The short answer: Amazon (Nasdaq: AMZN) is the Seattle-based online retailer and cloud computing giant founded by Jeff Bezos in 1994 and led by CEO Andy Jassy. Its cloud unit, Amazon Web Services (AWS), grew 37% in the second quarter of 2026. Amazon was worth about $2.68 trillion as of October 23, 2026.
A company profile from The Pomp Podcast, hosted by Anthony Pompliano. Last updated: October 25, 2026.
Key takeaways
Amazon (Nasdaq: AMZN) is the Seattle-based online retailer and cloud company founded by Jeff Bezos in 1994.
Andy Jassy is CEO, and Bezos is Executive Chairman.
AWS sales rose 37% to $42.2 billion in the second quarter of 2026, and Amazon was worth about $2.68 trillion on October 23, 2026.
What is Amazon?
Amazon was founded in 1994 and is headquartered in Seattle, according to its company profile. Andy Jassy is President and CEO, and Bezos is Executive Chairman. Amazon runs its online store, AWS, an advertising business, Prime and other services.
How big is Amazon?
Amazon's market value was about $2.68 trillion at the close on October 23, 2026, according to StockAnalysis. That ranked it 5th in the world by that measure. Its market value was up about 15% over the prior year.
How did Amazon do last quarter?
On July 30, 2026, Amazon reported second-quarter results:
Net sales of $200.6 billion, up 20% from a year earlier.
AWS sales of $42.2 billion, up 37%.
Operating income of $27.5 billion, up 43%.
Amazon also raised its 2026 capital spending outlook to about $220 billion from $200 billion, Reuters reported. Amazon had not reported third-quarter results as of October 25, 2026.
Why did Amazon block AI agents?
In October 2026, Amazon banned Meta's Muse agent from its marketplace, saying the agent did not identify itself when shopping and appeared to capture and store customer credentials, Business Insider reported. Meta has said Muse cannot see users' passwords or payment methods. Y Combinator co-founder Paul Graham argued that the ban opens the door for a rival built for AI agents. See What Is Meta? and What Is Muse?.
What did The Pomp Podcast say about Amazon?
Amazon came up on several recent episodes. Quotes below are from the episodes, with timestamps.
Trader Chris Camillo opened the October 12, 2026 episode, "How to Spot the Next Big Trade Before Wall Street | Chris Camillo", with an Amazon story:
"I made 10 million in one day, trading Amazon options on earnings"
That figure is his; we have not verified it. He said it was a leveraged trade that could have lost him a few million dollars. He also said he spotted the cloud early:
"That's how I invested in AWS, I don't know, 13 years ago in Amazon."
And he brought up Amazon's spending plans:
"Amazon came out and said, listen, we're going to increase capex again from 200 to 220 billion."
On October 10, "Bitcoin Is the Toll Collector of the AI Economy | Jordi Visser", Pomp raised the agent ban:
"Amazon made the decision to stop, I think it was Muse and some other bots or agents from accessing Amazon."
He said Graham's point was that someone could disrupt Amazon by building a store made for AI agents. Jordi Visser argued AI agents threaten the big tech companies' separate business models:
"Apple has its own business model. Amazon has its own business model. Google has its own. AI agents cut through all of them."
Every Pomp Podcast episode that discussed Amazon
Amazon came up in 2 recent episodes of The Pomp Podcast. Each link opens the YouTube video at that moment.
Oct 12, 2026: How to Spot the Next Big Trade Before Wall Street | Chris Camillo. Camillo talked about trading Amazon and its AI spending. Timestamps: 0:00 ($10 million Amazon trade), 11:38 (investing in AWS), 16:50 (capex to $220 billion).
Oct 10, 2026: Bitcoin Is the Toll Collector of the AI Economy | Jordi Visser. Pomp and Jordi discussed Amazon's ban on outside AI agents. Timestamps: 5:53 (Amazon blocks Muse), 9:06 (agents vs. big tech).
Watch or listen to the episode
How to Spot the Next Big Trade Before Wall Street | Chris Camillo, released October 12, 2026. Camillo's Amazon trade comes up in the opening minute.
Opinions from guests on The Pomp Podcast are their own. Nothing on this page is a recommendation to buy or sell any security.
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Amazon posts results on its investor site.
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Frequently asked questions
What is Amazon?
Amazon is a Seattle-based online retailer and cloud computing company founded by Jeff Bezos in 1994. Its businesses include its online store, AWS, advertising and Prime.
Who is the CEO of Amazon?
Andy Jassy. Jeff Bezos, the founder, is Executive Chairman.
How much is Amazon worth?
About $2.68 trillion at the October 23, 2026 close, according to StockAnalysis.
How fast is AWS growing?
AWS sales rose 37% to $42.2 billion in the second quarter of 2026, according to Amazon.
Why did Amazon ban Muse?
Amazon said Meta's Muse agent did not identify itself when shopping and appeared to store customer credentials, Business Insider reported. Meta has said Muse cannot see users' passwords or payment methods.
Sources
Last updated: October 24, 2026
Anthony Pompliano is an entrepreneur, investor, and author who serves as Chairman and CEO of Silvia, Inc (SVIA) and invests through Pomp Investments. He is the host of The Pomp Podcast, where he interviews founders, investors and economists about bitcoin, markets, AI and the economy.
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This profile is for informational purposes only and reflects reporting available as of October 25, 2026, plus opinions shared on The Pomp Podcast. It is not investment advice. Do your own research before making any investment decision.
