I think Amazon is doing ok as the cloud where most customers run their LLM. I think a lot of companies are using e.g., Anthropic models on Bedrock so it lives inside their AWS cloud.
reply> Then there's Mark Z who is throwing away piles of money, but nothing to show for it other than letting people easily hack his social media sites?
replyI mean, FB/Meta have been using lots of GPUs and compute for well over a decade at this point, they definitely are one of the few companies who can make use of relatively absurd amounts of these to drive revenue (i.e. improve ranking for both personal/organic and paid posts).
Whether or not they'll get a return from this wave is much more up in the air.
What kills me more about them is they could easily build a coding model, purely focused on coding, and it could probably be competitive, instead they're wasting away at anime avatars or whatever Mark Zuckerberg needs for his metaverse utopia.
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