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AW

Alexandr Wang

06/18/25

@ Y Combinator

The key to AWS's success was the conviction that it would tap into an infinitely large and growing market for cloud computing, driven by exponential demand for computing power.

Video

Alexandr Wang: Building Scale AI, Transforming Work With Agents & Competing With China

@ Y Combinator

Alexandr Wang: Building Scale AI, Transforming Work With Agents & Competing With China

06/18/25

Related Takeaways

Alexandr Wang

06/18/25

@ Y Combinator

Amazon's creation of AWS in 2006 was initially seen as a terrible idea, but it turned out to be a pivotal moment in modern business history, demonstrating the potential of cloud computing.

Alexandr Wang

11/03/23

@ The Logan Bartlett Show

Amazon's evolution from an online bookstore to the largest data center provider illustrates how unpredictable innovations can drive a company's market value, with AWS being a prime example.

Werner Vogels

11/12/18

@ Y Combinator

AWS's rapid growth surprised us; we anticipated it would be significant, but the speed of adoption exceeded our expectations.

Y Combinator Cast

08/27/22

@ Y Combinator

AWS initially targeted startups to build relationships and gain traction, which later helped them penetrate the enterprise market, showcasing the effectiveness of a bottoms-up sales strategy.

Alexandr Wang

11/03/23

@ The Logan Bartlett Show

Investors often mistakenly focus on predictable revenue growth, while the most significant impacts often come from unpredictable innovations like AWS.

Werner Vogels

11/12/18

@ Y Combinator

In the early days of Amazon, we faced failures with companies integrating due to infrastructure issues, which led to the creation of AWS.

Werner Vogels

11/12/18

@ Y Combinator

Startups often make the mistake of treating AWS like a traditional data center, which limits their ability to leverage AWS's higher services and security features.

Sequoia Capital Cast

12/05/24

@ Sequoia Capital

We leveraged early cloud infrastructure and open-source software to manage costs effectively, even before major cloud providers like AWS existed.

Steve Ballmer

06/02/25

@ Acquired

Azure's development began around 2005-2006, as AWS was gaining traction, and we recognized the need for a cloud platform to compete effectively.