TC $400K
Yes
AWS is a cash cow for Amazon - I fully expect that to grow more during the “AI Revolution”. Plus - Amazon already offers ML/NLP models like AWS Comprehend and AWS Textract. It won’t be long until Amazon jumps on the LLM train and creates a ChatGPT of their own
Unlike MSFT, which has cleverly "spun" off its ai initiatives to a separate entity, AWS is moving too slow and old. It doesn't have as strong and open research culture as compared to google/Facebook. This is why most of the mega cap tech has been gaining fast but Amazon is still slow.
I have to disagree with you. Open research culture doesn't mean shit if you can't have product impact. Amazon is extremely product focused similar to Apple. You don't have to publish papers to prove you have good ideas. In fact most research papers are garbage in my opinion. They produce no impact. There are very few that are actually useful. Don't even get me started on ethics violation and fabrication of results within the research community.
Have you used siri?
Nobody likes Andy. It's balmer era for Amazon.
They have been doing a lot of reorgs and reprioritization. But the senior leadership team is still the same folks that have led Amazon to be behind the race. Not sure how these shuffling will make a difference
If JeffB comes back, sky’s the limit for Amazon
I’m back!
I'd give Andy some time. Within a year after becoming ceo, outlier inflation and rate hikes, and a tech bear market hit. And virtually everyone was caught off guard by OpenAI
>10000
Amazon will miserably fail if Andy continues. Jeff needs to come back to save the company. Andy should leave.
75
Is Amazon growing any high impact in-house built AI products? I'm not aware of any.
Yes
>300 for sure then