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Good Alexander explains why he thinks OpenAI is today's Amazon “Everyone was in Amazon because of AWS and they all marked the retail business at zero” “That business they thought was worth zero a decade ago is actually this money printing machine because it has an advertising engine. As...

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24,053 views • 3 months ago •via X (Twitter)

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Chris Camillo made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.
1:25

Chris Camillo made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.

Milk Road Stocks

41,351 views • 2 months ago

Chris Camillo just made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.
1:25

Chris Camillo just made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.

Milk Road Macro

55,169 views • 4 months ago

BREAKING: The White House completely loses it over Amazon announcing that they will put a “tariff price” next to every item they sell, depicting how much of the price of that good is the result of Trump’s tariffs. Karoline Leavitt says “This is a hostile and political act by Amazon. Why did Amazon do this… It’s not a surprise because Amazon has partnered with a Chinese propaganda arm.” Americans have a right to know. It's not political. It's logical!
1:13

BREAKING: The White House completely loses it over Amazon announcing that they will put a “tariff price” next to every item they sell, depicting how much of the price of that good is the result of Trump’s tariffs. Karoline Leavitt says “This is a hostile and political act by Amazon. Why did Amazon do this… It’s not a surprise because Amazon has partnered with a Chinese propaganda arm.” Americans have a right to know. It's not political. It's logical!

Ed Krassenstein

6,394,112 views • 1 year ago

Ben Thompson argues Meta's ad business is good for society and is frustrated Mark Zuckerberg doesn't defend it "I think a big problem Meta has is they don't tell this story. It's weird, but Mark Zuckerberg has the same problem Sam Altman does. He doesn't love ads." "They have the best ad business in the world. They have an ad business that I think is a societal positive." "Like you and I have set up these little content businesses that make great money, but content is kind of, you get a ride on social media, right? I grew up on Twitter, people sharing my links. It was amazing." "If you're selling some product, the beauty of the internet is there is a niche out there that wants that product. The question is how do you find the niche?" "Facebook advertising. That's what it does. It helps products find the people who didn't even know they wanted that product, but when they get it, they're so happy they got it." "And that is a huge societal positive." "You have new business from a new entrepreneur making a new product. You have customers who are happy they got something that they didn't know they would get otherwise." "Those customers, by the way, got lots of free entertainment, and they didn't have to pay for it along the way." "And Meta made a bunch of money for themselves and their shareholders, which is basically everyone in the world." "This is why advertising is great. And Meta's advertising in particular is awesome. And I get frustrated that Meta doesn't talk about that." "Mark Zuckerberg has never really talked about the societal benefits of advertising except in passing."
1:22

Ben Thompson argues Meta's ad business is good for society and is frustrated Mark Zuckerberg doesn't defend it "I think a big problem Meta has is they don't tell this story. It's weird, but Mark Zuckerberg has the same problem Sam Altman does. He doesn't love ads." "They have the best ad business in the world. They have an ad business that I think is a societal positive." "Like you and I have set up these little content businesses that make great money, but content is kind of, you get a ride on social media, right? I grew up on Twitter, people sharing my links. It was amazing." "If you're selling some product, the beauty of the internet is there is a niche out there that wants that product. The question is how do you find the niche?" "Facebook advertising. That's what it does. It helps products find the people who didn't even know they wanted that product, but when they get it, they're so happy they got it." "And that is a huge societal positive." "You have new business from a new entrepreneur making a new product. You have customers who are happy they got something that they didn't know they would get otherwise." "Those customers, by the way, got lots of free entertainment, and they didn't have to pay for it along the way." "And Meta made a bunch of money for themselves and their shareholders, which is basically everyone in the world." "This is why advertising is great. And Meta's advertising in particular is awesome. And I get frustrated that Meta doesn't talk about that." "Mark Zuckerberg has never really talked about the societal benefits of advertising except in passing."

Fireside Alpha

236,116 views • 1 month ago

Gavin's takes on Microsoft, Google, Meta, & Amazon: Microsoft ($MSFT): "I like Satya, I admire him. He's an exceptional CEO, and I give him a lot of credit for the decisions he's made. But he did go from, "We're going to make Google dance," to being the product manager of Copilot in 3 years. The decision Satya is making now, which the market has punished him for, but I think is the right decision — who knows how fast Azure could be growing if they were willing to just sell GPUs to OpenAI. 'We're going to use our compute internally to make our own products better.' One reason Copilot was so bad, or has been so bad, is that there wasn't enough compute available. They're fixing that. He's making good decisions that are risky decisions, to position Microsoft for this world where frontier models are no longer API-accessible. It's a really courageous decision that I give him a lot of credit for. Microsoft probably would be an $800 stock today if they were using their GPUs to serve solely OpenAI and Anthropic's capacity instead of using them for their own products." Google ($GOOG): "Google was incredible last year because they had that TPU advantage, which is now gone. The reason I think they're still in a great position is they have the most compute of everyone. We talked about the value of installed bases being higher as a result of shortages — they have the biggest installed base of compute. Google I/O is this week. If they don't release something that even slightly leapfrogs OpenAI and/or Claude, that's interesting. It's not a disaster for Google, it's just interesting. Between the amount of data they have, the YouTube data, the amount of compute, the search business — Google's never not going to be in a good position. You see that with GCP going crazy." Meta ($META): "You've got to give Zuckerberg immense credit, for what he's done in terms of making Meta an AI-first company internally. He is the only one of those true internet giants to have done that. I give him a lot of credit for paying up when he did for contracts, that talent. And Muse was a really big upside surprise. It was the first model from MSL, and it's not on the Pareto frontier with xAI, Google's one entrant, OpenAI and Claude, but it's pretty close. That was very impressive to me. So Meta is in a better position — still not as strong of an absolute position as Google, but a better position." Amazon ($AMZN): "Amazon is in a really strong position because of Trainium. You're going to see real P&L efficiencies from robotics over the next 18 months in their retail business. I actually think Nova — their internal models are not where Muse is, but they're better than they get credit for. The two companies who are the most deeply engaged with startups are Amazon and Nvidia by a mile. It's going to end up being a pretty big advantage for Nvidia and Amazon — with Google right behind them — to have this engagement that you just don't see from these other hyperscalers."
1:55

Gavin's takes on Microsoft, Google, Meta, & Amazon: Microsoft ($MSFT): "I like Satya, I admire him. He's an exceptional CEO, and I give him a lot of credit for the decisions he's made. But he did go from, "We're going to make Google dance," to being the product manager of Copilot in 3 years. The decision Satya is making now, which the market has punished him for, but I think is the right decision — who knows how fast Azure could be growing if they were willing to just sell GPUs to OpenAI. 'We're going to use our compute internally to make our own products better.' One reason Copilot was so bad, or has been so bad, is that there wasn't enough compute available. They're fixing that. He's making good decisions that are risky decisions, to position Microsoft for this world where frontier models are no longer API-accessible. It's a really courageous decision that I give him a lot of credit for. Microsoft probably would be an $800 stock today if they were using their GPUs to serve solely OpenAI and Anthropic's capacity instead of using them for their own products." Google ($GOOG): "Google was incredible last year because they had that TPU advantage, which is now gone. The reason I think they're still in a great position is they have the most compute of everyone. We talked about the value of installed bases being higher as a result of shortages — they have the biggest installed base of compute. Google I/O is this week. If they don't release something that even slightly leapfrogs OpenAI and/or Claude, that's interesting. It's not a disaster for Google, it's just interesting. Between the amount of data they have, the YouTube data, the amount of compute, the search business — Google's never not going to be in a good position. You see that with GCP going crazy." Meta ($META): "You've got to give Zuckerberg immense credit, for what he's done in terms of making Meta an AI-first company internally. He is the only one of those true internet giants to have done that. I give him a lot of credit for paying up when he did for contracts, that talent. And Muse was a really big upside surprise. It was the first model from MSL, and it's not on the Pareto frontier with xAI, Google's one entrant, OpenAI and Claude, but it's pretty close. That was very impressive to me. So Meta is in a better position — still not as strong of an absolute position as Google, but a better position." Amazon ($AMZN): "Amazon is in a really strong position because of Trainium. You're going to see real P&L efficiencies from robotics over the next 18 months in their retail business. I actually think Nova — their internal models are not where Muse is, but they're better than they get credit for. The two companies who are the most deeply engaged with startups are Amazon and Nvidia by a mile. It's going to end up being a pretty big advantage for Nvidia and Amazon — with Google right behind them — to have this engagement that you just don't see from these other hyperscalers."

Invest Like the Best

52,492 views • 4 months ago

.Alex Hormozi is super bullish on med spas as a business category. It's squarely within the zeitgeist and is extremely supply-constrained. And people in the industry don't seem to know it. "There's this aging population that has more money than anyone else. They don't want to age. They see the Bryan Johnsons — it is the zeitgeist of right now. 'I want to live forever, I want to look young forever.' And they have all the money. So the demand side of that is huge." "If you look at the supply, med spas are still wildly understaffed. And I know this because I see the business owners every week." "Bryan Johnson had 1,000 people apply to his $1M/year thing. Do that math. And there was a $60,000/year thing underneath that... wildly underestimated." "It's super fragmented. No one has really gobbled it up well, that I've seen... They're in a completely supply-constrained environment, they just don't know it."
2:49

.Alex Hormozi is super bullish on med spas as a business category. It's squarely within the zeitgeist and is extremely supply-constrained. And people in the industry don't seem to know it. "There's this aging population that has more money than anyone else. They don't want to age. They see the Bryan Johnsons — it is the zeitgeist of right now. 'I want to live forever, I want to look young forever.' And they have all the money. So the demand side of that is huge." "If you look at the supply, med spas are still wildly understaffed. And I know this because I see the business owners every week." "Bryan Johnson had 1,000 people apply to his $1M/year thing. Do that math. And there was a $60,000/year thing underneath that... wildly underestimated." "It's super fragmented. No one has really gobbled it up well, that I've seen... They're in a completely supply-constrained environment, they just don't know it."

TBPN

206,724 views • 3 months ago

Andy Jassy explains why Amazon is willing to look inefficient for years: Cramer: "You spend $200 billion and you actually believe it is going to pay off." Jassy's answer is the part most operators miss. AI is not being treated like a normal product cycle. He compares it to AWS: After 3 years, AWS was at about $56M in revenue. After 3 years, Amazon's AI run-rate is over $15B. 260x larger than AWS at the same point. That is why Amazon is willing to absorb short-term capex pain. The public market sees a giant expense line. The operator sees infrastructure being built ahead of monetization. This is one of the hardest parts of company building: Knowing when the numbers look ugly because the bet is wrong... and when they look ugly because you are early to a compounding curve. After building $300M+ businesses, this is the pattern I respect most: The best operators are not reckless. They just understand the cash cycle better than the audience judging them. They know when a cost is actually an asset in disguise.
1:14

Andy Jassy explains why Amazon is willing to look inefficient for years: Cramer: "You spend $200 billion and you actually believe it is going to pay off." Jassy's answer is the part most operators miss. AI is not being treated like a normal product cycle. He compares it to AWS: After 3 years, AWS was at about $56M in revenue. After 3 years, Amazon's AI run-rate is over $15B. 260x larger than AWS at the same point. That is why Amazon is willing to absorb short-term capex pain. The public market sees a giant expense line. The operator sees infrastructure being built ahead of monetization. This is one of the hardest parts of company building: Knowing when the numbers look ugly because the bet is wrong... and when they look ugly because you are early to a compounding curve. After building $300M+ businesses, this is the pattern I respect most: The best operators are not reckless. They just understand the cash cycle better than the audience judging them. They know when a cost is actually an asset in disguise.

andrew engler

47,581 views • 4 months ago

Jeff Bezos explains Amazon’s process for expanding into new products like Kindle and AWS “I would definitely advise a small startup company to be as narrow and as focused as is possible to be. If you look at the original Amazon business plan, there was no hint of anything other than books in it… I wanted to build an online bookstore, and that was it.” But the online bookstore worked better than they thought it would. So Amazon launched music, and that worked better than they thought. Then video, and that worked too. So Jeff sent an email to customers: “I picked about 1,000 customers and I said, besides the things we sell today - books, music, and video - what would you like to see us sell? And the list came back incredibly long-tailed… So it’s been kind of one foot in front of the other.” As Jeff explains, Amazon expands into new businesses in two ways: “One is from a customer need. We will work from a customer need to the skills that we need. And the other one is skills forward: from a skillset we have to a new set of customers.” Kindle is an example of a customer need - Amazon had no hardware team at the time, but to make sure they didn’t miss the transition to ebooks, they built one. Amazon Web Services (AWS) is an example of skills-forward: “We had probably more distributed computing expertise than anybody else in the world because of transactions. Transaction systems are so complicated and hard to build, and we had a service-oriented architecture of great complexity - probably before anybody else. Because we were doing that, we could see the future a little bit and decided to build AWS, which has turned into a huge business in its own right.” Jeff concludes: “Business is very situational. Rules of thumb are good, but they have to be applied to the right situation. Sometimes the old maxim that you should stick to the knitting is correct, but sometimes it’s wrong. And a senior leader’s job is to figure out: Which situation are you in?” Source: Business Insider (Dec 2014)
2:25

Jeff Bezos explains Amazon’s process for expanding into new products like Kindle and AWS “I would definitely advise a small startup company to be as narrow and as focused as is possible to be. If you look at the original Amazon business plan, there was no hint of anything other than books in it… I wanted to build an online bookstore, and that was it.” But the online bookstore worked better than they thought it would. So Amazon launched music, and that worked better than they thought. Then video, and that worked too. So Jeff sent an email to customers: “I picked about 1,000 customers and I said, besides the things we sell today - books, music, and video - what would you like to see us sell? And the list came back incredibly long-tailed… So it’s been kind of one foot in front of the other.” As Jeff explains, Amazon expands into new businesses in two ways: “One is from a customer need. We will work from a customer need to the skills that we need. And the other one is skills forward: from a skillset we have to a new set of customers.” Kindle is an example of a customer need - Amazon had no hardware team at the time, but to make sure they didn’t miss the transition to ebooks, they built one. Amazon Web Services (AWS) is an example of skills-forward: “We had probably more distributed computing expertise than anybody else in the world because of transactions. Transaction systems are so complicated and hard to build, and we had a service-oriented architecture of great complexity - probably before anybody else. Because we were doing that, we could see the future a little bit and decided to build AWS, which has turned into a huge business in its own right.” Jeff concludes: “Business is very situational. Rules of thumb are good, but they have to be applied to the right situation. Sometimes the old maxim that you should stick to the knitting is correct, but sometimes it’s wrong. And a senior leader’s job is to figure out: Which situation are you in?” Source: Business Insider (Dec 2014)

Startup Archive

15,036 views • 1 month ago

They killed our son Scott Adams “At some point, there'll be a healthy number of Democrats who realized that they were on the side of killing an innocent man, and then they're going to find out that he was nothing like they thought. And this will be one of the biggest mistakes of humanity. It's one thing to kill somebody because you're going to get something out of it. This was not that. This is killing somebody and getting the opposite of whatever it was you wanted, because you're gonna get a lot of that. You're gonna get a lot, and it's gonna be the opposite of whatever you thought you wanted, but it's because you killed the wrong guy.” King John the Exuberant - "Mornin' Merica!"
2:35

They killed our son Scott Adams “At some point, there'll be a healthy number of Democrats who realized that they were on the side of killing an innocent man, and then they're going to find out that he was nothing like they thought. And this will be one of the biggest mistakes of humanity. It's one thing to kill somebody because you're going to get something out of it. This was not that. This is killing somebody and getting the opposite of whatever it was you wanted, because you're gonna get a lot of that. You're gonna get a lot, and it's gonna be the opposite of whatever you thought you wanted, but it's because you killed the wrong guy.” King John the Exuberant - "Mornin' Merica!"

jay plemons

778,137 views • 1 year ago

Chamath: Google is a compounding machine and can win the entire AI stack Chamath Palihapitiya reacts to $GOOG dropping ~7% after raising its capex forecast to ~$200B for 2026: “Do you know what Google's 25-year average return on invested capital has been since going public? 32%. When you are a machine, and a group of people, and a business model that compounds money at 32% over a 20-year average, you give these guys the benefit of the doubt. These are not people that are flying fast and loose, they are methodically investing in their edge. They are going to get massively rewarded. Google has an incredible search experience. They seem to be navigating this transition to use AI. They have an incredible cloud business, and they have an incredible silicon business. The best thing that can happen to them is 500 different models proliferate, and they support all of them. Because they will make so much money at the silicon layer, they'll make so much money as the cloud provider, and they'll find a bunch of apps, including YouTube and other things, to make money from because you use the AI to target ads better or to help make better content, etc., etc. Jason: “Fragmentation is good for them.” Chamath: “Oh, it's great for them. It's a compounding machine.”
1:07

Chamath: Google is a compounding machine and can win the entire AI stack Chamath Palihapitiya reacts to $GOOG dropping ~7% after raising its capex forecast to ~$200B for 2026: “Do you know what Google's 25-year average return on invested capital has been since going public? 32%. When you are a machine, and a group of people, and a business model that compounds money at 32% over a 20-year average, you give these guys the benefit of the doubt. These are not people that are flying fast and loose, they are methodically investing in their edge. They are going to get massively rewarded. Google has an incredible search experience. They seem to be navigating this transition to use AI. They have an incredible cloud business, and they have an incredible silicon business. The best thing that can happen to them is 500 different models proliferate, and they support all of them. Because they will make so much money at the silicon layer, they'll make so much money as the cloud provider, and they'll find a bunch of apps, including YouTube and other things, to make money from because you use the AI to target ads better or to help make better content, etc., etc. Jason: “Fragmentation is good for them.” Chamath: “Oh, it's great for them. It's a compounding machine.”

The All-In Podcast

111,654 views • 2 months ago

Amazon worker says the Amazon warehouse he works at only hired foreigners 🚨 He says they deny American citizens jobs, tell employees they aren’t hiring if they recommend a friend or family member, then hire 10 foreigners per week “When is ICE gonna come to Amazon? Why in the hell is Amazon allowed to hire all these migrants? I mean, literally, it's probably 80% migrants, if not more. It's ridiculous. They tell the American people that they're not hiring, and then we literally sit here and watch these migrants come in, 10 per week, new hires walking through with new jobs. — But we go up and say, hey, I got a brother, I got a cousin, or whoever, a friend, whatever, that needs a job. Are we hiring? And they say, no, not at the moment, we're not hiring. You know, they can fill an application out anyways, just in case we do hire, blah, blah. And then that same day, you'll be working at your station, and you'll see them walking through 10 people. And literally, out of that 10 people, every one of them are migrants. Wow. Every single one of them. How does that work? How do they get away with that? How is that not discrimination by them telling me that they won't hire, they're not hiring right now, and then every week we see these people coming through?” He goes on to say he is begging ICE to come to Amazon because he says they do not have legal status. He says Americans are specifically not hired, he says he can’t even get his son a job because only migrants can be hired Now this man is specially talking about illegals but there is a whole other issue with Amazon, the mass bring over workers on Visas into America Amazon is one of the largest sponsors of H-1B visas in the United States They file to bring over as many as 30,000+ foreign workers every year… and they frequently get over 10,000 approved per year All this has to end According to online Amazon doesn’t hire workers without legal status but that’s not what this Amazon warehouse worker says who’s working side by side with these people…. And we all say a couple years ago major companies were hiring illegals. At the very least there should be an investigation All American jobs should go to Americans
2:55

Amazon worker says the Amazon warehouse he works at only hired foreigners 🚨 He says they deny American citizens jobs, tell employees they aren’t hiring if they recommend a friend or family member, then hire 10 foreigners per week “When is ICE gonna come to Amazon? Why in the hell is Amazon allowed to hire all these migrants? I mean, literally, it's probably 80% migrants, if not more. It's ridiculous. They tell the American people that they're not hiring, and then we literally sit here and watch these migrants come in, 10 per week, new hires walking through with new jobs. — But we go up and say, hey, I got a brother, I got a cousin, or whoever, a friend, whatever, that needs a job. Are we hiring? And they say, no, not at the moment, we're not hiring. You know, they can fill an application out anyways, just in case we do hire, blah, blah. And then that same day, you'll be working at your station, and you'll see them walking through 10 people. And literally, out of that 10 people, every one of them are migrants. Wow. Every single one of them. How does that work? How do they get away with that? How is that not discrimination by them telling me that they won't hire, they're not hiring right now, and then every week we see these people coming through?” He goes on to say he is begging ICE to come to Amazon because he says they do not have legal status. He says Americans are specifically not hired, he says he can’t even get his son a job because only migrants can be hired Now this man is specially talking about illegals but there is a whole other issue with Amazon, the mass bring over workers on Visas into America Amazon is one of the largest sponsors of H-1B visas in the United States They file to bring over as many as 30,000+ foreign workers every year… and they frequently get over 10,000 approved per year All this has to end According to online Amazon doesn’t hire workers without legal status but that’s not what this Amazon warehouse worker says who’s working side by side with these people…. And we all say a couple years ago major companies were hiring illegals. At the very least there should be an investigation All American jobs should go to Americans

Wall Street Apes

651,360 views • 2 months ago

Third party sellers are beginning to feel the pinch from Amazon scams. People are purchasing items on Amazon, then they request a refund and make up some excuse as why they want their money back. What they do is, they send an old item back because they don’t think anyone really checks the returns, and they end up keeping the item that was sent to them. Essentially they are getting it for free because they got it refunded. What they don’t know is many of the items being purchased on Amazon, aren’t from Amazon, but from third party small business’s like this woman. Should Amazon start paying attention to what’s being sent back and only issue the refunds once the return has been verified, and should these people who do this be banned from buying from these online stores like Amazon?
0:57

Third party sellers are beginning to feel the pinch from Amazon scams. People are purchasing items on Amazon, then they request a refund and make up some excuse as why they want their money back. What they do is, they send an old item back because they don’t think anyone really checks the returns, and they end up keeping the item that was sent to them. Essentially they are getting it for free because they got it refunded. What they don’t know is many of the items being purchased on Amazon, aren’t from Amazon, but from third party small business’s like this woman. Should Amazon start paying attention to what’s being sent back and only issue the refunds once the return has been verified, and should these people who do this be banned from buying from these online stores like Amazon?

SonnyBoy🇺🇸

1,078,796 views • 7 months ago

Ben Thompson on why Google and Amazon are Nvidia's biggest competitors, and what they're doing about it: "Google and Amazon aren't selling their chips on differentiation. They're selling chips as commodities. Nvidia's the one selling the differentiation. So that's Nvidia's biggest problem, because what's the number one advantage that the hyperscalers have? Lower cost of capital. It's a capital fight. They have a lower cost of capital than the neoclouds do. Intel is a good example here. AMD cleaned them out in hyperscaler sales, because the hyperscalers put in the effort to get stuff working on AMD versus Intel. Because they're buying at such scale, the investment to do that is worth it. The part of Intel's business that never floundered was selling to government and selling to enterprises, because they don't have the resources of a hyperscaler. That's why Nvidia talks about selling to sovereign clouds, that's why they talk about selling to enterprises. They want to get into markets where they're not going to be balancing this chip versus that chip. The hyperscalers have always been the threat to Nvidia for that reason, because they're actually bigger."
1:29

Ben Thompson on why Google and Amazon are Nvidia's biggest competitors, and what they're doing about it: "Google and Amazon aren't selling their chips on differentiation. They're selling chips as commodities. Nvidia's the one selling the differentiation. So that's Nvidia's biggest problem, because what's the number one advantage that the hyperscalers have? Lower cost of capital. It's a capital fight. They have a lower cost of capital than the neoclouds do. Intel is a good example here. AMD cleaned them out in hyperscaler sales, because the hyperscalers put in the effort to get stuff working on AMD versus Intel. Because they're buying at such scale, the investment to do that is worth it. The part of Intel's business that never floundered was selling to government and selling to enterprises, because they don't have the resources of a hyperscaler. That's why Nvidia talks about selling to sovereign clouds, that's why they talk about selling to enterprises. They want to get into markets where they're not going to be balancing this chip versus that chip. The hyperscalers have always been the threat to Nvidia for that reason, because they're actually bigger."

Patrick OShaughnessy

38,249 views • 1 month ago

Joe Biden’s FBI and DOJ targeted an ex-Amazon employee for an alleged breach of contract The FBI actually came to her home, knocked on her door and raided her home over an Amazon employment contract “You probably didn't know this could happen in America, but oligarchs can actually hire former prosecutors to try to put Americans in prison.” She explains in the video her husbands position at Amazon and the contract he signed while leaving “Anyway, about a year later, the FBI knocks on our door and tells my husband Amazon is accusing him of a federal crime. What's the federal crime? Doing what his employment contracts said he could do. Starting a company and doing business with entities that were doing business with Amazon.” “We learned later that the DOJ never asked Amazon to see my husband's employment contract. So they said my husband criminally violated his employment terms, but the prosecutors actually didn't ask to see the contract, which is pretty wild. — I can prove all of this in writing. The DOJ admitted to us later in writing that they didn't have the contract. — based on the lies about my husband, the DOJ seized all of our bank accounts. So in America, the government can take your money on the suspicion of a crime, even if they don't charge you or prove it. So the government took all of our bank accounts. We had four little girls who were under six” “There are multiple emails where the Amazon lawyers are directing the FBI to subpoena Amazon for certain information. They're like running the investigation.” Why is Amazon directing The FBI to do anything? Why are they even working with The FBI? This case is absolutely WILD and I highly recommend listening to it. We are ruled in America, that is very clear.
9:11

Joe Biden’s FBI and DOJ targeted an ex-Amazon employee for an alleged breach of contract The FBI actually came to her home, knocked on her door and raided her home over an Amazon employment contract “You probably didn't know this could happen in America, but oligarchs can actually hire former prosecutors to try to put Americans in prison.” She explains in the video her husbands position at Amazon and the contract he signed while leaving “Anyway, about a year later, the FBI knocks on our door and tells my husband Amazon is accusing him of a federal crime. What's the federal crime? Doing what his employment contracts said he could do. Starting a company and doing business with entities that were doing business with Amazon.” “We learned later that the DOJ never asked Amazon to see my husband's employment contract. So they said my husband criminally violated his employment terms, but the prosecutors actually didn't ask to see the contract, which is pretty wild. — I can prove all of this in writing. The DOJ admitted to us later in writing that they didn't have the contract. — based on the lies about my husband, the DOJ seized all of our bank accounts. So in America, the government can take your money on the suspicion of a crime, even if they don't charge you or prove it. So the government took all of our bank accounts. We had four little girls who were under six” “There are multiple emails where the Amazon lawyers are directing the FBI to subpoena Amazon for certain information. They're like running the investigation.” Why is Amazon directing The FBI to do anything? Why are they even working with The FBI? This case is absolutely WILD and I highly recommend listening to it. We are ruled in America, that is very clear.

Wall Street Apes

197,318 views • 1 year ago

Alex Sacerdote (Whale Rock Capital) on spotting hidden S-curve opportunities: “These S-curves can be dynamic. When Amazon had AWS and it was a hidden line item inside of Amazon… covered by retail internet analysts, not hardware chip analysts… it was a new business model… But we realized the TAM for this was the largest TAM in enterprise IT ever.” ___ That same dynamic is playing out right now at MercadoLibre $MELI — except this time it’s advertising (Mercado Ads) that’s the hidden growth engine buried inside the core commerce and payments business. The ads segment has been accelerating for four straight quarters: $MELI Advertising Revenue Growth (YoY) Q1 2026 → 73% (63% FX-neutral) Q4 2025 → 70% (67% FX-neutral) Q3 2025 → 56% (63% FX-neutral) Q2 2025 → 38% (59% FX-neutral) Q1 2025 → 26% (50% FX-neutral) $MELI finished 2025 with $1.55B in advertising revenue. At a 31% CAGR over the next seven years, that scales to ~$11B in annual ads revenue. Apply reasonable assumptions (30% operating margins + 24x multiple) and the ads business alone could be worth ~$80B in enterprise value — roughly $MELI entire market cap today. While this may sound like an aggressive assumption at first glance, it is achievable. LATAM’s digital advertising market is already ~$50B in 2026 and growing at 12–16% annually (projected to be $71B by 2029). Starting from a small base of just $1.55B in advertising revenue, $MELI has enormous runway to capture a much larger slice of this expanding TAM. Just like early AWS, the street is still modeling $MELI as “the $AMZN of Latin America” while missing the fact that its advertising business — Mercado Ads — is quietly becoming one of the fastest-growing retail media networks, powered by decades of proprietary first-party data, +650M users, and AI tools driving the acceleration. A noteworthy takeaway? Sometimes best investments are rarely obvious on the first read of the 10-Q. It pays to dig deeper — to look past the headline metrics and find the hidden line items, within exceptional business models, that are compounding at S-curve speeds. The weighing machine eventually catches on. The question is whether you see it before the crowd does. ___ 🎙️ Invest Like The Best | Alex Sacerdote (06/09/26)
0:22

Alex Sacerdote (Whale Rock Capital) on spotting hidden S-curve opportunities: “These S-curves can be dynamic. When Amazon had AWS and it was a hidden line item inside of Amazon… covered by retail internet analysts, not hardware chip analysts… it was a new business model… But we realized the TAM for this was the largest TAM in enterprise IT ever.” ___ That same dynamic is playing out right now at MercadoLibre $MELI — except this time it’s advertising (Mercado Ads) that’s the hidden growth engine buried inside the core commerce and payments business. The ads segment has been accelerating for four straight quarters: $MELI Advertising Revenue Growth (YoY) Q1 2026 → 73% (63% FX-neutral) Q4 2025 → 70% (67% FX-neutral) Q3 2025 → 56% (63% FX-neutral) Q2 2025 → 38% (59% FX-neutral) Q1 2025 → 26% (50% FX-neutral) $MELI finished 2025 with $1.55B in advertising revenue. At a 31% CAGR over the next seven years, that scales to ~$11B in annual ads revenue. Apply reasonable assumptions (30% operating margins + 24x multiple) and the ads business alone could be worth ~$80B in enterprise value — roughly $MELI entire market cap today. While this may sound like an aggressive assumption at first glance, it is achievable. LATAM’s digital advertising market is already ~$50B in 2026 and growing at 12–16% annually (projected to be $71B by 2029). Starting from a small base of just $1.55B in advertising revenue, $MELI has enormous runway to capture a much larger slice of this expanding TAM. Just like early AWS, the street is still modeling $MELI as “the $AMZN of Latin America” while missing the fact that its advertising business — Mercado Ads — is quietly becoming one of the fastest-growing retail media networks, powered by decades of proprietary first-party data, +650M users, and AI tools driving the acceleration. A noteworthy takeaway? Sometimes best investments are rarely obvious on the first read of the 10-Q. It pays to dig deeper — to look past the headline metrics and find the hidden line items, within exceptional business models, that are compounding at S-curve speeds. The weighing machine eventually catches on. The question is whether you see it before the crowd does. ___ 🎙️ Invest Like The Best | Alex Sacerdote (06/09/26)

Dimitry Nakhla | Babylon Capital®

52,645 views • 3 months ago

Eric says the biggest mistake investors made in cloud was undersizing the market, and everyone is doing it again with AI: "In 2014, a really common narrative was AWS is going to eat everything. There's no enterprise opportunity left. Think about 2014 to now. You have Snowflake, direct competitor to Amazon Redshift, ran on Amazon. You're out-Amazoning Amazon on Amazon. Confluent and Elastic and Mongo, Databricks. Then you have the whole app layer. Datadog, $100 billion company. The view that AWS was gonna eat everything was massively wrong because Azure and GCP were irrelevant then. Fast-forward to 2026, you ended up with an oligopoly. Even outside of those big three, you have Cloudflare, which is another $100 billion company. The biggest mistake everybody made was they just undersized the market. The market was so big that one vendor could not scale and consume it all. That whole notion right now with what you and I are seeing in AI sure feels like it rhymes. The takeaway to me is "What if it all works?"
2:34

Eric says the biggest mistake investors made in cloud was undersizing the market, and everyone is doing it again with AI: "In 2014, a really common narrative was AWS is going to eat everything. There's no enterprise opportunity left. Think about 2014 to now. You have Snowflake, direct competitor to Amazon Redshift, ran on Amazon. You're out-Amazoning Amazon on Amazon. Confluent and Elastic and Mongo, Databricks. Then you have the whole app layer. Datadog, $100 billion company. The view that AWS was gonna eat everything was massively wrong because Azure and GCP were irrelevant then. Fast-forward to 2026, you ended up with an oligopoly. Even outside of those big three, you have Cloudflare, which is another $100 billion company. The biggest mistake everybody made was they just undersized the market. The market was so big that one vendor could not scale and consume it all. That whole notion right now with what you and I are seeing in AI sure feels like it rhymes. The takeaway to me is "What if it all works?"

Patrick OShaughnessy

92,119 views • 1 month ago

“What I think SPX is, is a wake-up call. And I think for the normie, the average person, it literally is best described as being the next Bitcoin, because that's literally what it is. Bitcoin was a wake-up call to show people that value is subjective. And SPX is the next iteration of that. And once you get enough people to understand that the value of the dollar is subjective. It only has value because people believe in it. Bitcoin only has value because people believe in it. SPX has value because people believe in it. And the next step is Well, it's not just money that is subjective in value. It is literally everything is subjective. The entire universe is this subjective entity that is created from our own consciousness. And that's what Like, the purpose of this vehicle, yes, it's going to make a lot of people a lot of money, but the point of that is to wake people up to the fact that the entire universe is this subjective entity. It is not just this, like, empirical machine with interlocking gears and like this orderly machine that proceeds from just like the sum of its parts like no like we are literally the universe creating the universe and that's what spx is meant to wake people up to.” — Crypto Maxi 💹🧲
1:36

“What I think SPX is, is a wake-up call. And I think for the normie, the average person, it literally is best described as being the next Bitcoin, because that's literally what it is. Bitcoin was a wake-up call to show people that value is subjective. And SPX is the next iteration of that. And once you get enough people to understand that the value of the dollar is subjective. It only has value because people believe in it. Bitcoin only has value because people believe in it. SPX has value because people believe in it. And the next step is Well, it's not just money that is subjective in value. It is literally everything is subjective. The entire universe is this subjective entity that is created from our own consciousness. And that's what Like, the purpose of this vehicle, yes, it's going to make a lot of people a lot of money, but the point of that is to wake people up to the fact that the entire universe is this subjective entity. It is not just this, like, empirical machine with interlocking gears and like this orderly machine that proceeds from just like the sum of its parts like no like we are literally the universe creating the universe and that's what spx is meant to wake people up to.” — Crypto Maxi 💹🧲

Tanz Cho 💹🧲

12,367 views • 2 months ago