I believe Amazon is trying as a one-stop shop for B2B and B2C logistics and retail needs. For now, they might lose their first position but this doesn't change the fact that they will maintain a good position and that this is a good platform for their services
Right? It’s like a new era where the big players are shifting the whole dynamic. The sheer amount of capital needed to scale these foundation models is mind-blowing, and traditional VCs just can’t keep up. When you think about it, hyperscalers like Microsoft and Google are in a unique position because they’re funding AI and benefiting directly through their cloud services.
Do you think this will push smaller AI startups to align more with these giants, or is there still room for independent innovation in the space?
Good list. I have ZS platform and NET on my list.
Nicely done
Thanks. Appreciate it!
Does this information dampen your interest in AMZN now?
I believe Amazon is trying as a one-stop shop for B2B and B2C logistics and retail needs. For now, they might lose their first position but this doesn't change the fact that they will maintain a good position and that this is a good platform for their services
Right? It’s like a new era where the big players are shifting the whole dynamic. The sheer amount of capital needed to scale these foundation models is mind-blowing, and traditional VCs just can’t keep up. When you think about it, hyperscalers like Microsoft and Google are in a unique position because they’re funding AI and benefiting directly through their cloud services.
Do you think this will push smaller AI startups to align more with these giants, or is there still room for independent innovation in the space?
There is still room for independent innovation in my opinion for new applications or even new technologies
However, to go from the idea, or the POC, to a full scale, these giants are for now unmatched