The also wisely sat out of the Crypto and NFT hype cycles

would have thought that Amazon's API-first internal systems would make it a wonderful case for AI. Unfortunately doesn't seem to be the case.

Under Andy Jassy’s watch Amazon really just missed the boat on AI big time. Alexa was a huge missed opportunity. They had a huge foothold and then basically did nothing with it. AWS doesn’t really have compelling AI offerings. Bedrock should be good but is a mess. The GPU offerings struggle to keep pace with competitors.

The rambling answer to the “why are you behind” question on the last earnings call indicates it’s a sore spot for leadership, but at this point it’s too little too late. The best talent has already settled elsewhere. The only real saving grace is that if/when the AI bubble pops being so far behind might not be a terrible thing.

Didn't Amazon aquihire Adept Labs?

Eh, looks at my aws bedrock bill, I think they are doing alright.

There's a special place in Metaverse for people who don't jump on the latest hype train.

Amazon, and AWS specially, just don’t have recognized leaders in this space at the helm. I think that’s OK as they should focus on the more boring but important infrastructure stuff.

Jassy’s long rambling answer on the last earnings call though does suggest that being way behind on AI is a sore spot for leadership.

Attracting top talent though is a challenge for Amazon beyond just AI. Their reputation has become a real issue and the top folks simply have better options.

My head hurts reading a lot of this AI-like drivel. All I see is a bunch of options for better search engines here. That said, with all this crap feeding off itself, it's not going to get any better.

My bet is on Apple's upcoming announcement.

Um, Amazon has invested $8B in Anthropic.

I think they learned some hard lessons from Alexa.

Meh. Amazon's strategy is to hire grad students and PhD's from UoW to come and work for them for two years before they go back to academia.