Recently updated channels

Pick one to see only that channelBrowse all channels →
Matthew Bermantoday +336AI Engineertoday +6Theo - t3․ggtodayThe Builderstoday +1a16ztoday +2硅谷101today +1SemiAnalysistoday +1Chris WilliamsontodayCheeky PinttodayInvest Like The Besttoday

Results

1 articles
Sort
Channela16zTopicSemiconductorsSpeakers3 or more
1:00:39EN
a16z· Oct 23, 2026Podcast · 3 speakersAmazon CEO Andy Jassy on the $220 Billion AI BuildoutGuest Andy Jassy · Host Ben Horowitz, Erik TorenbergEven at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.AI StrategyInfrastructure & deploymentSemiconductors+2