$AMZN Amazon Tape Reports
Per Ticker.id: $AMZN Amazon Tape Reports — 777 podcast mentions across 55 podcasts (30 days), latest 2026-08-26 23:16 UTC.
Stig Brodersen I think it's safe to say that Palantir has not yet been tested by competition, but I also think that it's easier said than done to switch from building tools that are just good enough to tools that are actually best in class. And not only one tool, we're not talking about Slack, but a tool as comprehensive as what Palantir built. And we said in both of our Google and especially our Microsoft episode, that's what they do, you know, good enough tools that they can just put into the ecosystem and it works because they sell it to these enterprise customers. And I should also say that Palantir is not taking their market. So Google can sell their bundle just like they did in the past, and Microsoft can do the same. So they're not necessarily competing. So you don't have to invest just as a defense mechanism basically. And you often hear me say that I don't like to bet on companies that compete with the likes of Google, Microsoft, or Amazon. But I think in this case, I don't know, I think they're way too bloated and just not flexible enough to compete with a company like Palantir on that ontology front. I mean, I told you before that if you ask yourself which of these companies should have actually sent out FDEs, these forward deployed engineers, to enterprise customers to set up their tools. I think none of them would've done that. All of them would've settled for keeping the engineers in-house and deploy them for their software solutions where they make 60% margins, right? And I mean, Microsoft is trying to do that right now, the billing ontology layer, but I don't know, looking at it, and by the way, they call it Fabric IQ, I would call it an attempt at best. I think it makes sense for them just to better connect all of the different products they have, But I don't see it rivaling Palantir anytime soon. And this goes back to this sort of good enough, you know, you're good enough to connect all your tools. This is so far away from what Palantir is building for the highest class customers that I think it's a reach to say that this will compete with Palantir anytime soon.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27Okay. And I also thought it was interesting, you know, Andy Jassy loves you, okay? But he's building his own chips and good for him. But when they wanted to expand Amazon Web Services, they, they bought 2 million more NVIDIA GPUs. That's quite a commitment from someone who in some places is considered to be a competitor.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26I think that's part of the— I think it's part of the problem. But they have a lot of cash to to spend. I think that there is, you know, I think that's why they're starting to message to their shareholders that they're going to start cutting costs a little bit because shareholders have started to hit their stocks. You see someone like Amazon that's spending more than their entire, entire operating cash flow on, on CapEx. That's very significant. Amazon makes a lot of money. Right. But that being said, the question is, is that, you know, will this reap rewards? So far we're seeing, you know, signs that, that it will. You know, of all the names that we, you know, we like in terms of sort of balancing the discipline with the spending, I would say, you know, we would prefer names like sort of Microsoft and also Google to a certain extent, you know, over some of the others.
Rami Sarafa — Bloomberg Intelligence · Earnings Special: Nvidia's Sales Forecast Fails to Impress Wall Street · 2026-08-26They have not. Become more disciplined. I think that's— I think that's part of the— I think it's part of the problem. But they have a lot of cash to spend. I think that there is, you know, I think that's why they're starting to message to their shareholders that they're going to start cutting costs a little bit because shareholders have started to hit their stocks. You see someone like Amazon that's spending more than their entire, entire operating cash flow on, on CapEx. That's very significant. Amazon makes a lot of money. Right. But that being said, the question is, is that, you know, will this reap rewards? So far we're seeing, you know, signs that it will. You know, of all the names that we, you know, we like in terms of sort of balancing the discipline with the spending, I would say, you know, we would prefer names like sort of Microsoft and also Google to a certain extent, you know, over some of the others.
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Speaker F — The Vergecast · Meta will cut teens off of Instagram after two hours · 2026-08-26So for question number 1, why did all of these civilizations emerge, uh, roughly the same time? What do you think? Do you think that this is incorrect and that these civilizations, uh, probably existed far earlier than that, but there's no evidence of them because of time and just erosion and natural catastrophes and fill in the blank, all the factors. And/or we have not discovered some of these yet, like some of the weirdness of the Amazon, you know, as they find these what appear to be the grids of ancient cities that are hidden in the jungle that they're discovering with LiDAR and these other technologies that were unavailable until fairly recently. So we know that not only was the Amazon —filled with people, but it was filled with millions of people, and that's crazy. That is a crazy shift in the way we used to look at the Amazon just a few decades ago, and we don't know who these people were. We don't know— like, if you go really far back, like, the Olmecs is just a word. We gave them that word. We don't know what the fuck they were doing. We have no idea what they looked like. We know some of the heads look roughly either Polynesian or perhaps even African. It's very strange. Very strange. Big giant heads that are left behind, and that's like the cornerstone of what we understand about the civilization. Okay, what? How long? 6,000 years, we think. Who knows? It's just a rough guess. Like, there's really nothing to go on. Do you think that this is just like as far back as we can find stuff, or do you think— well, what do you think?
Joe Rogan — The Joe Rogan Experience · #2546 - Michael Button · 2026-08-26I mean, think if you go from hunter and gathering where you're constantly moving nomadic tribes, people, bunch of people stick together, you're in tents or whatever, and then all of a sudden you're stationary and you've developed agriculture and you stay put. And then there's hunter-gatherer tribes that still exist because guess what? They still exist today. So it's not like it was a uniform discovery of agriculture. Everybody adopted it and there was no more hunter-gatherer tribes and there's no more tribes of wandering marauders. So there's still these tribes of wandering marauders, and so now you have to defend this spot because you're stuck there because your dumbass built a house. Or like, the Mongols used to make fun of people that lived in houses. They, you know, they thought they were fools, and they lived in felt tents, period. That's how you're supposed to live. You keep moving. And this idea of staying put, like, look at these idiots. Like, we're just gonna go sack their city. Like, they really had no respect for people that were so stupid that they stuck themselves behind walls. Like, you assholes can't even run away. We're gonna launch lit human beings on fire with catapults onto your thatched roofs and set everything ablaze. You know, turns out people are really good at starting fires when you light them on fire, 'cause we're fatty. Yeah. Mongols figured out a lot of cute stuff. But, you know, it makes sense that that's when war would become ubiquitous. This episode is brought to you by Ketone IQ. I've tried a lot of supplements, but for years there's been one thing that I've been obsessed with to keep my brain locked in, and that's ketones. An energy molecule our brains naturally create when pushed to our limits. Ketones used to cost thousands of dollars a shot and were only used by super elite people. But now, thanks to a $6 million research contract with the military, Ketone IQ had a breakthrough and you can finally get ketones online on Amazon or at Target for $5 a shot. They don't taste good, but damn, do they work. Trust me, if you rely on your brain for your day-to-day success like I do, Take Ketone IQ. I take it and I love it. I feel sharper. I make better decisions.
Joe Rogan — The Joe Rogan Experience · #2546 - Michael Button · 2026-08-26Amazon River canoe. Wow.
Jamie Vernon — The Joe Rogan Experience · #2546 - Michael Button · 2026-08-26