| ▲ | unreal6 3 hours ago |
| Is Bedrock a "middleman?" I believe that they run all inference inside of AWS data centers, on their own infrastructure. Their new endpoint even promises zero operator access [0] [0] https://aws.amazon.com/blogs/machine-learning/exploring-the-... |
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| ▲ | twoodfin 3 hours ago | parent | next [-] |
| Sure, but fundamentally they’re acting as a distributor of someone else’s product in the form of the frontier models. That’s a classic middle-man. No value judgement. I think this is a fantastic strategy. |
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| ▲ | wmf 3 hours ago | parent | prev [-] |
| Weights are worth far more than data centers. |
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| ▲ | lelanthran 2 hours ago | parent | next [-] | | > Weights are worth far more than data centers. I dunno, hey. After all, I can't distill my competitors datacentres :-) | |
| ▲ | jimbokun 3 hours ago | parent | prev [-] | | Why? Seems like open weight models keep catching up to state of the art within a few months, at most. Doesn’t seem like much of a moat to me. | | |
| ▲ | twoodfin 3 hours ago | parent [-] | | If/when open-weight models do catch up (i.e. become the dominant product in demand), Amazon transitions from a middle-man to the supplier with the best economies of scale. Great business either way. You could even draw an analogy to Linux/OSS & the origins of AWS. They started as basically an infra middle-man for other people’s technology. But as the core tech commoditized, they transitioned into selling their own higher level services at scale—like Bedrock. |
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