Amazon CEO Andy Jassy on the $220 Billion AI Buildout

Notes

1. ▶

   How Much Has Amazon Grown Since 2021? at 1:43

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   Andy Jassy tells Ben Horowitz and Erik Torenberg that compared with 2021, when he took over as CEO, Amazon's overall revenue is about 80 percent higher, AWS… Full answer

2. ▶

   How Fast Is AWS Growing? at 4:24

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   Andy Jassy says AWS grew 36.7 percent year over year last quarter, on a $169 billion annual revenue run rate. Full answer

3. ▶

   How Fast Did Amazon Build Fulfillment? at 6:40

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   Andy Jassy says Amazon decided to build out its fulfillment network and last mile transportation network aggressively and quickly in the early part of the… Full answer

4. ▶

   Why Is $220 Billion of Amazon CapEx Still Not Enough? at 10:40

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   Andy Jassy says Amazon expects to spend about $220 billion of CapEx in 2026, and even at that level the company is leaving a meaningful amount of demand on… Full answer

5. ▶

   Do Golf Courses Use More Water Than Amazon Data Centers? at 18:01

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   Andy Jassy says golf courses consume 200 times more water than all of Amazon's data centers, and more water in two days than those data centers use in a year. Full answer

6. ▶

   How Does Amazon Split Memory Between AI and Core Customers? at 24:26

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   Andy Jassy says Amazon has to split scarce memory between HBM for AI accelerators and DRAM for core, non-AI customers. Full answer

7. ▶

   Why Did Amazon Buy Annapurna Labs? at 27:58

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   Andy Jassy says Amazon did not buy Annapurna Labs in 2015 for AI chips. Full answer

8. ▶

   Why Did Amazon Invest in Anthropic and OpenAI? at 33:45

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   Andy Jassy says Amazon's investments in Anthropic and OpenAI come down to who the teams are, the technology and the models they have built, some of the… Full answer

9. ▶

   How Does AI Change How Companies Fix Security Flaws? at 41:46

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   Andy Jassy says companies will have to rewrite almost all of their code so agents can update pieces of it under real constraints, and so security fixes can… Full answer

10. ▶

    Why Did Amazon Rebuild Alexa? at 48:02

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    Andy Jassy says Amazon had to rewire Alexa because generative AI made the old brains too limited to stay relevant. Full answer

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