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.
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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.