Amazon CEO Andy Jassy on the $220B AI bet that could make AWS a $1T business
a16z Podcast · rss · 2026-10-23
a16z Podcast hosts Ben Horowitz and Erik Torenberg interview Amazon CEO Andy Jassy. Key points:
- Amazon expects roughly $220B in CapEx in 2026, yet Jassy says meaningful AI demand is still being left on the table; he believes the buildout could ultimately help make AWS a $1 trillion annual run-rate business
- How Amazon decides how much infrastructure to build, and why lower inference costs could unlock broader enterprise adoption
- AI is reshaping Amazon itself: smaller teams shipping faster, and a reimagined Alexa
- Jassy sees cybersecurity, human judgment, and critical thinking as increasingly important in the AI era
More from Companies & People
- IBM CEO: AI could let enterprises cut 490 of 500+ software vendors — victor_explore · 2026-10-23
- Google Discover tests blocking clicks on AI summary sources — lilyraynyc · 2026-10-23
- Andreessen: employees are secretly using AI and not telling management — rohanpaul_ai · 2026-10-23
- Every's frontier team and a tab-free AI browser built around one engineer's workflow — every · 2026-10-23
- Demis Hassabis's AGI timeline reportedly shrinks from 10 years to under 2 — TinfoilTricorn · 2026-10-23
- RIP Data Scientists: The Generative AI Data Scientist Is What Companies Now Want — mdancho84 · 2026-10-23