cooking up a competitor to amazon that would just be philly a bad idea
anything that gives us more options in e3 than ec2 i'm in favor of that i'm very frustrated with it
the only way you're gonna disrupt them over the long term is um you know if you can find uh some way to lower the infrastructure costs like um like like if this compression technology works and you could do some sort of uh virtualization peer-to-peer thing right where you take all the latent piece deep processing power that's sitting around and you make that appear like any c2 machine somehow like i but that that sounds like really really really hard technology to me
i don't see anybody uh competing with amazon
i can't imagine that anybody would compete with amazon because that's a scale game they're playing right
like Amazon's clearly winning the game in terms of the store
people want to get the Kindle because you can read it in direct sunlight
he thinks tablet computers are a totally different product category than the Kindle uh he says the Kindle is for readers the iPad is a sort of an overall entertainment and productivity device uh and this is part of his sort of larger positioning strategy for the Kindle which he's been describing lately as kind of a niche device for reading enthusiasts
I think Amazon is going to be successful in eating their own dog food so to speak.
this is a new age of shopping on the internet the old age was intent based you go to Amazon you go to the search you put in what you want you find it you buy it this is the new age which is Discovery
if you look at Amazon Amazon did not spend a lot of money on advertising in the early days they created the affiliate ... the affiliate Network that they created was the first of what all the copycats are doing now
yeah i think the the issue you have here is you have a a lot of lawyers that are in there trying to mitigate all the risk out of moving to the cloud and they're they're going in there with agreements that amazon quite frankly can't sign because they're not able to live up to them
yeah i think i mean interestingly enough right before we came in here otis chandler of goodreads.com tweeted that s3 was down so all the images on his on his site on the goodreads.com site were not appearing um so it's yet another sort of example of the ways in which cloud is still not all the way there yet
it's very hard to touch amazon because they've got this competitive advantage in terms of their economy of scale as they add additional servers so that will that advantage will only increase over time
they're breaking the ice on the adoption curve right so a lot of people that are there have been hanging back um because of security worries or whatever their concerns are we discussed on that nauseam on the show um this says to me that that ice is cracking very fast yeah um and i i don't think amazon will necessarily be the one ring of the cloud in the end i think there'll be a lot of people serving things up because people will compete against amazon as well we've got what they got but it's ch
amazon is leading the way they're defining the de facto standards into the cloud and everybody is rushing to them to leverage their services so the sky is going to be the limit for these guys these guys are moving forward forward very quickly and they have a lot of hype behind them and they actually have a pretty good product and 500 million i mean and and the numbers just skyrocketing
Amazon their of cluster compute model was a huge was a huge admission of that because they said for a class of workload that we have to get better hardware and better networks you know my question is why didn't they have that across their whole why did they why did they only put something good in that one particular place
the good thing that Amazon did was they disrupted and they executed and they said we can get you this thing and we can get it to you fast yeah and and that fit a certain part of the market for people who are doing lightweight web apps or quick development or very basic tasks and people got really excited about that and they started to say well this may be the future and I don't actually think that's the case
Amazon is pretending like they're selling them a book and that's causing this incredible dissonance in the Enterprise market.
while it may not be the case that today you can just have Amazon inhouse in 10 days
I think Rackspace would consider themselves a competitor to Amazon and that sort of thing
I think I'd be excited because it's another device and also I mean that's the capabilities of a lot what we do is have a tablet to be able to run Flash.
Whether or not it's a fullblown Android device where it can play, you can download apps and all that, that would surprise me a little bit. I think they get a little bit I think that's trying to venture out outside of their comfort zone.
I think a device that can easily enjoy everything in the Amazon store and keep it cheap makes total sense.
I think they know if they're only hiring two, you know, additional hardware people that they can't they're not going to be able to beat the iPad. at least not for a bit unless they, you know, really invest heavily in uh tackling a market they clearly don't want to tackle. They want to tackle the software market.
I think it makes sense if it's affordable. ... if they can do what they're trying to do with the Kindle, get it in the under $200 range, but make it basically a Kindle with a better screen that can uh play more than just books, I think that's uh it makes perfect sense and it's probably where they should go.
the other thing that's really cool is you can download any chapter of any book or sorry one chapter of any book and so you can sample it and see if it's a book that you would like to buy and um which is great you can be anywhere and also you know all your books can be with you
it's a very closed environment so it's a lot harder than say your PC would be to hack um so they they've done a pretty good job of protecting it and keeping it you know it's most of the time and I've not even heard it one story it's a very good experience
the Amazon has been or the Kindle has been very good uh with one exception uh they accidentally did not uh oddly enough it was 1984 they did this with they uh did not secure the rights properly and so overnight while you were sleeping they sent out a signal to all the awake Kindles to erase 1984
Amazon provides the connectivity for you they have they basically have their own uh whisper net that's what they call it
it's creepy when your books vanish it's like wait that's mine and you know if I bought that as a regular book you just can't come into my house and take it back
the big complaint against the Kindle is the DRM is that they essentially do not sell you a book they sell you a limited license to view the book until they get irritated and like with 1984 they or they don't produce the license and they can pull it right out of your Kindle
people will not come and seek you out even if you even if you're at the top of the charts on Amazon people will not come and seek you out that's that's no you have to do all of your own leg work
I think it can be kind of an American Idol for for authors because readers will vote and if and if they like it they will tell other people about it which will push it up the list
I was probably one of the first uh authors to put his own books I know there were some before me and you know I'm not going to say I was the first one to ever put his independent books on there but there were many people on there doing that
the Kindle app for the iPhone came out very soon after I put my books on the Kindle store so I thought well there there's a way for iPhone re users to read my books right there and why create a different app when the Kindle store has a built-in way for readers to to find me as as you said it's really hard to get your name out there yeah and because of the Amazon lists that's how a great way for readers to find me
Barnes & Noble didn't they may now but they didn't allow Indie authors to upload their books which I think is a big mistake no it's silly they they still don't so and because Amazon it made it so easy um I was really looking for stuff that was hassle-free
without the internet and without the Kindle I I would not have a publishing deal it just wouldn't happen because I wouldn't be able to reach readers around the world which is just still mind-blowing to me and I wouldn't have a a a forum for for getting the word out and for other people to tell um people tell tell their friends or Tell the readers my books and and so I I give all the credit in the world to the to the internet and Amazon Kindle
there's still even though it's very fast growing there's very very few people who have a Kindle or Sony Reader
Amazon gets 65% of the list price and you get 35%
I've seen other authors and and they do very well for a week or two because they're really promoting the heck out of their books and then then it drops off again but the word of mouth was was what really did it for me
the actual numbers are very low I've discovered in the you know for traditional publishing so they actually are very fuzzy about you know so how many books you have to sell in what period of time to become a bestseller right yeah and the answer is from what I could tell pretty low
because of the Kindle uh digital text platform system I could see my sales on a minute to- minute basis
all three books together I sold about 7,200 copies in three months
the great thing about the Amazon store Kindle store is that once you have a decent looking cover and you have a a well-written description it's virtually indistinguishable from a published novel
it's a very simple system actually the you just go to dp. amazon.com and as long as you have a uh login for Amazon if you've ever bought anything from there and can log in you can upload a book yourself
the Amazon discussion boards which are very active uh particularly for Kindle readers
you throw up on the Kindle you get this huge fan base and then you start shooting up the charts past um established authors for a month
for a month or more the ark was actually the number one techno Thriller
you're competing with books that cost 20 30 bucks on the bestsellers list and so they just simply can't compete with you on the price
the books rose on the bestseller list which made them apparent to more readers and when they bought it kept them on the bestseller list sort of a positive feedback
what the Kindle gave me was a platform for people to find my books that I didn't have with my website alone
I just priced it at a lower price and let the Amazon bestseller lists do a lot of the promoting for me
and and Amazon's done a phenomenal favor to the industry by by establishing this this as absolutely and and as Amazon's done in every in every category frankly
I think Amazon has proven on on test after test that I think the reason why people have to understand that the reason why Amazon is pushing the ebook market so much is it's showing it's actually increasing the sales of printed books
on the Kindle you can just like search for his name and then you get oh he was and it's actually sometimes faster
they realized people were reading on the iPhone and they had to get those books on the iPhone so thus they had to have an app
they have a problem with DRM... all the books sold through the Kindle are dear and protected meaning I buy it and I don't really own it
Amazon must have felt the same way because they rushed that Kindle app out like lightning... it was kind of cranky and not quite there... definitely a defensive maneuver
Amazon talks about their e Inc being all cool it doesn't impress me
I think Kindle needs to morph into the iPhone
it's kind of hard to buy a lot of books not everything's on the Kindle right not everybody has a Kindle not everybody wants to read on their iPhone
within the hour of uploading your PDF and figuring out your cover your book is in Amazon
I think a lot of people have ... out of that zone of doing it so I think a lot of people have and that's what's woring them is foot traffic to Barnes & nobl are down
if you've used Amazon's PDF conversion things yeah those look pretty bad
if you're using the official Kindle version like you bought it through Amazon they can do the formatting pretty well
the interface is far far far from perfect ... abstractly a pretty bad interface but but it works
they've solved a lot of the problems that the Sony e-Reader had
I do own a Kindle ... I had to warm up to it but I really I actually really like it now
we didn't pick the Amazon API uh just out of the blue there were two very important reasons one is that just technically our our core engineering team found that it their API was designed for ultimate scale and they felt it was the best implementation around from a just purely scientific perspective and secondly it was becoming and perhaps today already is an industry standard
we believe we are very complementary and and and a positive thing for Amazon
everybody except for Amazon
we be very competitive to Amazon on the public side if not good to know
I was shocked that they didn't already support that I think that's a mutual feeling across the board here because I read the story and I I actually looked at the date on the story because I thought am I finding an old article that I missed somehow in the past and no sure enough so there you go
courting developers very much like uh almost like the mobile platforms out there is critical to success in the cloud the ability to get lots of developers out there building applications and building infrastructure and complete products and composite Cloud systems and things like that so the ability to provide developer uh technology or developer oriented technology make it just just you know just simple to build systems out there and support the languages and the development environments and th
PHP is very popular out there a lot of people use it and the ability to support PHP developers you know in the CL quite frankly I was very surprised that the story came along because I thought Amazon already did this yeah me too and so I was like well what do you mean you just guys you guys are just figuring this out right now so kudos to them for getting at and they're going to be a lot of developers who are rushing into AWS to basically leverage his technology
I think it's great as a sampling mechanism I don't I still don't think many people are going to read a full book on their computer I think it's the portability of the iPad and the Kindle and the upcoming Blackberry tablet that is that's what's driving ebook sales
the back catalog as ebooks and downloadable audiobooks that's going to that's going to take advantage of this huge explosion in tablet in the tablet Market space and all the brilliant brilliant stuff that Kindle is doing by becoming de facto reader and store on all of these devices
it really has not impacted AUD .c sales at all I think it would if Stephen King was out there you know giving away his a audiobooks for free I think it would hurt his sales
other ones like Rackspace and Amazon and others are starting to really be kind of seen as as where the the market is moving towards
it's not simply the case of adopting the right Open Source Products and then going out and using Amazon to be able to scale to Facebook numbers
the Amazon mobile that I showed you is very similar to the Amazon site the only thing that I found but it has an experience like eBay where you click click click and it makes things it's drag click done I've bought my thing
if the iPad 2 has a camera which it will uh it'll add that and then that is an immediate giant you know huge deal it's like you're at a Borders or something in CSC that you know is half the price on Amazon scan buy you're done
I found this really cool app from a a really big website that I think everybody out there knows called Amazon mobile ... I highly recommend if you don't already have an amazon.com account with set up with oneclick settings that you go to your browser and do that first that's the only kind of prerequisite once you buy this app before it's really just amazing
Amazon deleted March of March of 09... Amazon uh apparently found out after they had distributed a bunch of copies of a certain ebook... that they did not in fact possess the correct license to distribute that book... a bunch of people who had downloaded this book woke up the next day and found that book was gone
I didn't get the Kindle because it's format locked... I don't quite like the idea of Amazon being able to delete my books through the cloud
because Amazon has broken the distribution lock
they basically did the same thing around Christmas... spinning it as though Kindle is this big success... what was actually going on with Christmas was that a lot of people were opening these Kindles that they got for gifts and going on there and seeing a lot of free books that they were just jumping all over and throwing onto their Kindle.
I'm a little bit skeptical... when you start to look at some of the top book sellers in the Kindle bookstore, you see things that are priced at like a dollar or 99 cents or sometimes zero or sometimes $2.99... I would be a little skeptical about whether sort of what percentage of the sales that they're talking about reflects titles that are vastly discounted or even given away on the site.
these numbers are insane. I would have never guessed that they'd be having this much success this soon.
I think, you know, getting down to close to a hundred is probably about right for what I think, especially considering that they don't give you free books with it or convert any of the titles that you've already bought on Amazon into free Kindle titles for you.
People love their Kindles. That's just it. So it's an irrational love of the device. The people who own Kindles and use them and I have to admit I'm sort of becoming one of them because it's really easy to buy new books on it.
Amazon still has more than two million titles available.
Kindle has come down a lot in price now, right? Yes, it has. Well, the Kindles are now floating just over $100.
I think there's still a big gap there.
Amazon has a different culture that y works for them and they have a strong culture
from our point of view it's as if we swapped out our board of directors with the new one and we actually have way more flexibility now uh than we did under our previous board of directors so it's been it's been great and we also have access to all the resources and knowledge uh if we want to
because at the time their our understanding of what they want to do was buy zapo and like their other Acquisitions integrated fold into the company and then eventually zapus loses its identity
when he said I'm going to share our hosting service it's ridiculous Computing L Chris you sell books you don't make Computing it's kind of embarrassing that he don't you think had to be the one who made cloud computing work
when he did the allowing other stores to be on Amazon people said this guy's an idiot
when he allowed uh them to use his shipping and fulfillment they said well that's your that's what actually makes Amazon Amazon
if I had to pick one I'd say Jeff Bezos oh really huge inspiration because I feel like Amazon makes very long very initially unpopular and very smart bets I agree 100% um things like well allowing other people sell stuff on their store yeah everything they get panned for Amazon web services the Kindle almost universally everything they do in the beginning is like they stock takes a dip everything like that two years later everyone's like oh
it is working every day for Amazon
kendall has a few apps now they've not opened it nook says they're about to open their platform
kindle's got market share leader for sure yeah but they're they're in a tight race with the nook and then there's there's sony's been around forever and should not be discounted by any means and you've got all kinds of new entrants now in google and apple
they bought our closest competitor in 2008 a company called shelfari which they've since run into the ground
amazon doesn't feel the need to you know bend over backwards for you uh no i don't think they bend over backwards for anybody
amazon can be the place to sell books yeah we're not going for that we want to be the best book discovery engine you know the yelp for books if you owe the imdb for books
amazon's this huge goliath and it definitely will discourage a lot of startups from uh from coming out with their own service and such but should amazon do it of course ... for amazon as a business decision i think they probably had to do it
i think amazon is basically catching up with a lot of the third-party tools that are that people are leveraging within the amazon cloud ... i think i'd rather see amazon kind of provide some very rudimentary stuff and step out of the way and let some innovative startups kind of take that ... if amazon gets in the way of that people won't approach the market
I would say it's uh a little both or and a little bit of neither uh so yes both Amazon and zapas were both very focused on uh delivering a great customer experience but our approach to it is uh very different
people don't realize with Amazon is that they really revolutionized the way that shipping was handled so I think we all remember the days of four to six weeks for delivery uh you know and he had some sort of idea that that shouldn't be the way right so I mean there there was really a lot of innovation that happened there in terms of customer service
i can even look at what what's amazon making right now maybe 2 billion something like that it's a tiny percent right
when you look at the extremely open um but yet unmanaged environments of amazon
there were a couple of um strong infrastructures a service players obviously amazon being the biggest one
i hope the guys from the hp cloud are reading up on this stuff because they got a lot of catching up to do
they've been rolling out lots of features at a pretty quick pace and this seems like a continuation of uh their innovation that they that they keep rolling out
it's one of those uh changes as you were saying i think it's key for architects it addresses a lot of the things they've been used to doing and know how to do well in data centers that just wasn't possible to do uh in ec2 up to now
i think that's a great advantage
i think it's a significant release from you know at least it's important to you know architects like me uh that i'm able to do this stuff with this technology
another interesting part was if you're doing infrastructure as a service we've seen amazon share those auto records but in that case you're really spinning up vms and whatever those vms have you can get to those auto records as far as things like fabric-based cloud i don't see really much in the way of anything coming out in terms of how this is going to be audited
one of the issues that came up with amazon was the issue of replication and backup ... amazon really proved out the idea that you have to be able to restore your data
when you look at something like amazon you're looking at a general purpose infrastructure that's elastic
if you're looking at the roi for cloud computing versus doing it yourself you really see that these things are not necessarily investments they're really rentals and that if you're going to rent space it may be better on amazon versus doing it yourself
you're not going to go in and sell your ceo on moving everything to amazon when he just approved a you know a 20 million dollar purchase and a data center rental agreement that goes five years
the big guys are definitely taking over it's going to be apple it's going to be google it's going to be amazon and i think that people are going to become fond of this fairly quickly
they've been so successful and there's such a dominant player in the market and I think what they're going to be able to do is be nimble and be different and develop different models in financing and publishing that the existing players since they're they've been around for so long aren't thinking of or couldn't think about breaking the mold
amazon has a lead but people are going to claw their way and it's going to be a tight race for sure
Amazon is going to succeed absolutely but they have stiff competition
well look at Amazon Amazon was losing money in the early years all these idiots said they're going to go out of business it's just a book they can't make money turned out all those people were totally wrong I I completely agree with that but there's one huge difference here which is that Groupon is going out at a $25 billion valuation Amazon went out at a $500 million valuation
Jeff Bezos was like really was in the B you know when the when the when the bust happened I was I really became more and more uh enamorate of Jeff Bezos he because is Steve Jobs level well yeah I mean but he would he would right he and and really I was just jealous of the company because he would just come forward and say yeah you know basically as long as we make a good product and we we sell good stuff at a good price and have a good service and fast delivery we get paid and that's it you know
why wouldn't they say we're going to take the Kindle make it you know I think it is color now they have a color one available but we're going to make the Kindle the best device for shopping... it becomes the front end to Amazon and you give that away for free to Amazon Prime subscribers
Amazon might be the only one that if they integrate with the rest of their assets they can actually make something of their own ecosystem and I don't think it's going to be about the hardware I think it's going to be do they take advantage of what they have
I saw on a blog post that there were more than 200 200 Engineers that worked on the project for over a year so you figure the engineers probably cost an average of 400,000 to Google that that makes 80 million plus in their other costs they probably went well over a 100 million bucks but you know their market cap is up you know 50 billion since they launched the thing so it was a great investment
they went with the Twitter follower model as opposed to the Facebook friend model and I you know obviously that that does have some legs with the kinds of numbers that you guys are seeing
I'm going to be the the cold water on this conversation actually I wore my uh Google wave shirt as a as a reminder that you know two weeks in wave was um you know was pretty pretty hyped as well and I I do think Google is um Google Plus I think they I mean I'm I have to eat my hat a little bit here I think Google did do a tremendous job putting this thing together but ultimately to me it's it's aund million Facebook clone
I think this is a classic follow-on product that if I was Facebook I would have been wishing I went public last month uh uh absolutely uh a viable Facebook incor
I think the biggest thought is what differentiated this from orcut and Buzz is there seem to be u a couple of Engineers who actually decided to get the hell out of the building and talk to customers and and um understand what was the fundamental thing that made people join Facebook and what was missing and I think they nailed those
Jeff is great ... I wouldn't call Jeff and and Amazon ... an innovate an Innovative type innovator type company ... they have never been on the Leading Edge of of much ... they're a follower they're a good execution company ... even when they buy comp ... they're not one of these companies that go crazy buying outlandishly ... their Acquisitions are all you know low eah multiples ... an intelligently run business
I think the biggest threat to you know Groupon and living social being proprietary brands that have to spend all their own money to build their own brand are Publishers like those guys ... I think they're all uh threats to group on but I think they're all incredibly good opportunities for consumers
I love the Amazon buying them idea. I think those two two great tastes that would go great together like Amazon and Zapos and they wouldn't screw it up.
I two years from now, I think you buy it now at 120 just in the 120s. You buy it as a share, as a stockholder, as a trader. Yes. Because it's going to get bought by Amazon. It It has to go up from here. Has to get bought by But two years from now, is it an independent company or is it part of another company?
I think what you're seeing is a soft launch and this is the classic stealth soft launch try it work out the Kinks see if you piss off your partners
they have two private label home kitchen accessories and those have been going on for five years six years and nobody knows about
I bought this jacket last week in a Patagonia store scanned it it was instead of 120 it was 80 on Amazon Bingo next day
they must have actively gone into their search and had a developer spend a week or a couple days saying take the stuff out dindex it from the search engine why would they do that
worldclass Logistics and Amazon certainly checks the Box on all three of those and it makes it really really hard for most other businesses to compete
Best Buy is the Amazon showroom today totally right people go in right they look at the merchandise say this is great
in a way Amazon has had a tremendous tremendous advantage over local retailers and Mom and Pops because there's no tax right there's no tax and centralized inventory centralized shipping shipping fulfillment the whole thing and now they have this thing
well I I guess if they're going to have to pay sales tax they might as well go all in right CU that's what's going to happen
I had it from a source that they're really thinking about actually having physical stores
it's also a little known fact that Amazon already has Amazon Basics branded electronic merchandise and could have other brands pinzon for kitchen and strathwood for homes are believed to be Amazon Brands but the company does not disclose this information anywhere on the site
Amazon to open retail stores with white label merchandise credible sources leaked info that Amazon will be opening big box style retail stores selling their own branded merchandise
all of that so far we've been getting nice in in kind donations for example from Amazon web services to have help defay costs right
Best Buy is the Amazon showroom and I said you know that's exactly what it is yeah and now that if you go in there and you use the scanner and you scan with the Amazon App they give you 5% off because you scanned it
I think imagine they just had a space with 10 genius bars one for shoes one for gadgets one for laptops one for TVs whatever cameras the things that are hard to make a buying decision on just the top 10 most difficult things and you just went in there and there's an expert or two on each bar and you and you just sit there and talk to them and you take a number and they say yeah come back well we're text you when you're ready and they just you just come through yeah here it is no pressure and if
I think that they're see this is what I think is going to happen with the with the Amazon retail shops if it's true who knows but I got a pretty good source and I'm sure they've considered it many times anyway
this is the craziest like counter backwards yeah it's like your Market this is your solution to compete with Amazon is you can buy it online and pick it up here that's absurd
6.3% of all wers within that you know several mile vicinity that was shown this drove to the retail location so we are proving the ability to influence driver Behavior
the bigger opportunity is when you have that massive amount of scale to be able to do what we call location targeted advertising
it's a diminishing Market it's not a very exciting opportunity because in two years there's going to be enough information enough GPS traces that will be going from you know something that is where it's scarce to something that is now completely abundant so the model becomes less interesting
we make money from licensing the data there are certain countries certain cities where we have the best traffic information best map information and we'll license that to large tech companies to Departments of Transportation people need who need access to that information so you see b or Google licensing your data at some point for example
I'm a fan of Amazon right but Amazon not paying taxes and everybody's ordering from that it makes no sense
we are definitely in a bubble but the bubble is like a froth on top of a huge ocean you know so like it's a tsunami and yes there are bubbles all over the waves but it's still a goddamn tsunami of Revenue of usage it's very real this time
I got to believe that Google's buying Twitter by the end of the year I mean I they have to they have to
large companies are largely ruled by fear and I think this is a fearby uh I mean this in the hands of someone like Google could be very dangerous
500 million that's not an early stage entry I mean what do you think of the valuation the compan was in an early stage 30 million is a company with 30 million 40 million users worth 500 million with no Revenue not on a standalone basis no way so they paid a massive premium
Amazon price line perhaps the biggest example they were trading on pennies and now they're just this huge killing it now crushing it company it's amazing yeah
that's missing from Amazon and it's missing from some of these other services right if you're just trying to go only on margin only on the lowest price you you take out the ability to do any level of customer service
people feel bad about returning something... if I buy something on Amazon I'm not supposed to return it... that's what contributes to this return anxiety
why people don't buy refurbished on like Amazon or through another channel it's like you don't know what sort of condition the item is in
Google will have tablets and phones Amazon will have tablets and phones and eventually apple and Facebook will have search engines and email clients right and don't throw Amazon out of there they do a lot abely
it's all in the cloud on Amazon or aour or where where you living it's on Amazon
Lean Startup uh mentality is to use what's available and Amazon is great uh it doesn't scare me that they're down once or twice a year uh but eventually I'm going to need to scale in a more cost efficient way right because it does get very expensive on Amazon to fire up these instances
I think these are going to $99. Oh, of course. In 6 months, not in a year or two. I think I think they're going to get more aggressive cuz I think Google has all that money.
Well, the Kindle Fire was an amazing device for $199. But when you get the Nexus 7, you're like, 'Oh, this is what the Kindle Fire should have been.' So, you know, the Kindle Fire is then going to leap the Nexus 7 in terms of performance. So, this is the golden era.
So 100% of people who are tax are prime. That means they pay
I'd probably do Amazon. It's an Why is it Why is it a staff call staff call? Yeah, cuz Amazon has become culture. It's Why would you even walk into a store when you know Twoday Prime's available and and they're going to get get it to your house any day now?
imagine a day when a vehicle can move a shipment from Amazon to you and there's no driver to pay right this changes the entire local delivery business not I mean everything in the world so this is massive transformation
when Amazon had some issues with the Kindle app and iOS they introduced their web-based reader um which created a pretty good experience and then they brought the Kindle app back and solved some of those issues
Google and Amazon are either losing a little bit of money or basically breaking even on those two
absolutely it's going to happen regardless of what we say here because these devices are going to see find their way into the United States they'll be priced at 50 $60 $70 and then someone would say hey if I can have my little ads running over here I can give it away for free
I don't understand these stupid technology companies with these huge balance sheets and they sit on the money while the race is going to Apple you have to make much more dramatic this is a message to Larry and to Jeff guys step on the pedal tablet Computing is a big effing deal
I think it's only a matter of time before Amazon right now they're at $199 and so is Google I think Google should give a tablet if you buy a three-year license or if you pay a threeyear Amazon Prime in advance they should give you theet free just think about how that would spur tablet usage
Amazon right now they're at $199
with AWS we can out treat our infrastructure bringing it up scaling it making it reliable making it redundant uh any aspect of our software is now completely automated because we can look at it as a software problem
we build on top of the club so we build it on AWS right and part of that was having come out of AWS I really felt like this was the future
but he's a he's a really smart
amazing experience seeing how Amazon has run
I made the decision I said I want to go to a bigger company uh one that I believe is well run and I want to learn what does it mean to be a larger well-run company
you can rent servers by the hour from Amazon
people are emailing each other going what's it like to work at Amazon that's the number one email today
Amazon's out raising three billion which is genius because and I was writing about yesterday cuz I just raised 3 billion at like 1% interest rate they got a$3 billion Bond they're buying real estate they bought a billion dollar headquarters in Seattle or whatever to woo e-commerce kids
like I was thinking about turning off Netflix because of Amazon and Amazon Prime video is so good
Amazon Studios which we've been monitoring on the launch ticker Amazon Studios optioned Zombie Land as a TV show
Amazon swiped Downtown Abbey away from Netflix this week huge huge news ... I love to see that kind of competition for for great content
It's like, if I need like, toothpick or whatever. It's like, 'Go to Amazon Prime and it's there.' It's awesome.
The only thing they are still going to do like physically is that you are going to do showrooms, right?
the e-commerce is still only eight percent of commerce. It's shockingly low. That number is going to go to thirty or forty.
And Amazon, I tend to think, will eat more out of offline commerce, than it will Google.
they're able to use that, to subsidize, you know, the Kindles and everything else.
I think, their commerce position is just, you know, very very strong.
And, importantly, they still have their founder-CEO visionary, right? He's like running it.
So you've got five companies with hundreds of billions of dollars in market cap and cash. ... All of them are, like, directly colliding, and two will survive.
Amazon’s making their own tablets
I often rant about is that mythology that you have to do that to be a real startup person you have to be almost going to the soup kitchen or ramen noodle blah blah blah [ __ ] I'm sick and tired of hearing of that storyline because it's just such a narrow definition
we keep get bailed out by mors laal now is at the point where it's not even a conversation anymore we can keep on one database I'm almost willing to bet forever
we just wanted something our initial goal was can we get something that people will pay us $4,000 a month can we get enough customers that they'll pay us $4,000 a month aggregate
we ran zero Financial Risk we kept all our Consulting customers um such that if Bas cam had flunked out we would have wasted 6 months of our spare time big effing deal who cares
Amazon wrote their investment down to like nothing
I wouldn't be surprised if they pay a pretty decent premium
I think it's a really great fit for Amazon
I think it's probably what it's worth right if they for the value of those customers maybe you can make five bucks a year selling them books... turns out the price is 150 to 200 million I think people are speculating... I nailed it it's probably 10 bucks a user
I said probably $5 to $15 because I don't think good reads is particularly growing in some major way 16 million is okay
there's always a chance that they pull a rabbit out of a hat, some huge new product that they roll out to a billion people and the stock goes to the moon, but I I think more likely. We're just in this long-term consolidation period.
they're trading at about 45 times earnings. You look at Google is about 17. Apple is at about 10. They're just valued incredibly highly relative to a lot of other mature companies.
To me, the big issue is is they went public very late. They were a very mature company. They already had a 50% operating margin. Their revenue growth was starting to decelerate rapidly and they were making this big transition from desktop to mobile.
the most impressive attribute that he has a lot of people have vision a lot of people have great ideas a lot of people are incredibly smart very few people have as long-term a commitment and vision as he does and he had it right from the beginning and another thing that he does that is so helpful for companies is he will take a huge amount of flak over the near term and he will have his stock price beat up and he will have people talk about how the company can't make money and all these other th
they're doing these pilot TV shows and looking at the data to decide which one's to green light
Amazon results came out this week as well they had net sales of 16 about 16 billion that's up about 22% year-over-year
that's a mad takeover plan they got there
they obviously going to do this they're obviously going to give it away for free ... they'll sell it at Cost ... undercut like Roku ... probably 79 or less
I mean they're what what's Amazon's profit in 10 years like $88 they've been fic for almost 15 years what's that Amazon's been public since no no what's their profit their profit yeah like I mean obviously some people are building market share
Amazon doing their set top box
we're not really competing on that
Amazon has a monopoly on all the products that have barcodes
Amazon Marketplace is going to be one of them
we are competing on background with companies which are very good at this kind of thing like Amazon right so um because that is the big competitor
if if if you have products um if you have products that have barcodes Amazon is going to be the best number to sell these things and there's nothing you can do like Amazon is The Logical end conclusion of this branch of retail that is the department store right um and no department store will be able to survive against them once they realize that and actually build department stores or just buy all the best price or whatever right so um that's going to happen
people like a and Yahoo are going and using scarcity the quality of the product the distribution as a way to get high cpms and they're getting cpms that absolutely trouts what YouTube gets
this will be the thing that limits YouTube and this is their cross to bear this is their challenge that they have to break through they think like the north not the South they think that content creators should be kept level and flat but Netflix with their 14 emys they think that they should pick winners and they think that Kevin spy or Orange is the New Black should be treated differently than the person who takes a video of a cat falling off a television and this is what YouTube has to has to
they'd love it because we're not getting well that way that sounds crazy no no because it would be if we're spending less we give them better value and a better price since they understand what they're doing right what they're doing wrong um so what happens is after an initial drop in spending we see spending rise strongly because people there's no none of this fund about how much more expensive or cheaper the cloud is and they know they're making money on every action if you know you're spendin
if you take adobe their creative cloud is now 300 million your business and it's all on amazon really
this is not a launch, this is supposed to be vaporware and it only 10 miles of of of a distri video yeah you have to live basically next door to an Amazon Factory for this to work
I agree with you that Uber has a bunch of issues I think they growing pains the same way they're growing pains with any company growing this fast I I don't fault them for that
I think all these Services lift sidecar and Uber have a much higher Benchmark for like letting people into the service based on background checks then actually the well the background checks AR work
I don't feel like I can trust Uber as a company because I find them I find their behavior mercenary as a company
I think the next year is going to have these major come to Jesus you know can we really trust Uber moments and that's what'll make break the company determ how big they get
I think Uber has a lot of big risks to its business right now I think a lot is breaking down in terms of um in terms of ratings in terms of quality control of drivers there are cases where they're too aggressive and they're kicking people off and that's driving a lot of uh Behavior that's pressuring Riders and setting up a weird dynamic in the car
a same day grocery service from Amazon that they offer in Seattle and maybe soon also in San Francisco
Amazon last week on 60 Minutes showed their drone delivery which was kind of BS
he's building a studio in LA to build um original to make original programming
someone who is a Visionary and who understands technology and distribution and books
to him 250 million is a drop in the bucket and he thinks that you know with a with a with a much longer Runway he can do some interesting things
he thinks of his resources and his long-term orientation um as advantages
Amazon right now is building you know hardware and Digital Services to compete with you know Google and apple two far better capitalized more powerful frankly companies and he is looking for lots of points of Leverage to convince people to give them good reasons to buy a Kindle versus an iPad or a Samsung tablet
while Jeff has a lot of attributes that are very Steve jobssan if you will he also has a lot that are not I don't think that he has the design sense that jobs had um and uh they probably have the same size egos right and they're and they're both capable of casting a pretty vicious reality Distortion
he's just he's one of these founder operators you know there are very few of in the world that people just believe in they have a magical Aura and you know Jeff Bezos has proven himself really in a lot of ways as the next Eve jobs and his shareholders will follow him deep into the red because they believe he's building one of the biggest companies in the world
he's growing the business because he's playing you know the game for not tomorrow but 10 years from now and building the the biggest retailer in the world so Amazon is quite profitable but it's hiding its profits in international expansion and new hardware devices and Amazon web services and you know all sorts of unprofitable foray into new businesses that they believe will pay long-term dividends
Amazon's a terrible idea right it you know first party e-commerce is the most unprofitable idea on the internet in the world but it succeeds because of the Ingenuity of its founder
there was plenty of Blood on the floor um and um you know it's it's all the book but um you know I think it's survived you know one I think the easiest answer is Jeff's in Ingenuity you know he um you know he he he he ran the company um you know extraordinarily aggressively and and then in 20201 when everything's changed he he was versatile enough to to put the brakes on um and you know they had to lay a lot of people off and they closed some fulfillment centers U but he got cost under control i
once he realized sort of how fast the internet was growing that it was a land rush and that Capital was going to be extraordinarily prevalent you know in terms of the valuation he was getting and the and the and the funds that he had access to that's when he went for it so 9899
I think Jeff was ambitious I think he kept a lot of that to himself you know in the book I talk about his fir his job on Wall Street working for de Shaw and they had the conception there of an everything store and he just thought it was Impractical that you had to start and own a category and he chose books for a lot of strategic reasons
they're also you know unfamiliar with the trajectory that is the internet right they they're not prepared for the massive demand that hits their servers in 96 and 97
none of the systems were around them right today you would start Amazon on Amazon you would use AWS and they're inventing as they go along
in a lot of ways it was a your characteristic startup you know was in a started in a garage um you know bunch of Geeks they didn't quite know what they were doing uh you know led by a very idealistic and driven founder
I think bezo said he's on version n of Amazon right now in terms of shipping and stuff like that
the publishing industry kind of woke up one morning and uh and found themselves in the grip of of Amazon and of Jeff Bezos
Amazon itself its stock price you know went through the roof and it exerted its Market power in all sorts of different categories
it's one of the greatest entrepreneurial success stories of our age
Bezos starts a retailer online then he starts Amazon web services cloud computing platform then he starts a hardware product Kindle and he's going to space and buys the Washington Post and he buys Tony Shay's company and lets him do whatever the hell he wants to do I mean the guy is in incredible range
they built such a complex product they can't backtrack right they'd have to launch a whole new infrastructure product line
the reason why we feel confident that we're going to win is because we're we're coming from the bottom up and they don't see us
he's going to undercut everybody and lose money on every transaction whatever it takes to kill his competitors
they've actually probably went through an experience um investing in an e-commerce business and and being overtaken by Amazon and that has left a bad taste in their mouth
some some investors are actually afraid to invest in any compan that competes with Amazon at this point they they came out and said that we are just we're just afraid to compete with Amazon because because they're dominating the market
you take a look at Amazon you take a look at Rackspace they've built um these complex feature sets and these these complex systems and their complex control panels and complicated pricing with all the different tiers and their offering um didn't really cater to individuals um it catered to large scale businesses
I just read that HBO is going to offer their back catalog to Amazon Instant Video
Every single retailer is behind closed doors trying to figure out what is the mix. I mean, how much your space should you no longer sell in and how much should you fulfill in?
I think it's what's interesting to us is that um there's a lot of retail space out there and as the retail sales shift to online, something's got to happen with that retail space.
That's the Amazon Prime effect. You know, you look at all the top retailers, they've got a threshold where they're giving you free shipping and typically it's pretty easy to meet.
The reason why an Amazon or someone else can potentially get it to you in a day without throwing it onto a courier in Manhattan is because the DC is right across the river in New Jersey.
The online only retailers are only accounting for 11 and a half% through Q1.
I look at these cleaning companies and they're actually all on thumb Tac handybook exec homejoy they get clients on thumb Tech they're like power sellers on eBay and we think they're is room for technology powered agencies to sort of deliver services but I do not believe that there is one sort of house cleaner company to rule them all
we want to be the Amazon for services we want to be the One-Stop shop anytime you need a local professional of any stripe
twitch did not get sold to YouTube Google it went to Amazon
what i do like about the bundling would be if the kindle said to the new york times or let what if they if amazon said to people in los angeles or san diego hey we're going to give you this local pub if you're in that area when you buy the device for the first two years for free ... it's almost like baking a royalty into the device for the local publications could could actually solve local journalism there's an opportunity there
there is a an asso there's a deep association now that will occur between the two brands which then will put in the minds of consumers that it's jeff bezos presents the washington post and the uh kindle fire is the greatest i mean if if somebody does a great review of the kindle fire or the fire phone or amazon prime in the washington post it absolutely would be assumed by anybody who knew the ownership structure that that was tainted of course even a negative one will start to be perceived as a
it just makes me a little uneasy too in terms of the practice of journalism like amazon's a very influential company very powerful company the highest respect for like cecilia kang who does incredible tech policy reporting there but how can you report on amazon within that within that organization within that journalistic organization yeah if you are then tied into the device if you're tied into the sales and marketing of the devices that amazon makes and sells that to me is a line that makes me
I am fascinated and a little uneasy about this idea of kind of device specific content a because I think we're gonna i think we are about to see a pretty serious escalation in platform wars between amazon google and apple right and so i worry that the device specific platform could start to or content could start to wiggle its way into device exclusive content ah which makes me uncomfortable
Jeff basos is right A lot of the time so there's a certain bit to that right if you faith in the leader faith in the leader right if he tends to be right you just tend to really want to listen and take his feedback ... Amazon's got a lot of in place for which it doesn't work out ... a leader at Amazon May write a team about some detail and that may be annoying and I was a recipient of this when I was Amazon I was like this is really annoying like why like get off my case right yeah stop grinding
the thing about about BOS that I respect the most yeah is uh the willingness to keep trying um and the willingness to run experiments the extreme willingness to run experiments uh and I see that speaker and I'm like I think that's stupid but you know what I applaud them for trying
I'm very bullish on Amazon and every time you know earnings come out and they say Amazon's wildly unprofitable you know my design my gut is that there is a fairly interesting set of Investments that are driving that you know story
the other thing that I thought was fascinating about Amazon that I really liked was the bar raiser program... and I'm there to make sure the company makes the right decision at every step of the way
that's one of my favorite takeaways from Amazon and that is what do they make people read it out loud no what you do what happens in the meeting no you read it you actually most meetings start with 15 minutes of silence as everyone is sitting there reading the document um and what I like about it and you know this is a great tangible example of a degree of intellectual rigor that would go on at Amazon
I was a PM at AWS ... product manager for sqs at one point in time the queuing service
developers make architectural decisions all the time and in the world of software and especially you know infrastructure as a service the architectural decisions made by developers have business and revenue impact for the vendors that are picked and I saw this at Amazon I was a product manager at AWS
That's why Netflix has done so well. That's why Amazon has done so well. That's why Jason uh the guy from Hulu is going to do so awesome.
you've chosen to go up against Amazon in the part of their business where they lose money in other words this is like um going into a gunfight with like a butter knife right it's going to be hard
the fact is Amazon doesn't make any money on selling products they kind of sell things at a very low margin
I think building a consumer product that allows people to quickly uh make a decision is kind of Amazon's business right and they are they've got a lot of people working on that so basically by choosing to help people make a decision you're choosing to compete with Amazon
the safety of them has gotten at least 10 times safer... we have the safety we have the Sens a void technology we're hooked up to the adsb... they'll be self-aware they can't crash into each other in that case
we will be able to land it on your trampoline ... there'll be a limit of like one pound per box No 5 PB shoe box um size payload going a distance of 10 miles or within the Realms of even current Battery Technology we don't even have to wait for battery Advan because you're not using the quads at all times you're doing the gliding
it's not insane it's wonderful ... you know you can get your packages in a few days even overnight today in many areas yeah it makes sense that instant gratification consumers want what they want now and the drones will allow them to get in now
putting a cage on the roof of buildings then when the drones come they land Inside the Cage then they leave when they land and they drop the package off
I was calling you know a little bit of BS on it because I was like you know what this has got to be just marketing and PR no and because where are they going to land the packages most people live in cities now is urban it doesn't work
I go to Amazon now to try to look at the predictive analytics there and the collaborative collect terrible Amazon recommendations. You know, as somebody who as somebody who's bought books by Senica, you may like to know that his new title is out. Yeah. You know, it's just they've been to Yeah. How do they not know that if I looked for something and then bought it and then sent it to an address that's not mine, it's probably not something I'm interested in. It might be a gift. Don't bring that ba
things like Amazon are a great filtering system for Publishers they just say like well what's selling you know we don't we don't need to speculate or figure out whether or not this will be a commercial success go find the things that are already a commercial success and then talk to those guys it's great for them right
it also got into the top oh yeah ranking and those lists I think are kind of self-perpetuating aren't they yeah once you get into the uh like top 10 lists then um then it starts to snowball
people bought it more people bought it than downloaded it for free because a a dollar is like PE people really hate dealing with technical hurdles I guess it's the main thing so they're basically paying Amazon to put it on their device for them
you just put it up there and they get a percentage of your sales but you have to charge at least 99 Cents they won't which you did which I did I set it to the minimum 99 Cents meaning I was pulling down a cool 30 cents a copy
part of the problem with their culture is that according to a lot of people who are interviewed it makes it very difficult for women to rise within the organization and certainly they don't have uh women in in leadership positions in the way some of these other companies do
Amazon's one of the smartest companies in the world that that they can fall into this into this rout of saying we can do everything differently
a zero human Factory that's a long way away but that it will eventually happen right um Long Way being a decade or two um or half completely I think it's it's a majority decade or more
on their Core Business retail side it is a super super low margin business
Amazon doesn't value what the people do in the in the warehouses based on the fact that they do want to replace all those people with robots eventually
a company with so much so many billions of dollars in cash would treat the the most minor employees not well
Amazon now famously at Amazon there is there's there's there's very much a ceiling on the salary right and you can make that up in other ways but I think that's a big issue too is that you reach that ceiling and then you want to go somewhere else
this is also how Amazon operates okay they don't participate in a story like that they didn't in this one right and then when it comes out well they did participate they gave a bunch of EX to talk to them but beos didn't the senior Executives okay but then but then when it comes out then they they sort of discredit it
Amazon is obviously the worst place in the world to work uh unless you want to get paid two or three times the normal rate of anybody else in Silicon Valley and then people stay there and Incredibly loyal to it
if you look at well what is the margin on these groceries right and then who can scale this kind of business and you look at who eventually is going to own it kind of all roads lead to Amazon right
those people can lose money they can lose right because they have these great ad engines that you know generate all this other cash exactly um in other businesses
your main competitor is Amazon right yeah you know and it just the on demand um idea makes a whole lot of sense but it makes the most sense with Amazon which has already built so much of the infrastructure um to get almost to your door right and they're continuing to build it they're even going going so far as to build drones right yeah they they're serious about the they're serious
the other thing about Amazon that is is part of the magic of them is very much the Google magic you know we're not telling you everything we do
now that they disclose AWS they're in an Enterprise software business that's about A5 billion business
I think it is is a tough place to work ... and he is in a business Amazon is a very different business ... it requires Precision execution on the Commerce side
it is hard to recruit people out of there and they do say that they have to work hard and you know that it is a demanding job but I have never heard anyone of people that I've try to catch at times where they might be willing to move hard to get them away yes it's hard to get them away and they they they only have praise for Jeff
he really really really impressed me in that meeting alone just talking about book selling that this was a guy focused on scale knew the details was a ver voracious learner had intellectual stamina out the Gazoo
and now Amazon comes back um and they're using that PR guy I forgot his name j Carney for press secretary for Obama
there's no question everybody sees this as the growth and the big guys have a ton of cash and not a lot of relevance and they're going to do a lot of m&a yeah and the issue is can you buy build contract acquire partner something to catch up with Microsoft and Amazon who really own the world right now
Amazon the net uh the operating income was more from AWS the cloud business than it was from all of the retail incredible and the growth rate was 178% more than it is in the retail side
he got lucky he was smart a little of both but he paid attention to the signal and just hit it and for years they couldn't believe nobody else wasn't seeing this like nobody was moving
Amazon the net uh the operating income was more from AWS the cloud business than it was from all of the retail incredible and the growth rate was 178% more than it is in the retail side very quickly this is going to become a cloud company that has a retail business and not the other way around
the new Apple TV the Amazon fire is on fire yeah yeah and then Roku is actually doing well yeah yeah it's it's all over Rome Cass is pretty solid
amazon is such a likely require here we want to wait till they see what have it well we don't want to I mean we're not really interested in something we're interested in building something awesome
amazon was gonna try amazon tried to buy the company in sal why I I don't think we've talked about that I had a lot of inside information okay so you chose not to sell Jack why not
I've been on a different floor of my house I've been one floor up and said Alexa turn off the timer and it hears it it hears it better than another family member
I could be across the kitchen I got a big kitchen I'm literally 20 feet away and I I'm looking at the stove cooking and I say Alexa at this volume Alexa set a timer for 10 minutes it is 20 feet away and it sets it and it that's that's crazy Dynamic changes everything
I use it every day how 5 10 times a day yeah yeah like that
I am obsessed with the echo I don't do you have an Amazon Echo oh yes [ __ ] love it it's isn't it pretty amazing
where we eventually converge towards udacity is a much more hands-on service driven education where our students get one-on-one mentors and they get one-on-one code reviews and then we try to figure out how to make that scale
a normal mook has a finishing rate of two percent usually three percent
the original idea failed ... this thing became a big media hype
I think that what gets everybody's attention is the robotics obviously and then that's kind of like uh hey, we're automating this and everybody's like, yeah, that makes sense. It's like, of course, okay, we we'll take a call or whatever. And where we get people to actually sign on is is the cost. It really is. It's it is such a no-brainer after you trust us. That's the biggest hurdle we had to overcome early days uh when we were um nothing and just like uh we did R&D facility but now we have rea
the highest cost of an actual like uh e-commerce transaction outside of the marketing and the product, it is shipping and fulfillment. Shipping is actually more expensive than fulfillment. Um, so we're we're taking off the fulfillment piece, which really is just like an extra tax. Like why why wouldn't you as a brand just want an extra 2 to 5% gross margins just in your like it it's like a no-brainer.
I think so. I I and absolutely like for us, we will use whatever is cheapest and fastest and high quality. So we we're into partnering um potentially we'll we'll look at maybe even like doing some of it for for our actual like delivery. like the fulfillment is really our our wedge into like the broader ecosystem.
it's like bringing the gas station to the car. It's like bringing the movie theater to your backyard. Like what are we doing here?
if you can help uh the smaller seller, the smaller DTC brand, >> dare I say, even the mom and pop um have a fulfillment system that is competitive with what Amazon has built for itself, then they can better compete with the incumbents.
What Google has is probably one of the greatest install enterprise bases in the world for compute. They have the most enterprise customers, they have the most consumers, and in both cases, they don't necessarily need to have the best model to make an incredible business.
I think it's pretty obvious that it is very hard to get the same sort of return on capital invested in model development as it is in capital invested on compute infrastructure and being model agnostic.
Google has made a commitment to deploy $200 billion dollars in capex this year in AI infrastructure data center build out. Because of the capex and accelerated depreciation, making an investment in AI compute in the US right now is hugely tax advantaged. And because of the extreme demand for compute, it's a pretty obvious kind of ROIC model, return on invested capital.
I know that I met with the API team in Seattle a month ago. And the Raspberry Pi 3 came out, which does proximity. So I said to them, look, we can put new air in the Pi 3 hooked into Alexa. So now you know who's standing in front of it. It's a nice thing. They are thinking about opening the pot. And they have hackathons all over, too.
I have the master shrug for them, which is if Alexa really wants to go for it, or if Amazon does, Amazon should allow you to put Alexa into any gadget. So it should be super open. Like they should go Android level open. Literally let Sonos add Alexa. That would be cool.
Alexa is great for sound. I was thinking about this the other day and how, you know, Sonos has got to be a little bit concerned about it because the price point's right. It does a lot more than the Sonos system does. And it sounds really great.
I can definitely see them going the Amazon route just because I think Alexa was a surprise competitor. I think rather the Echo as a speaker system was a very surprise competitor to Sonos. It is. Because it has amazing sound quality for what it was. I was shocked the first time I played music from it. I was like, this sounds really, really great.
See, I think Sonos has to get bought by Amazon. I think Amazon should buy Sonos or Apple.
Shopping list is amazing. Huge game changer for me.
Siri is just not like an open platform. So the amount of stuff that comes out every week, I'd say every month, more stuff comes out on Alexa than in the cumulative history of Siri.
And unfortunately, then if you just say that, it defaults to Amazon's.
And this is the issue I'm having with Alexa. It takes a little bit of onboarding because I was trying to play music on it. And it's like, if you don't, I mean, Amazon... It took me forever to figure it out.
I am an Alexa freak. Nice. Literally, I talk to Alexa five times a day. Yeah. She's great.
I think especially with some of the better ones like Alexa, I think. Amazon's doing a fantastic job.
the Apple company is going to be one of the first trillion dollar companies on the planet them or Amazon
I'm a little dubious of the little drone delivery model. Well, I just think um the volume problem of having these little things buzzing around uh in neighborhoods, the privacy concerns, the safety concerns, and so far the uh the FAA has been unwilling to adopt rules that really allow these little drones under 55 lbs. to fly without being in the line of sight of their operator. So it can never really work because you'd have to have a human being flying the drone. It makes no sense. You're not inc
you see Amazon doing things like add-on product. This I think is an incredible innovation.
I don't want to single out Amazon, but they're the leading example. So, sure. So, let's say Amazon. I mean, they they will it that Amazon Prime seemed quick delivery model encourages people to order one thing at a time, and the little thing will come in a great big box filled with packing. It's another truck trip that used to be all these goods would be on a big truck, go to a store and people would go and buy multiple things on a shopping trip. That was the model. Now it's one thing all the way
Amazon has gotten really good at positioning its goods in different distribution centers.
I ordered this food from Amazon.com cuz if you can't find it around, that's the place you go, right? Sure. And I just got the free shipping and said, 'It'll get here when it gets here.' Well, eight hours after I clicked on it, this was it.
so when Amazon picked the book industry you know it's not because they love books it's because as you well know the book industry is just a non growth-based inefficient plotting along industry so you can very easily take over one like that with the kinds of efficiencies and if you have a war chest you know it's the same it's the same sort of strategy that a Walmart will take where you go into a neighborhood undercut everybody become the sole employer and drain the money out
I love that Amazon's making content... I understand that this is artificial that there's these huge War chests of VC trying to help these different companies Leverage you know Netflix spent what on content how many billion be a coup billion this year or bilon I know so you know in the end you know they're spending their workst to try to get you know it's Netflix versus HBO versus Amazon to see who can dominate this space but in the end most of the time it seems to be only one kind of platform Mo
you can't just sort of Hope to out Amazon Amazon but I think with um you know a differentiated product differentiated brand hopefully we can continue to scale
everybody thinks that Amazon is now 85% it's like Amazon's like 4% I think the grand SCH of things three or 4% which is why they're going to be a trillion dollar company because they've got a lot of only become three or 4% of this like that's why they're going to open literally open their own bodegas they're going to open bodegas but there but there's room for retail and Amazon recognizes that too
we don't really view them as a competitor
if you're selling undifferentiated product you're going to lose to Amazon because they can do it sort of more cheaply faster got more selection
they're great at what they do
three very different businesses and they're crushing it in each
they're an Unstoppable Force
I think it's going to be the first trillion dollar company
Amazon's an amazing company
One of them is enforcing an online tax. No, not across the board. It's unclear how that would ever happen, but well, that's one of the things that he has proposed that is directly related to Amazon. And the other is saying that he would investigate them for possible antitrust violations, which is not a not something that's completely without smoke. Like it's not all the way to fire, right? I mean, but there are questions. Their business is charging very little for some things, getting revenue, g
Amazon is in the crosshairs because of personal vendetta. And it seems like the stock market has actually there's been a little bit of a correction in Amazon stock. It's gone down a bit.
the NASDAQ and Amazon in particular is down because of the Jeff Bezos uh well and he's he threatened to take antitrust action against Jeff Bezos and then the Washington Post went whole hog on Trump investigations
You got to do a self-deprecating funny video about garbage. Yeah. And just make it funny. And if it's funny, people might buy this as a gimmick.
Automatic delivery is the future. We want to save time. We don't want to go to the grocery stores often. And it's the way, this is the missing link, if you will, because everything else requires innovation.
I kind of like the idea now. I'll be honest with you, I was like, this is a little bit like of a student hack project. I don't think it's got legs, but now I kind of think it's got legs.
We were able to leverage that to reorder supplies that you're throwing away.
Dash is an open API. It is.
the Dash service, underlying service, allows us to throw...
Dash is a little IoT device you put on the wall. It's got the Tide logo. Tide must be paying and underwriting it. And you press a button if you want more Tide and it comes.
Amazon came out with Dash and that's a way to replenish items that you're throwing away.
When you look at the Amazon Alexa recipes, what you'll see is that you have on the bottom left of each of these cards. Mhm. Mhm. The number of people who are using it. Mhm. Tell Alexa to find your phone has 190,000 people.
Amazon is letting anybody who wants put Alexa on their refrigerator, their washing machine
my guess is you're probably not going to order anything on Amazon with your Google Assistant anytime soon
I think Alexa Google said we have we work with Google Assistant as well. We're going to work with every one of the voice assistants as it comes on the market. And every major tech company is going big on on voice assistants.
Alexa has now captured people's imagination and Alexa is an open platform. ... This has really captured people's imagination in a way that say Siri didn't.
And that's also, you know, one of the reasons that I think assistants being rolled out to Android is that Amazon also has this hardware lead. They have all these echoes that are already out there.
I wouldn't say that I'm saying they're going to win. I would say that Amazon has a pretty big lead right now.
I mean, like, the thing is, like, with Amazon's big advantage is that it already integrates with a lot of actual tools that you actually, like, buy things.
I think of Google and Facebook as the ones that are probably going to... Not Amazon. Well, Amazon too, perhaps. I mean, they've certainly got a lot of purchasing data and purchase intent.
And also people have just paid like $200 for this device and they don't expect to like then be served an ad on top of it. It's pretty jarring.
It wasn't an ad and according to, you know, someone familiar with it, Disney didn't pay and that was reported in the journal. Someone also told me that, you know, there was no money exchanged for putting that on home. But it really sounded like an ad. People were hearing it at the start of, you know, their like my day feature. They were asking to hear about their day and it was starting with like, by the way, Beauty and the Beast opens today. And so it sounded like an ad and people reacted negat
the real first cloud companies were called Amazon, eBay. I mean, these were very complex applications that only existed on the internet, right? So it was pretty clear that commercial-grade apps were going to be able to survive on the internet. If you could build Amazon and eBay and name your early, you know, 1.0 web company, which were pure cloud, couldn't exist without the internet type of businesses.
is he gonna wind up being the best entrepreneur of our lifetime business it seems like it I mean I think post jobs most people I know would say that and if you look at I mean you have to look at not only the combination of the execution of core Amazon but then the launch of a double yes which is pure genius and should have been launched by only got 40 other companies yeah IBM whoever like the world should have thought of that like it's it's remarkable the ecommerce bookstore created the technolo
it was fairly early because I think it was a single warehouse ... we still considered a bookstore in fact yes yeah we talked about in the in the in the my first initiation report we talked about other categories but most of the TAM calculus was done around around media not not around what they're doing today
Amazon is taking over pieces of our life which have to do with what we buy and right they all my clothes Scottevest says his sales everywhere else are going down his sales on Amazon are going up
your amazon owns my kitchen right I do pretty much they know what what we buy right
it makes instacart counter-intuitively a valuable asset for people who are desperate to fend off Amazon so maybe target or Kroger's or Walmart says you know what we need to build a block
like they're going to you know I almost is like seeing how AWS operates they price everyone else out of the market
it's going to come back and buy Amazon on their backside because from an antitrust perspective this is just more and more evidence building up and they know that the authorities are gunning for them
I think it's a great thing for us ... Amazon is going to make that a lot more popular and at the end of the day that's great for us ... Amazon will help exponentially more than the rest
without the steam cuz the steam keeps the food moist right and the flavor stays in by heating with moisture you can bake a little bit convection oven to Brown it but really that that broiling part that's the steam in the broiling that gives you that nice moist inside crispy outside that's exactly right you're going to get dry chicken I think in the June and you get moist chicken
I don't think they're our closest competitor... when it comes to June the biggest differences are number one are food like we are as much a food company as a tech company and we're selling food they're selling an amazing connected Appliance and then number two is the cooking methods within the appliance itself a ton of the magic of why our food comes out great is the steam right and there's they don't have steam
But in terms of who I least want to compete with, I least want to compete with Jeff Bezos. He's really smart. He's on a mission and he's committed. Uh this is his life's work and his his capacity to look through a problem and get to the root cause or the issue at hand, the first order issue at hand is just it's just lightning. He just gets to the issue very very fast. And he's a fierce competitor and I have enormous respect for him.
if you just hang on to them like Amazon, they will just pay for all the other losses.
So didn't grow as fast as Amazon stock. So the right choice was sell the company and keep the stock.
the sale was convoluted... he came down probably in 2005 and... with his team it was Jeff Bezos Jeff Blackburn and Russ Reminetti... what we wanted to do at the time was we were having fun running the company. We wanted to continue to run the company, but he wanted to buy the company as as opposed to partner
over just over half of Amazon's volume of sales comes on the third-party marketplace so that is non Amazon sellers who sell products on the site that's an android of their revenue it's over half of the volume
Amazon pays tax on anything that it sells or Amazon you know buys the products on the wholesaler Amazon becomes the retailer and sells it Amazon pays tax in every state where it's required which I believe is forty-five or eighty six states at this point
there's no doubt Amazon's hurting the small businesses of the corner streets just like Walmart was
I one of the true sort of ironies and of the many ironies in the Trump administration is he went so hard after Amazon in very unspecific way during the campaign that he was going to go after them as a non taxpayer which isn't true and that there's some sort of they're using their tax status to prop up the Washington Post or vice versa and all of this was nonsense and then none of this plays out Amazon is up 26% this year and nothing has happened to them and then Trump takes credit for the increa
it turns out Jeffrey actually we funded a company called bounty quest which was an early crowdsourcing company for patent prior art and we put up a bounty and we didn't find anything... they really were on the Internet the one-click innovators yeah that we really there really was nothing like it
Jeff has used capitalism well
how Amazon rethought itself is a platform
I bought a lot of Amazon stock just a big believer
Amazon is I think is just the the best execution story of you know of our time and maybe of all time I mean those guys just relent in this execution and just willing to you know study a market and go after it
And it's not something necessarily just for us to do. It's for everybody to do, which is the following idea, which is Amazon came and knocked on your door and said, "You know what? You have devops, you have network engineers. They're probably at best second-class citizens inside of your technology company. Let me liberate them out of your company, and I'm going to hire them. And inside of AWS, they are the celebrity employee. They are the killer engineer, because all we care about is infrastruct
when you take things like AWS and GCP, and you crush the cost of entrepreneurship by an order of magnitude roughly every 5 or 6 years, you theoretically should have an order of magnitude more entrepreneurs every 5 or 6 years.
Amazon and Google have invested a lot in ... training data
Apple is not necessarily as capable as Amazon or Google which is software which is cloud services
Amazon ... with this home products it's late it's expensive the developers I've spoken to aren't wild about the development kit that's out there
when I say hey Alexa play John Mayer on Spotify it just works like instantly
developers have to figure how to make money right and that was a thing that anybody figured out how to make money office skill because we just built one for the angel podcast we do sorry I should say somebody built it for us I gave them permission but I mean Ellis skill right there okay so this is where I have a prior to information but I will say that there will be monetization yeah in the future yeah so you'll be able to pay for a skill you'll be able to do a number of things you'll be able to
for Amazon the other thing that they need to do is they need to get developers building ah for their platform
Amazon makes their own and they partner
building a platform like this is really hard
Amazon particularly remember they tried to introduce a phone the fire phone yeah went that was a huge disaster for them and they their own iPad the tablets the tablets actually done okay people like to read books on yeah but they but they haven't this is the the Alexa is their opportunity to have a platform an operating system and something for developers to build on top of it's working and it seems to be working
Amazon Alexa is faster yeah then actually using your hand
you just had Amazon YouTube Google banned YouTube from the Amazon echo Amazon had previously banned selling Google Chrome stick
they don't have two or three thousand of the amazonbasics brands now I mean it's literally everything coming from them soon I think it's just gonna be an Amazon version like it could be the diapers everything is gonna be just Amazon cops everything on top of the cables
today literally today I opened up a two pound bag of ground Amazon fresh white labeled Columbian coffee and it was delicious and I just looked I looked at I just laughed that's home turf yeah being up Starbucks
AWS is now the fourth biggest software enterprise software company in the world hidden inside of the people who bring you your milk and books.
I think that's actually what makes for example super exciting with the Lea like an announcement between Amazon JP Morgan Berkshire Hathaway a couple weeks ago
it's absolutely fundamental building block to be able to have our cost structure and especially that plus the software layer that comes on top
you don't need you like actually a distributed systems approach it enabled us to really go much further than you know a lot of the published and for me so instead of using a million dollar computer you use a thousand thousand dollar connectors or a hundred exactly thousand dollar computer so you'll get more done with that parallel csru processing a thousand nodes on the spot instances a on ec2 will do much better and you can pop them up and pop them down and you never have to rack server
I'll say 2024 okay 2024 is 2018 now she said in the six years delivery of a book will come from Amazon now that's qualifying like a publicity stunt to pay me no no like a legitimate I ordered I got yeah scalable a scalable thing that's I might take the over actually
now you have Amazon where Amazon has a bunch of cloud computing services that they built Amazon on top of and then they released into the wild and let people use their infrastructure which then lower the cost of their infrastructure and made the money and now people believe that Amazon Web Services is the crown jewel it is the money printing machine inside of Amazon and that getting Amazon basic cable's and you know your your coffee delivered from Amazon is never going to be a great business for
that's but that's when Trump could actually hurt him because he you know with regulations he could hurt his ability to use drones or autonomous cars and things like that
that's already what Bezos and Amazon are doing right there they're building a vast infrastructure to deliver everything they need to deliver it encompasses not only the Postal Service UPS FedEx they now have their own trucks their own planes their own ships are talking about drone delivery in a digital these yeah these distribution centers short they've built right the trend is toward an organization like Amazon you're building its own infrastructure to do this that's we know one of the reasons
the Postal Service is making money from its its deal with Amazon right and the Postal Service wasn't you know exactly a thriving operation at the point where they made this deal with Amazon in a lot of ways it was a life raft
Trump was relentless attacking of Bezos over the last weekend because it did cause the stock to go down at about seven percent and 50 billion in market gap
they do about 40% of Amazon's deliveries about five hundred million deliveries in Amazon's deliveries here in the United States are done by the US Postal Service and they get a buck and change discount according to some reports although technically speaking the post offices legally not allowed to give anybody a discount and lose money on shipments
he's claiming that Amazon doesn't pay taxes that is true they don't pay taxes in a couple of states which other states that don't collect state tax they've been collecting tax in every state since I think twenty thirteen or fourteen
he's claiming that Amazon owns the Washington Post that's factually incorrect
the one thing that's actually happening is delivering packages is a growing business for the post office while delivering letters is a dying business for the post office right so Amazon is actually contributing to the growth sector of the bit the growth business line that the post-op right has the future of what they do boxes still have to be delivered
Amazon uses ups a lot so I was wondering is Amazon half of what UPS makes every year or but so they're between five and ten percent of the total amount of money that UPS makes so they don't really own ups outright they're never gonna by ups right everybody else uses them
the president's been going after Amazon going after the US Postal Service what are your thoughts on this one is the postal service which delivers like I believe 30 40 percent of all packages for Amazon and they seem to have given them some sort of a discount but there is a u.s. postal regulation a bill that passed that said they cannot ship packages at a loss for anybody right so they would if it's true that they're losing money on Amazon they would have broken the law
they said that they could verify that around nine percent of them were were fake
companies like Amazon have done incredibly well with the device like an echo and I think robots that can actually start to manipulate the environment around them and follow you around and do things like that it's kind of the next step so I think companies like Amazon are sort of paving the way for these types devices right
I have seen the social shopping thing be tried many times it turns out it's not as efficient as just going to Amazon's website therefore I don't think this will work in the US
if you look at Amazon they're right in between Amazon that's third-party sell on it and then they're also doing Amazon basics buy that stuff
ah they stick with it because in many instances the companies very cleverly play to their egos so you come to work for me at Amazon or GE and I say you know Jason aren't you good enough aren't you good enough you know if you're a GE leader you'd figure it out you know we're doing special stuff at Amazon what special stuff we're doing we're delivering people crap faster you know let's let's be clear Amazon is not curing cancer they're getting our books to be evil same day thank God for that
I don't believe that is the only scorecard
one year Amazon who recruits at Stanford Business School hired twelve people from the Stanford MBA program which is of course an expensive thing to do when you're later zero of them were left
does Amazon have this I was like webservice - or no facial-recognition they do in their anti-regulation yes they're just so people could be using Amazon's web service right now for all content nefarious purposes they wouldn't even know how people are using it they would be as long as they paid their fine yeah
you look at the teams that make up most a I companies and you see this at Amazon other places that turned out to be very diverse hmm and so we yeah they create algorithms that don't find diverse people
oh I think I have any email confirmations you give for Amazon Prime my house looks like a UPS Depot like my garage I just fill a box and it's horrible I have such a heavy Amazon finger I just click click click click click clean but also cheap Alexis like do you need toilet paper like how did you know exactly she's got her ways
they got a multi-billion dollar ad business name why is it about to be insane because we're all using Amazon so much more I mean you think about just Whole Foods like I'm changing my consumer behavior and people are changing their consumer behavior so they'll see ads actually on amazon.com yeah I guess they also have twitch which anything else that you know is confirming your purchases I mean it's gonna be everywhere right they could put the ads in your email confirmation
that guy basically grew at 25 a year for [ __ ] 25 years i'm sorry but that's dropped the mic level stuff there
you continue to pump money into those things and then the series b investor says hmm we should raise a series c we're running out of money well of course you are because 40 cents at every dollar just went back into the hands of facebook google and amazon
almost 40 cents of every venture dollar right now goes right back into the hands of google facebook and amazon what do you think is happening there do you think that's all profitable growth no that's there to fund your superficial growth
which ones can go against the behemoths like Amazon over time
they're going up against the most challenging perhaps of all competitors Amazon and Whole Foods
Amazon buys pill pack that helps our whole portfolio
if you look at Amazon and Alexa as an example right what matters to them what apps is some startup gonna move the needle for the biggest company in the world not anytime soon and so it's apps right it's it's ecosystem right they want the coolest stuff on their platforms first they want to support it be out there leaning into that innovation and helping it succeed right so that's very aligned with our mission
Amazon trying to compete with the CVS and the Walgreens of the world okay a different angle right
they just got bought by Amazon for a billion billion cash
Google Facebook Amazon slack all big presences in Vancouver and Toronto
Amazon Prime from what I understand is the massive profit Center and everything at Amazon that's decided goes to that lens
go to Amazon and look up shampoo well you'll get 20,000 results I know I only want clean shampoo that doesn't have the for now you'll narrow it down to like hundreds if not thousands we have one right it's called shampoo
Amazon is the everything store yeah first of all and every time they expand into another category I like in my mind I write Jeff a thank-you note because 95% of all of this stuff that we sell today is bought offline and so Amazon Walmart you know fresh till you name it they're all competing for less than 5% of the addressable market it's a massive massive Tam so that's first and foremost if they move more people to shift their consumption habits to buying things through e-commerce in this catego
Amazon's just announced I think that they're building a chip right they're building their own chips which will have a high capability so that you know that's going to shake up the market
what prevents them yeah I mean focus I guess would be the what we typically would say right like do they have the focus to focus on this and make it happen and sometimes they do sometimes they don't
Amazon Prime is kind of the catch-all for rabid consumers moving 90% of their purchasing to Amazon
what is Amazon's focus yeah it seems like they have to Amazon Prime and AWS
eventually we're gonna start to see you know players like Amazon you know being more and more aggressive in those markets that's gonna make it tough to you know tough to deliver a return
being able to direct demand to any supplier that you can negotiate with and then even to yourself that I think that's an incredibly powerful position and I guess their counter is well we only have the small percentage of overall commerce so therefore it's not a big deal and it's in the best interest of consumers because we're lowering prices
we've seen a number of examples where you know we've pioneered a market an opportunity of space a technology only to find that when one of these larger players enters that market it's really hard to compete they have huge advantages in terms of distribution
I think we are living in a world of very rapid consolidation around very dominant Network effects and that would be Google Apple Facebook Amazon these are great companies I have a great deal of respect for them but they have enormous advantage that's relative to startups
AWS is actually super interesting to me because an AWS credit is basically a utility token it gives you access to use the computing power etc they give it away to try to incentivize you to come onto AWS and they say hey it's fifteen thousand dollars you can use it for three months for free right and then eventually get stuck and you keep using it that looks awfully familiar like a lot of these crypto companies it's just not based on a blockchain they didn't fundraise right so they didn't issue t
you're gonna get bought by a lack by Amazon there could be a bidding war for this company because just for that reason alone just this prototype your fourth your I'm just your fourth form-factor she's a program the fourth form factor is Alexa you have to figure out how to make a mock-up of this Plus Alexa yeah and if you just have a mock-up of this with the echo behind her or an Alexa behind it and you're faking and it's just mouthing whatever it is it's going to snap in bezos's head immediately
the management teams are you know are up to that task but failing that and you know obviously they haven't done it yet
Google and Facebook and and Microsoft and Amazon can have a great business without harming people
you're at the mercy of what Google and Facebook and Amazon and Microsoft will let you do
I'm worried about Amazon
Amazon could give you differential pricing based on what they know about your income
I don't think it's a coincidence that Amazon has now got a deal in health insurance because they can tell all kinds of things from this stuff
they got deeply into developer tools or DevOps industry you can see all kinds of competitions that starts between the CI CD war the continuous integration the contingency plan contains delivery they provide services but when I'm looking at these guys I think that this is a very big market if you if you know how to look at this market but the moment before when I'm looking at the I think that they are following a different KPI like the clouds they would like to generate traffic in the cloud this
sophisticated companies like Google and Facebook have built their own versions of it this they have this that's at the core of what they build they're not gonna use segments because they have their own version internally they know everything about their users but now it's beholden on companies who are gonna compete with them whether it's Walmart and Target completing competing against say Amazon which probably built their own I assume they need to understand their customers
when you get this big I have to think that the Amazons Microsoft Google's of the world are watching this success and building competitive products so what's the competitive landscape are people coming after you now
Amazon is promoting them like crazy they're bundling them you know for 20 or 30 dollars you can get an echo dot ... around 70 million US homes have a smart speaker most of that's Alexa or like an echo device
the people who are behind Amazon are gonna pay you for placement so if they want to just come up there's you know an alternative place to buy it for our Target or Walmart they're gonna pay you even more to have some kind of logo placement or something
you can be sure honey is doing that and Amazon is doing that
that will not stop a big company from suing you anyway
anytime you have a problem with Amazon they say oh it's it's out of the 90 day warranty and I say that's true I've been a member for 10 years I've spent X amount per year and they go we'll make an exception this time literally every time they just make an exception for me and I think that all they care about is keeping customers happy and closing tickets
Amazon is I mean it's the best marketplace they do exactly it's easy and it's safe
Amazon is a retailer - yeah so their technology provider but their retailer so there's a really uneasy relationship between the mega retailers and the non mega retailers of the world and Amazon it's not a it's not a friendly relationship
it opened up the doors for us not just with investors but retailers too cuz it was really that fire that said hey yeah this is coming this is real it's a credible technology
if I had been Amazon ... I wouldn't have announced go a year before they launched it which is what they did in fact dumb yeah
especially with this forcing function that's happened with Amazon where Amazon basically showed up and said hey you know what we've been dominating ecommerce pls decade now we're ready to come to the physical world physical retailers ten times the size of e-commerce right 25 trillion dollars and they're ready to come tackle that and I think that that really lit a fire absolutely yeah they were probably on a decade by decade innovation cycle and Amazon's on a week-by-week day by day innovation cy
she was very bullish on Amazon when a lot of people were writing about Amazon bomb and like literally there were more than one point in history when people thought Amazon was going at it it was the we work of our time of their that time that it was going out of business they were spending so much money and they were losing so much money there was no way it was gonna be a sustainable business literally it's happened a couple different times yeah and Mary just said no I think I believe in this in
I think they're doing a great job and they're on the forefront of really promoting the idea of automating logistics and they also give the impact to the industry that it's time to really leverage in upgrading our software and assistance
we have a really big vision in the markup Trinity is enormous that we want to move quickly we want you know what we want probably will raise more money
we have two customers who have purchased about almost two thousand so almost one dozen each really yeah a thousand each
we have a very strong product market fit I would say with flexible office providers because flexible office providers are constantly building new offices they need to get
while the per unit cost might end up being really low or appear to be really low there are lots of hidden costs... the travel not just the the that kind of dollar costs becomes expensive but the emotional and kind of like cost here
we actually have to contract manufacturers one is in Portugal and one is in Indiana
we run trying to do with over thirty million dollars this year
we're trying to build a brand that it becomes known and synonymous with fun productive creative work environments... having that domain is gonna be critical for credibility for recognition and it pays for itself
I think online drives more purchases because why wouldn't you if you don't have to pay anything for the shipping yeah no it took out all the friction it was brilliant it was such a brilliant move
I heard this from an insider that basis doesn't care about profits on anything he just cares about the number of prime subscribers now this is second hand it's from somebody who was inside of Amazon and that they just have a group and the group that steers Amazon is the prime business that paying $100 a year now it's $169 easy but they make margins on all of the trees
I think he represents everything that went wrong in the last decade governance and too much power and too much breaking things without thinking of the impact on society I think it was the end of a certain hacker aesthetic which was move fast break things you can't move fast and break things when the democracy that enabled you to build those things and the freedom that you had to build them gets broken because of your the scale of your company
I had Amazon versus I cos and honestly I think Amazon is touching every you know it's it's more corporate power through tech is just it's risen this decade it's just getting started and so that's your far scary to me the ICO madness is over Amazon is not
I mean I put Amazon on the disaster side because it's probably the only tech company I mean this is also a new thing if you look at the S&P 500 I think it's 40% of the market value and that wasn't true at the start of this decade and so you know Microsoft Google Facebook all of these guys they are great companies that are only doing software right Amazon is the one that the fortune 500 really should be worried about because they don't care they'll touch atoms they'll open warehouses they'll brin
I went with prime just because it's it's really I think it big thing like it's a representation of what's coming like if there's just so much power in underneath that I think we're gonna see like doubling on a doubling on a doubling
people will pay more on Amazon for the same product they could buy a direct from the company that makes it just because it's so much easier and trustworthy to click it on your Prime account
Amazon Prime which became a juggernaut we're all members of Amazon Prime's cult we don't even know what we pay it's a hundred fifty bucks by the way hey nobody even knows what they pay and nobody cares if it was 250 nobody would cancel it because it's such a life changer
they're the weapons dealer standard cognition that's right they're gonna be arming everybody versus Amazon yeah and that's the big trend that you see overall
Amazon go comes in Amazon go works great but it's really expensive to build all of those shelf sensors retailers can't actually afford any of that stuff
I had gone through the experience at Amazon where the stock had gone from 130 to six dollars
what eBay had that Amazon didn't have was network effects Amazon was a retailer eBay was a marketplace and what Google had that Amazon didn't have was a high margin advertising business
Amazon's margins were like 3% and googles were like 60%
he said in the early 1900s if in order to start a company you had to build an electric power grid to power your store or your building and he said it's crazy that today in order to start a company you have to build your own datacenter there's no reason why that should be the case and we're gonna we're gonna fix that
there were smart people at the time you know real analysts on Wall Street who really believed and and had a legitimate argument that Amazon was six months away from going out of business
If they could simply raise prices like Amazon did
that AWS business coming out of nowhere and beating Google Microsoft IBM Rackspace
the loyalty of people there is phenomenal and the ownership he gives people is phenomenal
it's not for everyone who's it's tough it's for people who are hyper competitive who are builders
it was not obvious that the company was going to emerge from that from that crisis
invest in an event in ways that Amazon is you know maybe the best in the world ever at doing which is really where Bezos shines
he had Jeff Wilkie at the time we had brought in who was an exceptional operator now runs the retail business who really played a big role on this
I think his ability to surround himself with a leadership team if you look at that leadership team today most of the people on that team have been at the company from the time that I joined in 1999 deadly blade children Jeff Wilkie Andy Jesse these people have been at the company for 20 plus years
you work for somebody like that and you realize this may be the greatest business person ever
the muscle that Amazon built during that really tough time was the ability to run a massive operation in a disciplined organized way
he launches in 2004 in the middle of all that AWS and the kindle to massive new bets one of which was designed to destroy the existing business and the other of which nobody thought Amazon had any right in the world to be working on it was crazy he did it in the middle of it
they shifted out of being reliant on Sun Microsystems and moved to Linux which was really the seeds of what ended up becoming AWS
very few layoffs raise prices was the big one and that was a tough pill to swallow the company's growth stalled out actually oh it in that time frame growth went down to single digits
he turned this massive ship on a dime it took about 18 months it was not easy went from losing over a billion dollars a year at the height of you know the the bubble popping to being capable of you know generating positive cash flows which was a remarkable feat
he internalizes that stuff and he he just lives it and so you know he immediately shifted into we're gonna build this thing as fast as we can get as big as we can because that's our protection against competition
I think he's an absolute visionary and he's a strategic machine... he immediately realized that this was a much bigger idea and pivoted to get big fast and build a moat
his view was you know what Amazon was trying to do is really hard and as a result it was going to be very difficult for somebody else to replicate it and so yes it was expensive and there was this huge scaling cost but that was actually an asset
I stayed because of Bezos, I really believed in this guy
Amazon was the hottest company on the planet
one of the best arguments for Apple or Amazon paying 15 or 20 bucks an hour which is the minimum wage in Australia and other you know sort of more functioning democracies is like you know what if they have that extra five bucks maybe they buy an iPhone you know every 18 months instead of 36 like it's actually going to benefit you in the long term
pillpack was a huge huge thing for me yeah bought by Amazon for over a billion dollars
a lot of people say oh oh Amazon not good well Amazon is good here yeah get rid of great for of all the middle players in pharma get Pharma manufacturers to Amazon reduce prices riot I mean it's amazing
I think the echo I think it's called the echo something what is it called I have the one that has a screen oh the show the show yeah do you have one the one of the shows do you have one of those it's the best one because what it does is it's putting stuff in front of you while you're sitting there so it's you see a thing that says your package is delivered and then you see news stories coming up yeah and then it says say explain to me what happened at democratic debates or say democratic debates
you have to know the denominator and not how many devices result because I own six devices and only one of them gets used hmm so it's not devices so this active devices have you figured out how many active devices there are so we've been looking at how many millions there are of the actual devices in the home but the issue is is that however high da u is it's the retention that's the issue because people are just not coming back time and time again they find something once and then there's nothi
the problem what the problem is there's no search and discoverability on voice it's sort of like the apps Wow it's sort of like Apple and the iPhone before the App Store app store came along and then suddenly we were able to search we were able to the story as an you and me and it had Absalom and great British friends either but at least it exists it's gotten better so we need that on Alexa then I think Alexa explodes
they've gone into your home it's kind of like the Trojan horse in your house and they've rolled these things into your home and they're all just playing music right now maybe you're adding list somewhere but what else can we do that's the big question right and so for us voice is like okay should you be playing games on there should you be doing stories like 20 questions yeah it should be an interactive medium
it's just such a good business it's just very stable CAC has been consistent for many years
the company is now in this terrific spot where they've got a huge amount of content on the app customers are loving it best-in-class retention though the annual numbers are better than anything else we've seen a consumer subscription
sleep is more akin to a painkiller ... what happened after the company introduced sleep stories was engagement went out 3x retention really improved
this company has really double down on innovation R&D and they're constantly reinventing themselves coming up with the next new thing
it is the first mental health unicorn as of last year we believe it'll be the first mental health IPO public company
just thinking about those frontline Amazon workers instacart workers of which are striking today I understand or doing a walkout and I just thought to myself like how on earth are we not giving those people double pay and I literally email Bezos today personally and I we did it what why don't they just let
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 2012-11-28 artifact ↗ An evidence gap, not proof of falsity: Form D is not always required (foreign offerings, certain exemptions) or may not be filed yet.
A first sale, a filing, an amendment and a public announcement are not the same event, and one date may not stand in for another. Where the latest financing date cannot be established from what we hold, this says unknown rather than substituting a date we do have.
No reported round and no SEC filing on record — no financing date is established.
This company publishes models on HuggingFace — observable proof of capability, ahead of any product announcement. Adoption is measured in real downloads.
| 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 | superseded | 0.20 |
community.hn.max_points | 27 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.max_points | 0 | observed | artifact ↗ | 2026-10-08 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 0 | observed | artifact ↗ | 2026-10-08 | 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 | 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 | superseded | 0.20 |
community.hn.rumors | [] | observed | artifact ↗ | 2026-10-08 | 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 | 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 | superseded | 0.20 |
community.hn.top_story | {} | observed | artifact ↗ | 2026-10-08 | 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 |
funding.round.amount_usd | 18000000 | observed | artifact ↗ | 2013-01-12 | normalized | 0.50 |
funding.round.amount_usd | 5000000000 | observed | artifact ↗ | 2012-11-28 | 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 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "one of the best arguments for Apple or Amazon paying 15 or 20 bucks an hour which is the min | derived | calc | 2026-09-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "his view was you know what Amazon was trying to do is really hard and as a result it was goi | derived | calc | 2026-09-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 60.5, "comparator": "lte"}, "prediction": "eventually we're gonna start to see you know players like Amazon you know being more and mor | derived | calc | 2026-09-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "they got a multi-billion dollar ad business name why is it about to be insane because we're | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 60.5, "comparator": "lte"}, "prediction": "that's but that's when Trump could actually hurt him because he you know with regulations he | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 60.5, "comparator": "lte"}, "prediction": "I'll say 2024 okay 2024 is 2018 now she said in the six years delivery of a book will come f | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "they don't have two or three thousand of the amazonbasics brands now I mean it's literally e | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "if you just hang on to them like Amazon, they will just pay for all the other losses.", "exp | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 60.5, "comparator": "lte"}, "prediction": "it's going to come back and buy Amazon on their backside because from an antitrust perspecti | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "I think it's going to be the first trillion dollar company", "expected_by": "2028-03-20T06:3 | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "the Apple company is going to be one of the first trillion dollar companies on the planet th | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "once he realized sort of how fast the internet was growing that it was a land rush and that | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "to him 250 million is a drop in the bucket and he thinks that you know with a with a with a | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "if if if you have products um if you have products that have barcodes Amazon is going to be | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "they obviously going to do this they're obviously going to give it away for free ... they'll | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "I wouldn't be surprised if they pay a pretty decent premium", "expected_by": "2028-03-20T19: | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "we keep get bailed out by mors laal now is at the point where it's not even a conversation a | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "And Amazon, I tend to think, will eat more out of offline commerce, than it will Google.", " | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "the e-commerce is still only eight percent of commerce. It's shockingly low. That number is | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 60.5, "comparator": "lte"}, "prediction": "it's a diminishing Market it's not a very exciting opportunity because in two years there's | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "well I I guess if they're going to have to pay sales tax they might as well go all in right | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "I two years from now, I think you buy it now at 120 just in the 120s. You buy it as a share, | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "I think it can be kind of an American Idol for for authors because readers will vote and if | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "I think it makes sense if it's affordable. ... if they can do what they're trying to do with | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "I think Amazon is going to be successful in eating their own dog food so to speak.", "expect | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 66.5, "comparator": "gte"}, "prediction": "the only way you're gonna disrupt them over the long term is um you know if you can find uh | derived | calc | 2026-09-20 | derived | 0.70 |
index.ai_tie | BLUE_CHIP | observed | classify | 2026-07-25 | derived | 0.60 |
lifecycle_stage | ipo | observed | https | 1997-05-02 | normalized | 0.95 |
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 | superseded | 0.50 |
metric.venture.funding_amount_usd | 18000000 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_amount_usd | 5000000000 | derived | calc | 2026-09-19 | 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 | superseded | 0.99 |
metric.venture.funding_recency_days | null | derived | calc | 2026-10-11 | derived | 0.00 |
outcome | {"kind": "ipo", "note": "AMAZON COM INC (AMZN) registered its shares for listing with the SEC on Form 8-A12G. EDGAR CIK 0001018724.", "amount_usd": null, "source_url": "https://www.sec.gov/Archives/ed | observed | https | 1997-05-02 | normalized | 0.95 |
platform.index_excluded | true | derived | calc | 2026-09-28 | normalized | 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 | superseded | 0.26 |
score.venture_signal | 23.9 | derived | calc | 2026-09-19 | superseded | 0.26 |
score.venture_signal | 79 | derived | calc | 2026-09-19 | derived | 0.26 |
sector | emerging | derived | calc | 2026-08-08 | normalized | 0.50 |
signal.attributed_claims | 1 | observed | intelligence.claims | 2026-09-26 | parsed | 0.90 |
signal.attributed_claims | 95 | observed | intelligence.claims | 2026-09-26 | parsed | 0.90 |
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 |
signal.commentary | {"context": null, "run_ref": "01M0ASC4M0QQJYE0H9SSSF9MV7", "signals": [{"quote": "Well, I think not as big as maybe you're suggesting, because for the first time they've got real competition. You know | observed | artifact ↗ | 2012-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ATM2V6TCVFX4ZZNAKP1646", "signals": [{"quote": "the problem actually with Amazon is interesting is that they just have too much historical stuff on there. So like eve | observed | artifact ↗ | 2026-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TQ7V0XVAXC569T3N6N7N93", "signals": [{"quote": "just thinking about those frontline Amazon workers instacart workers of which are striking today I understand or doing | observed | artifact ↗ | 2020-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TRWRK59JPXDAARS8Q64RVZ", "signals": [{"quote": "it is the first mental health unicorn as of last year we believe it'll be the first mental health IPO public company", | observed | artifact ↗ | 2020-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TRWRK59JPXDAARS8Q64RVZ", "signals": [{"quote": "this company has really double down on innovation R&D and they're constantly reinventing themselves coming up with the | observed | artifact ↗ | 2020-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TRWRK59JPXDAARS8Q64RVZ", "signals": [{"quote": "sleep is more akin to a painkiller ... what happened after the company introduced sleep stories was engagement went ou | observed | artifact ↗ | 2020-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TRWRK59JPXDAARS8Q64RVZ", "signals": [{"quote": "the company is now in this terrific spot where they've got a huge amount of content on the app customers are loving it | observed | artifact ↗ | 2020-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TRWRK59JPXDAARS8Q64RVZ", "signals": [{"quote": "it's just such a good business it's just very stable CAC has been consistent for many years", "stance": "bullish", "co | observed | artifact ↗ | 2020-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TRWRK59JPXDAARS8Q64RVZ", "signals": [{"quote": "they've gone into your home it's kind of like the Trojan horse in your house and they've rolled these things into your | observed | artifact ↗ | 2020-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TRWRK59JPXDAARS8Q64RVZ", "signals": [{"quote": "the problem what the problem is there's no search and discoverability on voice it's sort of like the apps Wow it's sor | observed | artifact ↗ | 2020-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TRWRK59JPXDAARS8Q64RVZ", "signals": [{"quote": "you have to know the denominator and not how many devices result because I own six devices and only one of them gets u | observed | artifact ↗ | 2020-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TRWRK59JPXDAARS8Q64RVZ", "signals": [{"quote": "I think the echo I think it's called the echo something what is it called I have the one that has a screen oh the show | observed | artifact ↗ | 2020-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TV4FHNXPYSWSAXNA81PY3B", "signals": [{"quote": "a lot of people say oh oh Amazon not good well Amazon is good here yeah get rid of great for of all the middle players | observed | artifact ↗ | 2020-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TV4FHNXPYSWSAXNA81PY3B", "signals": [{"quote": "pillpack was a huge huge thing for me yeah bought by Amazon for over a billion dollars", "stance": "neutral", "confide | observed | artifact ↗ | 2020-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TV6HTRKYBZV53JEQA6W6H8", "signals": [{"quote": "one of the best arguments for Apple or Amazon paying 15 or 20 bucks an hour which is the minimum wage in Australia and | observed | artifact ↗ | 2020-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "Amazon was the hottest company on the planet", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "sp | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "I stayed because of Bezos, I really believed in this guy", "stance": "bullish", "confidence": 1, "signal_class": "endo | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "his view was you know what Amazon was trying to do is really hard and as a result it was going to be very difficult fo | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "I think he's an absolute visionary and he's a strategic machine... he immediately realized that this was a much bigger | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "he internalizes that stuff and he he just lives it and so you know he immediately shifted into we're gonna build this | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "he turned this massive ship on a dime it took about 18 months it was not easy went from losing over a billion dollars | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "very few layoffs raise prices was the big one and that was a tough pill to swallow the company's growth stalled out ac | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "they shifted out of being reliant on Sun Microsystems and moved to Linux which was really the seeds of what ended up b | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "he launches in 2004 in the middle of all that AWS and the kindle to massive new bets one of which was designed to dest | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "the muscle that Amazon built during that really tough time was the ability to run a massive operation in a disciplined | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "you work for somebody like that and you realize this may be the greatest business person ever", "stance": "bullish", " | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "I think his ability to surround himself with a leadership team if you look at that leadership team today most of the p | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "he had Jeff Wilkie at the time we had brought in who was an exceptional operator now runs the retail business who real | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "invest in an event in ways that Amazon is you know maybe the best in the world ever at doing which is really where Bez | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "it was not obvious that the company was going to emerge from that from that crisis", "stance": "neutral", "confidence" | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "it's not for everyone who's it's tough it's for people who are hyper competitive who are builders", "stance": "neutral | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "the loyalty of people there is phenomenal and the ownership he gives people is phenomenal", "stance": "bullish", "conf | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "that AWS business coming out of nowhere and beating Google Microsoft IBM Rackspace", "stance": "bullish", "confidence" | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "If they could simply raise prices like Amazon did", "stance": "bullish", "confidence": 1, "signal_class": "fact_claim" | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "there were smart people at the time you know real analysts on Wall Street who really believed and and had a legitimate | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "he said in the early 1900s if in order to start a company you had to build an electric power grid to power your store | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "Amazon's margins were like 3% and googles were like 60%", "stance": "neutral", "confidence": 0.9, "signal_class": "fac | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "what eBay had that Amazon didn't have was network effects Amazon was a retailer eBay was a marketplace and what Google | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVCMQTYK61NGBE4A10JA29", "signals": [{"quote": "I had gone through the experience at Amazon where the stock had gone from 130 to six dollars", "stance": "neutral", "c | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TX28089XT6K6CNWAP6JPG1", "signals": [{"quote": "Amazon go comes in Amazon go works great but it's really expensive to build all of those shelf sensors retailers can't | observed | artifact ↗ | 2019-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TX28089XT6K6CNWAP6JPG1", "signals": [{"quote": "they're the weapons dealer standard cognition that's right they're gonna be arming everybody versus Amazon yeah and th | observed | artifact ↗ | 2019-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TX28089XT6K6CNWAP6JPG1", "signals": [{"quote": "Amazon Prime which became a juggernaut we're all members of Amazon Prime's cult we don't even know what we pay it's a | observed | artifact ↗ | 2019-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TX28089XT6K6CNWAP6JPG1", "signals": [{"quote": "people will pay more on Amazon for the same product they could buy a direct from the company that makes it just becaus | observed | artifact ↗ | 2019-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TX28089XT6K6CNWAP6JPG1", "signals": [{"quote": "I went with prime just because it's it's really I think it big thing like it's a representation of what's coming like | observed | artifact ↗ | 2019-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TX28089XT6K6CNWAP6JPG1", "signals": [{"quote": "I mean I put Amazon on the disaster side because it's probably the only tech company I mean this is also a new thing i | observed | artifact ↗ | 2019-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TX28089XT6K6CNWAP6JPG1", "signals": [{"quote": "I had Amazon versus I cos and honestly I think Amazon is touching every you know it's it's more corporate power throug | observed | artifact ↗ | 2019-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TX28089XT6K6CNWAP6JPG1", "signals": [{"quote": "I think he represents everything that went wrong in the last decade governance and too much power and too much breakin | observed | artifact ↗ | 2019-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TZ0SK5ZVXCH3NDN84SD1C2", "signals": [{"quote": "I heard this from an insider that basis doesn't care about profits on anything he just cares about the number of prime | observed | artifact ↗ | 2019-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TZ0SK5ZVXCH3NDN84SD1C2", "signals": [{"quote": "I think online drives more purchases because why wouldn't you if you don't have to pay anything for the shipping yeah | observed | artifact ↗ | 2019-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TZASRN5VR1WKVZFMGY58NY", "signals": [{"quote": "we're trying to build a brand that it becomes known and synonymous with fun productive creative work environments... h | observed | artifact ↗ | 2019-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TZASRN5VR1WKVZFMGY58NY", "signals": [{"quote": "we run trying to do with over thirty million dollars this year", "stance": "neutral", "confidence": 0.95, "signal_clas | observed | artifact ↗ | 2019-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TZASRN5VR1WKVZFMGY58NY", "signals": [{"quote": "we actually have to contract manufacturers one is in Portugal and one is in Indiana", "stance": "neutral", "confidence | observed | artifact ↗ | 2019-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TZASRN5VR1WKVZFMGY58NY", "signals": [{"quote": "while the per unit cost might end up being really low or appear to be really low there are lots of hidden costs... the | observed | artifact ↗ | 2019-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TZASRN5VR1WKVZFMGY58NY", "signals": [{"quote": "we have a very strong product market fit I would say with flexible office providers because flexible office providers | observed | artifact ↗ | 2019-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TZASRN5VR1WKVZFMGY58NY", "signals": [{"quote": "we have two customers who have purchased about almost two thousand so almost one dozen each really yeah a thousand eac | observed | artifact ↗ | 2019-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TZASRN5VR1WKVZFMGY58NY", "signals": [{"quote": "we have a really big vision in the markup Trinity is enormous that we want to move quickly we want you know what we wa | observed | artifact ↗ | 2019-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V01W49TNAYABJP8QJ9V28K", "signals": [{"quote": "I think they're doing a great job and they're on the forefront of really promoting the idea of automating logistics an | observed | artifact ↗ | 2019-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V0NTMXAAF4VNTMNV0PJ7K5", "signals": [{"quote": "she was very bullish on Amazon when a lot of people were writing about Amazon bomb and like literally there were more | observed | artifact ↗ | 2019-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V20EZAK0NQPSK56CKR304N", "signals": [{"quote": "especially with this forcing function that's happened with Amazon where Amazon basically showed up and said hey you kn | observed | artifact ↗ | 2019-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V20EZAK0NQPSK56CKR304N", "signals": [{"quote": "if I had been Amazon ... I wouldn't have announced go a year before they launched it which is what they did in fact du | observed | artifact ↗ | 2019-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V20EZAK0NQPSK56CKR304N", "signals": [{"quote": "it opened up the doors for us not just with investors but retailers too cuz it was really that fire that said hey yeah | observed | artifact ↗ | 2019-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V20EZAK0NQPSK56CKR304N", "signals": [{"quote": "Amazon is a retailer - yeah so their technology provider but their retailer so there's a really uneasy relationship be | observed | artifact ↗ | 2019-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V38TTV0WY3554CDCCRNX28", "signals": [{"quote": "Amazon is I mean it's the best marketplace they do exactly it's easy and it's safe", "stance": "bullish", "confidence" | observed | artifact ↗ | 2019-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V38TTV0WY3554CDCCRNX28", "signals": [{"quote": "anytime you have a problem with Amazon they say oh it's it's out of the 90 day warranty and I say that's true I've bee | observed | artifact ↗ | 2019-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V38TTV0WY3554CDCCRNX28", "signals": [{"quote": "that will not stop a big company from suing you anyway", "stance": "neutral", "confidence": 0.8, "signal_class": "crit | observed | artifact ↗ | 2019-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V38TTV0WY3554CDCCRNX28", "signals": [{"quote": "you can be sure honey is doing that and Amazon is doing that", "stance": "neutral", "confidence": 0.8, "signal_class": | observed | artifact ↗ | 2019-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V38TTV0WY3554CDCCRNX28", "signals": [{"quote": "the people who are behind Amazon are gonna pay you for placement so if they want to just come up there's you know an a | observed | artifact ↗ | 2019-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V64H5TCSVBVAFZ41GXX1W8", "signals": [{"quote": "Amazon is promoting them like crazy they're bundling them you know for 20 or 30 dollars you can get an echo dot ... ar | observed | artifact ↗ | 2019-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V7CRNQ36VHJ1P73PGQ5P1H", "signals": [{"quote": "when you get this big I have to think that the Amazons Microsoft Google's of the world are watching this success and b | observed | artifact ↗ | 2019-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V7CRNQ36VHJ1P73PGQ5P1H", "signals": [{"quote": "sophisticated companies like Google and Facebook have built their own versions of it this they have this that's at the | observed | artifact ↗ | 2019-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V8748ZHWPNHKAV918WJJ23", "signals": [{"quote": "they got deeply into developer tools or DevOps industry you can see all kinds of competitions that starts between the | observed | artifact ↗ | 2019-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBMR8Z0X7V1HW7Q57HXZM7", "signals": [{"quote": "I don't think it's a coincidence that Amazon has now got a deal in health insurance because they can tell all kinds of | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBMR8Z0X7V1HW7Q57HXZM7", "signals": [{"quote": "Amazon could give you differential pricing based on what they know about your income", "stance": "neutral", "confidenc | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBMR8Z0X7V1HW7Q57HXZM7", "signals": [{"quote": "I'm worried about Amazon", "stance": "bearish", "confidence": 0.7, "signal_class": "assessment", "speaker_name": "Roge | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBMR8Z0X7V1HW7Q57HXZM7", "signals": [{"quote": "you're at the mercy of what Google and Facebook and Amazon and Microsoft will let you do", "stance": "bearish", "confi | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBMR8Z0X7V1HW7Q57HXZM7", "signals": [{"quote": "Google and Facebook and and Microsoft and Amazon can have a great business without harming people", "stance": "mixed", | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBMR8Z0X7V1HW7Q57HXZM7", "signals": [{"quote": "the management teams are you know are up to that task but failing that and you know obviously they haven't done it yet | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VD9BER2C8NBYYME8388B4Z", "signals": [{"quote": "you're gonna get bought by a lack by Amazon there could be a bidding war for this company because just for that reason | observed | artifact ↗ | 2019-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VDVKRBR7Q1WW5JW5WFA0W4", "signals": [{"quote": "AWS is actually super interesting to me because an AWS credit is basically a utility token it gives you access to use | observed | artifact ↗ | 2019-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VETX4971BEXKK39BVRAM13", "signals": [{"quote": "I think we are living in a world of very rapid consolidation around very dominant Network effects and that would be Go | observed | artifact ↗ | 2018-12-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VETX4971BEXKK39BVRAM13", "signals": [{"quote": "we've seen a number of examples where you know we've pioneered a market an opportunity of space a technology only to f | observed | artifact ↗ | 2018-12-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VETX4971BEXKK39BVRAM13", "signals": [{"quote": "being able to direct demand to any supplier that you can negotiate with and then even to yourself that I think that's | observed | artifact ↗ | 2018-12-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VETX4971BEXKK39BVRAM13", "signals": [{"quote": "eventually we're gonna start to see you know players like Amazon you know being more and more aggressive in those mark | observed | artifact ↗ | 2018-12-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VETX4971BEXKK39BVRAM13", "signals": [{"quote": "what is Amazon's focus yeah it seems like they have to Amazon Prime and AWS", "stance": "neutral", "confidence": 0.8, | observed | artifact ↗ | 2018-12-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VETX4971BEXKK39BVRAM13", "signals": [{"quote": "Amazon Prime is kind of the catch-all for rabid consumers moving 90% of their purchasing to Amazon", "stance": "bullis | observed | artifact ↗ | 2018-12-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VETX4971BEXKK39BVRAM13", "signals": [{"quote": "what prevents them yeah I mean focus I guess would be the what we typically would say right like do they have the focu | observed | artifact ↗ | 2018-12-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VFKV6YM2D19ANDQ0DY4PV6", "signals": [{"quote": "Amazon's just announced I think that they're building a chip right they're building their own chips which will have a | observed | artifact ↗ | 2018-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VG753QGDP3DQ2RAPPSBKRY", "signals": [{"quote": "Amazon is the everything store yeah first of all and every time they expand into another category I like in my mind I | observed | artifact ↗ | 2018-12-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VG753QGDP3DQ2RAPPSBKRY", "signals": [{"quote": "go to Amazon and look up shampoo well you'll get 20,000 results I know I only want clean shampoo that doesn't have the | observed | artifact ↗ | 2018-12-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VG753QGDP3DQ2RAPPSBKRY", "signals": [{"quote": "Amazon Prime from what I understand is the massive profit Center and everything at Amazon that's decided goes to that | observed | artifact ↗ | 2018-12-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VG753QGDP3DQ2RAPPSBKRY", "signals": [{"quote": "they very much created table stakes for many", "stance": "neutral", "confidence": 1, "signal_class": "assessment", "sp | observed | artifact ↗ | 2018-12-01 | derived | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGR3W706XY1EX3FH52KDRW", "signals": [{"quote": "Google Facebook Amazon slack all big presences in Vancouver and Toronto", "stance": "neutral", "confidence": 0.7, "sig | observed | artifact ↗ | 2018-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGW152V26ZFR8Y2XNH18B2", "signals": [{"quote": "they just got bought by Amazon for a billion billion cash", "stance": "neutral", "confidence": 0.8, "signal_class": "f | observed | artifact ↗ | 2018-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGW152V26ZFR8Y2XNH18B2", "signals": [{"quote": "Amazon trying to compete with the CVS and the Walgreens of the world okay a different angle right", "stance": "neutral | observed | artifact ↗ | 2018-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGW152V26ZFR8Y2XNH18B2", "signals": [{"quote": "if you look at Amazon and Alexa as an example right what matters to them what apps is some startup gonna move the need | observed | artifact ↗ | 2018-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGW152V26ZFR8Y2XNH18B2", "signals": [{"quote": "Amazon buys pill pack that helps our whole portfolio", "stance": "bullish", "confidence": 1, "signal_class": "fact_cla | observed | artifact ↗ | 2018-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGZV5PD9GTG85Q29GNW413", "signals": [{"quote": "they're going up against the most challenging perhaps of all competitors Amazon and Whole Foods", "stance": "neutral", | observed | artifact ↗ | 2018-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGZV5PD9GTG85Q29GNW413", "signals": [{"quote": "which ones can go against the behemoths like Amazon over time", "stance": "neutral", "confidence": 0.6, "signal_class" | observed | artifact ↗ | 2018-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VHFSBFSKV99C7NYTT4VCDC", "signals": [{"quote": "almost 40 cents of every venture dollar right now goes right back into the hands of google facebook and amazon what do | observed | artifact ↗ | 2018-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VHFSBFSKV99C7NYTT4VCDC", "signals": [{"quote": "you continue to pump money into those things and then the series b investor says hmm we should raise a series c we're | observed | artifact ↗ | 2018-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VHFSBFSKV99C7NYTT4VCDC", "signals": [{"quote": "that guy basically grew at 25 a year for [ __ ] 25 years i'm sorry but that's dropped the mic level stuff there", "sta | observed | artifact ↗ | 2018-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VJDQQMR1TX4QZ52J0HZN6K", "signals": [{"quote": "they got a multi-billion dollar ad business name why is it about to be insane because we're all using Amazon so much m | observed | artifact ↗ | 2018-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VJDQQMR1TX4QZ52J0HZN6K", "signals": [{"quote": "oh I think I have any email confirmations you give for Amazon Prime my house looks like a UPS Depot like my garage I j | observed | artifact ↗ | 2018-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VJGY5NJ906FKVC5A3XPT0C", "signals": [{"quote": "you look at the teams that make up most a I companies and you see this at Amazon other places that turned out to be ve | observed | artifact ↗ | 2018-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VJGY5NJ906FKVC5A3XPT0C", "signals": [{"quote": "does Amazon have this I was like webservice - or no facial-recognition they do in their anti-regulation yes they're ju | observed | artifact ↗ | 2018-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VMYVCJMB8DCET8C8P9YMWJ", "signals": [{"quote": "one year Amazon who recruits at Stanford Business School hired twelve people from the Stanford MBA program which is of | observed | artifact ↗ | 2018-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VMYVCJMB8DCET8C8P9YMWJ", "signals": [{"quote": "I don't believe that is the only scorecard", "stance": "bearish", "confidence": 1, "signal_class": "criticism", "speak | observed | artifact ↗ | 2018-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VMYVCJMB8DCET8C8P9YMWJ", "signals": [{"quote": "ah they stick with it because in many instances the companies very cleverly play to their egos so you come to work for | observed | artifact ↗ | 2018-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VN8WD43ZMRWKKYZWYANCS1", "signals": [{"quote": "if you look at Amazon they're right in between Amazon that's third-party sell on it and then they're also doing Amazon | observed | artifact ↗ | 2018-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VN8WD43ZMRWKKYZWYANCS1", "signals": [{"quote": "I have seen the social shopping thing be tried many times it turns out it's not as efficient as just going to Amazon's | observed | artifact ↗ | 2018-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNGG0Z5VNYBK4WRWY5276T", "signals": [{"quote": "companies like Amazon have done incredibly well with the device like an echo and I think robots that can actually star | observed | artifact ↗ | 2018-05-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNR3AN8J4YC00M6MQMBMB0", "signals": [{"quote": "they said that they could verify that around nine percent of them were were fake", "stance": "bearish", "confidence": | observed | artifact ↗ | 2018-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPF49GV2QATEA5RFMWY5HC", "signals": [{"quote": "the president's been going after Amazon going after the US Postal Service what are your thoughts on this one is the po | observed | artifact ↗ | 2018-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPF49GV2QATEA5RFMWY5HC", "signals": [{"quote": "Amazon uses ups a lot so I was wondering is Amazon half of what UPS makes every year or but so they're between five an | observed | artifact ↗ | 2018-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPF49GV2QATEA5RFMWY5HC", "signals": [{"quote": "the one thing that's actually happening is delivering packages is a growing business for the post office while deliver | observed | artifact ↗ | 2018-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPZAKZWWDM08DPRJAHAWW6", "signals": [{"quote": "he's claiming that Amazon owns the Washington Post that's factually incorrect", "stance": "neutral", "confidence": 1, | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPZAKZWWDM08DPRJAHAWW6", "signals": [{"quote": "he's claiming that Amazon doesn't pay taxes that is true they don't pay taxes in a couple of states which other states | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPZAKZWWDM08DPRJAHAWW6", "signals": [{"quote": "they do about 40% of Amazon's deliveries about five hundred million deliveries in Amazon's deliveries here in the Unit | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPZAKZWWDM08DPRJAHAWW6", "signals": [{"quote": "Trump was relentless attacking of Bezos over the last weekend because it did cause the stock to go down at about seven | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPZAKZWWDM08DPRJAHAWW6", "signals": [{"quote": "the Postal Service is making money from its its deal with Amazon right and the Postal Service wasn't you know exactly | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPZAKZWWDM08DPRJAHAWW6", "signals": [{"quote": "that's already what Bezos and Amazon are doing right there they're building a vast infrastructure to deliver everythin | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPZAKZWWDM08DPRJAHAWW6", "signals": [{"quote": "that's but that's when Trump could actually hurt him because he you know with regulations he could hurt his ability to | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VQENTKKWXDSG31EG1HWBVT", "signals": [{"quote": "now you have Amazon where Amazon has a bunch of cloud computing services that they built Amazon on top of and then the | observed | artifact ↗ | 2018-03-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VQPB000W9VVD445KRBF8S2", "signals": [{"quote": "I'll say 2024 okay 2024 is 2018 now she said in the six years delivery of a book will come from Amazon now that's qual | observed | artifact ↗ | 2018-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRC3TX0D8B0YTSBZPRGK1H", "signals": [{"quote": "you don't need you like actually a distributed systems approach it enabled us to really go much further than you know | observed | artifact ↗ | 2018-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRC3TX0D8B0YTSBZPRGK1H", "signals": [{"quote": "it's absolutely fundamental building block to be able to have our cost structure and especially that plus the software | observed | artifact ↗ | 2018-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRC3TX0D8B0YTSBZPRGK1H", "signals": [{"quote": "I think that's actually what makes for example super exciting with the Lea like an announcement between Amazon JP Morg | observed | artifact ↗ | 2018-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRMAEV3D1SQRC0CKQ6FWVT", "signals": [{"quote": "AWS is now the fourth biggest software enterprise software company in the world hidden inside of the people who bring | observed | artifact ↗ | 2018-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRMAEV3D1SQRC0CKQ6FWVT", "signals": [{"quote": "today literally today I opened up a two pound bag of ground Amazon fresh white labeled Columbian coffee and it was del | observed | artifact ↗ | 2018-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRMAEV3D1SQRC0CKQ6FWVT", "signals": [{"quote": "they don't have two or three thousand of the amazonbasics brands now I mean it's literally everything coming from them | observed | artifact ↗ | 2018-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSDAA7FXF5YY10H8PBC1A8", "signals": [{"quote": "you just had Amazon YouTube Google banned YouTube from the Amazon echo Amazon had previously banned selling Google Chr | observed | artifact ↗ | 2017-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV144XBW25Z05TCYRQDT9B", "signals": [{"quote": "Amazon Alexa is faster yeah then actually using your hand", "stance": "bullish", "confidence": 1, "signal_class": "ass | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV144XBW25Z05TCYRQDT9B", "signals": [{"quote": "Amazon particularly remember they tried to introduce a phone the fire phone yeah went that was a huge disaster for the | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV144XBW25Z05TCYRQDT9B", "signals": [{"quote": "building a platform like this is really hard", "stance": "neutral", "confidence": 0.8, "signal_class": "assessment", " | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV144XBW25Z05TCYRQDT9B", "signals": [{"quote": "Amazon makes their own and they partner", "stance": "neutral", "confidence": 0.9, "signal_class": "assessment", "speak | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV144XBW25Z05TCYRQDT9B", "signals": [{"quote": "for Amazon the other thing that they need to do is they need to get developers building ah for their platform", "stanc | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV144XBW25Z05TCYRQDT9B", "signals": [{"quote": "developers have to figure how to make money right and that was a thing that anybody figured out how to make money offi | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV144XBW25Z05TCYRQDT9B", "signals": [{"quote": "when I say hey Alexa play John Mayer on Spotify it just works like instantly", "stance": "bullish", "confidence": 0.9, | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV144XBW25Z05TCYRQDT9B", "signals": [{"quote": "Amazon ... with this home products it's late it's expensive the developers I've spoken to aren't wild about the develo | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV144XBW25Z05TCYRQDT9B", "signals": [{"quote": "Apple is not necessarily as capable as Amazon or Google which is software which is cloud services", "stance": "neutral | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV144XBW25Z05TCYRQDT9B", "signals": [{"quote": "Amazon and Google have invested a lot in ... training data", "stance": "bullish", "confidence": 0.6, "signal_class": " | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VVHKXF47ZWK1JDDH559WH0", "signals": [{"quote": "when you take things like AWS and GCP, and you crush the cost of entrepreneurship by an order of magnitude roughly eve | observed | artifact ↗ | 2017-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VVHKXF47ZWK1JDDH559WH0", "signals": [{"quote": "And it's not something necessarily just for us to do. It's for everybody to do, which is the following idea, which is | observed | artifact ↗ | 2017-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VWET7DDMAWND8NH6MK4CQ5", "signals": [{"quote": "Amazon is I think is just the the best execution story of you know of our time and maybe of all time I mean those guys | observed | artifact ↗ | 2017-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VWET7DDMAWND8NH6MK4CQ5", "signals": [{"quote": "I bought a lot of Amazon stock just a big believer", "stance": "bullish", "confidence": 0.8, "signal_class": "endorsem | observed | artifact ↗ | 2017-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX12HAAQ2TTHJGS4XJK3XT", "signals": [{"quote": "how Amazon rethought itself is a platform", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speak | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX12HAAQ2TTHJGS4XJK3XT", "signals": [{"quote": "Jeff has used capitalism well", "stance": "bullish", "confidence": 0.9, "signal_class": "assessment", "speaker_name": | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX12HAAQ2TTHJGS4XJK3XT", "signals": [{"quote": "it turns out Jeffrey actually we funded a company called bounty quest which was an early crowdsourcing company for pat | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYEMG6HDA8TW10Y45AF394", "signals": [{"quote": "I one of the true sort of ironies and of the many ironies in the Trump administration is he went so hard after Amazon | observed | artifact ↗ | 2017-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYEMG6HDA8TW10Y45AF394", "signals": [{"quote": "there's no doubt Amazon's hurting the small businesses of the corner streets just like Walmart was", "stance": "bearis | observed | artifact ↗ | 2017-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYEMG6HDA8TW10Y45AF394", "signals": [{"quote": "Amazon pays tax on anything that it sells or Amazon you know buys the products on the wholesaler Amazon becomes the re | observed | artifact ↗ | 2017-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYEMG6HDA8TW10Y45AF394", "signals": [{"quote": "over just over half of Amazon's volume of sales comes on the third-party marketplace so that is non Amazon sellers who | observed | artifact ↗ | 2017-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZ129B16CJW5K2585ZXREK", "signals": [{"quote": "the sale was convoluted... he came down probably in 2005 and... with his team it was Jeff Bezos Jeff Blackburn and Rus | observed | artifact ↗ | 2017-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZ129B16CJW5K2585ZXREK", "signals": [{"quote": "So didn't grow as fast as Amazon stock. So the right choice was sell the company and keep the stock.", "stance": "bull | observed | artifact ↗ | 2017-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZ129B16CJW5K2585ZXREK", "signals": [{"quote": "if you just hang on to them like Amazon, they will just pay for all the other losses.", "stance": "bullish", "confiden | observed | artifact ↗ | 2017-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZ129B16CJW5K2585ZXREK", "signals": [{"quote": "But in terms of who I least want to compete with, I least want to compete with Jeff Bezos. He's really smart. He's on | observed | artifact ↗ | 2017-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZN2EKPQ24YGY62WQARFXX", "signals": [{"quote": "I don't think they're our closest competitor... when it comes to June the biggest differences are number one are food | observed | artifact ↗ | 2017-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZN2EKPQ24YGY62WQARFXX", "signals": [{"quote": "without the steam cuz the steam keeps the food moist right and the flavor stays in by heating with moisture you can ba | observed | artifact ↗ | 2017-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZN2EKPQ24YGY62WQARFXX", "signals": [{"quote": "I think it's a great thing for us ... Amazon is going to make that a lot more popular and at the end of the day that's | observed | artifact ↗ | 2017-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W045C5RN3TQT0VPKFD7J00", "signals": [{"quote": "it's going to come back and buy Amazon on their backside because from an antitrust perspective this is just more and m | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W045C5RN3TQT0VPKFD7J00", "signals": [{"quote": "like they're going to you know I almost is like seeing how AWS operates they price everyone else out of the market", " | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W045C5RN3TQT0VPKFD7J00", "signals": [{"quote": "it makes instacart counter-intuitively a valuable asset for people who are desperate to fend off Amazon so maybe targe | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W045C5RN3TQT0VPKFD7J00", "signals": [{"quote": "your amazon owns my kitchen right I do pretty much they know what what we buy right", "stance": "bullish", "confidence | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W045C5RN3TQT0VPKFD7J00", "signals": [{"quote": "Amazon is taking over pieces of our life which have to do with what we buy and right they all my clothes Scottevest sa | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W1ZJKW6BEVAFYEPTW6P8T8", "signals": [{"quote": "it was fairly early because I think it was a single warehouse ... we still considered a bookstore in fact yes yeah we | observed | artifact ↗ | 2017-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W1ZJKW6BEVAFYEPTW6P8T8", "signals": [{"quote": "is he gonna wind up being the best entrepreneur of our lifetime business it seems like it I mean I think post jobs mos | observed | artifact ↗ | 2017-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W2XNZE0HZ69F313SQBCAZJ", "signals": [{"quote": "the real first cloud companies were called Amazon, eBay. I mean, these were very complex applications that only existe | observed | artifact ↗ | 2017-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W339ZHET3A48XDGYMKKNEV", "signals": [{"quote": "It wasn't an ad and according to, you know, someone familiar with it, Disney didn't pay and that was reported in the j | observed | artifact ↗ | 2017-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W339ZHET3A48XDGYMKKNEV", "signals": [{"quote": "And also people have just paid like $200 for this device and they don't expect to like then be served an ad on top of | observed | artifact ↗ | 2017-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W339ZHET3A48XDGYMKKNEV", "signals": [{"quote": "I think of Google and Facebook as the ones that are probably going to... Not Amazon. Well, Amazon too, perhaps. I mean | observed | artifact ↗ | 2017-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W339ZHET3A48XDGYMKKNEV", "signals": [{"quote": "I mean, like, the thing is, like, with Amazon's big advantage is that it already integrates with a lot of actual tools | observed | artifact ↗ | 2017-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W339ZHET3A48XDGYMKKNEV", "signals": [{"quote": "I wouldn't say that I'm saying they're going to win. I would say that Amazon has a pretty big lead right now.", "stanc | observed | artifact ↗ | 2017-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W339ZHET3A48XDGYMKKNEV", "signals": [{"quote": "And that's also, you know, one of the reasons that I think assistants being rolled out to Android is that Amazon also | observed | artifact ↗ | 2017-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W413ZPHGWJK74T7FV3SHJ8", "signals": [{"quote": "Alexa has now captured people's imagination and Alexa is an open platform. ... This has really captured people's imagi | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W413ZPHGWJK74T7FV3SHJ8", "signals": [{"quote": "I think Alexa Google said we have we work with Google Assistant as well. We're going to work with every one of the voi | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W413ZPHGWJK74T7FV3SHJ8", "signals": [{"quote": "my guess is you're probably not going to order anything on Amazon with your Google Assistant anytime soon", "stance": | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W413ZPHGWJK74T7FV3SHJ8", "signals": [{"quote": "Amazon is letting anybody who wants put Alexa on their refrigerator, their washing machine", "stance": "neutral", "con | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W413ZPHGWJK74T7FV3SHJ8", "signals": [{"quote": "When you look at the Amazon Alexa recipes, what you'll see is that you have on the bottom left of each of these cards. | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4ZP6VPAAHQTF6XCSNCV1K", "signals": [{"quote": "Amazon came out with Dash and that's a way to replenish items that you're throwing away.", "stance": "neutral", "confi | observed | artifact ↗ | 2017-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4ZP6VPAAHQTF6XCSNCV1K", "signals": [{"quote": "Dash is a little IoT device you put on the wall. It's got the Tide logo. Tide must be paying and underwriting it. And | observed | artifact ↗ | 2017-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4ZP6VPAAHQTF6XCSNCV1K", "signals": [{"quote": "the Dash service, underlying service, allows us to throw...", "stance": "neutral", "confidence": 0.7, "signal_class": | observed | artifact ↗ | 2017-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4ZP6VPAAHQTF6XCSNCV1K", "signals": [{"quote": "Dash is an open API. It is.", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", "speaker_name": "S | observed | artifact ↗ | 2017-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4ZP6VPAAHQTF6XCSNCV1K", "signals": [{"quote": "We were able to leverage that to reorder supplies that you're throwing away.", "stance": "neutral", "confidence": 0.8, | observed | artifact ↗ | 2017-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4ZP6VPAAHQTF6XCSNCV1K", "signals": [{"quote": "I kind of like the idea now. I'll be honest with you, I was like, this is a little bit like of a student hack project. | observed | artifact ↗ | 2017-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4ZP6VPAAHQTF6XCSNCV1K", "signals": [{"quote": "Automatic delivery is the future. We want to save time. We don't want to go to the grocery stores often. And it's the | observed | artifact ↗ | 2017-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4ZP6VPAAHQTF6XCSNCV1K", "signals": [{"quote": "You got to do a self-deprecating funny video about garbage. Yeah. And just make it funny. And if it's funny, people mi | observed | artifact ↗ | 2017-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W5N81TACSTYK63S6QY9ZKY", "signals": [{"quote": "the NASDAQ and Amazon in particular is down because of the Jeff Bezos uh well and he's he threatened to take antitrust | observed | artifact ↗ | 2016-11-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W5N81TACSTYK63S6QY9ZKY", "signals": [{"quote": "Amazon is in the crosshairs because of personal vendetta. And it seems like the stock market has actually there's been | observed | artifact ↗ | 2016-11-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W5N81TACSTYK63S6QY9ZKY", "signals": [{"quote": "One of them is enforcing an online tax. No, not across the board. It's unclear how that would ever happen, but well, t | observed | artifact ↗ | 2016-11-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W61SYJ6QFQ79X5D38114YH", "signals": [{"quote": "Amazon's an amazing company", "stance": "bullish", "confidence": 0.9, "signal_class": "assessment", "speaker_name": "A | observed | artifact ↗ | 2016-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W61SYJ6QFQ79X5D38114YH", "signals": [{"quote": "I think it's going to be the first trillion dollar company", "stance": "bullish", "confidence": 0.9, "signal_class": " | observed | artifact ↗ | 2016-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W61SYJ6QFQ79X5D38114YH", "signals": [{"quote": "they're an Unstoppable Force", "stance": "bullish", "confidence": 0.9, "signal_class": "assessment", "speaker_name": " | observed | artifact ↗ | 2016-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W61SYJ6QFQ79X5D38114YH", "signals": [{"quote": "three very different businesses and they're crushing it in each", "stance": "bullish", "confidence": 0.9, "signal_clas | observed | artifact ↗ | 2016-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W61SYJ6QFQ79X5D38114YH", "signals": [{"quote": "they're great at what they do", "stance": "bullish", "confidence": 0.9, "signal_class": "endorsement", "speaker_name": | observed | artifact ↗ | 2016-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W61SYJ6QFQ79X5D38114YH", "signals": [{"quote": "if you're selling undifferentiated product you're going to lose to Amazon because they can do it sort of more cheaply | observed | artifact ↗ | 2016-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W61SYJ6QFQ79X5D38114YH", "signals": [{"quote": "we don't really view them as a competitor", "stance": "neutral", "confidence": 0.9, "signal_class": "assessment", "spe | observed | artifact ↗ | 2016-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W61SYJ6QFQ79X5D38114YH", "signals": [{"quote": "everybody thinks that Amazon is now 85% it's like Amazon's like 4% I think the grand SCH of things three or 4% which i | observed | artifact ↗ | 2016-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W61SYJ6QFQ79X5D38114YH", "signals": [{"quote": "you can't just sort of Hope to out Amazon Amazon but I think with um you know a differentiated product differentiated | observed | artifact ↗ | 2016-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W64A5P9YKFX2KWXFR84TNJ", "signals": [{"quote": "I love that Amazon's making content... I understand that this is artificial that there's these huge War chests of VC t | observed | artifact ↗ | 2016-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W64A5P9YKFX2KWXFR84TNJ", "signals": [{"quote": "so when Amazon picked the book industry you know it's not because they love books it's because as you well know the bo | observed | artifact ↗ | 2016-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W712X5YX2JFWWC9E1TMFJ0", "signals": [{"quote": "I ordered this food from Amazon.com cuz if you can't find it around, that's the place you go, right? Sure. And I just | observed | artifact ↗ | 2016-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W712X5YX2JFWWC9E1TMFJ0", "signals": [{"quote": "Amazon has gotten really good at positioning its goods in different distribution centers.", "stance": "bullish", "conf | observed | artifact ↗ | 2016-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W712X5YX2JFWWC9E1TMFJ0", "signals": [{"quote": "I don't want to single out Amazon, but they're the leading example. So, sure. So, let's say Amazon. I mean, they they | observed | artifact ↗ | 2016-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W712X5YX2JFWWC9E1TMFJ0", "signals": [{"quote": "you see Amazon doing things like add-on product. This I think is an incredible innovation.", "stance": "bullish", "con | observed | artifact ↗ | 2016-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W712X5YX2JFWWC9E1TMFJ0", "signals": [{"quote": "I'm a little dubious of the little drone delivery model. Well, I just think um the volume problem of having these litt | observed | artifact ↗ | 2016-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9S603BP83A9ZQXFG9NXGV", "signals": [{"quote": "the Apple company is going to be one of the first trillion dollar companies on the planet them or Amazon", "stance": " | observed | artifact ↗ | 2016-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WBDPD6AEDN1HDKASX46VGQ", "signals": [{"quote": "I think especially with some of the better ones like Alexa, I think. Amazon's doing a fantastic job.", "stance": "bull | observed | artifact ↗ | 2016-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WBDPD6AEDN1HDKASX46VGQ", "signals": [{"quote": "I am an Alexa freak. Nice. Literally, I talk to Alexa five times a day. Yeah. She's great.", "stance": "bullish", "con | observed | artifact ↗ | 2016-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WBDPD6AEDN1HDKASX46VGQ", "signals": [{"quote": "And this is the issue I'm having with Alexa. It takes a little bit of onboarding because I was trying to play music on | observed | artifact ↗ | 2016-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WBDPD6AEDN1HDKASX46VGQ", "signals": [{"quote": "And unfortunately, then if you just say that, it defaults to Amazon's.", "stance": "bearish", "confidence": 0.9, "sign | observed | artifact ↗ | 2016-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WBDPD6AEDN1HDKASX46VGQ", "signals": [{"quote": "Siri is just not like an open platform. So the amount of stuff that comes out every week, I'd say every month, more st | observed | artifact ↗ | 2016-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WBDPD6AEDN1HDKASX46VGQ", "signals": [{"quote": "Shopping list is amazing. Huge game changer for me.", "stance": "bullish", "confidence": 0.9, "signal_class": "endorse | observed | artifact ↗ | 2016-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WBDPD6AEDN1HDKASX46VGQ", "signals": [{"quote": "See, I think Sonos has to get bought by Amazon. I think Amazon should buy Sonos or Apple.", "stance": "bullish", "conf | observed | artifact ↗ | 2016-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WBDPD6AEDN1HDKASX46VGQ", "signals": [{"quote": "I can definitely see them going the Amazon route just because I think Alexa was a surprise competitor. I think rather | observed | artifact ↗ | 2016-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WBDPD6AEDN1HDKASX46VGQ", "signals": [{"quote": "Alexa is great for sound. I was thinking about this the other day and how, you know, Sonos has got to be a little bit | observed | artifact ↗ | 2016-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WBDPD6AEDN1HDKASX46VGQ", "signals": [{"quote": "I have the master shrug for them, which is if Alexa really wants to go for it, or if Amazon does, Amazon should allow | observed | artifact ↗ | 2016-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WBDPD6AEDN1HDKASX46VGQ", "signals": [{"quote": "I know that I met with the API team in Seattle a month ago. And the Raspberry Pi 3 came out, which does proximity. So | observed | artifact ↗ | 2016-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDT7VB5GJD3XTF14K3VGY6", "signals": [{"quote": "Google has made a commitment to deploy $200 billion dollars in capex this year in AI infrastructure data center build | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDT7VB5GJD3XTF14K3VGY6", "signals": [{"quote": "I think it's pretty obvious that it is very hard to get the same sort of return on capital invested in model developme | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDT7VB5GJD3XTF14K3VGY6", "signals": [{"quote": "What Google has is probably one of the greatest install enterprise bases in the world for compute. They have the most | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WEH1S12ERJ20AJYEQ4JKS3", "signals": [{"quote": "if you can help uh the smaller seller, the smaller DTC brand, >> dare I say, even the mom and pop um have a fulfillmen | observed | artifact ↗ | 2026-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WEH1S12ERJ20AJYEQ4JKS3", "signals": [{"quote": "it's like bringing the gas station to the car. It's like bringing the movie theater to your backyard. Like what are we | observed | artifact ↗ | 2026-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WEH1S12ERJ20AJYEQ4JKS3", "signals": [{"quote": "I think so. I I and absolutely like for us, we will use whatever is cheapest and fastest and high quality. So we we're | observed | artifact ↗ | 2026-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WEH1S12ERJ20AJYEQ4JKS3", "signals": [{"quote": "the highest cost of an actual like uh e-commerce transaction outside of the marketing and the product, it is shipping | observed | artifact ↗ | 2026-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WEH1S12ERJ20AJYEQ4JKS3", "signals": [{"quote": "I think that what gets everybody's attention is the robotics obviously and then that's kind of like uh hey, we're auto | observed | artifact ↗ | 2026-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WF63PNZWWMK1ZT65BZN2N1", "signals": [{"quote": "the original idea failed ... this thing became a big media hype", "stance": "bearish", "confidence": 0.9, "signal_clas | observed | artifact ↗ | 2016-03-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WF63PNZWWMK1ZT65BZN2N1", "signals": [{"quote": "a normal mook has a finishing rate of two percent usually three percent", "stance": "neutral", "confidence": 0.8, "sig | observed | artifact ↗ | 2016-03-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WF63PNZWWMK1ZT65BZN2N1", "signals": [{"quote": "where we eventually converge towards udacity is a much more hands-on service driven education where our students get o | observed | artifact ↗ | 2016-03-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WFVJ2KKKFZXBZK2T410X2P", "signals": [{"quote": "I am obsessed with the echo I don't do you have an Amazon Echo oh yes [ __ ] love it it's isn't it pretty amazing", "s | observed | artifact ↗ | 2016-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WFVJ2KKKFZXBZK2T410X2P", "signals": [{"quote": "I use it every day how 5 10 times a day yeah yeah like that", "stance": "bullish", "confidence": 1, "signal_class": "a | observed | artifact ↗ | 2016-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WFVJ2KKKFZXBZK2T410X2P", "signals": [{"quote": "I could be across the kitchen I got a big kitchen I'm literally 20 feet away and I I'm looking at the stove cooking an | observed | artifact ↗ | 2016-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WFVJ2KKKFZXBZK2T410X2P", "signals": [{"quote": "I've been on a different floor of my house I've been one floor up and said Alexa turn off the timer and it hears it it | observed | artifact ↗ | 2016-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WK9ZEM7PR51A5ZAMHW8TKK", "signals": [{"quote": "amazon was gonna try amazon tried to buy the company in sal why I I don't think we've talked about that I had a lot of | observed | artifact ↗ | 2015-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WK9ZEM7PR51A5ZAMHW8TKK", "signals": [{"quote": "amazon is such a likely require here we want to wait till they see what have it well we don't want to I mean we're not | observed | artifact ↗ | 2015-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WK9ZEM7PR51A5ZAMHW8TKK", "signals": [{"quote": "the new Apple TV the Amazon fire is on fire yeah yeah and then Roku is actually doing well yeah yeah it's it's all ove | observed | artifact ↗ | 2015-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WKAEP4BFCJ66MZDQG9GB4E", "signals": [{"quote": "Amazon the net uh the operating income was more from AWS the cloud business than it was from all of the retail incredi | observed | artifact ↗ | 2015-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WKAEP4BFCJ66MZDQG9GB4E", "signals": [{"quote": "he got lucky he was smart a little of both but he paid attention to the signal and just hit it and for years they coul | observed | artifact ↗ | 2015-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WKAEP4BFCJ66MZDQG9GB4E", "signals": [{"quote": "Amazon the net uh the operating income was more from AWS the cloud business than it was from all of the retail incredi | observed | artifact ↗ | 2015-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WKAEP4BFCJ66MZDQG9GB4E", "signals": [{"quote": "there's no question everybody sees this as the growth and the big guys have a ton of cash and not a lot of relevance a | observed | artifact ↗ | 2015-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WKAEP4BFCJ66MZDQG9GB4E", "signals": [{"quote": "and now Amazon comes back um and they're using that PR guy I forgot his name j Carney for press secretary for Obama", | observed | artifact ↗ | 2015-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNJRT4SB8M5Q2PK1YJABVY", "signals": [{"quote": "he really really really impressed me in that meeting alone just talking about book selling that this was a guy focused | observed | artifact ↗ | 2015-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNJRT4SB8M5Q2PK1YJABVY", "signals": [{"quote": "it is hard to recruit people out of there and they do say that they have to work hard and you know that it is a demand | observed | artifact ↗ | 2015-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNJRT4SB8M5Q2PK1YJABVY", "signals": [{"quote": "I think it is is a tough place to work ... and he is in a business Amazon is a very different business ... it requires | observed | artifact ↗ | 2015-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNJRT4SB8M5Q2PK1YJABVY", "signals": [{"quote": "now that they disclose AWS they're in an Enterprise software business that's about A5 billion business", "stance": "ne | observed | artifact ↗ | 2015-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNJRT4SB8M5Q2PK1YJABVY", "signals": [{"quote": "the other thing about Amazon that is is part of the magic of them is very much the Google magic you know we're not tel | observed | artifact ↗ | 2015-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNSK952SJ8X5BDHH17G8D2", "signals": [{"quote": "your main competitor is Amazon right yeah you know and it just the on demand um idea makes a whole lot of sense but it | observed | artifact ↗ | 2015-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNSK952SJ8X5BDHH17G8D2", "signals": [{"quote": "those people can lose money they can lose right because they have these great ad engines that you know generate all th | observed | artifact ↗ | 2015-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNSK952SJ8X5BDHH17G8D2", "signals": [{"quote": "if you look at well what is the margin on these groceries right and then who can scale this kind of business and you l | observed | artifact ↗ | 2015-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNSK952SJ8X5BDHH17G8D2", "signals": [{"quote": "Amazon is obviously the worst place in the world to work uh unless you want to get paid two or three times the normal | observed | artifact ↗ | 2015-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNSK952SJ8X5BDHH17G8D2", "signals": [{"quote": "this is also how Amazon operates okay they don't participate in a story like that they didn't in this one right and th | observed | artifact ↗ | 2015-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNSK952SJ8X5BDHH17G8D2", "signals": [{"quote": "Amazon now famously at Amazon there is there's there's there's very much a ceiling on the salary right and you can mak | observed | artifact ↗ | 2015-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNSK952SJ8X5BDHH17G8D2", "signals": [{"quote": "a company with so much so many billions of dollars in cash would treat the the most minor employees not well", "stance | observed | artifact ↗ | 2015-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNSK952SJ8X5BDHH17G8D2", "signals": [{"quote": "Amazon doesn't value what the people do in the in the warehouses based on the fact that they do want to replace all th | observed | artifact ↗ | 2015-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNSK952SJ8X5BDHH17G8D2", "signals": [{"quote": "on their Core Business retail side it is a super super low margin business", "stance": "neutral", "confidence": 0.9, " | observed | artifact ↗ | 2015-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNSK952SJ8X5BDHH17G8D2", "signals": [{"quote": "a zero human Factory that's a long way away but that it will eventually happen right um Long Way being a decade or two | observed | artifact ↗ | 2015-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNSK952SJ8X5BDHH17G8D2", "signals": [{"quote": "Amazon's one of the smartest companies in the world that that they can fall into this into this rout of saying we can | observed | artifact ↗ | 2015-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNSK952SJ8X5BDHH17G8D2", "signals": [{"quote": "part of the problem with their culture is that according to a lot of people who are interviewed it makes it very diffi | observed | artifact ↗ | 2015-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPZS6GMWE2H131SZQJJ6N7", "signals": [{"quote": "you just put it up there and they get a percentage of your sales but you have to charge at least 99 Cents they won't w | observed | artifact ↗ | 2015-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPZS6GMWE2H131SZQJJ6N7", "signals": [{"quote": "people bought it more people bought it than downloaded it for free because a a dollar is like PE people really hate de | observed | artifact ↗ | 2015-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPZS6GMWE2H131SZQJJ6N7", "signals": [{"quote": "it also got into the top oh yeah ranking and those lists I think are kind of self-perpetuating aren't they yeah once y | observed | artifact ↗ | 2015-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPZS6GMWE2H131SZQJJ6N7", "signals": [{"quote": "things like Amazon are a great filtering system for Publishers they just say like well what's selling you know we don' | observed | artifact ↗ | 2015-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQP9V51V8K5FV1JY2M38CN", "signals": [{"quote": "I go to Amazon now to try to look at the predictive analytics there and the collaborative collect terrible Amazon reco | observed | artifact ↗ | 2015-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQQVH8WT6Q89K1P2EQQFCY", "signals": [{"quote": "I was calling you know a little bit of BS on it because I was like you know what this has got to be just marketing and | observed | artifact ↗ | 2015-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQQVH8WT6Q89K1P2EQQFCY", "signals": [{"quote": "putting a cage on the roof of buildings then when the drones come they land Inside the Cage then they leave when they | observed | artifact ↗ | 2015-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQQVH8WT6Q89K1P2EQQFCY", "signals": [{"quote": "it's not insane it's wonderful ... you know you can get your packages in a few days even overnight today in many areas | observed | artifact ↗ | 2015-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQQVH8WT6Q89K1P2EQQFCY", "signals": [{"quote": "we will be able to land it on your trampoline ... there'll be a limit of like one pound per box No 5 PB shoe box um si | observed | artifact ↗ | 2015-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQQVH8WT6Q89K1P2EQQFCY", "signals": [{"quote": "the safety of them has gotten at least 10 times safer... we have the safety we have the Sens a void technology we're h | observed | artifact ↗ | 2015-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WR3D638YGDW3W24RFQ39G2", "signals": [{"quote": "I think building a consumer product that allows people to quickly uh make a decision is kind of Amazon's business righ | observed | artifact ↗ | 2015-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WR3D638YGDW3W24RFQ39G2", "signals": [{"quote": "the fact is Amazon doesn't make any money on selling products they kind of sell things at a very low margin", "stance" | observed | artifact ↗ | 2015-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WR3D638YGDW3W24RFQ39G2", "signals": [{"quote": "you've chosen to go up against Amazon in the part of their business where they lose money in other words this is like | observed | artifact ↗ | 2015-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WX37R5RV2K2QCES1DZZ4VM", "signals": [{"quote": "That's why Netflix has done so well. That's why Amazon has done so well. That's why Jason uh the guy from Hulu is goin | observed | artifact ↗ | 2014-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WY96YKH5DF3VA7JYNWVHXW", "signals": [{"quote": "developers make architectural decisions all the time and in the world of software and especially you know infrastructu | observed | artifact ↗ | 2014-12-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WY96YKH5DF3VA7JYNWVHXW", "signals": [{"quote": "I was a PM at AWS ... product manager for sqs at one point in time the queuing service", "stance": "neutral", "confide | observed | artifact ↗ | 2014-12-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WY96YKH5DF3VA7JYNWVHXW", "signals": [{"quote": "that's one of my favorite takeaways from Amazon and that is what do they make people read it out loud no what you do w | observed | artifact ↗ | 2014-12-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WY96YKH5DF3VA7JYNWVHXW", "signals": [{"quote": "the other thing that I thought was fascinating about Amazon that I really liked was the bar raiser program... and I'm | observed | artifact ↗ | 2014-12-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WY96YKH5DF3VA7JYNWVHXW", "signals": [{"quote": "I'm very bullish on Amazon and every time you know earnings come out and they say Amazon's wildly unprofitable you kno | observed | artifact ↗ | 2014-12-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WY96YKH5DF3VA7JYNWVHXW", "signals": [{"quote": "the thing about about BOS that I respect the most yeah is uh the willingness to keep trying um and the willingness to | observed | artifact ↗ | 2014-12-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WY96YKH5DF3VA7JYNWVHXW", "signals": [{"quote": "Jeff basos is right A lot of the time so there's a certain bit to that right if you faith in the leader faith in the l | observed | artifact ↗ | 2014-12-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYKHSAEMKYXT7SX7C27B8X", "signals": [{"quote": "I am fascinated and a little uneasy about this idea of kind of device specific content a because I think we're gonna i | observed | artifact ↗ | 2014-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYKHSAEMKYXT7SX7C27B8X", "signals": [{"quote": "it just makes me a little uneasy too in terms of the practice of journalism like amazon's a very influential company v | observed | artifact ↗ | 2014-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYKHSAEMKYXT7SX7C27B8X", "signals": [{"quote": "there is a an asso there's a deep association now that will occur between the two brands which then will put in the mi | observed | artifact ↗ | 2014-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYKHSAEMKYXT7SX7C27B8X", "signals": [{"quote": "what i do like about the bundling would be if the kindle said to the new york times or let what if they if amazon said | observed | artifact ↗ | 2014-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1SE16ZGDZ9YG7XRW1FTMK", "signals": [{"quote": "twitch did not get sold to YouTube Google it went to Amazon", "stance": "neutral", "confidence": 1, "signal_class": "f | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3FD76YC8EQPSAZQ4BEJ39", "signals": [{"quote": "we want to be the Amazon for services we want to be the One-Stop shop anytime you need a local professional of any str | observed | artifact ↗ | 2014-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3FD76YC8EQPSAZQ4BEJ39", "signals": [{"quote": "I look at these cleaning companies and they're actually all on thumb Tac handybook exec homejoy they get clients on th | observed | artifact ↗ | 2014-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X4CEK156NH1F098TM0K8PM", "signals": [{"quote": "The online only retailers are only accounting for 11 and a half% through Q1.", "stance": "neutral", "confidence": 0.7, | observed | artifact ↗ | 2014-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X4CEK156NH1F098TM0K8PM", "signals": [{"quote": "The reason why an Amazon or someone else can potentially get it to you in a day without throwing it onto a courier in | observed | artifact ↗ | 2014-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X4CEK156NH1F098TM0K8PM", "signals": [{"quote": "That's the Amazon Prime effect. You know, you look at all the top retailers, they've got a threshold where they're giv | observed | artifact ↗ | 2014-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X4CEK156NH1F098TM0K8PM", "signals": [{"quote": "I think it's what's interesting to us is that um there's a lot of retail space out there and as the retail sales shift | observed | artifact ↗ | 2014-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X4CEK156NH1F098TM0K8PM", "signals": [{"quote": "Every single retailer is behind closed doors trying to figure out what is the mix. I mean, how much your space should | observed | artifact ↗ | 2014-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X61BZK2CNA746XYB873ZZQ", "signals": [{"quote": "I just read that HBO is going to offer their back catalog to Amazon Instant Video", "stance": "neutral", "confidence": | observed | artifact ↗ | 2014-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X72SNCFWTD0SEYF5SB4T8F", "signals": [{"quote": "you take a look at Amazon you take a look at Rackspace they've built um these complex feature sets and these these com | observed | artifact ↗ | 2014-03-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X72SNCFWTD0SEYF5SB4T8F", "signals": [{"quote": "some some investors are actually afraid to invest in any compan that competes with Amazon at this point they they came | observed | artifact ↗ | 2014-03-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X72SNCFWTD0SEYF5SB4T8F", "signals": [{"quote": "they've actually probably went through an experience um investing in an e-commerce business and and being overtaken by | observed | artifact ↗ | 2014-03-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X72SNCFWTD0SEYF5SB4T8F", "signals": [{"quote": "he's going to undercut everybody and lose money on every transaction whatever it takes to kill his competitors", "stan | observed | artifact ↗ | 2014-03-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X72SNCFWTD0SEYF5SB4T8F", "signals": [{"quote": "the reason why we feel confident that we're going to win is because we're we're coming from the bottom up and they don | observed | artifact ↗ | 2014-03-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X72SNCFWTD0SEYF5SB4T8F", "signals": [{"quote": "they built such a complex product they can't backtrack right they'd have to launch a whole new infrastructure product | observed | artifact ↗ | 2014-03-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8VG8JBFZ4Y0EEZ3PGFC2J", "signals": [{"quote": "Bezos starts a retailer online then he starts Amazon web services cloud computing platform then he starts a hardware p | observed | artifact ↗ | 2014-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8WF801FS356C8X8Q06PTP", "signals": [{"quote": "it's one of the greatest entrepreneurial success stories of our age", "stance": "bullish", "confidence": 1, "signal_cl | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8WF801FS356C8X8Q06PTP", "signals": [{"quote": "Amazon itself its stock price you know went through the roof and it exerted its Market power in all sorts of different | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8WF801FS356C8X8Q06PTP", "signals": [{"quote": "the publishing industry kind of woke up one morning and uh and found themselves in the grip of of Amazon and of Jeff B | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8WF801FS356C8X8Q06PTP", "signals": [{"quote": "I think bezo said he's on version n of Amazon right now in terms of shipping and stuff like that", "stance": "neutral" | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8WF801FS356C8X8Q06PTP", "signals": [{"quote": "in a lot of ways it was a your characteristic startup you know was in a started in a garage um you know bunch of Geeks | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8WF801FS356C8X8Q06PTP", "signals": [{"quote": "none of the systems were around them right today you would start Amazon on Amazon you would use AWS and they're invent | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8WF801FS356C8X8Q06PTP", "signals": [{"quote": "they're also you know unfamiliar with the trajectory that is the internet right they they're not prepared for the mass | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8WF801FS356C8X8Q06PTP", "signals": [{"quote": "I think Jeff was ambitious I think he kept a lot of that to himself you know in the book I talk about his fir his job | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8WF801FS356C8X8Q06PTP", "signals": [{"quote": "once he realized sort of how fast the internet was growing that it was a land rush and that Capital was going to be ex | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8WF801FS356C8X8Q06PTP", "signals": [{"quote": "there was plenty of Blood on the floor um and um you know it's it's all the book but um you know I think it's survived | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8WF801FS356C8X8Q06PTP", "signals": [{"quote": "Amazon's a terrible idea right it you know first party e-commerce is the most unprofitable idea on the internet in the | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8WF801FS356C8X8Q06PTP", "signals": [{"quote": "he's growing the business because he's playing you know the game for not tomorrow but 10 years from now and building t | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8WF801FS356C8X8Q06PTP", "signals": [{"quote": "he's just he's one of these founder operators you know there are very few of in the world that people just believe in | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8WF801FS356C8X8Q06PTP", "signals": [{"quote": "while Jeff has a lot of attributes that are very Steve jobssan if you will he also has a lot that are not I don't thin | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8WF801FS356C8X8Q06PTP", "signals": [{"quote": "Amazon right now is building you know hardware and Digital Services to compete with you know Google and apple two far | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8WF801FS356C8X8Q06PTP", "signals": [{"quote": "he thinks of his resources and his long-term orientation um as advantages", "stance": "bullish", "confidence": 0.9, "s | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8WF801FS356C8X8Q06PTP", "signals": [{"quote": "to him 250 million is a drop in the bucket and he thinks that you know with a with a with a much longer Runway he can | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8WF801FS356C8X8Q06PTP", "signals": [{"quote": "someone who is a Visionary and who understands technology and distribution and books", "stance": "bullish", "confidenc | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8WF801FS356C8X8Q06PTP", "signals": [{"quote": "he's building a studio in LA to build um original to make original programming", "stance": "neutral", "confidence": 0. | observed | artifact ↗ | 2014-01-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9ETRZGV1V5M49Y72QZBKS", "signals": [{"quote": "Amazon last week on 60 Minutes showed their drone delivery which was kind of BS", "stance": "bearish", "confidence": 1 | observed | artifact ↗ | 2013-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9ETRZGV1V5M49Y72QZBKS", "signals": [{"quote": "a same day grocery service from Amazon that they offer in Seattle and maybe soon also in San Francisco", "stance": "ne | observed | artifact ↗ | 2013-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9ZR1A8E2B9SJRD1T8G7TD", "signals": [{"quote": "I think Uber has a lot of big risks to its business right now I think a lot is breaking down in terms of um in terms o | observed | artifact ↗ | 2013-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9ZR1A8E2B9SJRD1T8G7TD", "signals": [{"quote": "I think the next year is going to have these major come to Jesus you know can we really trust Uber moments and that's | observed | artifact ↗ | 2013-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9ZR1A8E2B9SJRD1T8G7TD", "signals": [{"quote": "I don't feel like I can trust Uber as a company because I find them I find their behavior mercenary as a company", "st | observed | artifact ↗ | 2013-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9ZR1A8E2B9SJRD1T8G7TD", "signals": [{"quote": "I think all these Services lift sidecar and Uber have a much higher Benchmark for like letting people into the service | observed | artifact ↗ | 2013-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9ZR1A8E2B9SJRD1T8G7TD", "signals": [{"quote": "I agree with you that Uber has a bunch of issues I think they growing pains the same way they're growing pains with an | observed | artifact ↗ | 2013-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9ZR1A8E2B9SJRD1T8G7TD", "signals": [{"quote": "this is not a launch, this is supposed to be vaporware and it only 10 miles of of of a distri video yeah you have to l | observed | artifact ↗ | 2013-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCG7E2TP138TJ47WXSP2HW", "signals": [{"quote": "if you take adobe their creative cloud is now 300 million your business and it's all on amazon really", "stance": "neu | observed | artifact ↗ | 2013-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCG7E2TP138TJ47WXSP2HW", "signals": [{"quote": "they'd love it because we're not getting well that way that sounds crazy no no because it would be if we're spending l | observed | artifact ↗ | 2013-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDRK2HJ4KKEF0JSZ2VG6W7", "signals": [{"quote": "this will be the thing that limits YouTube and this is their cross to bear this is their challenge that they have to b | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDRK2HJ4KKEF0JSZ2VG6W7", "signals": [{"quote": "people like a and Yahoo are going and using scarcity the quality of the product the distribution as a way to get high | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XE89P2KYVTBDZ8SXXCA576", "signals": [{"quote": "if if if you have products um if you have products that have barcodes Amazon is going to be the best number to sell th | observed | artifact ↗ | 2013-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XE89P2KYVTBDZ8SXXCA576", "signals": [{"quote": "we are competing on background with companies which are very good at this kind of thing like Amazon right so um becaus | observed | artifact ↗ | 2013-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XE89P2KYVTBDZ8SXXCA576", "signals": [{"quote": "Amazon Marketplace is going to be one of them", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_claim", | observed | artifact ↗ | 2013-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XE89P2KYVTBDZ8SXXCA576", "signals": [{"quote": "Amazon has a monopoly on all the products that have barcodes", "stance": "neutral", "confidence": 0.8, "signal_class": | observed | artifact ↗ | 2013-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XE89P2KYVTBDZ8SXXCA576", "signals": [{"quote": "we're not really competing on that", "stance": "neutral", "confidence": 0.7, "signal_class": "assessment", "speaker_na | observed | artifact ↗ | 2013-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGGWPKSCSMCHGRT3EA3EF4", "signals": [{"quote": "Amazon doing their set top box", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "speaker_name": " | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGGWPKSCSMCHGRT3EA3EF4", "signals": [{"quote": "I mean they're what what's Amazon's profit in 10 years like $88 they've been fic for almost 15 years what's that Amazo | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGGWPKSCSMCHGRT3EA3EF4", "signals": [{"quote": "they obviously going to do this they're obviously going to give it away for free ... they'll sell it at Cost ... under | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGGWPKSCSMCHGRT3EA3EF4", "signals": [{"quote": "that's a mad takeover plan they got there", "stance": "bullish", "confidence": 0.8, "signal_class": "assessment", "spe | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGGWPKSCSMCHGRT3EA3EF4", "signals": [{"quote": "Amazon results came out this week as well they had net sales of 16 about 16 billion that's up about 22% year-over-year | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGGWPKSCSMCHGRT3EA3EF4", "signals": [{"quote": "they're doing these pilot TV shows and looking at the data to decide which one's to green light", "stance": "neutral", | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XH6H60E5MZ6VTGPKP3E1KP", "signals": [{"quote": "the most impressive attribute that he has a lot of people have vision a lot of people have great ideas a lot of people | observed | artifact ↗ | 2013-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XH6H60E5MZ6VTGPKP3E1KP", "signals": [{"quote": "To me, the big issue is is they went public very late. They were a very mature company. They already had a 50% operati | observed | artifact ↗ | 2013-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XH6H60E5MZ6VTGPKP3E1KP", "signals": [{"quote": "they're trading at about 45 times earnings. You look at Google is about 17. Apple is at about 10. They're just valued | observed | artifact ↗ | 2013-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XH6H60E5MZ6VTGPKP3E1KP", "signals": [{"quote": "there's always a chance that they pull a rabbit out of a hat, some huge new product that they roll out to a billion pe | observed | artifact ↗ | 2013-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHE9PAVQZ8K29QQBK980N2", "signals": [{"quote": "I said probably $5 to $15 because I don't think good reads is particularly growing in some major way 16 million is oka | observed | artifact ↗ | 2013-03-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHE9PAVQZ8K29QQBK980N2", "signals": [{"quote": "I think it's probably what it's worth right if they for the value of those customers maybe you can make five bucks a y | observed | artifact ↗ | 2013-03-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHE9PAVQZ8K29QQBK980N2", "signals": [{"quote": "I think it's a really great fit for Amazon", "stance": "bullish", "confidence": 0.9, "signal_class": "endorsement", "s | observed | artifact ↗ | 2013-03-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHE9PAVQZ8K29QQBK980N2", "signals": [{"quote": "I wouldn't be surprised if they pay a pretty decent premium", "stance": "bullish", "confidence": 0.7, "signal_class": | observed | artifact ↗ | 2013-03-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHYYKBTFXDXBVVP3RSTGFM", "signals": [{"quote": "Amazon wrote their investment down to like nothing", "stance": "bearish", "confidence": 1, "signal_class": "fact_claim | observed | artifact ↗ | 2013-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHYYKBTFXDXBVVP3RSTGFM", "signals": [{"quote": "we ran zero Financial Risk we kept all our Consulting customers um such that if Bas cam had flunked out we would have | observed | artifact ↗ | 2013-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHYYKBTFXDXBVVP3RSTGFM", "signals": [{"quote": "we just wanted something our initial goal was can we get something that people will pay us $4,000 a month can we get e | observed | artifact ↗ | 2013-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHYYKBTFXDXBVVP3RSTGFM", "signals": [{"quote": "we keep get bailed out by mors laal now is at the point where it's not even a conversation anymore we can keep on one | observed | artifact ↗ | 2013-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHYYKBTFXDXBVVP3RSTGFM", "signals": [{"quote": "I often rant about is that mythology that you have to do that to be a real startup person you have to be almost going | observed | artifact ↗ | 2013-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJ89VH2E4ZA5KCZNXQ8NQN", "signals": [{"quote": "Amazon’s making their own tablets", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", "speaker_nam | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJ89VH2E4ZA5KCZNXQ8NQN", "signals": [{"quote": "So you've got five companies with hundreds of billions of dollars in market cap and cash. ... All of them are, like, d | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJ89VH2E4ZA5KCZNXQ8NQN", "signals": [{"quote": "And, importantly, they still have their founder-CEO visionary, right? He's like running it.", "stance": "bullish", "co | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJ89VH2E4ZA5KCZNXQ8NQN", "signals": [{"quote": "I think, their commerce position is just, you know, very very strong.", "stance": "bullish", "confidence": 0.9, "signa | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJ89VH2E4ZA5KCZNXQ8NQN", "signals": [{"quote": "they're able to use that, to subsidize, you know, the Kindles and everything else.", "stance": "bullish", "confidence" | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJ89VH2E4ZA5KCZNXQ8NQN", "signals": [{"quote": "And Amazon, I tend to think, will eat more out of offline commerce, than it will Google.", "stance": "bullish", "confi | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJ89VH2E4ZA5KCZNXQ8NQN", "signals": [{"quote": "the e-commerce is still only eight percent of commerce. It's shockingly low. That number is going to go to thirty or f | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJ89VH2E4ZA5KCZNXQ8NQN", "signals": [{"quote": "The only thing they are still going to do like physically is that you are going to do showrooms, right?", "stance": "b | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJ89VH2E4ZA5KCZNXQ8NQN", "signals": [{"quote": "It's like, if I need like, toothpick or whatever. It's like, 'Go to Amazon Prime and it's there.' It's awesome.", "sta | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKN9SMWS8JQ9WD3K4030TN", "signals": [{"quote": "Amazon swiped Downtown Abbey away from Netflix this week huge huge news ... I love to see that kind of competition for | observed | artifact ↗ | 2013-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKN9SMWS8JQ9WD3K4030TN", "signals": [{"quote": "Amazon Studios which we've been monitoring on the launch ticker Amazon Studios optioned Zombie Land as a TV show", "st | observed | artifact ↗ | 2013-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XP26F20GVT9EFS2FPD5WXQ", "signals": [{"quote": "like I was thinking about turning off Netflix because of Amazon and Amazon Prime video is so good", "stance": "bullish | observed | artifact ↗ | 2012-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPH0JN1ACRH7X49F1Q7TA4", "signals": [{"quote": "Amazon's out raising three billion which is genius because and I was writing about yesterday cuz I just raised 3 billi | observed | artifact ↗ | 2012-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPH0JN1ACRH7X49F1Q7TA4", "signals": [{"quote": "people are emailing each other going what's it like to work at Amazon that's the number one email today", "stance": "n | observed | artifact ↗ | 2012-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPPA5ZATBQD3YG9XNDBEMS", "signals": [{"quote": "you can rent servers by the hour from Amazon", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "sp | observed | artifact ↗ | 2012-11-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPPA5ZATBQD3YG9XNDBEMS", "signals": [{"quote": "I made the decision I said I want to go to a bigger company uh one that I believe is well run and I want to learn what | observed | artifact ↗ | 2012-11-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPPA5ZATBQD3YG9XNDBEMS", "signals": [{"quote": "amazing experience seeing how Amazon has run", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "sp | observed | artifact ↗ | 2012-11-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPPA5ZATBQD3YG9XNDBEMS", "signals": [{"quote": "but he's a he's a really smart", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speaker_name": " | observed | artifact ↗ | 2012-11-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPPA5ZATBQD3YG9XNDBEMS", "signals": [{"quote": "we build on top of the club so we build it on AWS right and part of that was having come out of AWS I really felt like | observed | artifact ↗ | 2012-11-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPPA5ZATBQD3YG9XNDBEMS", "signals": [{"quote": "with AWS we can out treat our infrastructure bringing it up scaling it making it reliable making it redundant uh any a | observed | artifact ↗ | 2012-11-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XR746ZVJTD7N6DEQN0H20T", "signals": [{"quote": "Amazon right now they're at $199", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_claim", "speaker_name | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XR746ZVJTD7N6DEQN0H20T", "signals": [{"quote": "I think it's only a matter of time before Amazon right now they're at $199 and so is Google I think Google should give | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XR746ZVJTD7N6DEQN0H20T", "signals": [{"quote": "I don't understand these stupid technology companies with these huge balance sheets and they sit on the money while th | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XR746ZVJTD7N6DEQN0H20T", "signals": [{"quote": "absolutely it's going to happen regardless of what we say here because these devices are going to see find their way i | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRA09Q62MCS1F770P2G1MY", "signals": [{"quote": "Google and Amazon are either losing a little bit of money or basically breaking even on those two", "stance": "neutral | observed | artifact ↗ | 2012-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRA09Q62MCS1F770P2G1MY", "signals": [{"quote": "when Amazon had some issues with the Kindle app and iOS they introduced their web-based reader um which created a pret | observed | artifact ↗ | 2012-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSSB11BWA3X2XEWKH7N92J", "signals": [{"quote": "imagine a day when a vehicle can move a shipment from Amazon to you and there's no driver to pay right this changes th | observed | artifact ↗ | 2012-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVTMYAMMVJ3MV7DE7GWRWD", "signals": [{"quote": "I'd probably do Amazon. It's an Why is it Why is it a staff call staff call? Yeah, cuz Amazon has become culture. It's | observed | artifact ↗ | 2012-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVTMYAMMVJ3MV7DE7GWRWD", "signals": [{"quote": "So 100% of people who are tax are prime. That means they pay", "stance": "bullish", "confidence": 0.6, "signal_class": | observed | artifact ↗ | 2012-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVTMYAMMVJ3MV7DE7GWRWD", "signals": [{"quote": "Well, the Kindle Fire was an amazing device for $199. But when you get the Nexus 7, you're like, 'Oh, this is what the | observed | artifact ↗ | 2012-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVTMYAMMVJ3MV7DE7GWRWD", "signals": [{"quote": "I think these are going to $99. Oh, of course. In 6 months, not in a year or two. I think I think they're going to get | observed | artifact ↗ | 2012-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XW9H50VQ0VMKC98GBZP9T3", "signals": [{"quote": "Lean Startup uh mentality is to use what's available and Amazon is great uh it doesn't scare me that they're down once | observed | artifact ↗ | 2012-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XW9H50VQ0VMKC98GBZP9T3", "signals": [{"quote": "it's all in the cloud on Amazon or aour or where where you living it's on Amazon", "stance": "neutral", "confidence": | observed | artifact ↗ | 2012-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XX2P3FN359RYBHM8A26T74", "signals": [{"quote": "Google will have tablets and phones Amazon will have tablets and phones and eventually apple and Facebook will have se | observed | artifact ↗ | 2012-07-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XX6755PPGAC5S3CVQ3AG28", "signals": [{"quote": "why people don't buy refurbished on like Amazon or through another channel it's like you don't know what sort of condi | observed | artifact ↗ | 2012-07-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XX6755PPGAC5S3CVQ3AG28", "signals": [{"quote": "people feel bad about returning something... if I buy something on Amazon I'm not supposed to return it... that's what | observed | artifact ↗ | 2012-07-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XX6755PPGAC5S3CVQ3AG28", "signals": [{"quote": "that's missing from Amazon and it's missing from some of these other services right if you're just trying to go only o | observed | artifact ↗ | 2012-07-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XY9641MFT4R9WGWSC9QQYR", "signals": [{"quote": "Amazon price line perhaps the biggest example they were trading on pennies and now they're just this huge killing it n | observed | artifact ↗ | 2012-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0XAHPNWQJ5H81QTD7MBG9", "signals": [{"quote": "500 million that's not an early stage entry I mean what do you think of the valuation the compan was in an early stage | observed | artifact ↗ | 2012-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0XAHPNWQJ5H81QTD7MBG9", "signals": [{"quote": "large companies are largely ruled by fear and I think this is a fearby uh I mean this in the hands of someone like Goo | observed | artifact ↗ | 2012-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0XAHPNWQJ5H81QTD7MBG9", "signals": [{"quote": "I got to believe that Google's buying Twitter by the end of the year I mean I they have to they have to", "stance": "n | observed | artifact ↗ | 2012-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0XAHPNWQJ5H81QTD7MBG9", "signals": [{"quote": "we are definitely in a bubble but the bubble is like a froth on top of a huge ocean you know so like it's a tsunami an | observed | artifact ↗ | 2012-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1HZ70SZQYBPPVWPW9S2BQ", "signals": [{"quote": "I'm a fan of Amazon right but Amazon not paying taxes and everybody's ordering from that it makes no sense", "stance": | observed | artifact ↗ | 2012-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y5HT2DE60NX8QVD3EYCHC0", "signals": [{"quote": "we make money from licensing the data there are certain countries certain cities where we have the best traffic inform | observed | artifact ↗ | 2012-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y5HT2DE60NX8QVD3EYCHC0", "signals": [{"quote": "it's a diminishing Market it's not a very exciting opportunity because in two years there's going to be enough informa | observed | artifact ↗ | 2012-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y5HT2DE60NX8QVD3EYCHC0", "signals": [{"quote": "the bigger opportunity is when you have that massive amount of scale to be able to do what we call location targeted a | observed | artifact ↗ | 2012-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y5HT2DE60NX8QVD3EYCHC0", "signals": [{"quote": "6.3% of all wers within that you know several mile vicinity that was shown this drove to the retail location so we are | observed | artifact ↗ | 2012-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y5HT2DE60NX8QVD3EYCHC0", "signals": [{"quote": "this is the craziest like counter backwards yeah it's like your Market this is your solution to compete with Amazon is | observed | artifact ↗ | 2012-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y5HT2DE60NX8QVD3EYCHC0", "signals": [{"quote": "I think that they're see this is what I think is going to happen with the with the Amazon retail shops if it's true wh | observed | artifact ↗ | 2012-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y5HT2DE60NX8QVD3EYCHC0", "signals": [{"quote": "I think imagine they just had a space with 10 genius bars one for shoes one for gadgets one for laptops one for TVs wh | observed | artifact ↗ | 2012-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y5HT2DE60NX8QVD3EYCHC0", "signals": [{"quote": "Best Buy is the Amazon showroom and I said you know that's exactly what it is yeah and now that if you go in there and | observed | artifact ↗ | 2012-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6P71EETGJW96H5E44466F", "signals": [{"quote": "all of that so far we've been getting nice in in kind donations for example from Amazon web services to have help defa | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y78XDPJ26A1YRM5P5J754E", "signals": [{"quote": "Amazon to open retail stores with white label merchandise credible sources leaked info that Amazon will be opening big | observed | artifact ↗ | 2011-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y78XDPJ26A1YRM5P5J754E", "signals": [{"quote": "it's also a little known fact that Amazon already has Amazon Basics branded electronic merchandise and could have othe | observed | artifact ↗ | 2011-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y78XDPJ26A1YRM5P5J754E", "signals": [{"quote": "I had it from a source that they're really thinking about actually having physical stores", "stance": "neutral", "conf | observed | artifact ↗ | 2011-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y78XDPJ26A1YRM5P5J754E", "signals": [{"quote": "well I I guess if they're going to have to pay sales tax they might as well go all in right CU that's what's going to | observed | artifact ↗ | 2011-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y78XDPJ26A1YRM5P5J754E", "signals": [{"quote": "in a way Amazon has had a tremendous tremendous advantage over local retailers and Mom and Pops because there's no tax | observed | artifact ↗ | 2011-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y78XDPJ26A1YRM5P5J754E", "signals": [{"quote": "Best Buy is the Amazon showroom today totally right people go in right they look at the merchandise say this is great" | observed | artifact ↗ | 2011-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y78XDPJ26A1YRM5P5J754E", "signals": [{"quote": "worldclass Logistics and Amazon certainly checks the Box on all three of those and it makes it really really hard for | observed | artifact ↗ | 2011-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y78XDPJ26A1YRM5P5J754E", "signals": [{"quote": "they must have actively gone into their search and had a developer spend a week or a couple days saying take the stuff | observed | artifact ↗ | 2011-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y78XDPJ26A1YRM5P5J754E", "signals": [{"quote": "I bought this jacket last week in a Patagonia store scanned it it was instead of 120 it was 80 on Amazon Bingo next da | observed | artifact ↗ | 2011-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y78XDPJ26A1YRM5P5J754E", "signals": [{"quote": "they have two private label home kitchen accessories and those have been going on for five years six years and nobody | observed | artifact ↗ | 2011-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y78XDPJ26A1YRM5P5J754E", "signals": [{"quote": "I think what you're seeing is a soft launch and this is the classic stealth soft launch try it work out the Kinks see | observed | artifact ↗ | 2011-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCPWP079BK7GVCPVNS4DZW", "signals": [{"quote": "I two years from now, I think you buy it now at 120 just in the 120s. You buy it as a share, as a stockholder, as a tr | observed | artifact ↗ | 2011-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCPWP079BK7GVCPVNS4DZW", "signals": [{"quote": "I love the Amazon buying them idea. I think those two two great tastes that would go great together like Amazon and Za | observed | artifact ↗ | 2011-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKP2D7D57QACWGAVGZXJW3", "signals": [{"quote": "I think the biggest threat to you know Groupon and living social being proprietary brands that have to spend all their | observed | artifact ↗ | 2011-07-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKP2D7D57QACWGAVGZXJW3", "signals": [{"quote": "Jeff is great ... I wouldn't call Jeff and and Amazon ... an innovate an Innovative type innovator type company ... th | observed | artifact ↗ | 2011-07-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YMJ1F9B0FC5QHGN21JC7SG", "signals": [{"quote": "I think the biggest thought is what differentiated this from orcut and Buzz is there seem to be u a couple of Engineer | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YMJ1F9B0FC5QHGN21JC7SG", "signals": [{"quote": "I think this is a classic follow-on product that if I was Facebook I would have been wishing I went public last month | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YMJ1F9B0FC5QHGN21JC7SG", "signals": [{"quote": "I'm going to be the the cold water on this conversation actually I wore my uh Google wave shirt as a as a reminder tha | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YMJ1F9B0FC5QHGN21JC7SG", "signals": [{"quote": "they went with the Twitter follower model as opposed to the Facebook friend model and I you know obviously that that d | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YMJ1F9B0FC5QHGN21JC7SG", "signals": [{"quote": "I saw on a blog post that there were more than 200 200 Engineers that worked on the project for over a year so you fig | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YMJ1F9B0FC5QHGN21JC7SG", "signals": [{"quote": "Amazon might be the only one that if they integrate with the rest of their assets they can actually make something of | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YMJ1F9B0FC5QHGN21JC7SG", "signals": [{"quote": "why wouldn't they say we're going to take the Kindle make it you know I think it is color now they have a color one av | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YN0RHVGDRKFGPRGQ9S43Z1", "signals": [{"quote": "Jeff Bezos was like really was in the B you know when the when the when the bust happened I was I really became more a | observed | artifact ↗ | 2011-07-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPJ0K1QNHE1ZHFDXQDRKQT", "signals": [{"quote": "well look at Amazon Amazon was losing money in the early years all these idiots said they're going to go out of busine | observed | artifact ↗ | 2011-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQD68W9SEE2QN6VTSPQX6D", "signals": [{"quote": "Amazon is going to succeed absolutely but they have stiff competition", "stance": "bullish", "confidence": 0.9, "signa | observed | artifact ↗ | 2011-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQD68W9SEE2QN6VTSPQX6D", "signals": [{"quote": "amazon has a lead but people are going to claw their way and it's going to be a tight race for sure", "stance": "neutr | observed | artifact ↗ | 2011-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQD68W9SEE2QN6VTSPQX6D", "signals": [{"quote": "they've been so successful and there's such a dominant player in the market and I think what they're going to be able | observed | artifact ↗ | 2011-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YRG2WP185G6C94PCXPS6A2", "signals": [{"quote": "the big guys are definitely taking over it's going to be apple it's going to be google it's going to be amazon and i t | observed | artifact ↗ | 2011-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YRG2WP185G6C94PCXPS6A2", "signals": [{"quote": "you're not going to go in and sell your ceo on moving everything to amazon when he just approved a you know a 20 milli | observed | artifact ↗ | 2011-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YRG2WP185G6C94PCXPS6A2", "signals": [{"quote": "if you're looking at the roi for cloud computing versus doing it yourself you really see that these things are not nec | observed | artifact ↗ | 2011-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YRG2WP185G6C94PCXPS6A2", "signals": [{"quote": "when you look at something like amazon you're looking at a general purpose infrastructure that's elastic", "stance": " | observed | artifact ↗ | 2011-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YRG2WP185G6C94PCXPS6A2", "signals": [{"quote": "one of the issues that came up with amazon was the issue of replication and backup ... amazon really proved out the id | observed | artifact ↗ | 2011-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YRG2WP185G6C94PCXPS6A2", "signals": [{"quote": "another interesting part was if you're doing infrastructure as a service we've seen amazon share those auto records bu | observed | artifact ↗ | 2011-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YWWCRSVJE9D7Y16WBYP5NG", "signals": [{"quote": "i think it's a significant release from you know at least it's important to you know architects like me uh that i'm ab | observed | artifact ↗ | 2011-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YWWCRSVJE9D7Y16WBYP5NG", "signals": [{"quote": "i think that's a great advantage", "stance": "bullish", "confidence": 0.8, "signal_class": "assessment", "speaker_name | observed | artifact ↗ | 2011-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YWWCRSVJE9D7Y16WBYP5NG", "signals": [{"quote": "it's one of those uh changes as you were saying i think it's key for architects it addresses a lot of the things they' | observed | artifact ↗ | 2011-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YWWCRSVJE9D7Y16WBYP5NG", "signals": [{"quote": "they've been rolling out lots of features at a pretty quick pace and this seems like a continuation of uh their innova | observed | artifact ↗ | 2011-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YWWCRSVJE9D7Y16WBYP5NG", "signals": [{"quote": "i hope the guys from the hp cloud are reading up on this stuff because they got a lot of catching up to do", "stance": | observed | artifact ↗ | 2011-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXNN3T29PQ6ZYP0WH01C9B", "signals": [{"quote": "there were a couple of um strong infrastructures a service players obviously amazon being the biggest one", "stance": | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXNN3T29PQ6ZYP0WH01C9B", "signals": [{"quote": "when you look at the extremely open um but yet unmanaged environments of amazon", "stance": "neutral", "confidence": 0 | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXNN3T29PQ6ZYP0WH01C9B", "signals": [{"quote": "i can even look at what what's amazon making right now maybe 2 billion something like that it's a tiny percent right", | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YZ2KPPVDTFSZW8YFCYFE84", "signals": [{"quote": "people don't realize with Amazon is that they really revolutionized the way that shipping was handled so I think we al | observed | artifact ↗ | 2011-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YZ2KPPVDTFSZW8YFCYFE84", "signals": [{"quote": "I would say it's uh a little both or and a little bit of neither uh so yes both Amazon and zapas were both very focuse | observed | artifact ↗ | 2011-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z084T1WDRPYM1B0T3ND5XY", "signals": [{"quote": "i think amazon is basically catching up with a lot of the third-party tools that are that people are leveraging within | observed | artifact ↗ | 2011-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z084T1WDRPYM1B0T3ND5XY", "signals": [{"quote": "amazon's this huge goliath and it definitely will discourage a lot of startups from uh from coming out with their own | observed | artifact ↗ | 2011-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z2B7P7N1FNA54PFA0AFGCK", "signals": [{"quote": "amazon can be the place to sell books yeah we're not going for that we want to be the best book discovery engine you k | observed | artifact ↗ | 2010-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z2B7P7N1FNA54PFA0AFGCK", "signals": [{"quote": "amazon doesn't feel the need to you know bend over backwards for you uh no i don't think they bend over backwards for | observed | artifact ↗ | 2010-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z2B7P7N1FNA54PFA0AFGCK", "signals": [{"quote": "they bought our closest competitor in 2008 a company called shelfari which they've since run into the ground", "stance | observed | artifact ↗ | 2010-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z2B7P7N1FNA54PFA0AFGCK", "signals": [{"quote": "kindle's got market share leader for sure yeah but they're they're in a tight race with the nook and then there's ther | observed | artifact ↗ | 2010-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z2B7P7N1FNA54PFA0AFGCK", "signals": [{"quote": "kendall has a few apps now they've not opened it nook says they're about to open their platform", "stance": "neutral", | observed | artifact ↗ | 2010-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z2PZGWS2VM3KV4MX9ZWN3S", "signals": [{"quote": "it is working every day for Amazon", "stance": "neutral", "confidence": 0.7, "signal_class": "assessment", "speaker_na | observed | artifact ↗ | 2010-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5TSW8THK4HS0GG4TNN4P5", "signals": [{"quote": "if I had to pick one I'd say Jeff Bezos oh really huge inspiration because I feel like Amazon makes very long very ini | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5TSW8THK4HS0GG4TNN4P5", "signals": [{"quote": "when he allowed uh them to use his shipping and fulfillment they said well that's your that's what actually makes Amaz | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5TSW8THK4HS0GG4TNN4P5", "signals": [{"quote": "when he did the allowing other stores to be on Amazon people said this guy's an idiot", "stance": "neutral", "confiden | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5TSW8THK4HS0GG4TNN4P5", "signals": [{"quote": "when he said I'm going to share our hosting service it's ridiculous Computing L Chris you sell books you don't make Co | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z7DWPXRWXEYRA4280F48T6", "signals": [{"quote": "because at the time their our understanding of what they want to do was buy zapo and like their other Acquisitions int | observed | artifact ↗ | 2010-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z7DWPXRWXEYRA4280F48T6", "signals": [{"quote": "from our point of view it's as if we swapped out our board of directors with the new one and we actually have way more | observed | artifact ↗ | 2010-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z7DWPXRWXEYRA4280F48T6", "signals": [{"quote": "Amazon has a different culture that y works for them and they have a strong culture", "stance": "neutral", "confidence | observed | artifact ↗ | 2010-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z94ZFDXHQW2M66K7NDY2XX", "signals": [{"quote": "the conversion process isn't uh perfect. So, there there are sometimes stray letters and little weird floaty things in | observed | artifact ↗ | 2010-10-29 | derived | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z94ZFDXHQW2M66K7NDY2XX", "signals": [{"quote": "I think there's still a big gap there.", "stance": "neutral", "confidence": 0.8, "signal_class": "assessment", "speake | observed | artifact ↗ | 2010-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z94ZFDXHQW2M66K7NDY2XX", "signals": [{"quote": "Kindle has come down a lot in price now, right? Yes, it has. Well, the Kindles are now floating just over $100.", "sta | observed | artifact ↗ | 2010-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z94ZFDXHQW2M66K7NDY2XX", "signals": [{"quote": "Amazon still has more than two million titles available.", "stance": "neutral", "confidence": 0.7, "signal_class": "fa | observed | artifact ↗ | 2010-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z94ZFDXHQW2M66K7NDY2XX", "signals": [{"quote": "People love their Kindles. That's just it. So it's an irrational love of the device. The people who own Kindles and us | observed | artifact ↗ | 2010-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z94ZFDXHQW2M66K7NDY2XX", "signals": [{"quote": "I think, you know, getting down to close to a hundred is probably about right for what I think, especially considering | observed | artifact ↗ | 2010-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z94ZFDXHQW2M66K7NDY2XX", "signals": [{"quote": "these numbers are insane. I would have never guessed that they'd be having this much success this soon.", "stance": "b | observed | artifact ↗ | 2010-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z94ZFDXHQW2M66K7NDY2XX", "signals": [{"quote": "I'm a little bit skeptical... when you start to look at some of the top book sellers in the Kindle bookstore, you see | observed | artifact ↗ | 2010-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z94ZFDXHQW2M66K7NDY2XX", "signals": [{"quote": "they basically did the same thing around Christmas... spinning it as though Kindle is this big success... what was act | observed | artifact ↗ | 2010-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9V6S8Y7P1FC7VXFP03R6F", "signals": [{"quote": "because Amazon has broken the distribution lock", "stance": "bullish", "confidence": 0.8, "signal_class": "fact_claim" | observed | artifact ↗ | 2010-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9V6S8Y7P1FC7VXFP03R6F", "signals": [{"quote": "I didn't get the Kindle because it's format locked... I don't quite like the idea of Amazon being able to delete my bo | observed | artifact ↗ | 2010-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9V6S8Y7P1FC7VXFP03R6F", "signals": [{"quote": "Amazon deleted March of March of 09... Amazon uh apparently found out after they had distributed a bunch of copies of | observed | artifact ↗ | 2010-10-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZA2P29CKGKDJS7KNSZEVTY", "signals": [{"quote": "I found this really cool app from a a really big website that I think everybody out there knows called Amazon mobile . | observed | artifact ↗ | 2010-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZA2P29CKGKDJS7KNSZEVTY", "signals": [{"quote": "if the iPad 2 has a camera which it will uh it'll add that and then that is an immediate giant you know huge deal it's | observed | artifact ↗ | 2010-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZA2P29CKGKDJS7KNSZEVTY", "signals": [{"quote": "the Amazon mobile that I showed you is very similar to the Amazon site the only thing that I found but it has an exper | observed | artifact ↗ | 2010-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZB67AM9CGEN5TXC4TNN5SW", "signals": [{"quote": "it's not simply the case of adopting the right Open Source Products and then going out and using Amazon to be able to | observed | artifact ↗ | 2010-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZB67AM9CGEN5TXC4TNN5SW", "signals": [{"quote": "other ones like Rackspace and Amazon and others are starting to really be kind of seen as as where the the market is m | observed | artifact ↗ | 2010-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBNF3X40WZ12Q08KYW7QFT", "signals": [{"quote": "it really has not impacted AUD .c sales at all I think it would if Stephen King was out there you know giving away his | observed | artifact ↗ | 2010-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBNF3X40WZ12Q08KYW7QFT", "signals": [{"quote": "the back catalog as ebooks and downloadable audiobooks that's going to that's going to take advantage of this huge exp | observed | artifact ↗ | 2010-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBNF3X40WZ12Q08KYW7QFT", "signals": [{"quote": "I think it's great as a sampling mechanism I don't I still don't think many people are going to read a full book on th | observed | artifact ↗ | 2010-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBPCVSC5HZK2J47340QZ9Y", "signals": [{"quote": "PHP is very popular out there a lot of people use it and the ability to support PHP developers you know in the CL quit | observed | artifact ↗ | 2010-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBPCVSC5HZK2J47340QZ9Y", "signals": [{"quote": "courting developers very much like uh almost like the mobile platforms out there is critical to success in the cloud t | observed | artifact ↗ | 2010-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBPCVSC5HZK2J47340QZ9Y", "signals": [{"quote": "I was shocked that they didn't already support that I think that's a mutual feeling across the board here because I re | observed | artifact ↗ | 2010-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBPCVSC5HZK2J47340QZ9Y", "signals": [{"quote": "we be very competitive to Amazon on the public side if not good to know", "stance": "neutral", "confidence": 0.8, "sig | observed | artifact ↗ | 2010-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFTVVMX2BGXQYA2AFCNVGF", "signals": [{"quote": "everybody except for Amazon", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", "speaker_name": "D | observed | artifact ↗ | 2010-09-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFTVVMX2BGXQYA2AFCNVGF", "signals": [{"quote": "we believe we are very complementary and and and a positive thing for Amazon", "stance": "bullish", "confidence": 1, " | observed | artifact ↗ | 2010-09-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFTVVMX2BGXQYA2AFCNVGF", "signals": [{"quote": "we didn't pick the Amazon API uh just out of the blue there were two very important reasons one is that just technical | observed | artifact ↗ | 2010-09-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFZ8Q2EH06WSFFM931P252", "signals": [{"quote": "I do own a Kindle ... I had to warm up to it but I really I actually really like it now", "stance": "bullish", "confid | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFZ8Q2EH06WSFFM931P252", "signals": [{"quote": "they've solved a lot of the problems that the Sony e-Reader had", "stance": "bullish", "confidence": 0.9, "signal_clas | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFZ8Q2EH06WSFFM931P252", "signals": [{"quote": "the interface is far far far from perfect ... abstractly a pretty bad interface but but it works", "stance": "mixed", | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFZ8Q2EH06WSFFM931P252", "signals": [{"quote": "if you're using the official Kindle version like you bought it through Amazon they can do the formatting pretty well", | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFZ8Q2EH06WSFFM931P252", "signals": [{"quote": "if you've used Amazon's PDF conversion things yeah those look pretty bad", "stance": "bearish", "confidence": 0.9, "si | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFZ8Q2EH06WSFFM931P252", "signals": [{"quote": "I think a lot of people have ... out of that zone of doing it so I think a lot of people have and that's what's woring | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFZ8Q2EH06WSFFM931P252", "signals": [{"quote": "within the hour of uploading your PDF and figuring out your cover your book is in Amazon", "stance": "neutral", "confi | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFZ8Q2EH06WSFFM931P252", "signals": [{"quote": "it's kind of hard to buy a lot of books not everything's on the Kindle right not everybody has a Kindle not everybody | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFZ8Q2EH06WSFFM931P252", "signals": [{"quote": "I think Kindle needs to morph into the iPhone", "stance": "neutral", "confidence": 0.8, "signal_class": "prediction", | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFZ8Q2EH06WSFFM931P252", "signals": [{"quote": "Amazon talks about their e Inc being all cool it doesn't impress me", "stance": "bearish", "confidence": 0.9, "signal_ | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFZ8Q2EH06WSFFM931P252", "signals": [{"quote": "Amazon must have felt the same way because they rushed that Kindle app out like lightning... it was kind of cranky and | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFZ8Q2EH06WSFFM931P252", "signals": [{"quote": "they have a problem with DRM... all the books sold through the Kindle are dear and protected meaning I buy it and I do | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFZ8Q2EH06WSFFM931P252", "signals": [{"quote": "they realized people were reading on the iPhone and they had to get those books on the iPhone so thus they had to have | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFZ8Q2EH06WSFFM931P252", "signals": [{"quote": "on the Kindle you can just like search for his name and then you get oh he was and it's actually sometimes faster", "s | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG291WBP6AJ0YBEWE04EWF", "signals": [{"quote": "I think Amazon has proven on on test after test that I think the reason why people have to understand that the reason | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG291WBP6AJ0YBEWE04EWF", "signals": [{"quote": "and and Amazon's done a phenomenal favor to the industry by by establishing this this as absolutely and and as Amazon' | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "I just priced it at a lower price and let the Amazon bestseller lists do a lot of the promoting for me", "stance": "bu | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "what the Kindle gave me was a platform for people to find my books that I didn't have with my website alone", "stance" | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "the books rose on the bestseller list which made them apparent to more readers and when they bought it kept them on th | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "you're competing with books that cost 20 30 bucks on the bestsellers list and so they just simply can't compete with y | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "for a month or more the ark was actually the number one techno Thriller", "stance": "bullish", "confidence": 1, "signa | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "you throw up on the Kindle you get this huge fan base and then you start shooting up the charts past um established au | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "the Amazon discussion boards which are very active uh particularly for Kindle readers", "stance": "neutral", "confiden | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "it's a very simple system actually the you just go to dp. amazon.com and as long as you have a uh login for Amazon if | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "the great thing about the Amazon store Kindle store is that once you have a decent looking cover and you have a a well | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "all three books together I sold about 7,200 copies in three months", "stance": "bullish", "confidence": 1, "signal_cla | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "because of the Kindle uh digital text platform system I could see my sales on a minute to- minute basis", "stance": "b | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "the actual numbers are very low I've discovered in the you know for traditional publishing so they actually are very f | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "I've seen other authors and and they do very well for a week or two because they're really promoting the heck out of t | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "Amazon gets 65% of the list price and you get 35%", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim" | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "there's still even though it's very fast growing there's very very few people who have a Kindle or Sony Reader", "stan | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "without the internet and without the Kindle I I would not have a publishing deal it just wouldn't happen because I wou | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "Barnes & Noble didn't they may now but they didn't allow Indie authors to upload their books which I think is a big mi | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "the Kindle app for the iPhone came out very soon after I put my books on the Kindle store so I thought well there ther | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "I was probably one of the first uh authors to put his own books I know there were some before me and you know I'm not | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "I think it can be kind of an American Idol for for authors because readers will vote and if and if they like it they w | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG50CYJJMHTHEBD1FKP7A1", "signals": [{"quote": "people will not come and seek you out even if you even if you're at the top of the charts on Amazon people will not co | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG7BFGMR6C2K5H50WG9AXT", "signals": [{"quote": "the big complaint against the Kindle is the DRM is that they essentially do not sell you a book they sell you a limite | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG7BFGMR6C2K5H50WG9AXT", "signals": [{"quote": "it's creepy when your books vanish it's like wait that's mine and you know if I bought that as a regular book you just | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGK0F1TT6VSMAYRV0N5VQM", "signals": [{"quote": "Amazon provides the connectivity for you they have they basically have their own uh whisper net that's what they call | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGK0F1TT6VSMAYRV0N5VQM", "signals": [{"quote": "the Amazon has been or the Kindle has been very good uh with one exception uh they accidentally did not uh oddly enoug | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGK0F1TT6VSMAYRV0N5VQM", "signals": [{"quote": "it's a very closed environment so it's a lot harder than say your PC would be to hack um so they they've done a pretty | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZGK0F1TT6VSMAYRV0N5VQM", "signals": [{"quote": "the other thing that's really cool is you can download any chapter of any book or sorry one chapter of any book and so | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM0FRC6B9CVCT9GA75HC7W", "signals": [{"quote": "I think it makes sense if it's affordable. ... if they can do what they're trying to do with the Kindle, get it in the | observed | artifact ↗ | 2010-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM0FRC6B9CVCT9GA75HC7W", "signals": [{"quote": "I think they know if they're only hiring two, you know, additional hardware people that they can't they're not going t | observed | artifact ↗ | 2010-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM0FRC6B9CVCT9GA75HC7W", "signals": [{"quote": "I think a device that can easily enjoy everything in the Amazon store and keep it cheap makes total sense.", "stance": | observed | artifact ↗ | 2010-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM0FRC6B9CVCT9GA75HC7W", "signals": [{"quote": "Whether or not it's a fullblown Android device where it can play, you can download apps and all that, that would surpr | observed | artifact ↗ | 2010-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM0FRC6B9CVCT9GA75HC7W", "signals": [{"quote": "I think I'd be excited because it's another device and also I mean that's the capabilities of a lot what we do is have | observed | artifact ↗ | 2010-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM2TBH6XTS9TGJ8663Y2PJ", "signals": [{"quote": "I think Rackspace would consider themselves a competitor to Amazon and that sort of thing", "stance": "neutral", "conf | observed | artifact ↗ | 2010-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM2TBH6XTS9TGJ8663Y2PJ", "signals": [{"quote": "while it may not be the case that today you can just have Amazon inhouse in 10 days", "stance": "bullish", "confidence | observed | artifact ↗ | 2010-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM2TBH6XTS9TGJ8663Y2PJ", "signals": [{"quote": "Amazon is pretending like they're selling them a book and that's causing this incredible dissonance in the Enterprise | observed | artifact ↗ | 2010-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM2TBH6XTS9TGJ8663Y2PJ", "signals": [{"quote": "the good thing that Amazon did was they disrupted and they executed and they said we can get you this thing and we can | observed | artifact ↗ | 2010-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM2TBH6XTS9TGJ8663Y2PJ", "signals": [{"quote": "Amazon their of cluster compute model was a huge was a huge admission of that because they said for a class of workloa | observed | artifact ↗ | 2010-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZMGSQ8SMYHEBG5H8C0EPKM", "signals": [{"quote": "amazon is leading the way they're defining the de facto standards into the cloud and everybody is rushing to them to l | observed | artifact ↗ | 2010-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZMGSQ8SMYHEBG5H8C0EPKM", "signals": [{"quote": "they're breaking the ice on the adoption curve right so a lot of people that are there have been hanging back um becau | observed | artifact ↗ | 2010-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZMGSQ8SMYHEBG5H8C0EPKM", "signals": [{"quote": "it's very hard to touch amazon because they've got this competitive advantage in terms of their economy of scale as th | observed | artifact ↗ | 2010-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZMGSQ8SMYHEBG5H8C0EPKM", "signals": [{"quote": "yeah i think i mean interestingly enough right before we came in here otis chandler of goodreads.com tweeted that s3 w | observed | artifact ↗ | 2010-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZMGSQ8SMYHEBG5H8C0EPKM", "signals": [{"quote": "yeah i think the the issue you have here is you have a a lot of lawyers that are in there trying to mitigate all the r | observed | artifact ↗ | 2010-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNBNFYS320G9RGP8YDH1MS", "signals": [{"quote": "if you look at Amazon Amazon did not spend a lot of money on advertising in the early days they created the affiliate | observed | artifact ↗ | 2010-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNBNFYS320G9RGP8YDH1MS", "signals": [{"quote": "this is a new age of shopping on the internet the old age was intent based you go to Amazon you go to the search you p | observed | artifact ↗ | 2010-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPERARN807TE2JFWESSNJT", "signals": [{"quote": "I think Amazon is going to be successful in eating their own dog food so to speak.", "stance": "bullish", "confidence" | observed | artifact ↗ | 2010-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQA1XN19GGQDQA3VB10W6S", "signals": [{"quote": "he thinks tablet computers are a totally different product category than the Kindle uh he says the Kindle is for reade | observed | artifact ↗ | 2010-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQA1XN19GGQDQA3VB10W6S", "signals": [{"quote": "people want to get the Kindle because you can read it in direct sunlight", "stance": "neutral", "confidence": 1, "sign | observed | artifact ↗ | 2010-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQA1XN19GGQDQA3VB10W6S", "signals": [{"quote": "like Amazon's clearly winning the game in terms of the store", "stance": "bullish", "confidence": 0.8, "signal_class": | observed | artifact ↗ | 2010-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZT2N9WSKP17Z9612Z3WR11", "signals": [{"quote": "i can't imagine that anybody would compete with amazon because that's a scale game they're playing right", "stance": " | observed | artifact ↗ | 2010-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZT2N9WSKP17Z9612Z3WR11", "signals": [{"quote": "i don't see anybody uh competing with amazon", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "sp | observed | artifact ↗ | 2010-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZT2N9WSKP17Z9612Z3WR11", "signals": [{"quote": "the only way you're gonna disrupt them over the long term is um you know if you can find uh some way to lower the infr | observed | artifact ↗ | 2010-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZT2N9WSKP17Z9612Z3WR11", "signals": [{"quote": "anything that gives us more options in e3 than ec2 i'm in favor of that i'm very frustrated with it", "stance": "beari | observed | artifact ↗ | 2010-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZT2N9WSKP17Z9612Z3WR11", "signals": [{"quote": "i doubt they're cooking up a competitor to amazon that would just be philly a bad idea", "stance": "bullish", "confide | observed | artifact ↗ | 2010-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZT2N9WSKP17Z9612Z3WR11", "signals": [{"quote": "i think their security is is great and um we had a user who sent us but so we had a user who sent us a question about | observed | artifact ↗ | 2010-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTS359GEPCW99Y796JF4EM", "signals": [{"quote": "Amazon for Kindle is at 500,000", "stance": "neutral", "confidence": 0.6, "signal_class": "fact_claim", "speaker_name" | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTS359GEPCW99Y796JF4EM", "signals": [{"quote": "Amazon and Barnes & Noble the two biggest already are locked I mean they've got their own thing going on now", "stance | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVJPWEBRPK2WG8418NKEFS", "signals": [{"quote": "amazon is very much a warehouse again the wrong culture yeah it's a well it may be the right culture if you want to do | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVJPWEBRPK2WG8418NKEFS", "signals": [{"quote": "amazon has earned its chops i think with enterprise grade clients and startup companies that it can provide that servi | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVJPWEBRPK2WG8418NKEFS", "signals": [{"quote": "amazon actually has a reputation that goes beyond being a warehouse provider i mean they do deliver the most reliable | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVJPWEBRPK2WG8418NKEFS", "signals": [{"quote": "people trust amazon now", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speaker_name": "Mark Su | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVJPWEBRPK2WG8418NKEFS", "signals": [{"quote": "the industry trusts now amazon s3 and mass", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "spea | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVJPWEBRPK2WG8418NKEFS", "signals": [{"quote": "once you've used amazon s3 for a while and you realize how good it is and how inexpensive it is", "stance": "bullish", | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVJPWEBRPK2WG8418NKEFS", "signals": [{"quote": "you can use the cloud as primary storage as long as you cache it at the edge for performance and as long as you allow | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVJPWEBRPK2WG8418NKEFS", "signals": [{"quote": "in the amazon case ... it's 15 cents per gigabyte per month that's what we charge", "stance": "neutral", "confidence": | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVJPWEBRPK2WG8418NKEFS", "signals": [{"quote": "i'd like to see more discussions about how to use s3 for all kinds of scenarios in the enterprise in businesses you kn | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVJPWEBRPK2WG8418NKEFS", "signals": [{"quote": "companies like amazon will charge you a hundred dollars per virtual machine that you have to fedex to them on a hard d | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVXER3NC7J0K191N2M3A2G", "signals": [{"quote": "we tried this early on in Mahalo when I first got here with uh Amazon ec2 and um we still needed it we still needed an | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZW56BTX1KANZ23533N2Y4D", "signals": [{"quote": "if you look at at amazon with their ec2 platform they give you an either", "stance": "bullish", "confidence": 0.8, "si | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZW56BTX1KANZ23533N2Y4D", "signals": [{"quote": "the newer challengers of amazon and of microsoft as you have really to be looked into seriously because they give you | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZW56BTX1KANZ23533N2Y4D", "signals": [{"quote": "some of the lessons learned is i think early on i decided the company decided that it's very hard to change user behav | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZW56BTX1KANZ23533N2Y4D", "signals": [{"quote": "one of the reasons we like the email flow is there are already email standards and security around it and we just plug | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZW56BTX1KANZ23533N2Y4D", "signals": [{"quote": "we literally built our own data centers and we still run most of our operations in our own data centers over a year af | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZW56BTX1KANZ23533N2Y4D", "signals": [{"quote": "i would uh look to the market first so if it's acceptable to the market that you know i'm not fascinated compliant in | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWJBGNQKWN1ACGPMC70A0Q", "signals": [{"quote": "I mean I think they're making the right call I mean apple is just so far ahead of frankly anyone in terms of successfu | observed | artifact ↗ | 2010-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZWJBGNQKWN1ACGPMC70A0Q", "signals": [{"quote": "I mean they're sort of trying desperately to carve out some kind of new Niche for the Kindle like what Kindle was the | observed | artifact ↗ | 2010-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M31XJFFR8FBGM4BNJ4G34CPH", "signals": [{"quote": "we did this I did this thing with Amazon a decade ago where it's like you look at all of these places in which they we | observed | artifact ↗ | 2026-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M34GR4KZFRWZEE644BM4MEB0", "signals": [{"quote": "Amazon is absolutely terrified that they will not be the front door to commerce. They got to stop this at all costs", | observed | artifact ↗ | 2026-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M34GR4KZFRWZEE644BM4MEB0", "signals": [{"quote": "I've used Amazon's internal AI to be like, 'Hey, I'm looking for this or that product.' It works okay, but it's not li | observed | artifact ↗ | 2026-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M34GR4KZFRWZEE644BM4MEB0", "signals": [{"quote": "when you're asking questions, it does a really good job of navigating the reviews and comments.", "stance": "neutral", | observed | artifact ↗ | 2026-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M34GR4KZFRWZEE644BM4MEB0", "signals": [{"quote": "It knows everything you've you've been talking about and doing in Amazon. So, it's obviously got that data.", "stance" | observed | artifact ↗ | 2026-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M34GR4KZFRWZEE644BM4MEB0", "signals": [{"quote": "I mean this I mean I thought Amazon invested in Claude. Why don't they just redo Alexa and make it back powered by Cla | observed | artifact ↗ | 2026-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3N3PRRNZHKR7ZRRQX2B24C4", "signals": [{"quote": "amazon that has a great platform and taking upwards of 10 percent right", "stance": "neutral", "confidence": 1, "signa | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3N3PRRNZHKR7ZRRQX2B24C4", "signals": [{"quote": "even amazon amazon themselves with with you know the upselling that they do on on their platform", "stance": "neutral" | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GE8M8AZRZPZ9VQ5QYS1DDG", "signals": [{"quote": "that practice has now, I think, happened at Amazon and happened at Google. I think they've made investments in other A | observed | artifact ↗ | 2025-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GE8M8AZRZPZ9VQ5QYS1DDG", "signals": [{"quote": "You're going to see the hyperscalers. You're going to see Amazon and Meta and these guys back involved in the stable b | observed | artifact ↗ | 2025-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GE8M8AZRZPZ9VQ5QYS1DDG", "signals": [{"quote": "And so I think they're in a great position to partner with or do some of these things themselves.", "stance": "bullish | observed | artifact ↗ | 2025-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GE8M8AZRZPZ9VQ5QYS1DDG", "signals": [{"quote": "So you've got to get well, who has all the merchants? Amazon and Meta, right?", "stance": "neutral", "confidence": 0.7 | observed | artifact ↗ | 2025-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GGG71ZK5R87PQJ6ZC3JMGV", "signals": [{"quote": "Will Amazon and buy.com had very different strategies, even different portfolios of products that they initially sold. | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GGG71ZK5R87PQJ6ZC3JMGV", "signals": [{"quote": "Actually, I just haven't done the math on it. I'm not arguing with you, actually. No. Because it's two of the most val | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GGG71ZK5R87PQJ6ZC3JMGV", "signals": [{"quote": "But it's so interesting. I remember the book, The Long Tail and all that. But it's created incredible economies. So if | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GK8XRGPC4SS633EZNNHM5G", "signals": [{"quote": "you've got Amazon, you've got Apple, you know, if I'm at any of those companies, I'd be funding a open source competit | observed | artifact ↗ | 2025-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GK8XRGPC4SS633EZNNHM5G", "signals": [{"quote": "you look at that Amazon example, when we spoke to the, the, uh, LaFont brothers at Code 2, where they're, they're not | observed | artifact ↗ | 2025-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GK8XRGPC4SS633EZNNHM5G", "signals": [{"quote": "it reminds me a little bit of Amazon back in the day, Amazon had this monopoly retail business. They could use to subs | observed | artifact ↗ | 2025-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GR5ZR6BEZ1J0MT37BEEZR3", "signals": [{"quote": "Amazon, if you recall, Bill, and I know you do, it peaked at 243 bucks a share in 1998. But at the start of 2000, it's | observed | artifact ↗ | 2025-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GR5ZR6BEZ1J0MT37BEEZR3", "signals": [{"quote": "split-adjusted from the high in 2000, which was this 150, that's equivalent to about 47 cents split-adjusted today. So | observed | artifact ↗ | 2025-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GR5ZR6BEZ1J0MT37BEEZR3", "signals": [{"quote": "And by the way, it went public at 17 and broke issue. Yes. Wow. Wow. So it traded under issue for about two months.", | observed | artifact ↗ | 2025-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GVVYF9DCPFE1SS69SRQ7AD", "signals": [{"quote": "It was basically, basically AWS and, and, uh, and the app store kind of launched around 07 or 8 together. And marketin | observed | artifact ↗ | 2025-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GZ5JWXEAC6RG14PHW4YGYD", "signals": [{"quote": "I, first off, good catching this. It's a interesting thing that it was sort of buried in the blog post, uh, and part o | observed | artifact ↗ | 2026-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GZ5JWXEAC6RG14PHW4YGYD", "signals": [{"quote": "I'm glad Amazon's doing this. We'll see if it actually does have any positive effect.", "stance": "bullish", "confiden | observed | artifact ↗ | 2026-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GZ5JWXEAC6RG14PHW4YGYD", "signals": [{"quote": "So it does seem like a good first step to winning people over.", "stance": "bullish", "confidence": 0.8, "signal_class | observed | artifact ↗ | 2026-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GZ5JWXEAC6RG14PHW4YGYD", "signals": [{"quote": "Amazon did this with like perplexity and stuff. They were like, no, you guys cannot come like use your agents to come | observed | artifact ↗ | 2026-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H1QCFNY4QXJ3FKMA9RB83M", "signals": [{"quote": "So Amazon took this huge lead with AWS in the hosted server business. Everyone was afraid of that. Google had a piece | observed | artifact ↗ | 2025-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X71HJYHMZSNTM2YA3Y4NH4", "signals": [{"quote": "You look at Amazon, generally the same product.", "stance": "neutral", "confidence": 0.6, "signal_class": "fact_claim" | observed | artifact ↗ | 2026-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X71HJYHMZSNTM2YA3Y4NH4", "signals": [{"quote": "we were very inspired by Amazon since the very beginning, Amazon being the more traditional consumer obsessed company | observed | artifact ↗ | 2026-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X71HJYHMZSNTM2YA3Y4NH4", "signals": [{"quote": "The customer obsession thing is something that sounds obvious now. Maybe Amazon really pioneered this way of thinking. | observed | artifact ↗ | 2026-10-13 | promoted | 0.50 |
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source.document.reference | {"kind": "video", "title": "Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis — amazon", "source_id": "01KXRSFY0M8JSJE8YK8NNVZDCD-m-cbc62794911ff31b", "e | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare — amazon", "source_id": "01KXRSFY1EQSHJ1S3GW6Y99BFM-m-cbc62794911ff31b", "extract_ref": "artifact:sh | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV — amazon", "source_id": "01KXRSFY3SCEM68P9GNFJD4A74-m-cbc62794911ff31b", | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick — amazon", "source_id": "01KXRSFY4DSG5NZ97VAVX43R61-m-cbc62794911ff31b", "extract_ref": "a | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Europe's Free Speech Failure and the \"Censorship Industrial Complex\" with Sarah B. Rogers — amazon", "source_id": "01KXRSFY64T6WTW66FNGRZ9F8X-m-cbc62794911ff31b", "extrac | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Adam Carolla on California’s Collapse: Fires, Failed Leadership, and Gyno-Fascism — amazon", "source_id": "01KXRSFY7G6S7FX3179NW3Z4Q2-m-cbc62794911ff31b", "extract_ref": "a | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "All-In's 2026 Predictions — amazon", "source_id": "01KXRSFY7SXCTP00EY0WMTR0DG-m-cbc62794911ff31b", "extract_ref": "artifact:sha256:182934c0c2dc364d97d6b3c131b4cdaac6384cbd7 | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias — amazon", "source_id": "01KXRSFYCN5QPN4DCA0XV3J6HX-m-cbc62794911ff31b", | observed | artifact ↗ | 2026-07-19 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy — amazon", "source_id": "01KXRSFYM2E3EEVMMPW4DPJ1PQ-m-cbc62794911ff31b", | observed | artifact ↗ | 2026-07-20 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Winning the AI Race Part 5: President Trump on the AI Action Plan — amazon", "source_id": "01KXRSFYMEGP72T2Y642Q8SF8F-m-cbc62794911ff31b", "extract_ref": "artifact:sha256:4 | observed | artifact ↗ | 2026-07-20 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson — amazon", "source_id": "01KXRSFYVYPH6RYHTV1AWRY7X8-m-cbc62794911ff31b", "extract_ref": "artif | observed | artifact ↗ | 2026-07-21 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy — amazon", "source_id": "01KXRSFYXZSWXRJ5WWB223ASXZ-m-cbc62794911ff31b" | observed | artifact ↗ | 2026-07-21 | normalized | 0.95 |
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