Company
Amazon
- Episodes
- 82
- Share
- 7.8%
- Shows
- 79
- Net sentiment
- +0.19
Down from 7.8% of episodes in the weeks before; net sentiment was −0.10.
Bullish 18Mixed 27Neutral 29Bearish 8
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%6%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on Amazon. Longest episodes first.
Bullish 18
- Heavy AI infrastructure investment with demand exceeding current capacity.Instinct’s $10B | The Pope & Jensen Huang | ElevenLabs CEO In Person | Top 100 TV Shows · etn. · Sep 29
- Cited as an example of an internal plumbing layer (AWS) becoming more valuable than the original business.Inverting Quality: Studying the Exceptions of the Most Obsessive Operators with Sean Iddings · The Art of Quality · Oct 4
- Growing grocery business with over $100 billion gross sales and rapid same-day delivery expansion.Booze Boycott Numbers & Coffee's Canadian Contribution, with guest co-host Steve Dennis and Jason Buechel, CEO, Whole Foods Market and VP, Amazon Worldwide Grocery Stores · The Food Professor · Oct 1
- AWS and custom chips seen as major positives, though agentic shopping may hurt advertising.AI Is Running Out of Human Data. Here’s the Trade. · Dumb Money Live · Sep 29
- Hosting Moonshot's Kimi K3 on Bedrock adds a model to its AI offering.Is Polymarket A Money Laundering Machine? | LWIT · Beyond The Build · Sep 28
- Streaming Thursday Night Football and in-game shopping are seen as driving subscriptions and sales.Playbooks and Portfolios: Sports Media, Alternate Markets, and Protect College Sports · Playbooks & Portfolios · Oct 1
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- Platform is too big to ignore and sales keep rising, though it is a demand capture channel.The Billion-Dollar Brands Leaving Amazon Search Wide Open · The PPC Den: Amazon PPC Advertising Mastery · Oct 2
- Carlson sees its logistics network and convenience as durable against agentic shopping threats.How I’m Investing With $1.5 Million Stock Portfolio · The Joseph Carlson Show · Sep 28
- Cited as a company that generated large value after the dot-com bust.AI, Financial Markets, and the Economy · Knowledge at Wharton · Sep 28
- Multi-year custom chip IP deal worth over a billion dollars plus royalties.Drill Down Insider #23: Synopsys (SNPS:NASDAQ) CFO Shelagh Glaser · The Drill Down · Oct 1
- Why US hiring hit a wall · Elon Musk Podcast · Oct 4
- Committed over $3 billion to extend and expand Maryland nuclear supply.Bogosity Podcast for 4 October 2026 · The Bogosity Podcast · Oct 4
- Amazon is expanding ad reach via OpenAI partnership and its DSP is posting strong numbers.AI, Ad Spend & the Amazon–OpenAI Deal: What Advertisers Should Watch| E42 · Media Monitor · Sep 30
- Its ad relationship with OpenAI gives Amazon a useful surface for agentic shopping ads.(Preview) All About Agents: Dots Arrive, Google and Apple Questions, Muse Follow-Ups, Super Intelligence, and the Mandate of Heaven · Sharp Tech · Oct 2
- Amazon benefits from OpenAI as a surface for its ads business.(Preview) All About Agents: Dots Arrive, Google and Apple Questions, Muse Follow-Ups, Super Intelligence, and the Mandate of Heaven · Sharp Tech with Ben Thompson · Oct 2
- Expanding Seller Central across channels, offering faster payouts, fulfillment perks, and AI tools for sellers.Amazon Wants to Run Every Marketplace, AI Gets the Keys & Holiday Spending Hits $275B · Selling on Giants: The eCommerce Marketplace Podcast · Sep 29
- Locked in a major nuclear power deal to supply AI data center electricity needs.10-Year Yield Tap 24-Year Highs; MU Earnings, AMZN & CEG Deal Power AI Stocks · Schwab Network · Oct 1
- Announced a $100M robotics and fulfillment facility in Indiana.September 2026 Robotics Recap · Robotics 24/7 Podcast · Sep 30
Bearish 8
- Reportedly blocked the web browser agent from accessing its sites.The SaaSpocalypse that wasn't, with Atlassian's CEO · Decoder with Nilay Patel · Sep 28
- Bahrain and UAE regions suffered permanent data loss from regional conflict damage.373: Raiders of the Lost Claude Artifact · The Cloud Pod | Weekly AI & Cloud News on AWS, Azure & GCP · Sep 30
- Blocking agent shopping threatens its large advertising revenue base.This Chart Exposed The AI Trade and Loves Bitcoin · Onramp Bitcoin Media · Sep 29
- Blocked Muse agent access, risking ad revenue erosion from agent-driven shopping.This Chart Exposed The AI Trade and Loves Bitcoin · Early Riders Media · Sep 29
- Blocking agents threatens its ad revenue and impulse shopping if agents purchase without ads.The Personal Agent Race Is Here | Anish Acharya & David Pawlan · The a16z Show · Sep 29
- Fee increases and fee complexity are squeezing sellers, hurting margins and seller growth.E662: Amazon Panicking? Could fee DECREASES be coming? · The Ecomcrew Ecommerce Podcast · Oct 2
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- AWS lost some customer data in UAE and Bahrain regions after strikes, with recovery still incomplete.Why Your Cloud Region Is Now a Physical Attack Surface · Blue Security · Sep 29
- Blocks outside agents like Manus from shopping on its site, limiting agent access.Bots Already Make Up 60% of All Web Traffic | Kyle Jeong · MTS · Sep 29
Mixed 27
- Shutting off Meta's shopping assistant access raised questions about how AI agents will shop.Julie Fredrickson - The Right to Compute: AI Agents, Nuclear Power & Human Data (Ep. 330) · Infinite Loops · Oct 1
- Shinn cites its roughly 10% take rate and expects agents to reshape its marketplace role.Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493] · Invest Like the Best with Patrick O'Shaughnessy · Sep 28
- Agent intermediaries could threaten its upselling-driven platform economics.Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493] · Invest Like the Best · Sep 28
- Blocked Muse from shopping on Amazon, reflecting threat from AI agents disintermediating retail.We tested Instinct, MUSE and Grokbot. They’re ridiculous. · My First Million · Sep 30
- Blocking Meta's Muse agent protects its recommendation and ad revenue from AI intermediaries.Is This the Best AI Model Right Now? · Last Humans in the Loop · Sep 30
- Subscribe-and-reorder features are convenient, but returns and integrity issues are concerns.Sydney Sweeney’s Playbook, Are We Building Brands for Robots?, and How Nobody Reads the Article · Branded Assets with Kate Bouchard · Sep 28
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- Among hyperscalers whose heavy AI capex now outruns free cash flow.Michael Hartnett: I coined “Mag7” - Here’s What Ends Their Run · The Master Investor Podcast with Wilfred Frost · Sep 28
- Mentioned as a heavy road user that should bear greater transport costs.Resisting Enshittification w/ Michael from Systems of Human Performance: Ep. 563wsasdaw · The J. Burden Show · Oct 2
- Large Anthropic exposure and AWS growth tied to AI labs carry both upside and cascade risk.Anthropic’s IPO Leak, OpenAI’s Dots vs. Meta’s Muse, Visual Turing Test · Big Technology Podcast · Oct 2
- Strong ad products but blocks outside AI agents to protect its advertising revenue.Episode 193: Adam Epstein on Muse & Agentic Commerce, Plus TTD Blocked on Safari and Amazon UnBoxed · Marketecture: Get Smart. Fast. · Oct 2
- Used as an example of a huge winner; one host dislikes its business practices.225. September 2026 Mailbag · Investing Unscripted · Sep 30
- Exploring off-balance-sheet financing for $8 billion of Nvidia chips, drawing criticism and pushback.September saw gain of only 29K jobs, Nike turnaround put into question as sales slip · The 8:30 · Oct 2
- Blocking agent access poses a threat, though AWS growth and robotics support longer-term upside.Meta Makes A COMEBACK, Bond Yields SURGE Higher, Does The Market CARE? | Basis Points · Basis Points · Sep 28
- Amazon Business is a major threat, though its reported merchandise share is understated.Wholesale Change: AD Buys Back SupplyForce, Rexel's $1.4B Data Center Bet, and Is Walmart Distribution's Sleeping Giant? · The Wholesale Change Show · Sep 29
- Blocked Meta's agent over risk and control concerns while pursuing its own agent strategy.1102. News: Amazon blocks Meta’s AI agent, Ryft raises £20m, and Sprive bags $10m · Fintech Insider Podcast by 11:FS · Sep 28
- Memory costs absorbing a large share of its AI data center spending.America’s AI Boom Is Squeezing Main Street | Weekly Roundup · Forward Guidance · Oct 4
- Heavy AI capex and cloud backlog, but its advertising business may face pressure from agent shopping.The $1 Trillion AI Buildout | State of Markets · The a16z Show · Sep 30
- Capital-light business now highly capital intensive due to AI build-out.What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77 · The Real Eisman Playbook · Sep 28
- Blocks outside agents while building Alexa for shopping; ad revenue growing despite clutter.Amazon vs. Meta: Who Controls the AI Shopper? · RETHINK RETAIL · Oct 2
- Blocking Muse protects its ad business but risks losing relevance as agents shop elsewhere.Can Meta's Muse AI Agent Save You Money? · The Prof G Pod with Scott Galloway · Sep 30
- Struggles to make money in retail but is experimenting with physical stores.What Retail Legend Ron Johnson Learned from Apple’s Success and JCPenney’s Failure · HBR IdeaCast · Sep 29
- Major supplier and shareholder whose Anthropic markups inflated quarterly profit.The Anthropic IPO: What the $518 Billion Bill Actually Says · Deep Dive · Oct 3
- Seller platform that blocks listings and whose policies shape seller tactics.#767 - Amazon Seller Secrets From China · Serious Sellers Podcast: Learn How To Sell On Amazon FBA & Walmart · Sep 29
- Amazon's 1P model benefits its margins and algorithm control but squeezes brand sellers on pricing.Episode 337 - Should You Switch From Amazon 3P to 1P? · The Smartest Amazon Seller · Sep 30
- Accelerate announcements add seller tools but increase platform control and face antitrust scrutiny.Alibaba intros secret agentic weapon for sellers · Billion Dollar Sellers · Sep 28
- Set the delivery benchmark that Stored aims to match for other merchants.The $3B Company Trying to Beat Amazon Prime · Sourcery · Sep 29
- Community pledge and water commitments, criticized as insufficient against large investment and emissions.Pennsylvania Puts Unpowered Data Centers First in the Curtailment Line; Banks and Blackstone Assemble $60B for Broadcom's Anthropic Build — October 03, 2026 · The Data Center Daily · Oct 3
Neutral 29
- Evans's main career reference point for corporate politics and promotion stories.Amazon VP: Questions On Corporate Politics But They Get Increasingly Darker | Ethan Evans · The Peterman Pod · Sep 28
- Blocked Meta's Muse agent from shopping, raising questions about how platforms treat AI agents.#258 - Opus 5.5, Sol and Luna, Muse, DeepSeek-V4.1-Flash, Xi · Last Week in AI · Oct 2
- Blocked Meta's Muse agent from shopping on its site over credential and identification concerns.#243: GPT-6 Sol and Luna, Opus 5.5, the New Microsoft Copilot, Jensen Huang vs. AI Doomers & Introducing AI Score · The Artificial Intelligence Show · Sep 29
- Kindle lineup refresh and Amazon blocking AI agents from its store.Dots get up in Muse's business · The Vergecast · Oct 2
- Main competitor in e-commerce, advertising and membership; discussed as a benchmark for Walmart's strategy.TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · Oct 1
- Custom Trainium chips have had outages, and much of Anthropic's compute appears to come from Nvidia and Google.Token Bill Dwarfs CPU Bill | Ben Pouladian on Meta's Muse, Anthropic S1, and Why All Roads Still Lead to NVIDIA · Monetary Matters with Jack Farley · Sep 30
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- Investing about $100 million in a new Indiana robotics manufacturing facility.Inside Omron’s Next-Generation LD Mobile Robots · The Robot Report Podcast · Oct 2
- Mentioned as a platform whose advertising-driven model could be affected by shopping agents.The Chopping Block: Bitget's 387 Million Dollar Hack, Kalshi's Cooked Perps Volume, and Agentic Bank Runs · Unchained · Oct 2
- Mentioned as the main competitor with Echo Show devices at lower prices.HomePad launch nears, Apple Watch Readiness score, Ternus wants to make Apple more nimble · 9to5Mac Happy Hour · Oct 1
- Named among large companies advancing open-weight models.Ep 164: Inside Anthropic with Sholto Douglas & Nicholas Marwell — AGI, Optimism vs Risks, Regulatory Capture, Open Source & More! · Joe Lonsdale: American Optimist · Oct 2
- Jeff Bezos is the Smithsonian's highest donor, mentioned in the context of defense ties.Cold Take Ep. 14: Missile Makers at the Smithsonian, Bush's 9/11 Paintings, a Bicycle Art Heist · Urgent Matter: Cold Take · Sep 29
- Mentioned for blocking agent-driven shopping, a sign of friction in agent commerce.OpenAI’s Dots lead on the future of ChatGPT · Sources with Alex Heath · Oct 1
- Julia White's employer; discussed for its leadership principles around earning trust.Amazon Web Services CMO Julia White, on Why Earnings Calls Are Stories About Demand · Create or Destroy: Reimagining Marketing with Seth Matlins · Sep 29
- Holds stakes in Anthropic that would be affected by its IPO valuation.Tech in DC: SEC Chair Atkins, Speaker Johnson & Senator Warren 9/29/26 · Squawk Pod · Sep 29
- Blocked Meta's agent from its site over unverified third-party data access concerns.Inside Elon Musk’s SpaceX AI Cloud Pivot, The Risks of Giving AI Agents Your Credit Card · The Information's TITV · Oct 1
- Launches many instance, database, billing and AI cost features in the episode.WNiCF - August 2026 - News · What's new in Cloud FinOps? · Sep 30
- Cited as an example of consumers accepting imperfect personalization.The Priorities for Banking as We Plan for 2027 · Banking Transformed with Jim Marous · Sep 29
- Former employer where he gained cloud and product engineering experience.S4 EP8 - Why I Left NVIDIA for Mistral · The Neil Ashton Podcast · Oct 4
- Declined to work with Muse-style agent shopping tools; its Prime moat is seen as durable.HP President on Replacing Middle Management and Cutting Tickets 40% with AI Agents | Faisal Masud | E314 · The Product Podcast · Sep 30
- Seen as a possible partner for agent commerce and a take-rate comparison.Cambridge AI Safety Plan, Instinct CEO on Invest Like the Best, Zuck Hires MongoDB CEO | Diet TBPN · TBPN · Sep 29
- Mentioned as seeing similar regional resource shortages.What Are Microsoft Enterprise Customers Thinking? · The Directions on Microsoft Briefing Podcast · Oct 1
- Amazon data lake is one of the sources connected into Salesforce's unified customer view.1032: Garbage In, Gospel Out: Agents Are Your New Customers, with Salesforce’s CDO Michael Andrew · Super Data Science: ML & AI Podcast with Jon Krohn · Oct 2
- Mentioned as a comparison for cart and wish list behavior.EP349 - Personalization's Big Moment with Google Shopping's Nicole Netland · The Jason & Scot Show - E-Commerce And Retail News · Sep 29
- Reportedly blocked agents from shopping on its platform.The Week: An IPO False Start, an Agent That Goes Shopping, and a War We Keep Paying For · The Prof G Pod with Scott Galloway · Oct 2
- Reportedly blocked AI shopping agents from its catalog.A Faster, Leaner Apple Under New CEO - MOSK: 09.30.2026 · Mac OS Ken · Sep 30
- Mentioned as a factor in Toys R Us's earlier decline through toy sales competition.Costco's $33B Online Lesson, Toys R Us Returns and Best Buy on TikTok Shop | Five Things Friday US, Week 40 · The Retail Podcast · Sep 30
- Jeff Bezos was cited as a business figure at the summit, no investing view given.Washington Weekly Podcast: UN General Assembly, US-China summit · UBS On-Air: Market Moves · Sep 28
- Will stream six NHL teams' games via Prime Video under centralized production.SBJ Morning Buzzcast: September 30, 2026 · SBJ Morning Buzzcast · Sep 30
- Mentioned only for an analyst contract extension with Prime Video; no investment view offered.SBJ Morning Buzzcast: October 2, 2026 · SBJ Morning Buzzcast · Oct 2
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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