Amazon CEO Andy Jassy on the $220 Billion AI Buildout

23 octobre 20261:01:21

Écouter l'épisode

Amazon expects to spend roughly $220 billion in CapEx in 2026, yet CEO Andy Jassy says the company is still leaving meaningful AI demand on the table.** He believes the buildout could ultimately help make AWS a $1 trillion annual run-rate business. Andy joins a16z co-founder Ben Horowitz and Erik Torenberg to discuss why AI demand is growing so quickly, how Amazon decides how much infrastructure to build, and why lower inference costs could unlock broader enterprise adoption. They also discuss…

Plus d'épisodes

Reinventing School for the AI Era | Joe Liemandt, Gagan Biyani & Erik Torenberg

27 octobre 202656:52

OpenAI: When AI Agents Use Computers Faster Than You

26 octobre 202645:19

The New Startup Playbook | Box CEO Aaron Levie

25 octobre 202634:24

What It Takes to Win as a Founder | Ben Horowitz

24 octobre 202641:52

Tous les épisodes