Amazon22 min read
Amazon Q1 2026 Earnings: AI, AWS, Guidance, And Monitoring Notes
- Amazon Q1 2026 earnings release, released April 29, 2026.
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Stock summaries & outlooks
Curated investment research notes synthesized from founder and operator interviews — focused on finding alpha in AI.
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View archive →- Amazon14 min read
Chris Camillo's Amazon Investment Thesis
Source: Meta Beats. Microsoft Misses. Why Amazon Matters Most, Dumb Money Live, published January 30, 2026.
Read summary → - Anthropic14 min read
Dario Amodei AI Investment Thesis
Source: Dario Amodei — "We are near the end of the exponential", Dwarkesh Patel, February 13, 2026.
Read summary → - Dylan Patel19 min read
Dylan Patel — AI Compute Bottlenecks Investment Thesis
Source: Dwarkesh Podcast – "Deep dive on the 3 big bottlenecks to scaling AI compute"
Read summary → - Jensen11 min read
Jensen Huang AI Investment Thesis
Source: Jensen Huang – Will Nvidia's Moat Persist?, Dwarkesh Patel, 2025.
Read summary → - Jensen12 min read
Jensen Huang BG2 Pod AI Investment Thesis
Source: NVIDIA: OpenAI, Future of Compute, and the American Dream, BG2 Pod w/ Bill Gurley & Brad Gerstner, September 26, 2025.
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