Can the Bezos Bulldozer Crush Temu, Shein, Regulators, and AI?
June 27, 2024
This essay is the work of a dumb dinobaby. No smart software required.
The question, to be fair, should be, “Can the Bezos-less bulldozer crush Temu, Shein, Regulators, Subscriptions to Alexa, and AI?” The article, which appeared in the “real” news online service Venture Beat, presents an argument suggesting that the answer is, “Yes! Absolutely.”
Thanks MSFT Copilot. Good bulldozer.
The write up “AWS AI Takeover: 5 Cloud-Winning Plays They’re [sic] Using to Dominate the Market” depends upon an Amazon Big Dog named Matt Wood, VP of AI products at AWS. The article strikes me as something drafted by a small group at Amazon and then polished to PR perfection. The reasons the bulldozer will crush Google, Microsoft, Hewlett Packard’s on-premises play, and the keep-on-searching IBM Watson, among others, are:
- Covering the numbers or logo of the AI companies in the “game”; for example, Anthropic, AI21 Labs, and other whale players
- Hitting up its partners, customers, and friends to get support for the Amazon AI wonderfulness
- Engineering AI to be itty bitty pieces one can use to build a giant AI solution capable of dominating D&B industry sectors like banking, energy, commodities, and any other multi-billion sector one cares to name
- Skipping the Google folly of dealing with consumers. Amazon wants the really big contracts with really big companies, government agencies, and non-governmental organizations.
- Amazon is just better at security. Those leaky S3 buckets are not Amazon’s problem. The customers failed to use Amazon’s stellar security tools.
Did these five points convince you?
If you did not embrace the spirit of the bulldozer, the Venture Beat article states:
Make no mistake, fellow nerds. AWS is playing a long game here. They’re not interested in winning the next AI benchmark or topping the leaderboard in the latest Kaggle competition. They’re building the platform that will power the AI applications of tomorrow, and they plan to power all of them. AWS isn’t just building the infrastructure, they’re becoming the operating system for AI itself.
Convinced yet? Well, okay. I am not on the bulldozer yet. I do hear its engine roaring and I smell the no-longer-green emissions from the bulldozer’s data centers. Also, I am not sure the Google, IBM, and Microsoft are ready to roll over and let the bulldozer crush them into the former rain forest’s red soil. I recall researching Sagemaker which had some AI-type jargon applied to that “smart” service. Ah, you don’t know Sagemaker? Yeah. Too bad.
The rather positive leaning Amazon write up points out that as nifty as those five points about Amazon’s supremacy in the AI jungle, the company has vision. Okay, it is not the customer first idea from 1998 or so. But it is interesting. Amazon will have infrastructure. Amazon will provide model access. (I want to ask, “For how long?” but I won’t.), and Amazon will have app development.
The article includes a table providing detail about these three legs of the stool in the bulldozer’s cabin. There is also a run down of Amazon’s recent media and prospect directed announcements. Too bad the article does not include hyperlinks to these documents. Oh, well.
And after about 3,300 words about Amazon, the article includes about 260 words about Microsoft and Google. That’s a good balance. Too bad IBM. You did not make the cut. And HP? Nope. You did not get an “Also participated” certificate.
Net net: Quite a document. And no mention of Sagemaker. The Bezos-less bulldozer just smashes forward. Success is in crushing. Keep at it. And that “they” in the Venture Beat article title: Shouldn’t “they” be an “it”?
Stephen E Arnold, June 27, 2024
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