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 $1 trillion annual run-rate business.
Andy joins a16z co-founder Ben Horowitz and Erik Torenberg to discuss why AI demand is growing so quickly, how Amazon decides how much infrastructure to build, and why lower inference costs could unlock broader enterprise adoption.
They also discuss how AI is reshaping Amazon itself, from smaller teams building products faster to reimagining Alexa, and why Andy sees cybersecurity, human judgment, and critical thinking as increasingly important in the AI era.
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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