> It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone's models, and perhaps only putting a moderate effort into building their own models (which they'll be happy to serve to those who want that capability/price point).
Or, as a slight variation of that, they think the underlying technology will always be quickly commoditized and that no one will ever be able to maintain much of a moat.
I think anyone sane will have had the same conclusion a long time ago.
It's a black box with input/output in text, thats not a very good moat.
especially given that Deepseek type events can happen because you can just train off of your competitors outputs
I've tried out Gemini 2.5/3 and it generally seems to suck for some reason, problems with lying/hallucinating and following instructions, but ever since Bard came out at first, I thought Google would have the best chances of winning since they have their own TPUs, YouTube (insane video/visual/audio data), Search (indexed pages), and their Cloud/DCs and they can stick it into Android/Search/Workspace.
meanwhile OpenAI has no existing business, they only have API/Subs as revenue, and they're utilizing Nvidia/AMD
I really wonder how things will look once this gold rush stabilizes
Or, as a slight variation of that, they think the underlying technology will always be quickly commoditized and that no one will ever be able to maintain much of a moat.