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$AMZN

Amazon
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Amazon operates global e-commerce, cloud computing, advertising and digital media businesses.

sentiment mix
bull 65%bear 10%neu 25%

signal summary

latest high-conviction thesis
Calacanis: Long AMZN, urges proactive DSP driver conversion to beat socialist pressure▾

Long-term shareholder with big position increasing yearly; Amazon should proactively make DSP drivers employees (~25 cents/delivery cost) to get ahead of Mandani/NJ lawsuits; socialist arguments will win politically; be on right side of history like Schultz at Starbucks; government will force it anyway.

jason calacanisT1All-In Podcast2026-08-14
confidence 88 / 100impact High
key themes
  • AI Infrastructure72%
  • AI Economics & Business Models47%
  • Semiconductors40%
  • AI Bubble / Capex Debate31%
  • AI Hardware & Chip Architecture25%

bull thesis · 62

80 / 100
  • •Mastercard partners with Amazon on frictionless one-click payments
  • •Amazon's Trainium/Inferentia chips are strong offerings, Anthropic collaborating on integration
  • •AWS director says agent scaling requires enterprise guardrails, observability, and FinOps-like cost controls

bear thesis · 11

34 / 100
  • •Amazon's 40-year bond at 80bps spread signals mispriced risk in AI capex debt binge
  • •Kadroski calls Amazon's 40-year bond at 80bps spread ridiculous
  • •Sacks: DSP model creates jobs/flexibility; Mandani fee would cost $664/household

company research · 8 videos

mentions · 100

Michael SikandTrading $ORCL For GPT 6 Astra, Winners Of Anthropic IPO, and $QCOM's Amazon Chip Deal1 mentions · 1▲ 0▼ 0○ · 14 days ago
0:0013:0027:0041:0055:00
The InformationOpenAI Astra Sparks AGI Debate, Anthropic Pushes Into Payments & How AI Threats Shift Budgets1 mentions · 1▲ 0▼ 0○ · 16 days ago
0:0011:0022:0033:0045:00
Bloomberg TechAmazon, Qualcomm Deal Broadens the AI Chip Race | Bloomberg Tech 9/08/20261 mentions · 1▲ 0▼ 0○ · 17 days ago
0:003:007:0011:0015:00
Bloomberg TechAnthropic’s Compute Bet, Musk on AI, Apple’s New CEO | Bloomberg Tech 9/01/20261 mentions · 1▲ 0▼ 0○ · 24 days ago
0:007:0015:0022:0030:00
Bloomberg TechJackson Hole, Anthropic’s Court Win and PayPal Deal Collapse | Bloomberg Tech 8/28/20261 mentions · 1▲ 0▼ 0○ · 28 days ago
0:003:007:0011:0015:00
The InformationAI is Making Amazon Unavoidable For Brands1 mentions · 1▲ 0▼ 0○ · last month
0:002:005:007:0010:00
Scaling EuropeBREAKING: Callosum raised $100m Seed: Danyal Akarca, Co-founder at Callosum1 mentions · 1▲ 0▼ 0○ · last month
0:006:0012:0018:0025:00
20VCSpaceX Buys Cursor for $60B | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?1 mentions · 0▲ 0▼ 1○ · last month
0:005:0010:0015:0020:00
Bloomberg TechAnthropic’s $65 Billion Surge, OpenAI’s Teen Push | Bloomberg Tech 8/18/20262 mentions · 2▲ 0▼ 0○ · last month
0:003:007:0011:0015:00
Invest Like The BestWhat Happens When the AI Boom Runs Out of Money3 mentions · 3▲ 0▼ 0○ · last month
0:0015:0030:0045:001:00:00
Limitless PodcastEvery Top Investor is Making the Same AI Trade4 mentions · 4▲ 0▼ 0○ · last month
0:007:0015:0022:0030:00
All-In PodcastAnthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback3 mentions · 2▲ 1▼ 0○ · last month
0:0025:0050:001:15:001:40:00
TBPNCursor Acquisition Closes, Bezos x Liverpool, Flying Roadster, Car Week, Gen Z Trends1 mentions · 1▲ 0▼ 0○ · last month
0:0026:0052:001:18:001:45:00
Invest Like The BestEveryone Is Still Undersizing the AI Market | Eric Vishria2 mentions · 0▲ 0▼ 2○ · 2 months ago
0:003:007:0011:0015:00
Bloomberg TechIntel’s Big Raise, Apple’s iPhone Roadmap | Bloomberg Tech 8/11/20261 mentions · 0▲ 1▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
Limitless PodcastElon Just Promised Wall Street $1 Trillion a Year2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:003:007:0011:0015:00
Y Combinator100 VCs Said No. Now They're Building Data Centers in Space1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:007:0015:0022:0030:00
Bloomberg TechAlibaba's New Model, Amazon's AI Win and Apple's Next Chapter | Bloomberg Tech 8/3/20262 mentions · 2▲ 0▼ 0○ · 2 months ago
0:008:0017:0026:0035:00
The InformationMicrosoft’s 18% Revenue Growth YoY, Meta’s AI Investments Weighing On Q2 Profits1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:008:0017:0026:0035:00
Bloomberg TechApple's Stumble, Amazon's Surge and Anthropic's Hacks | Bloomberg Tech 7/31/20264 mentions · 4▲ 0▼ 0○ · 2 months ago
0:008:0017:0026:0035:00
TBPNLeopold is Back! Big Tech Earnings, Beautiful Debt, Defense Tech Deep Dive1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:0013:0027:0041:0055:00
TBPNLeopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:007:0015:0022:0030:00
Bloomberg TechMicrosoft Wins, Meta Faces Questions, Qualcomm Sees Supply Chain Challenges | Bloomberg Tech1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:008:0017:0026:0035:00
Limitless PodcastAI Stocks Crash Because They... Sold Out?2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
TBPNRSI Is Closer Than People Think, Per Tae Kim2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
TBPNBig Companies Hiring Again, Anthropic's Open-Weight Position, Zuck Backs AI for All | Diet TBPN2 mentions · 1▲ 0▼ 1○ · 2 months ago
0:006:0012:0018:0025:00
Bloomberg TechNvidia Sparks Renewed Circular Financing Concerns with New Deals | Bloomberg Tech 7/27/20261 mentions · 0▲ 0▼ 1○ · 2 months ago
0:005:0010:0015:0020:00
SemiAnalysisEp. 020 - Anthropic vs OpenAI Usage, Margins, Meta Compute, Future of MSL (Tokenomics)1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:0011:0022:0033:0045:00
Bloomberg TechAI Selloff, Apple vs. OpenAI & the Future of Defense Tech | Bloomberg Tech 7/13/20261 mentions · 1▲ 0▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
TBPN5.6 Sol + Superapp Release, AI 2040, Tibothy Joins, New Robot Hand Alert, Meta Releases Muse 1.11 mentions · 0▲ 0▼ 1○ · 3 months ago
0:0035:001:10:001:45:002:20:00
Bloomberg TechJittery Tech Markets; OpenAI Gets BofA Credit Line | Bloomberg Tech 7/08/20261 mentions · 0▲ 1▼ 0○ · 3 months ago
0:003:007:0011:0015:00
Bloomberg TechAI Chip Selloff Spreads Across Global Markets | Bloomberg Tech 7/07/20261 mentions · 1▲ 0▼ 0○ · 3 months ago
0:006:0012:0018:0025:00
Limitless PodcastTwo 24-Year-Olds Just Beat NVIDIA1 mentions · 0▲ 0▼ 1○ · 3 months ago
0:007:0015:0022:0030:00
Bloomberg TechApple, Broadcom Expand Custom Chip Partnership | Bloomberg Tech 7/06/20261 mentions · 0▲ 0▼ 1○ · 3 months ago
0:0012:0025:0037:0050:00
Dumb Money LiveGTA 6 Launch Trade: Boom or Bust for Take Two?1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:0015:0030:0045:001:00:00
Bloomberg TechApple Raises Prices, Micron Rallies | Bloomberg Tech 6/25/20261 mentions · 1▲ 0▼ 0○ · 3 months ago
0:0012:0025:0037:0050:00
Generating Alpha PodcastEpisode 55: Economic Myths with Jeff Yass - Co-Founder and Managing Director of Susquehanna1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:003:007:0011:0015:00
In Good Company with Nicolai TangenSnowflake CEO: How AI Agents Will Transform the Workplace | Podcast | In Good Company1 mentions · 0▲ 0▼ 1○ · 3 months ago
0:003:007:0011:0015:00
Bloomberg OriginalsInside the Mind of Anthropic CEO Dario Amodei | The Circuit | Extended Interview1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:007:0015:0022:0030:00
Dumb Money LiveSpaceX IPO: Get Rich or Get Wrecked1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:0010:0020:0030:0040:00
Y CombinatorHow Legora Went From YC to $100M ARR in 18 Months1 mentions · 0▲ 0▼ 1○ · 4 months ago
0:007:0015:0022:0030:00
SeedRocket TVAnthropic vs. ChatGPT, Ozempic Shakes the US Economy, and the Controversial Mythos Case | Roundtable1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:006:0012:0018:0025:00
Asymmetric InvestingWhy Alphabet Is Raising $80 Billion Right Now1 mentions · 0▲ 1▼ 0○ · 4 months ago
0:003:007:0011:0015:00
Peter H. DiamandisOpus 4.8 Drops, Demis Hassabis Predicts AGI, and the $220B Foundation | EP #2601 mentions · 0▲ 1▼ 0○ · 4 months ago
0:008:0017:0026:0035:00
Peter H. DiamandisGoogle I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #2561 mentions · 0▲ 0▼ 1○ · 4 months ago
0:0017:0035:0052:001:10:00
All-In PodcastElon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:0017:0035:0052:001:10:00
Antonio Linaresduolingo is quietly becoming something else1 mentions · 0▲ 0▼ 1○ · 5 months ago
0:002:005:007:0010:00
SemiAnalysisAWS Trainium: How Amazon Built Their Own AI Chips | Researcher Conversations at GTC1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:002:005:007:0010:00
Dumb Money LiveHe Sold Everything... Here’s What He’s Buying1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:0016:0032:0048:001:05:00
Asymmetric InvestingThe AI Bubble Is About to Burst and Here's Why1 mentions · 0▲ 1▼ 0○ · 5 months ago
0:002:005:007:0010:00
Dwarkesh PatelJensen Huang – Will Nvidia’s moat persist?1 mentions · 0▲ 0▼ 1○ · 5 months ago
0:0011:0022:0033:0045:00
Limitless PodcastThe Space Economy Is About To Explode1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:003:007:0011:0015:00
Limitless PodcastNASA's Artemis II Should Have Been a SpaceX Mission ($100B Waste)1 mentions · 0▲ 0▼ 1○ · 6 months ago
0:007:0015:0022:0030:00
itnigTerafab, mercado del software y el gran problema de las startups | Tertulia Itnig1 mentions · 1▲ 0▼ 0○ · 6 months ago
0:0022:0045:001:07:001:30:00
Limitless PodcastAnthropic, SpaceX, OpenAI in One Stock? The VCX Reality Check1 mentions · 1▲ 0▼ 0○ · 6 months ago
0:005:0010:0015:0020:00
SeedRocket TVCómo crear un ecommerce y venderlo por 160 millones | La historia de DEPORVILLAGE1 mentions · 0▲ 1▼ 0○ · 6 months ago
0:0016:0032:0048:001:05:00
SemiAnalysisAI Chip & Silicon Round-up 20261 mentions · 1▲ 0▼ 0○ · 7 months ago
0:003:007:0011:0015:00
Limitless PodcastThe Dark Side of Claude Code. Is it Too Dangerous?1 mentions · 0▲ 1▼ 0○ · 7 months ago
0:002:005:007:0010:00
StripeBen Thompson from Stratechery on AI ads, the end of SaaS, and the future of media1 mentions · 0▲ 0▼ 1○ · 8 months ago
0:0026:0052:001:18:001:45:00
Limitless PodcastThe Stock Market Is Totally Wrong About AI Stocks1 mentions · 0▲ 0▼ 1○ · 8 months ago
0:002:005:007:0010:00
Joe LonsdaleAI Expert: Agents Will Take Over Everything1 mentions · 0▲ 0▼ 1○ · 8 months ago
0:006:0012:0018:0025:00
Limitless PodcastElon Merged SpaceX and xAI in the Biggest Deal Ever. Is Tesla Next?1 mentions · 1▲ 0▼ 0○ · 8 months ago
0:008:0017:0026:0035:00
SemiAnalysisTop 10 largest AI Datacenters in 20261 mentions · 1▲ 0▼ 0○ · 9 months ago
0:002:005:007:0010:00
Antonio LinaresHow This Millionaire Retail Investor Went from $28K to $2M in the Stock Market1 mentions · 1▲ 0▼ 0○ · 9 months ago
0:005:0010:0015:0020:00
Invest Like The BestGPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview1 mentions · 0▲ 0▼ 1○ · 10 months ago
0:0013:0027:0041:0055:00
The InformationAmazon Plans New U.S. Ultrafast Delivery Offering1 mentions · 0▲ 0▼ 1○ · 10 months ago
0:002:005:007:0010:00
In Good Company with Nicolai TangenGreg Jensen - Co-CIO of Bridgewater | Podcast | In Good Company | Norges Bank Investment Management1 mentions · 0▲ 0▼ 1○ · 10 months ago
0:006:0012:0018:0025:00
The InformationSam Altman’s Warning About Google, Musk’s $1B+ Lawsuit Against OpenAI, AI in Travel | Nov 21, 20251 mentions · 0▲ 0▼ 1○ · 10 months ago
0:0012:0025:0037:0050:00
Antonio Linares“Dan Ives: What’s Coming Next in AI Will Shock Everyone”1 mentions · 1▲ 0▼ 0○ · 10 months ago
0:002:005:007:0010:00
The InformationGeneral Catalyst's Novel VC Fund, Creator Economy Shift, AI Inference Cost Prediction | Nov 19, 20251 mentions · 1▲ 0▼ 0○ · 10 months ago
0:007:0015:0022:0030:00
The InformationThe AI Dilemma: Should Companies Build or Buy AI?1 mentions · 0▲ 0▼ 1○ · 10 months ago
0:002:005:007:0010:00
The InformationMicrosoft & Nvidia Invest in Anthropic, Google Gemini 3.0, Jeff Bezos’ AI Startup | Nov 18, 20251 mentions · 0▲ 1▼ 0○ · 10 months ago
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The InformationThe “Wildly Concerning” AI CapEx Debt Bubble1 mentions · 0▲ 1▼ 0○ · 10 months ago
0:002:005:007:0010:00
The InformationAnthropic’s Cost Advantage, ShopMy's $1.5B Valuation & Wildfire Fighting Drones | Nov 10, 20251 mentions · 1▲ 0▼ 0○ · 11 months ago
0:007:0015:0022:0030:00
Antonio Linares"Value Investors Will Stay Poor": Why They're Wrong About AI Stocks.1 mentions · 1▲ 0▼ 0○ · 11 months ago
0:003:007:0011:0015:00
Antonio Linares"Amazon, Palantir and Duolingo Stock Will Make MILLIONAIRES"1 mentions · 1▲ 0▼ 0○ · 11 months ago
0:002:005:007:0010:00
Invest Like The BestThe Anatomy of Ramp's Hyper-Growth | Karim Atiyeh Interview1 mentions · 0▲ 1▼ 0○ · 11 months ago
0:0010:0020:0030:0040:00
a16zMeta CMO: How Advertising Works Under the Hood1 mentions · 1▲ 0▼ 0○ · last year
0:008:0017:0026:0035:00
In Good Company with Nicolai TangenAdena T. Friedman - Nasdaq | Investment Conference 2025 | Norges Bank Investment Management1 mentions · 0▲ 0▼ 1○ · last year
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In Good Company with Nicolai TangenMichael Miebach - CEO of Mastercard | Podcast | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 2 years ago
0:005:0010:0015:0020:00
In Good Company with Nicolai TangenInside the World’s Largest Sovereign Wealth Fund: Nicolai Tangen at the Peterson Institute1 mentions · 0▲ 0▼ 1○ · 2 years ago
0:006:0012:0018:0025:00
In Good Company with Nicolai TangenDario Amodei - CEO of Anthropic | Podcast | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 2 years ago
0:005:0010:0015:0020:00
In Good Company with Nicolai TangenAdam Selipsky – CEO of Amazon Web Services | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 3 years ago
0:002:005:007:0010:00