AWS
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Amazon’s latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.
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Amazon is building a lot of businesses that look like AWS: taxes on major industries that work to everyone’s benefit. The reason, though, is that AWS is a lot like Amazon itself.
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AWS has long been a question mark when it comes to Amazon: it’s a good idea, and it makes money, but like it’s parent company, will it ever be profitable? The revelation that AWS is…
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Amazon Earnings, AWS and OpenAI, Did Amazon Solve Groceries?
Amazon says the constraint right now is power, not chips; it’s giving plenty of the latter to OpenAI. Then, Amazon solves groceries by getting faster tat delivering everything else.
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Oracle Pops, From Databases to AI, Oracle and OpenAI
Oracle’s stock sky-rocketed after reporting massive future performance obligations, mostly from OpenAI. It’s a big risk, but Oracle is uniquely prepared to capitalize.
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Paradigm Shifts and the Winner’s Curse
When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon
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Microsoft Earnings, Microsoft’s Core Capability, Amazon Earnings
Microsoft and Amazon are approaching AI differently, in ways that reflect their core capabilities.
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Deep Research and Knowledge Value
Deep Research is an AGI product for certain narrow domains; it’s ability to find anything on the Internet will make secret knowledge all the more valuable.
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An Interview with Dylan Patel and Doug O’Laughlin About the Current State of Semiconductors and SemiAnalysis
An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.
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Amazon Earnings, Robotics and Amazon’s Expanding 1P Business
AWS had strong growth, in part thanks to AI, but the real impact of automation is on the expansion of their retail business.
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Google Decision Follow-Up, Amazon Earnings
Grappling with the implications of the Google decision require accepting that antitrust intervention interferes with the market; then Amazon looks like it has unlocked a new retail category.