AWS' moat, if they have one, is not in renting out generic compute. That's been done since before anyone ever heard the term "cloud".
I think the point was that the things LLMs are useful for can increasingly be done with freely available models you can run on your own hardware, hardware you rent from someone else, or via a 3rd party's hosted service. Want to run Meta's models on Google's server? Nothing stopping you.
I think the point was that the things LLMs are useful for can increasingly be done with freely available models you can run on your own hardware, hardware you rent from someone else, or via a 3rd party's hosted service. Want to run Meta's models on Google's server? Nothing stopping you.