I couldn't disagree more. The entirety of the internet runs on AWS. The rest is an inconsequential rounding error.

Google has more machine learning relevant data

Subjective. Relevant to what?

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It has a strong brand image as "THE company for AI "

AI is so early there's isn't a recognized brand yet. Maybe to the HN crowd, but that's astronomically small in the grand scheme of things.

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It has (at this point in time at least) better machine learning hardware. This will change in the near future, but Google is far more likely to take a competitor in this area seriously and acquire them.

Competing on commodities? Doesn't seem likely.

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Google has not one, but two (Deep mind and brain) world class research labs.

Again. Doesn't seem like much of an upper hand.

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Google's ML APIs are objectively better.

AWS doesn't need better APIs or Developer UX. That's not what this is about.