SHOW DIRECTORY
The a16z Show
The venture firm’s view of startups, AI, software, markets, company building, and the technological shifts creating new categories.
BIDCLUB DESCRIPTION
178 EPISODESENTRACKED SHOW
SUBSCRIBE[Feed_]
Language
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.