[materielle]

One thing I don’t quite understand:

Wouldn’t it be in Amazon’s interest to run open models and sell time slots at around the cost of running them?

My only guess for why they don’t is that AI labs are currently selling their models at a huge loss, so this isn’t worth Amazon spending low-margin compute on compared to other higher margin products.

What I’m getting at, is maybe we won’t even need to run the models locally for the current status quo to implode. After today’s AI labs run out of free-money runway and actually have to sell their models at a price above running them, there will be the incentive for anyone with compute to just undercut by selling open-models-as-a-service at commodity prices.

[philipkglass]

AWS Bedrock offers a mixture of proprietary and open-weights models (DeepSeek, Nemotron, gpt-oss, etc.):

https://docs.aws.amazon.com/bedrock/latest/userguide/model-c...