Amazon ($AMZN) podcast mentions
I think we should talk about the fact that Amazon, Microsoft, Google are helping power these hacks.
Ed Zitron · The Diary Of A CEO with Steven Bartlett · AI Debate Ed Zitron, Andrew McAfee, Nate Soares, Roman Yampolskiy · 2026-09-17But you're missing out an important detail, which is the hundreds of billions of dollars in infrastructure provided by Microsoft, Google, Amazon, and Oracle. To be clear, the harms are very similar. We are not disagreeing on that, but I think it's important to know that this was a function of where it was making decisions, was it was checking on a decision tree based on the harness, based on the training data, which isn't a lot. It's not a decision tree. I know. But it's an alignment issue still. I will agree.
Ed Zitron · The Diary Of A CEO with Steven Bartlett · AI Debate Ed Zitron, Andrew McAfee, Nate Soares, Roman Yampolskiy · 2026-09-17I think we've spent an alarming amount of time not talking about the actual harms of AI as it is today. I think these are necessary conversations to have. I think we should talk about the fact that Amazon, Microsoft, Google, Oracle are helping power these hacks, that Sam Altman and Dario Amadei have overseen companies that have done what is tantamount to felony hacking, that we are not having discussions about how to stop this today, but what we might stop tomorrow. And I think in general, we also need to worry about the financials, which have not come come up at all. But if there is an industry slowdown, how do you deal with the $1.3 trillion of compute commitments? All of these are very real things that will have very real consequences very, very soon. But, and I understand why, and it's necessary to discuss what we do around AI, the actual regulatory thing we need to do today is cut off the compute, slow down these labs fully. And I don't, I don't care about China here. What are they gonna do, distill a model like they have the time, they are capped on our progress. So what the biggest thing to do is to slow down.
Ed Zitron · The Diary Of A CEO with Steven Bartlett · AI Debate Ed Zitron, Andrew McAfee, Nate Soares, Roman Yampolskiy · 2026-09-17But this is what the world is now pricing in. So why is this so important? It's this slide. If you're going to build a trillion and a half dollars a year in CapEx, somebody has to pay for it. Microsoft's not paying for it, they're building it to rent it. Google's not paying for it, they're building it to rent it. Amazon's building it to rent it. Well, who is the person renting it? We have to have the offtake revenues in order to pay that rent. So if we exit this year around, you know, let's call it $200 billion of run rate revenue, that's below the, the years there. I think you have to go from $200 to $450 to $800 or $1 trillion just to keep up. The blue bar is the expected CapEx just from the Mag Five, and the orange bar is the offtake revenue, the gap offtake revenue that we need to see in order to keep this trade intact over the course of the next few years. Otherwise, we can't build this much CapEx.
Brad Gerstner · All-In with Chamath, Jason, Sacks & Friedberg · Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem · 2026-09-17And I think it was Bank of America that had this really incredible chart that went viral on FinTwit showing sort of this profound shift in markets where the hyperscalers like the Alphabets and Amazons of the world, they were collectively seeing their free cash flow turn negative, while semiconductor companies that are designing and manufacturing the chips powering this AI revolution, they're the beneficiaries, and their cash flows have correspondingly skyrocketed. So the capital intensity is scaling up. That'll be a theme in today's episode, I think. And, you know, much more capital is being required for Alphabet to maintain its business than even was just the case 18 months ago.
Preston Pysh · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley · 2026-09-17An Italian restaurant can pay to be the very first result that shows up in your town when you Google restaurants near me, and that's very valuable digital real estate because it's linked to real economic activity that may happen, like you going out in the world and ordering food at a restaurant. Whereas, like I said, these more abstract conversations with LLMs are really not particularly appealing to advertisers who have lots of better options for more accurately targeting their ideal customer, whether that be via Google Search or Facebook, Amazon, or Reddit, whatever it is. They have tons of tools at their disposal. Now, I don't want to make it sound like LLMs are objectively not a good way to do targeted advertising, but we certainly have to put into context just how well they can stack up against something like Google Search and what the limitations are.
Preston Pysh · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley · 2026-09-17Yeah, I would say it's a pretty impressive turn of event for Google. And speaking of cloud, that's maybe the most impressive and exciting part of the entire company right now. So the cloud division recently inflected into earning positive operating income, showing that while growth has been off the charts, this is actually a segment that Alphabet can make real money on because They actually lost money on cloud for nearly its entire existence that they scaled it and they've tried to take share from Amazon and Microsoft.
Kyle Grieve · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley · 2026-09-17We're talking about $58 billion in cloud revenue last year at a 24% operating profit margin. And so these are huge numbers, but what's even more promising is that compared to Amazon, Alphabet's cloud business was about two-thirds as profitable last year. And that doesn't necessarily sound like a good thing at face value, Amazon has been operating in the cloud space for 2 years longer than Alphabet, and that may not seem long either, but that is a meaningful amount of time in cutting-edge tech. And then it also does about twice as much in revenue, with the point being that we can actually look to Amazon's profitability with AWS as perhaps an indicator of what Google Cloud may be able to approximately accomplish. That was something that I really talked a lot about when I first looked at the company last year. So through that lens, Google Cloud is a business that's been compounding revenues at these impressive rates, 40% a year over the last decade.
Preston Pysh · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley · 2026-09-17And actually, operating income growth should be more leveraged than revenue growth going forward as margins expand. That's basically an amplifier of earnings growth on top of the revenue growth that you get. And so the crazy thing is that if anything, I actually underestimated Google Cloud's growth. And so actually in the first and second quarters of this year, cloud grew at a rate of 63% and then 82% year over year. And if we annualize their second quarter revenue, that run rate on that is in the $100 billion range, and that would be a double from where they were early last year. And so on top of that, Google Cloud's profitability is coming in just years ahead of schedule. And so their margins last quarter were nearly 36%. Which moves them from being two-thirds as profitable as AWS was in 2025 to being on par with Amazon's 2025 cloud profitability.
Preston Pysh · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley · 2026-09-17Exactly. And that's why I think, you know, SpaceX and Tesla bulls are just so excited about these AI data centers in space, which we discussed on my SpaceX picks. So, you know, renewable energy is clearly a massive competitive advantage, and having data centers in space also takes care of much of the cooling that must be very, very carefully managed. But let's look at some of the economics of Alphabet's competitors in the AI data center space. So there are a few businesses that compete in the value chain. The two best ones that I came over were CoreWeave and Nebius. Simply because they're kind of pure play and don't have financials that are obfuscated by other business lines such as, you know, an Oracle, an Amazon, or a Microsoft. Now, the problem with both businesses is that they just today remain unprofitable. So even if you are making a complaint about Google's appreciation being artificially low, they're still probably much more profitable than either Neebius or CoreWeave is today.
Kyle Grieve · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley · 2026-09-17You've been listening to the Fox News Rundown. And now stay up to date by subscribing to this podcast at foxnewspodcasts.com. Listen ad-free on Fox News Podcasts Plus on Apple Podcasts, and Prime members can listen to the show ad-free on Amazon Music. And for up-to-the-minute news, go to foxnews.com.
Speaker G · The Fox News Rundown · Evening Edition: Nonprofit Wants Guardrails and a 'Humans First' Approach to A.I. · 2026-09-16And so over time, basically that compresses out this rent extraction that's existed for a very, very long time and all kinds of other things like time delays and the like. But, and so, yeah, I mean, it's, it's purpose-built for that world. And a lot of stuff is converging all at once. Operating systems like ARK, the legal frameworks for digital dollars, the people getting comfortable that they can use this in their, in their businesses, know how to operate it, etc. And so it creates a huge opening for, you know, the Amazons and the Walmarts. And really, you talk to any major retail-facing CEO and they'll tell you how much of their margin goes to processing fees. And so I do, I do think it's, um, it's significant. But the, the whole utility model of payments is going to change, um, very, very significantly. That's a big part of what we see happening here.
Jeremy Allaire · TBPN · Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller · 2026-09-16You would hope, you know, that's where we started. I was at Amazon prior to and spent a lot of time in customer warehouses. And, you— we started around the consumer side, you know, more like you or I order up a lamp and it's broken again and something happens. And now we really service the enterprise. But it's the same thing throughout, from the mom-and-pop shop to the large enterprise. So some do have, you know, SAP and Oracle and some of these other, you know, common systems of record. But the Excel— I don't think we've met a company that doesn't use Excel spreadsheets.
Sean McCarthy · TBPN · Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller · 2026-09-16Aggregators kind of won the demand platforms— Amazon, Netflix, Uber— in the 2000s and the 2010s. But Lou, do moats exist in the world of artificial intelligence? Because it seems like one exists for 5 minutes and then another model's released and everybody moves over to ChatGPT, and then, oh, Muse is released, so now we— everybody's trying out Muse. It seems like these are incredibly fragile moats, or Or do you see it differently?
Travis Hoym · Motley Fool Hidden Gems Investing · Do AI Moats Exist? · 2026-09-16Yeah, they're tapping equity, they're tapping debt, they're tapping different currencies. We can see it from Amazon, from Alphabet, that competition for capital, the crowding out forces that we've been talking about all year. Who's the victim? Who's getting left behind?
Jonathan Ferro · Bloomberg Surveillance · Bloomberg Surveillance TV: September 16th, 2026 · 2026-09-16