Amazon
✓ Independent editorial coverageA technology and retail company; owner of AWS and maker of Alexa. In ToTheMoon: 88 episodes from 2024 to 2026, central in 4 of them; most often alongside AI models and assistants and Markets, investment, and business models.
88
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with mentions
4
central
episodes
365
transcript
mentions
3
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& models
Apr 2024
first
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Oct 2026
latest
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Counted from the transcripts: a role and a mention count are recorded for every episode.
Amazon in ToTheMoon episodes
On ToTheMoon, Amazon is the standing example of how a large company turns technology into a product, and where it fails to. The hosts look at it from two angles: as US residents who pay by palm at Whole Foods and fill the house with Alexa speakers, and as product people asking why cashierless stores never scaled. The question is not what Amazon announced but whether it changes a habit and who answers when the system errs.
In 2024 the tone is set by failures. Episode 003 examines the closure of the largest Just Walk Out stores: the launch earned the team promotions, but the business never grew from ten to a hundred, and flawless item tracking cost more than cashiers. In episode 006 Amazon's recommendations lose to UNIQLO's limited assortment and RFID checkout, and episode 045 treats the promised Alexa announcement with reserve: a habit forms only if the new assistant is faster and more reliable than the old way.
From late 2025 the conversation shifts to agents and platform power. Episode 082 reads the cut of fourteen thousand jobs and the handover of some work to robots as a company decision rather than a forecast. Episode 083 uses the Amazon–Perplexity dispute to show that e-commerce now hinges on rules for agent identity and commissions, and episode 093 sees Amazon listing products without brand consent and buying through Buy for Me, becoming the representative of both sides of a deal. By 2026 an older mechanism returns: “If it is Amazon, the Amazon brand, there is trust somewhere, and you are a no-name” (episode 161) — the platform takes a function in-house once it sells.
Featured analysis
All episodes →Personal AI Promises to Know You Better—and Quietly Turns Data Into the Main ProductPrivacy, data, and cybersecurityTech Giants Cannot Deploy AI Because Their Main Problem Is Not the Model—It Is Their Own CompanySocial networks and communicationsTikTok, UNIQLO, and a Rap Feud: Why Technology Does Not Win Where There Is More of ItGeopolitics and technology competitionAI Is Moving Closer to People—and Reaching Too Far Into Their Lives at the Same TimeImage, video, speech, and music generation
Coverage timeline
role → prominence → date ▾
093 · 2026-01-18Personal AI Promises to Know You Better—and Quietly Turns Data Into the Main Productcentral045 · 2025-02-16Tech Giants Cannot Deploy AI Because Their Main Problem Is Not the Model—It Is Their Own Companycentral006 · 2024-05-19TikTok, UNIQLO, and a Rap Feud: Why Technology Does Not Win Where There Is More of Itcentral003 · 2024-04-26AI Is Moving Closer to People—and Reaching Too Far Into Their Lives at the Same Timecentral171 · 2026-09-27AI Will Buy and Haggle for Us. What Will Become of Humans in Such a World?analysis161 · 2026-09-06Fable 5.1 Is Out. Claude Opened Its Memory. OpenAI Is Preparing Astra — What Is Changing in the New AI Race?analysis147 · 2026-08-09Apple Sues OpenAI, Meta Challenges Codex: What Is Happening in the AI Race Right Nowanalysis110 · 2026-05-17AI Is Already Choosing for You: Price, Fear, and Previous Prompts Turn Advice Into Personalized Manipulationanalysis083 · 2025-11-09AI Agents Are Not Ready to Replace Work Yet—but They Are Already Changing Prices, GDP, and the Rules of Online Storesanalysis082 · 2025-11-02A Trillion-Dollar OpenAI, a Social-Media Ban for Children, and a Home Robot: One Market Is Selling the Promise Before the Productanalysis078 · 2025-10-05OpenAI Is Turning ChatGPT Into a Store, Social Network, and Video Platform—but Every New Market Adds a Conflictanalysis058 · 2025-05-18The US Decided to Sell NVIDIA to the World So the World Would Not Learn to Live Without NVIDIAanalysis034 · 2024-12-01AI Agents Promise to Replace Employees, but They Still Cannot Replace a Bad Interfaceanalysis029 · 2024-10-27AI Promises to Find Work Faster—and Turns the Job Market Into a Competition Between Botsanalysis019 · 2024-08-18AGI by 2030 Is Constrained by More Than Models—It May Run Out of Electricityanalysis010 · 2024-06-16ChatGPT Is Already Useful in Everyday Life, but the Industry Still Cannot Turn AI Into a Proper Productanalysis008 · 2024-06-02NVIDIA Became the Symbol of the AI Boom, but the Market Is Already Crowded With Products That Have No Real Defensibilityanalysis174 · 2026-10-0210 Key AI Trends You Can't Afford to Miss: What to Learn and What Not to Waste Time on in the Age of AIcontext173 · 2026-09-30How to Get the Most Out of AI in 2026: 10 Key Rules for Work and Lifecontext114 · 2026-05-29AI Safety: What You Can Trust AI with and What You Can't. The 5 Levels of Your Data and Where the Line Runscontext133 · 2026-07-12The Problem With New AI Models Is No Longer Power, but the Person Who Has to Make Sense of Them Allcontext124 · 2026-06-21SpaceX Approached $3 Trillion Because the AI Market Has Started Valuing Entire Infrastructure Empires, Not Modelscontext105 · 2026-04-12AI Is Getting More Expensive, Access Is Narrowing, and Investment Is Rising: The Free Magic Is Endingcontext102 · 2026-03-21Google Is Pulling Ahead Because Personal AI Sees an Entire Digital Life, Not One Chatcontext101 · 2026-03-15GPT-5.4 Is Stronger, but Google Wins Where the Model Already Lives Inside the Documentscontext096 · 2026-02-08OpenAI and Anthropic Are Beginning a War of Business Models, Not Models: Advertising vs. Expensive Workcontextextra14 · 2026-01-14OpenAI, Google, and Apple Build AI in the Image of Their Own Organizations—and That Is Why Their Products Are So Differentcontextextra13 · 2025-12-312025 Was the Year of AI Users, Not Companies: Models Entered Life Faster Than Business Processescontext087 · 2025-12-07“Code Red” at OpenAI: Google Applies Product Pressure While Social Programs Buy Time and Influencecontext086 · 2025-11-30Mission Genesis Turns AI Into a Government Project Where Electricity Is the Main Resourcecontext085 · 2025-11-23Gemini 3 Won a Noisy Week, but the Real Race Is for an Agent That Can Work, Not Take an Examcontext075 · 2025-09-14Robotaxis Are Already in Silicon Valley: Tesla’s Trillion-Dollar Valuation Depends on the Network, Not the Carcontext074 · 2025-09-07Flying Cars and 6G Are Impressive, but Search, Parental Controls, and Chips Will Shape the Near Futurecontext071 · 2025-08-17ChatGPT-5 Arrived With a New Problem: Your AI Conversations Can Become Evidencecontextextra09 · 2025-07-23Russia’s 31st Place in AI Is Not a Verdict, but Without Compute, Capital, and Mass Adoption the Ranking Will Not Changecontext066 · 2025-07-13The Interview No Longer Tests the Programmer: AI Is Forcing Companies to Look at Real Workcontext057 · 2025-05-11Voice Assistants Still Make Mistakes, While Scammers Already Use AI at Full Scalecontext056 · 2025-05-04AI Now Helps People Pass Interviews and Check Candidates—So Trust in Tests Is Collapsing From Both Sidescontext054 · 2025-04-20Half a Trillion Dollars for AI Does Not Eliminate the Main Shortage—People Who Can Build a Productcontext052 · 2025-04-06A “Think” Button Does Not Make a Model Conscious—It Shows the Cost of a Long Taskcontext051 · 2025-03-30The US, China, and Europe Are Regulating AI for Three Different Goalscontext049 · 2025-03-16Manus Sells Finished Work, Not a Smart Model—and That Is Why It Looks Stronger Than ChatGPTcontext047 · 2025-03-02AI Can Be Talked Into Revealing a Password—and That Is an Exact Model of Future Attackscontext041 · 2025-01-19The Data Is Running Out, and AI Has to Learn From Itselfcontext039 · 2025-01-052025 Began Not With AGI, but With AI Moving From the Screen Into the Physical Worldcontext038 · 2024-12-29AI Learned to Reason—and Learned to Hide What Happens Inside More Effectively at the Same Timecontext036 · 2024-12-15$200 ChatGPT Is Not a Luxury if the Model Actually Replaces Expensive Workcontext025 · 2024-09-29Apple Controls the Device; OpenAI Controls the Expectation of Magic. Now They Are Moving Toward the Same Productcontext023 · 2024-09-15Apple Does Not Have to Show AI First—It Only Has to Put It Where People Will Not Leavecontext018 · 2024-08-11The US Election Is Reshaping the Technology Market Faster Than It Appearscontext017 · 2024-08-04ChatGPT Is Changing Search, but the Web Is Not Disappearing—What Changes Is Who Captures the Valuecontext016 · 2024-07-28Twenty-Eight AI Startups and One Central Question: Where Is the Real Business?context015 · 2024-07-21Rockets, Drones, and Electric Vehicles: The Future Runs Into Economics and the Cost of Failurecontext014 · 2024-07-14OpenAI Is Not Finished, but One Strong ChatGPT Is No Longer Enoughcontext013 · 2024-07-07China Is Not Merely Catching Up in AI—It Is Building Its Own Technology Systemcontext009 · 2024-06-09AI Has Not Hit a Ceiling—Products and Corporations Havecontext005 · 2024-05-10Autopilot, Remote Work, and Regulation: Technology Is Limited Not by What It Can Do, but by Responsibilitycontext002 · 2024-04-19Hundreds of Billions Are Going Into AI While People Rethink the Meaning of Education and Workcontext001 · 2024-04-12The US vs. China, Google vs. Microsoft, Anthropic vs. ChatGPT: Who Really Controls the AI Racecontext175 · 2026-10-04I Was at OpenAI DevDay 2026. Here's What OpenAI Is Turning ChatGPT Intobrief123 · 2026-06-17Should AI Have Rights? Anthropic's Secret Document Opened Pandora's Boxbrief117 · 2026-06-05The Main Shift in the Labor Market: The Future of Professions in the AI Erabrief115 · 2026-05-31USA vs China: Two Machines of Destiny Are Building AI to Run the Worldbrief112 · 2026-05-24Who Owns the AI World Now? The Top News Straight from Silicon Valleybrief164 · 2026-09-13OpenAI Showed Astra and a Scandal Began. A Breakthrough or Other People's Ideas?brief160 · 2026-09-04Your Own Google Across Your Whole Life and Work Is Already Realbrief146 · 2026-08-07Will AI Solve Your Task—or Make You Lose Money? How to Tell in Advancebrief138 · 2026-07-22AI-Native: The Future of Companies or the Most Expensive Mistake?brief152 · 2026-08-19Zuckerberg Promises an AI That Will Know Everything About You. Why Does Meta Want That?brief149 · 2026-08-14Will We No Longer Be Able to Tell Humans from AI? What Counts as Evidence Now?brief130 · 2026-07-05Fable 5 Returned, GPT-5.6 Was Hidden Behind a New Lineup, and Gemini 3.5 Is Delayed: The Race Has Become Almost Incomprehensible to Usersbrief108 · 2026-05-03ChatGPT-5.5 Reads Prompts and Gets More Expensive: Personalization Is Growing Faster Than Trustbrief106 · 2026-04-19Durov’s WhatsApp Dispute, a New ChatGPT Pro, and Layoffs Show That AI Has Become Part of Corporate Powerbrief095 · 2026-02-01Musk Is Suing OpenAI While Both Sides Build a Future Valued in the Trillionsbriefextra12 · 2025-12-17We Have Entered the Age of AI Video: Value Is Moving From the Ability to Create a Clip to the Ability to Prove Who Created Itbrief088 · 2025-12-14China Is Disrupting the AI Market Not With One Model, but With Patents, Data, Energy, and Deployment Speedbrief073 · 2025-08-31Apple Can Buy Google’s Model, but It Cannot Buy an Organization That Knows How to Ship AIbrief046 · 2025-02-23Grok 3 Did Not End the ChatGPT Era—It Showed That the Race Now Runs Every Daybrief044 · 2025-02-09After DeepSeek, the Market Started Asking Not Where a Model Comes From, but Where Its Output Can Be Trustedbrief042 · 2025-01-26The $500 Billion Stargate: AI Is Becoming a National Industrial Programbrief040 · 2025-01-12Twelve AI Trends Reduce to One: The Technology Is Becoming Infrastructurebrief035 · 2024-12-08China Could Win the Robotics Race While the United States Debates the Next Modelbrief033 · 2024-11-24When Gemini Told a Person to Die, the Problem Was Not ‘Evil AI’ but the Absence of Accountabilitybrief028 · 2024-10-20Elon Musk Is Building AI as an Industrial Project: One Hundred Thousand GPUs, Tesla, SpaceX, and the Price of Scalebrief027 · 2024-10-13Regulating AI Before We Understand AGI: Why California Backed Away From SB 1047brief026 · 2024-10-06Meta Is Betting on Glasses, OpenAI on Voice. Both Want to Remove the Screen Between People and AIbrief021 · 2024-08-27Pavel Durov's Arrest Turned Telegram From an App Into a Political Questionbrief155 · 2026-08-26Is the era of apps ending? How AI is already replacing everyday softwarebrief
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Relation = shared episodes where both companies hold a central or analysis role.