I specifically think many of the hyperscalers are a bad choice to platform on because they have their own models. You cannot build a viable platform business while directly competing with your potential customers and partners, the incentives are too out-of-whack.
Stripe/CF/Vercel are presumably not going to do foundational model development, so safe there. They are already platform plays to begin with, this strengthens that position.
I can bet AWS won't be doing any serious foundational model development, I knew folks on their AGI team now it's not even big enough to compete with the chinese labs... :3
Azure I am not sure how long they will be around doing MAI thinking models, I feel like they will pivot to smaller simpler enterprise only models. And given they already own npm and github openrouter might have made sense though I think they might buy huggingface, not that I want them to but it just feels like it.
Google IDK what google is doing exactly all my friends I knew in the AI teams are out a while ago, so maybe they are doing something really great we just don't know yet.
But I feel like it makes sense for hyperscalers since they can push their weight around a lot better than openrouter and can offer extra compute when providers are under crunch at higher prices to handle spikes. I think they are the only ones who can truly do fluid compute for GPU/AI in the short term(next couple of years).
Maybe after than we might have other big players in the space. Given the sheer scale of buildout I can almost guarantee we will see this pivot, otherwise there is too much hardware and token prices are too high.
IDK what happened to AWS, other than Amazon's cultural reputation is so bad it may be hard to hire the best eng.
Azure, GCP, I generally agree. The Neoclouds will drive prices into the basement, I think custom silicon/data moat/ease to deploy will be the hyperscaler's edge.
Comments
I specifically think many of the hyperscalers are a bad choice to platform on because they have their own models. You cannot build a viable platform business while directly competing with your potential customers and partners, the incentives are too out-of-whack.
Stripe/CF/Vercel are presumably not going to do foundational model development, so safe there. They are already platform plays to begin with, this strengthens that position.
I can bet AWS won't be doing any serious foundational model development, I knew folks on their AGI team now it's not even big enough to compete with the chinese labs... :3
Azure I am not sure how long they will be around doing MAI thinking models, I feel like they will pivot to smaller simpler enterprise only models. And given they already own npm and github openrouter might have made sense though I think they might buy huggingface, not that I want them to but it just feels like it.
Google IDK what google is doing exactly all my friends I knew in the AI teams are out a while ago, so maybe they are doing something really great we just don't know yet.
But I feel like it makes sense for hyperscalers since they can push their weight around a lot better than openrouter and can offer extra compute when providers are under crunch at higher prices to handle spikes. I think they are the only ones who can truly do fluid compute for GPU/AI in the short term(next couple of years).
Maybe after than we might have other big players in the space. Given the sheer scale of buildout I can almost guarantee we will see this pivot, otherwise there is too much hardware and token prices are too high.
IDK what happened to AWS, other than Amazon's cultural reputation is so bad it may be hard to hire the best eng.
Azure, GCP, I generally agree. The Neoclouds will drive prices into the basement, I think custom silicon/data moat/ease to deploy will be the hyperscaler's edge.
AWS is too busy selling entire private AWS regions on "take or pay" agreements to Anthropic, OpenAI and Meta.