Are modals the future of compute?
I’m not 100% convinced this is true. Additionally, I’m not convinced that a waiting pattern right now sets Amazon up for a point of no return. It seems plausible for Amazon to pull an Apple here, to wait until technology is more mature and use their unique position to provide a quality offering.
The problem is Amazon is usually Apples non competitive cloud partner. They can’t both sit this out. AWS needs to learn in a hurry whether they should be in the model business to supply Apple with Siri LLMs. Bc if not Apple is going to Google (and Google cloud). Thats not good for AWS. Amazon is in a bit of a bind bc they should be acquiring Anthropic but not at bubble prices.