SouthernValue
@SouthernValue95
Infinitely curious. “Spend each day trying to be a little wiser than you were when you woke up.” - Charlie Munger
Nothing here is investment advice
가입 June 2019
1.8K 팔로잉 중 39.3K 팬
AWS Bedrock is driving 45% of Anthropic API ARR per @SemiAnalysis_ . The market continues to misunderstand and underestimate the degree of positive sum commercial alignment between $AMZN $MSFT $GOOG and Anthropic/OpenAI, treating them more like competitors. In reality the clouds are critical infrastructure providers w/ their compute fleets (~75% of global compute), and demand creators/enablers with commercial sales and implementation ecosystems to handhold customers as they deploy agentic apps in enterprise environments.
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