Company
Amazon
- Episodes
- 84
- Share
- 7.8%
- Shows
- 72
- Net sentiment
- −0.10
Bullish 12Mixed 30Neutral 24Bearish 18
The episodes that named it
Why each one was bullish, bearish or in between on Amazon. Longest episodes first.
Bullish 12
- Logistics moat and ad revenue seen as keeping it dominant in commerce against agents.Harvey's Margin Whiplash, Human Powered Agents, McLaren Rebrand, Insects > Humans? | Ben Thompson, Gagan Biyani, Alex Ratner, Peter Kalogiannis, Daniel Petkevich · TBPN · Sep 22
- Affirm launching on Amazon UK expands reach.Jensen vs NYT, New Model Reactions, "You Can See Everything" Trailer, Saudi EVs | Cristiano Amon, Talia Goldberg, John & Louis Antonelli, Max Levchin, Sam Ross · TBPN · Sep 23
- AWS joining the XRPL hackathon with Bedrock AgentCore is presented as a significant endorsement.XRP Goes To War On October 5 · On The Chain - Blockchain and Cryptocurrency News + Opinion · Sep 24
- Preferred over Meta for incremental capital given clearer AI spending rationale.TIP848: Meta (META): What the Market Misses? w/ Daniel Mahncke & Shawn O'Malley · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · Sep 24
- AWS growth is accelerating and its custom silicon business is undervalued.the call: Thursday 24 September | global stocks · The Call from ausbiz · Sep 24
- Hyperscaler results cited as proof of AI returns flowing into cloud revenue.ELITE Strategist: How to position for the NEXT AI trade · Full Signal · Sep 24
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- Trades like a value stock with AWS growth and strong long-term earnings potential.Top 1% Portfolio Manager: 7 stocks to BUY for the AI bull run! · Full Signal · Sep 23
- Guest's employer; discussed as a creative-led brand with broad reach across verticals and Prime.55: Curiosity as a creative advantage: Insights from Amazon Chief Creative Officer Jo Shoesmith · Marketing Beyond with Alan B. Hart · Sep 23
- Publicly greenlit several AI-only or AI-assisted film projects at the same time.Hollywood Green-lights Its First AI-Only Films | Gorkem Yurtseven · MTS · Sep 25
- Opening its logistics network to outside businesses, leveraging decades of infrastructure and scale.Guest: Peter Larsen of Amazon Supply Chain Services on its 3PL offerings; A global network for battery handling; It's wreath season for truckers · Logistics Matters with DC VELOCITY · Sep 25
- Prime bundling, wide catalogue and seller ties give it a retention edge despite losses.Amazon’s quick-commerce win will be less about speed and more about Prime · Daybreak · Sep 22
- Denied moving regional HQ; UAE cloud operations remain and planned $5bn investment.This Week in Business: Venezuela next out of OPEC? RAK’s ‘haunted’ palace and Amazon HQ rumours · This Week In Business · Sep 25
Bearish 18
- Blocking third-party shopping bots seen as a strategic mistake.Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails · All-In Podcast · Sep 26
- Hosts say blocking AI shopping agents is a strategic mistake that hurts its own sales.Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails · All-In with Chamath, Jason, Sacks & Friedberg · Sep 26
- Blocking agentic shopping could hurt its ad revenue and basket sizes.20VC: Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival | Menlo Sounds the AI Bubble Alarm | Factory Triples Its Valuation to $5 Billion | Keith Rabois vs Airwallex: Who is Right? | Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating? · 20VC · Sep 24
- Cited as having pushed internet sales tax to block smaller competitors.#794: Why Inflation Is Designed To Crush You with Gary Brode · TFTC: A Bitcoin Podcast · Sep 21
- Part of the hyperscaler spending wave that speakers see as overextended.Kontrarian Korner #153 - Dexter White · Kontrarian Korner · Sep 21
- Moved down the ClusterMAX ranking to Bronze tier.Ep. 033 - ClusterMAX 3.0 Is Here! Neoclouds Ranked (Neoclouds, GPUs) | Sam Harshe, Pratt Bhatt, Jordan Nanos · SemiAnalysis Weekly · Sep 23
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- Blocking buyer agents could limit its control over shopping traffic and disintermediation.Meta Muse Has BIG Plans · The Daily AI Show · Sep 24
- Also competing in AI, with heavy spending that may compress margins.AI Is Turning Big Tech Into a Commodity Business · Know Your Risk Podcast · Sep 22
- Blocking agent access to its platform is seen as disintermediation that complicates agent-driven web interactions.Satya Nadella on Microsoft's agent bet and AI’s trust problem · Sources with Alex Heath · Sep 25
- Agent-driven shopping could erode its ad revenue and browsing-based sales.AI Investors Looking At The WRONG Stocks Following Meta's Muse Announcement · The AI Investor Podcast · Sep 24
- Moving to block Meta's Muse from browsing its site, a potential threat to its marketplace.9AM HOUR: Stocks Rally As Oil Retreats, Huang Slams AI "Doomsday Narratives," Paramount and WBD Surge 9/21/26 · Squawk on the Street · Sep 21
- Marketplace discounting drives commoditization of paddle sports products.The Importance of Emerging Brands, Yeti's 2030 Plan, and the Future of Watersports · Outdoor Unfiltered · Sep 21
- Blocked Muse from its store to protect its advertising business and customer relationships.S15 EP171: Hour 3 - Meta's Muse AI Agent Spooks Amazon · The Erick Erickson Show · Sep 23
- Host says overseas competitors' price pressure broke his Amazon business model.I Built a $20M Business. Yet, I Feel Like I'm 30 Days Away from Going Out of Business · Ecomm Breakthrough · Sep 24
- Most of its recent net income came from unrealized gains on AI lab stakes.Is Anthropic Worth Two Trillion Dollars? · Patrick Boyle On Finance · Sep 27
- FTC settlement over deceptive Prime sign-ups and hard cancellations led to refunds.BFC Weekly Recap: Fake Bank Logins, Widow Fraud, and a $200 Amazon Refund · Becoming Financially Confident · Sep 26
- Blocking Meta's AI agents could signal a walled-garden dispute hurting e-commerce agent access.Meta Muse: The AI Agent Era Has Arrived! · Chip Stock Investor Podcast · Sep 25
- FTC lawsuit alleges hidden soft reserve pricing overriding its own ad auction, above $20 billion.Amazon's First Price Rate Went From 4% to Nearly 80% · The Watson Weekly: eCommerce Strategy & News · Sep 21
Mixed 30
- Blocking agents protects a large ad business, though it risks consumer friction.Amazon Ban Hammer, Seedance Strategy, Amazon Blocks Muse | Vinod Khosla, Augustus Doricko, Ben Hylak, Aaron Levie, Lucas Shaw · TBPN · Sep 21
- Blocked Meta's shopping agent over privacy concerns, though it may lose margin if agents become the interface.AI:AM: What If It Works Too Well? Colluding Agents, $200M Safety Orgs, Virtual Cells Saturate at 2% · The Cognitive Revolution · Sep 27
- Included among hyperscalers whose spending is scrutinized.The Wobbly House of Cards (EP. 483) · Animal Spirits · Sep 23
- Blocked Meta's Muse agent from shopping, raising competitive and access questions.Trump’s Press Crackdown, Paramount Settles, and Anthropic’s $2 Trillion IPO · Pivot · Sep 22
- Blocking outside shopping agents to protect its role as front door for ecommerce.Elon's New Hyperloop, Trump's AI Rename, and a Model That Won't Talk | E2340 · This Week in Startups · Sep 21
- Blocked Meta's Muse agent from shopping, a sign of a looming commerce gatekeeping fight.Meta Just Made Bitcoin Inevitable · Onramp Bitcoin Media · Sep 22
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- Blocked Meta's Muse agent from shopping on its site, raising questions about agent access.Amazon Blocks Meta's Muse · The Daily AI Show · Sep 22
- Blocking agents may hold up if it keeps market power, but could hurt if agent commerce grows.20VC: Five Predictions for a World of Agents | The Ads Business Model Will Die | Biggest Lessons from Working with Elon Musk at Twitter with Parag Agrawal, Parallel · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Sep 26
- Blocking outside agents could hurt it if agent commerce grows, or help if it ships its own agent successfully.20VC: Five Predictions for a World of Agents | The Ads Business Model Will Die | Biggest Lessons from Working with Elon Musk at Twitter with Parag Agrawal, Parallel · 20VC · Sep 26
- Reportedly blocking Muse, which could cost it ad and marketplace share.Muse, Moonshots and the House Always Wins—Until the Market Calls · Behind the Markets Podcast · Sep 25
- Blocking Meta's agent to protect its retail platform and ad revenue; the outcome is uncertain.Live show: Amazon, Meta and the fight over the future of AI; Plus, is Seattle still the place to build? · GeekWire · Sep 26
- Could block outside agents, risking friction, but may also build its own agent.Bitcoin's iPhone Moment Will Trigger Wall Street FOMO | Jordi Visser · The Pomp Podcast · Sep 26
- Hyperscaler funding builds from retail free cash flow, though stock could decline.Episode 30: What Are We Getting With All These Data Centers? · Power and Consequences · Sep 21
- Blocking agents protects its roughly $70B ad business but risks losing shopping share to agent platforms.Amazon Just Blocked AI Shopping. Shopify Opened Up | The Brainstorm 150 · FYI - For Your Innovation · Sep 24
- Strong logistics and ad moat, but resisting agent-based commerce channels.Harvey’s Margins, Are Insects Worth More Than Humans?, Meta Tests Human Help for Muse | Diet TBPN · TBPN · Sep 22
- Blocked Meta's Muse from shopping on its site amid a storefront dispute.Enthusiasm for Meta's Muse reignites parts of AI trade · Saxo Market Call · Sep 22
- Blocking Muse protects a large ad business but may frustrate consumers wanting agentic checkout.AI Video Levels Up, Amazon Blocks Muse, Paramount Stays in CA | Diet TBPN · TBPN · Sep 21
- Blocking Muse protects ad revenue but risks disintermediation and lost shoppers.Everything Just Changed For Meta · The Joseph Carlson Show · Sep 21
- Negative free cash flow and increasing debt markets use to fund AI build-out.Top Investment Chief: 2 sectors to BUY to beat AI DOOMSDAY · Full Signal · Sep 22
- Cited as a force that pulled shoppers away from local stores toward online buying.Why Human Connection Will Become a Luxury | Nirav Tolia · MTS · Sep 21
- Faces local backlash over drone delivery noise and overflights while pushing for much higher delivery volumes.Amazon Drone Delivery Backlash, AI Drone Swarms & Prison Drone Fails · UAV News Talk – Drone News, eVTOLs, UAS Policy & Air Mobility · Sep 24
- Discounting and bundling AI services to slow customer spend shifting to model labs.Cheaper AI Models Are Here: Can Enterprises Keep Up With AI’s Release Cycle? · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Sep 26
- Blocked Muse from buying on its site, possibly to protect its own assistant.Why OpenAI and Anthropic should fear Meta Muse · Times Tech · Sep 24
- Part of hyperscaler group with enormous capex needing future returns.What’s at stake in AI’s trillion-dollar gamble · MIT Technology Review Narrated · Sep 23
- Blocking Muse protects its ad-driven shopping model but signals rising competitive friction.Musings About the Agentic Future · Motley Fool Hidden Gems Investing · Sep 23
- Blocked Meta's Muse agent from its products, raising agent-access concerns.The Week: Trump vs the Press, Meta’s AI Win, and the Turning Political Tide · The Prof G Pod with Scott Galloway · Sep 25
- Blocking Muse bots protects customer data but could limit shopping utility.Meta’s new Muse AI agent gives investors the warm-'n-fuzzies · Marketplace All-in-One · Sep 25
- Blocked Meta's Muse agent from its store while selling competing models and its own assistant.Trump, Ng and LeCun All Attacked the Same Motive · The Context Report: Today in AI · Sep 21
- Launching seller AI tools and faster payouts, but blocking Meta's Muse agent.#557 - Amazon Accelerate Announcements + Get Your Amazon Payouts Daily | Weekly Buzz 9/24/26 · AM/PM Podcast · Sep 25
- Blocked Muse shopping agents over identification and credential concerns, a defensive move.OpenAI Anthropic Meta Google and X All Dropped Major Releases in the Same Week (AI News) · In A(i) Nutshell · Sep 25
Neutral 24
- Cited as a company that persisted for years despite losses before succeeding.Rick Rubin: What Jay-Z Did in 30 Minutes Left Me Speechless! · The Diary Of A CEO with Steven Bartlett · Sep 21
- Used as an analogy: AWS built internal capacity first, then sold it externally.How to Dominate Manufacturing in the US | Chris Power, Hadrian · Relentless · Sep 21
- Being watched given heavy AI and data center spending.We Must Not Abandon Capitalism For Socialism | Jonathan Wellum · Thoughtful Money with Adam Taggart · Sep 22
- Cited as an example of a software-layer company worth trillions; hyperscalers described as lagging.Who Feeds the GPUs? Inside AI's Hidden $30B Layer | Renen Hallak, VAST Data · The MAD Podcast with Matt Turck · Sep 24
- Cited as an example of software layers accruing value in past platform eras.Who Feeds the GPUs? Inside AI's Hidden $30B Layer | Renen Hallak, VAST Data · The MAD Podcast · Sep 24
- Blocked an AI agent from buying on its site while running its own AI shopping tools.Why Kalshi's Timeline Fight Put Its ETH Perp Volume Under a Microscope: Uneasy Money · Unchained · Sep 24
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- Sole retail channel for the Dilbert calendar; packaging issues discussed.The Scott Adams School - 09/24/26 HOME TEAM w/ a Surprise For YOU! · Real Coffee with Scott Adams · Sep 25
- Blocking Muse protects its walled garden, so it is neither clear winner nor loser.Meta Muse Winners and Losers; Google's Risk; Zeta Global and Adobe $ZETA $ADBE · Chit Chat Stocks · Sep 25
- Mentioned as a credit reference that makes Whole Foods attractive to tenants.The Art & Science of Developing Iconic Retail Properties with Terry Montesi (#431) · POWERS · Sep 23
- Blocked the Muse agent, a move hosts see as a defensive squabble over agent commerce.Claude Is Doing Science, a16z Is Starting a University & the AI Bubble Keeps Growing and Still Be a Terrible Business; We'd Rather Send Our Kids to the Military Than to a16z's School · More or Less · Sep 25
- Blocked Meta's shopping agent to protect its storefront and customer data.[AI WEEKLY NEWS RUNDOWN] Oracle Force Majeure Shakes OpenAI, Training Pauses & Rogue Agents, DeepSeek Hits $1B, Google Space TPUs, & Trump-Xi Summit (Sept 27, 2026) · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 27
- Mentioned as an in-house chip builder and as an early online competitor to toy retail.Ep 6: KB Toys, the AI Boom & Nvidia: Business Lessons From Past and Present · Fundamentals Unfiltered · Sep 21
- Mentioned as entering drone delivery, which the speaker sees as validating the field.Using Drones to Expand Healthcare Delivery · The CommonHealth · Sep 23
- Referenced as an e-commerce competitor and as a precedent for dialing profitability up and down.Why Wayfair sees an opportunity at the high end · Business of Home Podcast · Sep 21
- Mentioned as a large AI capex spender.Bitcoin & Sports Teams Are The Best Hedge Against Inflation | Chris Kelly · The Pomp Podcast · Sep 23
- Distribution partner for Pathway's models through AWS.What Comes After Transformers? · The Data Exchange with Ben Lorica · Sep 24
- Mentioned as pursuing vertical small language model efforts for enterprises.Who Sets AI Safety Rules, Who Owns Training Data, and What Stops Adoption? · Techstrong Gang · Sep 22
- Cited as having made many storefronts obsolete, with agents now a threat to its model.Money in the Age of Intelligence | Freedom Tech DC 2026 · Bitcoin Policy Institute · Sep 26
- Mentioned as having acquired spectrum, a competitor in space communications.Why Space Infrastructure Costs 10x Less Now | Peter Beck · MTS · Sep 22
- Its Alexa shopping stats were cited as correlation rather than proof of impact.Costco Hands Off Delivery as Kroger Bets on AI · RETHINK RETAIL · Sep 25
- Named as a large holding that can overlap with ETFs and create hidden concentration.The AI panic, tech concentration, and Nvidia windfalls · Trader Talk · Sep 23
- Cited as a major retailer example alongside Walmart in discussing differentiation.Beyond ROAS: The New Retail Media Playbook for Enterprise Growth (Sherry Smith, President of Retail Media at Criteo) · The CPG View · Sep 21
- Scholl's former employer, whose Bezos passed on the seed round and wrote about large companies' advantages.Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine · All-In with Chamath, Jason, Sacks & Friedberg · Sep 22
- Blocked Meta's Muse agent from its shopping site over unidentified bot access.Amazon Slams the door on Meta's Muse AI Agent · Cybersecurity Today · Sep 23
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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