alt Hacker NewsThe 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.
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I don't understand why AWS needs to be in the model business. They didn't develop databases, they didn't develop Kubernetes, they didn't develop Linux, and the list goes on and on.
Not a whole lot in their portfolio actually has a lot of Amazon technology behind it. They've got some mild forks here and there, and they've got some stuff like Fargate that has AWS R&D work behind it but piggybacks concepts/tech stacks that definitely didn't originate from Amazon.
A lot of their value has really nothing to do with developing the underlying technology.
Is Apple really going to shovel a bunch of money to a direct competitor (Android) in a way that is likely to result in less differentiation for Apple mobile devices?