PERSON DIRECTORY
Erik Torenberg
Erik Torenberg appears in 141 indexed conversations across The a16z Show, The Cognitive Revolution. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
141 EPISODES2 SHOWS
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Amazon CEO: $220 Billion Still Can’t Meet AI Demand
Andy JassyBen HorowitzErik Torenberg
Amazon expects about $220 billion of 2026 CapEx, yet AWS capacity is sold out for 2026, largely for 2027, and partly for 2028; AWS AI has exceeded a $25 billion revenue run rate.Data centers require investment roughly two years before monetization, pressuring free cash flow; broader enterprise inference adoption also hinges on costs Jassy still calls an order of magnitude too high.