alt Hacker NewsAWS isn’t broadly seen as credible in AI beyond commodity compute, but they are a shareholder here.
Jassy missed the boat on LLMs quite badly and the only real angle he had left was to use Amazon’s cashflow to buy stakes and buy business for Trainium.
Did they miss it or are they careful to over invest, especially too early? Maybe their early bets in Anthropic were sized correctly since they’re making more money than all the other big tech investors in frontier labs.