# Andy Jassy

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DoorDash Bags Instacart, Caper Carts Check Out & Starbucks Brews a Comeback | Fast Five

Retail news came in by the truckload this week! Chris Walton is joined by Kelly Carey, Senior Director at the A&M Consumer and Retail Group, for a packed Fast Five covering DoorDash's $17 billion Instacart acquisition, the end of Caper Carts, Starbucks' comeback, Walmart+'s international expansion,…

DoorDash Bags Instacart, Caper Carts Check Out & Starbucks Brews a Comeback | Fast Five

Retail news came in by the truckload this week! Chris Walton is joined by Kelly Carey, Senior Director at the A&M Consumer and Retail Group, for a packed Fast Five covering DoorDash's $17 billion Instacart acquisition, the end of Caper Carts, Starbucks' comeback, Walmart+'s international expansion,…

AWS Grew 39% and Jassy Now Sees Two Trillion-Dollar Businesses Within 10 Years

Andy Jassy told investors and analysts that Amazon may have two trillion-dollar revenue businesses within five to 10 years, though it doesn’t have one yet. Rick Watson and Jessica Lesesky run the numbers on both. AWS grew 39% to $46 billion in Q3 2026, and Jassy says it can grow more than 40% in e…

Amazon CEO Andy Jassy on the $220 Billion AI Buildout

A16z Podcast Intro Check out the episode pageRead the full notes @ podcastnotes.org Amazon expects to spend roughly $220 billion in CapEx in 2026, yet CEO Andy Jassy says the company is still leaving meaningful AI demand on the table.** He believes the buildout could ultimately help make AWS a…

Are We Sleeping on Amazon? Amazon CEO Andy Jassy Thinks So | Fast Five Shorts

Amazon CEO Andy Jassy says Wall Street may be overlooking Amazon's retail progress, pointing to fresh groceries and everyday essentials growing three times faster than the rest of its stores business. However, Amazon's online store sales increased just 2% in Q3. Is Amazon quietly becoming a bigger …

Breakdown: Andy Jassy

In this episode, the hosts discuss the ongoing debate surrounding remote and hybrid work, particularly in the context of Amazon CEO Andy Jassy's mandate for employees to return to the office. They explore the implications of this decision on workplace culture, productivity, and employee well-being.…

Media Monday: Hollywood’s Midterm Hangover & Times M&A Fantasies

Jon Kelly joins Peter to discuss whether newly empowered House Democrats will subpoena Andy Jassy and other Trump-friendly media execs. Then they size up the New York Times’ potential windfall from its OpenAI lawsuit, and what it might buy with the money.

Are We Sleeping on Amazon? Amazon CEO Andy Jassy Thinks So | Fast Five Shorts

Amazon CEO Andy Jassy says Wall Street may be overlooking Amazon's retail progress, pointing to fresh groceries and everyday essentials growing three times faster than the rest of its stores business. However, Amazon's online store sales increased just 2% in Q3. Is Amazon quietly becoming a bigger …

Meta vs. OpenAI: The Poaching Wars

This week, hosts Chad Sowash, Joel Cheesman, and Emi Beredugo sling zingers at the tech and policy chaos of today's work of work. First up, they cackle over OpenAI’s Sam Altman throwing shade at Meta, claiming Zuck’s crew dangled $100 million bonuses to poach his AI wizards. Altman, smirking on h…

Amazon Just Proved the Bloom Was Already Paid For

Dr. Venki Padmanabhan | The Long Game | March 2026 For The Long Game for All (thelonggameforall.substack.com) ∗ ∗ ∗ On Thursday, Amazon’s retail website locked shoppers out of checkout for six hours. Not a DDoS attack. Not a server fire in Northern Virginia. An AI agent followed advice from an ou…