Ben and Andrew react to Amazon’s impressive earnings in AI with a cliffs notes history on AWS cloud computing strategy, how Amazon is returning to that playbook in AI, and why the Trainium bets look more reasonable than ever. From there: Understanding both sides of the OpenAI and Microsoft deal this week, including why OpenAI wants to be on AWS, and why Microsoft’s conflict of interest is now resolved. At the end: Extended thoughts on Meta Display glasses, the future of AR devices, the mother of all patent lawsuits, as well as a few Apple follow-ups, and an eye surgery epiphany.
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AWS re:Invent, Nova and Model Choice, AI as Commodity — Stratechery Update
Paradigm Shifts and the Winner’s Curse — Stratechery
An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents — Stratechery Interview
AI Hardware, Meta Display, Redefining VR and AR — Stratechery Update
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