https://minutesof.com/on/aws/ Everyone on the record about aws: 5 verbatim quotes from 2 people, June 2020 to July 2026, in one chronology, each with a timestamp and a link to its… en Sun, 30 Aug 2026 22:32:48 +0000 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.” — Dylan Patel, RAISE Summit Thu, 16 Jul 2026 16:44:57 +0000 aws 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.” — Dylan Patel, a16z Mon, 22 Sep 2025 13:01:51 +0000 aws https://minutesof.com/q/0818b7a9-f534-4cb5-9037-b7de373c9007/ https://minutesof.com/q/0818b7a9-f534-4cb5-9037-b7de373c9007/ “Amazon spent over a $100,000,000,000 on AWS, invested for over eight years before they saw profitability in that business.” — Brad Gerstner, BG2 Pod Thu, 11 Jul 2024 20:24:05 +0000 aws https://minutesof.com/q/ccd2dc2d-6afd-4b1d-bbe1-89a0c177ae35/ https://minutesof.com/q/ccd2dc2d-6afd-4b1d-bbe1-89a0c177ae35/ “I think there is a lot of worry about, you know, if Microsoft has access to OpenAI and Amazon doesn't, is that going to put them at a disadvantage if open AI is a runaway winner?” — Brad Gerstner, CNBC Television Tue, 11 Jun 2024 17:21:48 +0000 aws https://minutesof.com/q/c210d6f2-8837-42d5-b740-5e5cc79d99da/ https://minutesof.com/q/c210d6f2-8837-42d5-b740-5e5cc79d99da/ “But the fact of the matter is because of AWS, GCP and Azure, software companies are scaling faster” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 aws