Amazon.com, Inc.

Jason support ×2 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E296 · 2026-11-07 ▶ 1:12:48

running local models first and then falling back to them because we don't want to be throttled. We want to have unmetered intelligence.

Chamath support ×2 ▲ on 🤖 Own AWS, Azure and GCP and nothing else — the clouds capture the AI application dollars E296 · 2026-11-07 ▶ 1:10:41

To the extent that that happens, maybe you'll get some regulatory capture on the one end, but you're going to constrain the supply so severely on the other, that the real people that will be in control of it are Meta, Amazon, Google, Microsoft, and SpaceX.

Chamath support ×2 ▲ on 🤖 Independent frontier-model labs lose to hyperscaler capital E296 · 2026-11-07 ▶ 57:54

And now that is important because Anthropic and OpenAI are in a very fast recursive loop. They're on a 60 to 90 day loop in improving their models. So now all of a sudden, without an infinite amount of supply coming online, you can slow these folks down.

Jason support ×1 ▲ on 📈 Amazon as a long-term compounding hold E295 · 2026-10-30 ▶ 1:14:00

Amazon also owns a big piece of Anthropic. They're going to be a big winner.

Friedberg support ×2 ▲ on 🤖 Own AWS, Azure and GCP and nothing else — the clouds capture the AI application dollars E295 · 2026-10-30 ▶ 1:03:30

When I say it's complicated, I think there's a story you can build in the Cloud business that shows the next couple of years of really progressive growth in that business.

Sacks reversal ×2 ▲ on 🤖 Independent frontier-model labs lose to hyperscaler capital E295 · 2026-10-30 ▶ 31:19

So you add it all up, and this is a company with over 300 billion of dry powder or it will soon have that. So then you've got all these Anthropic bears who are saying they've made all these CapEx commitments in the future, that they're never going to be able to live up to. Actually, this secures those commitments because they've got the capital now to basically back up all of those compute orders, all the forecasts of CapEx spending till, I don't know, 2030

Friedberg support ×2 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E295 · 2026-10-30 ▶ 15:51

I've talked a lot about moving to open source, and we have our own cluster installed with our own kind of open source now.

Jason oppose ×2 ▼ on 🤖 Personal AI agents put the App Store's 30% take and opaque subscription/retail economics on notice E294 · 2026-10-23 ▶ 30:11

Amazon has blocked these and subsequently, Grok now will tell you, my Amazon shopping bot says, I can no longer check out for you, but I can put it into your shopping cart, tell me which address, which card you want and I'll tee it all up for you, but I won't hit the buy button. So it's being adjudicated in real time right now and I think that's probably where we wind up.

So I think you see banks saying, do not, I do not allow you to interact with me with your agent period.

It all depends on where you shift the profit pool. Today, they all live in NVIDIA and the memory industry, and they're being shifted towards the hyperscalers, people who have large compute available because at one, it will become less about the chips, it will become more about the availability of compute

we preference open-source, open-weight, because it allows us to modify the weights and train them. Something which most people don't talk about is, it allows us to interrogate the chain of thought. Because, over time, what's going to happen is, all of those enterprises are going to need explainability, auditability, and verifiability.

Jason support ×1 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E294 · 2026-10-23 ▶ 6:39

Wow, we're back to the future. People staying at their own data centers, yeah.

Chamath support ×3 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E294 · 2026-10-23 ▶ 4:50

Ever since Alex Carp's commentary on CNBC about data sovereignty, buying patterns have changed. And I think people are being a lot more methodical. They are building out their own data centers or at least moving into VPCs, virtual public clouds.

Chamath oppose ×2 ▲ on 🤖 Own AWS, Azure and GCP and nothing else — the clouds capture the AI application dollars E294 · 2026-10-23 ▶ 4:50

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

Jason support ×2 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E293 · 2026-10-17 ▶ 1:15:46

That you own and that you have AI sovereignty, you're not educating a frontier model company.

Sacks support ×3 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E293 · 2026-10-17 ▶ 1:15:12

And so what you're seeing in the enterprise right now is that for a lot of enterprise workloads, you don't need a general superintelligence. You don't need a frontier model. You need a small specialist model that's been trained on your own data.

Friedberg support ×1 ▼ on 🤖 Personal AI agents put the App Store's 30% take and opaque subscription/retail economics on notice E292 · 2026-10-10 ▶ 1:28:06

You can go run 50 website searches at the exact same time. And you can short circuit the loop because the software's ability to get that data is faster than the human's ability. So now the loop is go check 50 websites instantly, give me a result right away.

Jason support ×2 ▼ on 🤖 Personal AI agents put the App Store's 30% take and opaque subscription/retail economics on notice E292 · 2026-10-10 ▶ 1:26:39

But you look at Amazon blocking agents combined with Shopify saying, let's go for it, or Uber and DoorDash are now letting agents go in there and order your burrito or your car. But there's a whole compression of the commerce layer occurring at the same time of the compression of software that Chamath is talking about, which will lead to massive deflationary cost savings and speed.

Chamath support ×2 ▼ on 🤖 Personal AI agents put the App Store's 30% take and opaque subscription/retail economics on notice E292 · 2026-10-10 ▶ 1:23:11

someone was describing to me that they in Grok Bot said, save me money. And it just kind of like goes through their inbox, it finds all of these different things, and it went and canceled a couple of subscriptions and it changed their phone plan and all of a sudden, they're saving like a few thousand dollars a year.

Sacks support ×1 ▼ on 🤖 Personal AI agents put the App Store's 30% take and opaque subscription/retail economics on notice E292 · 2026-10-10 ▶ 1:00:34

In fact, SI will eat the internet because there's no reason to basically go looking on a website when you can just ask your question to your highly personalized agent or model, and it's going to give you the answer.

Jason support ×1 ▼ on 🤖 Personal AI agents put the App Store's 30% take and opaque subscription/retail economics on notice E290 · 2026-09-26 ▶ 1:16:56

Shopify, Sacks, added API access to all the Shopify stores there. So this seems like maybe Amazon's making a strategic mistake here by not embracing the tech.

Chamath support ×2 ▼ on 🤖 Personal AI agents put the App Store's 30% take and opaque subscription/retail economics on notice E290 · 2026-09-26 ▶ 1:13:53

The second thing though is really interesting. Things like Grokbot and Muse really put the App Store and its 30 percent rev share on notice. Why? Because all of a sudden, what you do is you force many of these services to exist headlessly, right?

Sacks support ×1 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E290 · 2026-09-26 ▶ 45:21

I fully understand that the majority of tokens will go to open models or commodity intelligence.

Jason support ×2 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E290 · 2026-09-26 ▶ 44:31

We need people to use those models so they have sovereignty, so you're not giving your data to the frontier model so that they don't get that tip of the spear superintelligence edge, which is why people are disengaging.

Friedberg support ×3 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E290 · 2026-09-26 ▶ 38:08

Separately, I think most of the enterprise applications are going to be run using these open weight models.