Acquired / episode intelligence
Speakers in the public record
Claim mix
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
21 published records
01 / belief
“Then investing a billion dollars worth of his return from Amazon stock every year and turbocharging it. That kind of change of pace I think has yielded some dysfunctional outcomes.”
02 / belief
“I think you either wrote implied that John Mackey at Whole Foods reached out to Bezos either through Bloomberg or after having seen something in Bloomberg.”
03 / uncertainty
“I don't know about everybody listening or you, but the number of times I get a little card on stuff I order from Amazon now saying, write a review and email it to us at this address and will send you something.”
04 / belief
“Now you've got this massive advertising business. I think $6 billion in the last quarter.”
05 / belief
“In fact, I think, except for maybe parts of Europe, that really hasn't worked out that well.”
06 / uncertainty
“You had the great quote too, I don't know that you had a name on it but it was just an S-team member who said, “We didn't know if we were going to get it right in India, but we knew Walmart was going to get it wrong.”
07 / uncertainty
“I don't know that I had a number, but I definitely had some sources saying that it was the biggest single investment in Amazon history.”
08 / belief
“I think what I originally was riffing on with that term was how he's so effortlessly alluded difficult questions back when he gave interviews.”
09 / belief
“I found that he had personally bought a Bell Helicopter and that Lauren Sanchez’s company had also registered a new Bell Helicopter at the same time.”
10 / commitment
“I will say that Bernie Thompson is one of those sellers who has mentioned in the investor letter, this guy that Steven Yang of Anker said I'm going to run you over.”
11 / belief
“I agree with that. Amazon is doing so much now in serving so many constituencies that the brand holder who wants no part of this frontier chaos, wants to sell directly, and have a relationship with their customers.”
12 / evaluation
“I think Anker is the brand that you cited that made phone chargers and all sorts of gadgets. They just have a dramatically lower cost structure than the American brand that they're selling against because everything about the company is China-based.”
13 / evaluation
“Although I think the international part of the income statement in the last quarter was profitable for one of the first times.”
14 / evaluation
“Their numbers are upside down because they're trying to acquire customers with billboards and conventional ads, and it's super expensive and ultimately unproductive.”
15 / evaluation
“I think I quote a Flipkart (maybe) board member investor in the book as saying, “If there was a mistake to make, we made it.”
16 / prediction
“I always thought that Amazon's ability to acquire companies was going to get severely curtailed because of all this antitrust scrutiny.”
17 / evaluation
“Actually, I want to put a pin in antitrust for one second and ask this question sort of in a different way, which was when I heard you were writing this book I made the comment to David that The Everything Store is a pretty clean narrative.”
18 / evaluation
“What's unfortunate is that the Saudi bots on Twitter have kind of taken what I wrote in that book to launch another wave of attacks against Bezos saying that he improperly accused them.”
19 / evaluation
“I wanted to stand on its own and be fresh in part because even though I was sort of kidding about that in the first book, Mackenzie mentioned that in her one-star review I think.”
20 / evaluation
“Hard to imagine what the missing pieces are in the Amazon quilt of businesses because they are sort of doing everything right now.”
21 / uncertainty
“The jury’s still out because there's no way to know this from Amazon's financial reporting.”