This Stratechery update highlights Amazon's AWS re:Invent conference, where the spotlight was on their AI strategy. AWS introduced Nova, their latest foundation models, and showcased a multi-model approach that includes a variety of options, as well as third-party models like Anthropic's Claude and Meta's Llama. Their strategy aims to make AI more accessible, focusing on price-performance, flexibility, and particularly low latency, all while leveraging their robust infrastructure, including Nitro and Graviton chips. Although they recognize the current dominance of competitors' models, AWS is betting on the long-term significance of AI as a core component integrated into various applications. This shift emphasizes the importance of their broader infrastructure and service ecosystem over individual models.
