# Amazon’s AWS Comeback: The $2 Trillion AI Ad Machine

Page: https://stenobird.com/podcast/the-silicon-insider-1276858/amazon-s-aws-comeback-the-2-trillion-ai-ad-machine
Text version: https://stenobird.com/podcast/the-silicon-insider-1276858/amazon-s-aws-comeback-the-2-trillion-ai-ad-machine.md
Podcast: [The Silicon Insider](https://stenobird.com/podcast/the-silicon-insider-1276858)
Published: 2026-05-01T17:06:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/silicon-insider/episodes/Amazons-AWS-Comeback-The-2-Trillion-AI-Ad-Machine-e3invql
Audio file: https://anchor.fm/s/2db6ad8c/podcast/play/119323925/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-1%2F423250107-44100-2-e4e1048a14f97.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-silicon-insider-1276858/episodes/amazon-s-aws-comeback-the-2-trillion-ai-ad-machine
Duration seconds: 1368

## Resource

Amazon wins big, but Tesla’s Supercharger team is gone. Mike Malone and Scott Budman break down the **$2 trillion AWS comeback**, Elon Musk’s latest "hardcore" layoffs, and why the FTC won't let **Microsoft and Activision** just move on. Plus, are we finally hitting peak AI hype?

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## Transcript

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