The Minutes of Brad Gerstner on amazon https://minutesof.com/brad-gerstner/on/amazon/ Everything Brad Gerstner has said on amazon: 9 verbatim quotes between October 2023 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:49 +0000 Gerstner references Henry Blodgett's $400 Amazon call in 2000 as historical precedent for AI investments. https://minutesof.com/q/4ac7b5bb-d43b-4aa9-aa5d-338c2683c4c6/ https://minutesof.com/q/4ac7b5bb-d43b-4aa9-aa5d-338c2683c4c6/ “I talked about Henry Blodgett's 400 call on Amazon back in 2000. Right? What do you think Amazon is today relative to the $400 call that Henry Blodgett made in 2000?” — CNBC Television Thu, 12 Jun 2025 17:50:39 +0000 amazon Gerstner notes Amazon is up 87x since Blodgett's 2000 call, validating long-term thinking. https://minutesof.com/q/cb2823c6-9e97-4367-aa5d-8fd037b43b7f/ https://minutesof.com/q/cb2823c6-9e97-4367-aa5d-8fd037b43b7f/ “Amazon is up 87 times today from where it was when he made that call.” — CNBC Television Thu, 12 Jun 2025 17:50:39 +0000 amazon Gerstner recounts Amazon peaked at $243 in 1998, fell to $26 after Blodgett's $400 call. https://minutesof.com/q/94e0bd25-ff4f-417c-bed8-b18d31825e65/ https://minutesof.com/q/94e0bd25-ff4f-417c-bed8-b18d31825e65/ “Amazon, if you recall, Bill, and I know you do, it peaked at $243 a share in 1998. But at the start of 2000, it's at $150 a share.” — BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 amazon Gerstner earned 100x returns on Amazon in public markets, returns now going to private investors instead. https://minutesof.com/q/4bfaeb57-cf43-4ffb-b8ad-63cfb6e177cc/ https://minutesof.com/q/4bfaeb57-cf43-4ffb-b8ad-63cfb6e177cc/ “So I earned a 100 x return in the public markets. Right? By all accounts, venture capitalists would do back flips for that return, but those returns were going to private market participants.” — Upfront Ventures Thu, 13 Mar 2025 21:33:08 +0000 amazon Gerstner praises Jassy's efficiency focus at Amazon retail, expects margin expansion as investment thesis. https://minutesof.com/q/2bf1de93-3be6-45eb-a95c-900e0809de32/ https://minutesof.com/q/2bf1de93-3be6-45eb-a95c-900e0809de32/ “Why are we in Amazon? Because we think the retail businesses margins are gonna go up. Jassy has absolutely found religion.” — CNBC Television Tue, 11 Jun 2024 17:21:48 +0000 amazon Gerstner says he was concerned a year ago that Microsoft's OpenAI partnership would cause Amazon customers to https://minutesof.com/q/4c29463c-03e3-4be7-b7a7-2c8f22328c5c/ https://minutesof.com/q/4c29463c-03e3-4be7-b7a7-2c8f22328c5c/ “A year ago, I was concerned and some others were whether or not Microsoft's early lead because of their partnership with OpenAI would cause a bunch of customers to leave Amazon and go to Azure in order to take advantage of the benefits of OpenAI.” — CNBC Television Fri, 02 Feb 2024 18:54:25 +0000 amazon Gerstner forecasts Microsoft, Amazon, and Snowflake will accelerate growth rates, calling this unprecedented a https://minutesof.com/q/836e0b05-83ca-4b66-bc71-7adbf9cbd11d/ https://minutesof.com/q/836e0b05-83ca-4b66-bc71-7adbf9cbd11d/ “We expect our forecast is that Microsoft and Amazon, you know, Snowflake, they'll all accelerate their growth rates this year. Right?” — BG2 Pod Thu, 25 Jan 2024 16:07:19 +0000 amazon Gerstner cites Amazon CodeWhisperer reporting 56% increase in engineering productivity from AI coding tools. https://minutesof.com/q/2d8e05c8-cbd0-48d0-8673-7920bb71b4ac/ https://minutesof.com/q/2d8e05c8-cbd0-48d0-8673-7920bb71b4ac/ “I think Amazon CodeWhisperer, so this is a cogeneration copilot Mhmm. Is reporting that they've seen 56% increase in engineering productivity” — Joe Lonsdale Wed, 25 Oct 2023 18:32:55 +0000 amazon