The Minutes of Dylan Patel on aws https://minutesof.com/dylan-patel/on/aws/ Everything Dylan Patel has said on aws: 2 verbatim quotes between September 2025 and July 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:22:22 +0000 Patel says AWS beat on gross margins because Bedrock was highly profitable. https://minutesof.com/q/329bb607-c0c2-4874-a82a-205066d9fb0f/ https://minutesof.com/q/329bb607-c0c2-4874-a82a-205066d9fb0f/ “On Amazon's most recent earnings call, they talked about how AWS had a strong gross margin beat. Right? They won on gross margin because Bedrock was so profitable.” — RAISE Summit Thu, 16 Jul 2026 16:44:57 +0000 aws Patel predicts AWS revenue growth will reaccelerate after consistent deceleration due to Anthropic and new dat https://minutesof.com/q/62b39bc8-1e44-4f9d-b9b5-d25bb37cda66/ https://minutesof.com/q/62b39bc8-1e44-4f9d-b9b5-d25bb37cda66/ “AWS has been decelerating revenue. Year on year revenue has been falling consistently. And and our big call is that it's actually going to start reaccelerating.” — a16z Mon, 22 Sep 2025 13:01:51 +0000 aws