# Andy Jassy

Markdown copy of https://realalpha.app/people/andy-jassy/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy.

Real Alpha has cut 8 moments of Andy Jassy (President & CEO, Amazon) talking, from an interview on a16z Podcast published Oct 23, 2026.

- Role: President & CEO, Amazon
- On X: https://x.com/ajassy

## What Andy Jassy said

- [Customer demand guides Amazon’s AI infrastructure spending](https://realalpha.app/s/customer-demand-guides-amazons-ai-infrastructure-spending/)
  a16z Podcast · Oct 23, 2026 · 5 min
  > “even spending $220 billion in CapEx this year, we're leaving a meaningful amount of demand on the table.” — Andy Jassy · [13:33](https://realalpha.app/v/-YMMRQ1qscI/?t=813)
- [AI demand is concentrated, but AWS won’t displace core customers](https://realalpha.app/s/ai-demand-is-concentrated-but-aws-wont-displace-core/)
  a16z Podcast · Oct 23, 2026 · 7 min
  > “We're not going to squeeze our customers, and we're going to make sure that they can scale.” — Andy Jassy · [26:39](https://realalpha.app/v/-YMMRQ1qscI/?t=1599)
- [AI will push companies toward smaller teams and faster security](https://realalpha.app/s/ai-will-push-companies-toward-smaller-teams-and-faster/)
  a16z Podcast · Oct 23, 2026 · 7 min
  > “the way that applications are going to have to be able to respond to imminent security threats is going to be in minutes.” — Andy Jassy · [43:00](https://realalpha.app/v/-YMMRQ1qscI/?t=2580)
- [Annapurna gave AWS a path to custom chips and lower inference costs](https://realalpha.app/s/annapurna-gave-aws-a-path-to-custom-chips-and-lower/)
  a16z Podcast · Oct 23, 2026 · 6 min
  > “It's about 40% more price performance than other x86 processors.” — Andy Jassy · [31:06](https://realalpha.app/v/-YMMRQ1qscI/?t=1866)
- [Amazon chose customer speed over efficiency during the pandemic buildout](https://realalpha.app/s/amazon-chose-customer-speed-over-efficiency-during-the/)
  a16z Podcast · Oct 23, 2026 · 4 min
  > “we decided, as we almost always do, to shade on the side of customers.” — Andy Jassy · [7:29](https://realalpha.app/v/-YMMRQ1qscI/?t=449)
- [Jassy says data centers are essential infrastructure for the U.S](https://realalpha.app/s/jassy-says-data-centers-are-essential-infrastructure-for-the/)
  a16z Podcast · Oct 23, 2026 · 5 min
  > “The golf industry or the almond farming industry consume way more water than data centers do.” — Andy Jassy · [18:10](https://realalpha.app/v/-YMMRQ1qscI/?t=1090)
- [Amazon is rebuilding Alexa and other products around AI](https://realalpha.app/s/amazon-is-rebuilding-alexa-and-other-products-around-ai/)
  a16z Podcast · Oct 23, 2026 · 5 min
  > “you have to find a way to get teams to reimagine from scratch” — Andy Jassy · [48:27](https://realalpha.app/v/-YMMRQ1qscI/?t=2907)
- [Amazon pursues new businesses with dedicated teams and clear hurdles](https://realalpha.app/s/amazon-pursues-new-businesses-with-dedicated-teams-and-clear/)
  a16z Podcast · Oct 23, 2026 · 4 min
  > “we organize in this decentralized, single-threaded way, if you have the right leaders” — Andy Jassy · [58:53](https://realalpha.app/v/-YMMRQ1qscI/?t=3533)

## The episode

- [Amazon CEO Andy Jassy on the $220 Billion AI Buildout](https://realalpha.app/v/-YMMRQ1qscI/) · a16z Podcast · Oct 23, 2026