[acdha]

That may be true but consider that AWS was “just” a reseller of Intel servers a decade and a half ago (remember people saying S3 was too expensive and hard to use with tons of competition, too?). Integration matters and if they do a good job of making it easy to build into applications I’d easily believe that the path for a lot of businesses will involve a partner they already have extensive relationships and experience with.

[nextworddev]

S3 was actual innovation that AWS led the market in. Apples to oranges comparison.

[acdha]

EC2 was innovation, but many people didn’t see it. S3 was more distinctly new although still not the first object store or even object store over HTTP as a service, but if you were there a LOT of people did not share that perception and said it cost too much, would never scale, or required too much software to be modified. I’m not saying that to diminish the importance of S3 but simply that we often wildly overstate the importance of being first to ship an idea versus easy to work with, low-drama for operations, etc.

[nextworddev]

Ok we can both agree tho that AWS isn’t the platform leading LLM innovation. That said I’m not disputing that AWS will make money with Bedrock and enterprise contracts