The a16z Show
Amazon CEO Andy Jassy on the $220 Billion AI Buildout
The a16z Show discusses tech and culture trends, news, and the future – especially as ‘software eats the world’. It features industry experts, business leaders, and other interesting thinkers and voices from around the world. This show is produced by Andreessen Horowitz (aka “a16z”), a Silicon Valley-based venture capital firm. Multiple episodes are released every week; visit a16z.com for more details and to sign up for our newsletters and other content as well!
Show Notes
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.
Resources:
Follow Andy Jassy on X: https://x.com/ajassy
Follow Ben Horowitz on X: https://x.com/bhorowitz
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