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Joined January 2009
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Martine Paris retweeted
AWS has not named the specific buyers. CEO Andy Jassy attributed the sold-out capacity (2026 fully, 2027 largely, good chunk of 2028) to demand from AI labs and enterprises. Known large deals include Anthropic (over $100B commitment, up to 5GW Trainium) and OpenAI (multi-year Trainium capacity). Some capacity is held back for on-demand and startups.
Martine Paris retweeted
Amazon CEO Andy Jassy confirmed on an a16z podcast that AWS has sold out large capacity blocks for 2026, is largely sold out for 2027, and has already committed a good chunk of 2028. Explosive AI demand from labs and enterprises is outpacing even Amazon’s planned $220B 2026 capex buildout of data centers, power, and chips. They keep some reserves for on-demand EC2 and Bedrock, but still leave demand unmet.
Martine Paris retweeted
Five years into his run as CEO, Andy Jassy has nearly tripled the size of AWS, grown Amazon's revenue by about 80%, and expects to spend $220 billion this year to win AI. Amazon's AI business hit a $25 billion run rate in three years, growing several hundred times faster than early AWS.
Jassy joins a16z's Ben Horowitz and Erik Torenberg to discuss the decisions behind that run, from rebuilding Amazon's fulfillment network after the pandemic to the AWS origin story.
They also cover why data centers became a political fight, Amazon's custom chips, its stakes in Anthropic and OpenAI, why inference needs to get 10x cheaper, AI's most underrated risk, and why every company will have to reinvent its products from scratch, plus Jassy's advice for anyone who's 18 today.
0:47 How Amazon has changed since 2021
1:51 How the pandemic reshaped retail
3:30 Why AI supercharged AWS's growth
5:20 When leadership principles clash
9:36 $60M vs. $25B: early AWS vs. early AI
13:20 How the AI CapEx cash cycle works
15:44 Why the US must build data centers
20:55 The labs-to-enterprise AI barbell
23:12 Demand vs. longtime AWS customers
28:11 Annapurna, Graviton, and Trainium
33:55 Backing Anthropic and OpenAI
37:15 Why AI means smaller teams
42:13 AI's underrated risk: security
46:29 Why Amazon rewired Alexa's brain
53:07 What Jassy tells his kids about AI
56:36 Betting on AI, robotics, and space
YouTube: youtu.be/-YMMRQ1qscI
@ajassy @Amazon @bhorowitz @eriktorenberg
Martine Paris retweeted
Andy Jassy says AWS capacity for 2027 is "largely sold out" and a "good chunk" of 2028 capacity is also sold, though AWS reserves some capacity for on-demand (@catherineperlo1 / The Information)
(Visit Techmeme dot com for the link and full context!)
Martine Paris retweeted
A seismologist once gave me a tour of the campus showing which buildings will collapse when the Hayward fault breaks, and Wurster was top of his list.
Martine Paris retweeted
I visited Wurster Hall at UC Berkeley today. It was designed by, and currently houses, the architecture faculty.
The UC Berkeley website notes that "Wurster is often voted Berkeley's ugliest building."
I visited because I was curious about whether it would in person seem as unattractive as it does in photos. And, in short: it does. It's gaunt, austere, and filmed in grime. On an elysian campus, it stands out for its bleak hostility. It reminds me of the German submarine base in Bordeaux.
The UC Berkeley page agrees that it was never designed to be attractive, quoting the curator of their design archives: “Wurster and his handpicked architects didn’t want anything romantic, or sentimental — they hated the idea of ‘making pretty buildings. They wanted a serious building.”
I guess we have to concede success relative to their stated goals, but it does make one wonder what it all says about architecture as a discipline.
Martine Paris retweeted
Although Warner Bros. and DC’s R-rated “Clayface” was comfortably at No. 1 with $24 million, A24’s buzzy Elizabeth Holmes doc “You Can See Everything” was surprisingly close after defying box office expectations again.
The stranger-than-fiction film collected a spectacular $19.5 million in its sophomore outing.
variety.com/2026/film/box-of…
Martine Paris retweeted
This week could go down as the worst in the history of cybersecurity—and such crises may soon be the new norm, @matteo_wong reports. He explores what can be done to secure the internet: theatlantic.com/technology/2…
Martine Paris retweeted
Muse's computing costs will need to fall at least tenfold before the AI assistant is scalable, a significant challenge if Zuckerberg is to reach his stated goal of more than a billion users, @DaveLeeBBG says (via @opinion) bloomberg.com/opinion/articl…
Martine Paris retweeted
The Elon Musk-owned company is in talks with one of the largest cell tower owners in the US, according to Bloomberg. theverge.com/science/1017477…
Martine Paris retweeted
Anthropic's IPO is imminent, and a lot of big names are poised to cash in on Claude.
Major early investments include:
💰 Iconiq: More than $6 billion
💰 GIC: $4.5 billion
💰 Sequoia Capital: $3 billion
💰 Menlo Ventures: More than $1 billion
💰 Spark Capital: $75 million
Cut through the noise with @BrianSozzi every day at 9:30 a.m. ET on Yahoo Finance.
Martine Paris retweeted
OpenAI, Anth, and Google are all leaning heavily into bio. I know people are skeptical about results in this area, and I understand why, but I honestly believe that if you are reading this, there is a non-trivial chance that (if you want to) you will live for a very long time.
Martine Paris retweeted
Very concerning situation
I’ve heard several OAI people say there are unfixable bugs in hardware that are exploitable by AI models directly speaking machine code so even if we could solve software that’s not enough. We need defense to move faster than offense if that’s even possible we may just have a new normal that requires adapting to insecure software (bank transfers require going into a branch and taking a dna test 🤣😬)
