Amazon: Twitch Is Looking a Bit Lame
January 24, 2025
Are those 30-second ads driving away viewers? Are the bans working to alienate creators and their fans? Is Amazon going to innovate in streaming?
These are questions Amazon needs to answer in a way that is novel and actually works.
Twitch is an online streaming platform primarily used by gamers to stream their play seasons and interact with their fanbase. There hasn’t been much news about Twitch in recent months and it could be die to declining viewership. Tube Filter dives into the details with “Is Twitch Viewership At Its Lowest Point In Four Years?”
The article explains that Twitch had a total of 1.58 billion watch time hours in December 2024. This was its lowest month in four years according to Stream Charts. Twitch, however, did have a small increase in new streamers joining the platform and the amount of channels live at one time. Stream Charts did mention that December is a slow month due to the holiday season. Twitch is dealing with dire financial straits and made users upset when it used AI to make emotes.
Here are some numbers:
“In both October and November 2024, around 89,000 channels on average would be live on Twitch at any one time. In December, that figure pushed up to 92,392. Twitch also saw a bump in the overall number of active channels from 4,490,725 in November to 4,777,395 in December—a 6% increase. [I]t’s important to note that other key metrics for both viewer and streamer activity remain strong,” it wrote in a report about December’s viewership. “A positive takeaway from December was the variety of content on offer. Streamers broadcasted in 43,200 different categories, the highest figure of the year, second only to March.”
Streams Charts notes that all these streamers broadcasted a more diverse range of content of content than usual.
Twitch is also courting TikTok creators in case the US federal government bans the short video streaming platform. The platform has offerings that streamers want, but it needs to do more to attract more viewers.
Whitney Grace, January 24, 2025
AWS and AI: Aw, Of Course
January 21, 2025
Mat Garman Interview Reveals AWS Perspective on AI
It should be no surprise that AWS is going all in on Artificial Intelligence. Will Amazon become an AI winner? Sure, if it keeps those managing the company’s third-party reseller program away from AWS. Nilay Patel, The Verge‘s Editor-in Chief, interviewed AWS head Matt Garmon. He explains “Why CEO Matt Garman Is Willing to Bet AWS on AI.” Patel writes:
“Matt has a really interesting perspective for that kind of conversation since he’s been at AWS for 20 years — he started at Amazon as an intern and was AWS’s original product manager. He’s now the third CEO in just five years, and I really wanted to understand his broad view of both AWS and where it sits inside an industry that he had a pivotal role in creating. … Matt’s perspective on AI as a technology and a business is refreshingly distinct from his peers, including those more incentivized to hype up the capabilities of AI models and chatbots. I really pushed Matt about Sam Altman’s claim that we’re close to AGI and on the precipice of machines that can do tasks any human could do. I also wanted to know when any of this is going to start returning — or even justifying — the tens of billions of dollars of investments going into it. His answers on both subjects were pretty candid, and it’s clear Matt and Amazon are far more focused on how AI technology turns into real products and services that customers want to use and less about what Matt calls ‘puffery in the press.'”
What a noble stance within a sea of AI hype. The interview touches on topics like AWS’ domination of streaming delivery, its partnerships with telco companies, and problems of scale as it continues to balloon. Garmon also compares the shift to AI to the shift from typewriters to computers. See the write-up for more of their conversation.
Cynthia Murrell, January 21, 2025
Amazon Embodies Modern Management: Efficient, Effective, Encouraging
January 16, 2025
A dinobaby-crafted post. I confess. I used smart software to create the heart wrenching scene of a farmer facing a tough 2025.
I don’t know if this write up is spot on, but I loved it. Navigate to “Amazon Worker – Struck and Shot in New Orleans Terror Attack – Initially Denied Time Off.” If the link is dead, complain to MSFT, please. (Perhaps the headline tells the tale?) The article pointed out:
Alexis Scott-Windham was celebrating the New Year with friends on Bourbon Street when a pickup truck mounted the sidewalk and rammed a crowd shortly after 3 am local time. She was treated in hospital after the back of her right foot was run over by the vehicle, and she was also shot in the foot. The bullet remains in her limb while doctors work out the best course of action to remove it while she recovers at home. The regional Times-Picayune newspaper interviewed Scott-Windham, who revealed she had been denied medical leave by the Amazon warehouse where she works for a medical checkup in two weeks’ time. The mother feared if she was absent from work for that appointment, she would lose her job.
Several observations are warranted:
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Struck means that the vehicle hit her. That would probably test the situational awareness of a Delta Force operator walking with pals to the Green Beans.
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Shot. Now when a person is shot, there is the wound itself. However, the shock and subsequent pain are to some annoying. I knew a person who flinched each time a sharp sound interrupted a conversation. That individual, who received a military award for bravery, told me, “Just a reflex.” Sure. Reflex. Hard wired decades after the incident in the Vietnam “conflict.”
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Fear of being fired for injuries incurred in a terrorist incident. That’s a nifty way to motivate employees to do their best and trust an organization.
Herewith, the dinobaby award for outstanding management goes to the real or virtual individual who informed the person injured in the terrorist attack the Outstanding Management insignia. Wear it proudly. When terminating people, the insignia is known to blink in Morse code, “Amazon is wonderful.”
Stephen E Arnold, January 16, 2025
Amazon Offers to Fight Crime, Not on Its Platform But in the District of Columbia No Less
December 10, 2024
This blog is created by a dinobaby and his helpers who are neither AI nor dinobabies. If there is fancy art, please, assume that smart software contributed. Dinobabies can barely think let alone draw.
Amazon has been busy explaining how its smart software will make Alexa Live Again! Meanwhile some legal eagles have been dropping documents on the digital bookstore and its happy, happy employees and contractors. This news reached me via the for-sale outfit CNBC, a talking heads program on “real” TV. “Amazon Sued by DC Attorney General for Allegedly Excluding Neighborhoods from Prime Delivery” reports what may be obvious to anyone who has worked in the District of Columbia or gone for a late night walk alone on a hot summer evening in some interesting parts of the District. Oh, the slogan for the DC entity is “Taxation without Representation.”
Senior professionals for a high-technology company reach consensus. The giant firm will help law enforcement address certain issues. Thanks, MidJourney. Good enough.
The CNBC story says:
Washington, D.C.’s attorney general sued Amazon on Wednesday [yep, CNBC, that was December 4, 2024], accusing the company of covertly depriving residents in certain ZIP codes in the nation’s capital from access to Prime’s high-speed delivery. The lawsuit from AG Brian Schwalb alleges that, since 2022, Amazon has “secretly excluded” two “historically underserved” D.C. ZIP codes from its expedited delivery service while charging Prime members living there the full subscription price. Amazon’s Prime membership program costs $139 a year and includes perks like two-day shipping and access to streaming content.
The idea is that a DC resident pays $139 a year to get “Prime” treatment only to get the shaft; that is, no delivery for you, pilgrim.
Amazon took time out from its Alexa Lives Again! activities to issue a statement. According to the “real” news source a really happy Amazon professional allegedly said:
Amazon spokesperson Kelly Nantel said in a statement it’s “categorically false” that its business practices are “discriminatory or deceptive.” “We want to be able to deliver as fast as we possibly can to every zip code across the country, however, at the same time we must put the safety of delivery drivers first,” Nantel said in a statement. “In the zip codes in question, there have been specific and targeted acts against drivers delivering Amazon packages. We made the deliberate choice to adjust our operations, including delivery routes and times, for the sole reason of protecting the safety of drivers.” Nantel said Amazon has offered to work with the AG’s office on efforts “to reduce crime and improve safety in these areas.”
I like the idea of a high technology outfit trying to reduce crime. I have been the victim of Amazon fraud. I like to mention the women’s underwear shipped to me instead of the $600 Ryzen CPU I ordered. A more recent example was Amazon’s emailing me a picture of a stranger’s door with the message, “Your package has been delivered.” I spent about an hour trying to get a human to address the issue. The response, I think, was we will credit you for the order. When? How? Sorry, I have no idea because the happy Amazon professional based in a third party customer service facility had no clue. I am thinking, “Why doesn’t Amazon do something about the fraud on its own platform?”
I personally have zero confidence that Amazon can address such issues in the District of Columbia. It is known to one resident — my son, who lives in the District — has observed porch pirates following Amazon delivery vans. As soon as the package is left, the porch pirate exits the chase vehicle and takes the package. The fix ranges from designated pick up points in certain vulnerable areas of the District to having a security team follow the porch pirates on their rental scooters, Teslas, and other vehicles. Of course, the alternative is to go to a store like REI in the District of Columbia, shop, and return home. (Oh, sorry, I forgot that Amazon’s business practices have contributed to the demise of brick and mortar retail. Oh, well. It was just a dinobaby thought.)
This will be an interesting legal case to follow. Porch pirates follow Amazon delivery vehicles and prove the value of paying attention.
Stephen E Arnold, December 10, 2024
Amazon: Black FridAI for Smart Software Arrives
December 9, 2024
This write up was created by an actual 80-year-old dinobaby. If there is art, assume that smart software was involved. Just a tip.
Five years ago, give or take a year, my team and I were giving talks about Amazon. Our topics touched on Amazon’s blockchain patents, particularly some interesting cross blockchain filings, and Amazon’s idea for “off the shelf” smart software. At the time, we compared the blockchain patents to examining where data resided across different public ledgers. We also showed pictures of Lego blocks. The idea was that a customer of Amazon Web Service could select a data package, a model, and some other Amazon technologies and create amazing AWS-infused online confections.
Thanks, MidJourney. Good enough.
Well, as it turned out the ideas were interesting, but Amazon just did not have the crate engine stuffed in its digital flea market to make the ideas go fast. The fix has been Amazon’s injections of cash and leadership attention into Anthropic and a sweeping concept of partnering with other AI outfits. (Hopefully one of these ideas will make Amazon’s Alexa into more than a kitchen timer. Well, we’ll see.)
I read “First Impressions of the New Amazon Nova LLMs (Via a New LLM-Bedrock Plugin).” I am going to skip the Amazon jargon and focus on one key point in the rah rah write up:
This is a nicely presented pricing table. You can work through the numbers and figure out how much Amazon will “save” some AI-crazed customer. I want to point out that Amazon is bringing price cutting to the world of smart software. Every day will be a Black FridAI for smart software.
That’s right. Amazon is cutting prices for AI, and that is going to set the stage for a type of competitive joust most of the existing AI players were not expecting to confront. Sure, there are “free” open source models, but you have to run them somewhere. Amazon wants to be that “where”.
If Amazon pulls off this price cutting tactic, some customers will give the system a test drive. Amazon offers a wide range of ways to put one’s toes in the smart software swimming pool. There are training classes; there will be presentations at assorted Amazon events; and there will be a slick way to make Amazon’s smart software marketing make money. Not too many outfits can boost advertising prices and Prime membership fees as part of the smart software campaign.
If one looks at Amazon’s game plan over the last quarter century, the consequences are easy to spot: No real competition for digital books or for semi affluent demographics desire to have Amazon trucks arrive multiple times a day. There is essentially no quality or honesty controls on some of the “partners” in the Amazon ecosystem. And, I personally received a pair of large red women’s underpants instead of an AMD Ryzen CPU. I never got the CPU, but Amazon did not allow me to return the unused thong. Charming.
Now it is possible that this cluster of retail tactics will be coming to smart software. Am I correct, or am I just reading into the play book which has made Amazon a fave among so many vendors of so many darned products?
Worth watching because price matters.
Stephen E Arnold, December 9, 2024
Amazon Has a Better Idea about Catching Up with Other AI Outfits
September 25, 2024
AWS Program to Bolster 80 AI Startups from Around the World
Can boosting a roster of little-known startups help AWS catch up with Google’s and Microsoft’s AI successes? Amazon must hope so. It just tapped 80 companies from around the world to receive substantial support in its AWS Global Generative AI Accelerator program. Each firm will receive up to $1 million in AWS credits, expert mentorship, and a slot at the AWS re:Invent conference in December.
India’s CXOtoday is particularly proud of the seven recipients from that country. It boasts, “AWS Selects Seven Generative AI Startups from India for Global AWS Generative AI Accelerator.” We learn:
“The selected Indian startups— Convrse, House of Models, Neural Garage, Orbo.ai, Phot.ai, Unscript AI, and Zocket, are among the 80 companies selected by AWS worldwide for their innovative use of AI and their global growth ambitions. The Indian cohort also represents the highest number of startups selected from a country in the Asia-Pacific region for the AWS Global Generative AI Accelerator program.”
The post offers this stat as evidence India is now an AI hotspot. It also supplies some more details about the Amazon program:
“Selected startups will gain access to AWS compute, storage, and database technologies, as well as AWS Trainium and AWS Inferentia2, energy-efficient AI chips that offer high performance at the lowest cost. The credits can also be used on Amazon SageMaker, a fully managed service that helps companies build and train their own foundation models (FMs), as well as to access models and tools to easily and securely build generative AI applications through Amazon Bedrock. The 10-week program matches participants with both business and technical mentors based on their industry, and chosen startups will receive up to US$1 million each in AWS credits to help them build, train, test, and launch their generative AI solutions. Participants will also have access to technology and technical sessions from program presenting partner NVIDIA.”
See the write-up to learn more about each of the Indian startups selected, or check out the full roster here.
The question is, “Will this help Amazon which is struggling to make Facebook, Google, and Microsoft look like the leaders in the AI derby?”
Cynthia Murrell, September 25, 2024
Hey, Alexa, Why Does Amazon AI Flail?
September 5, 2024
This essay is the work of a dumb dinobaby. No smart software required.
Amazon has its work cut out for itself. The company has those pesky third-party vendors shipping “interesting” products to customers and then ignoring complaints. Amazon is on the radar of some legal eagles in the EU and the US. Now the company has found itself in an unusual situation: Its super duper smart software does not work. The fix, if the information in “Gen AI Alexa to Use Anthropic Tech After it Struggled for Words” with Amazon’s” is correct, is to use Anthropic AI technology. Hey, why not? Amazon allegedly invested $5 billion in the company. Maybe that implementation of Google technology will do the trick?
The mother is happy with Alexa’s answers. The weird sounds emitted from the confused device surprise her daughter. Thanks, MSFT Copilot. Good enough.
The write up reports:
Amazon demoed a generative AI version of Alexa in September 2023 and touted it as being more advanced, conversational, and capable, including the ability to do multiple smart home tasks with simpler commands. Gen AI Alexa is expected to come with a subscription fee, as Alexa has reportedly lost Amazon tens of billions of dollars throughout the years. Earlier reports said the updated voice assistant would arrive in June, but Amazon still hasn’t confirmed an official release date.
A year later, Amazon is punting and giving the cash furnace Alexa more brains courtesy of Anthropic. Will the AI wizards working on Amazon’s own AI have a chance to work in one of the Amazon warehouses?
Ars Technica says without a trace of irony:
The previously announced generative AI version of Amazon’s Alexa voice assistant “will be powered primarily by Anthropic’s Claude artificial intelligence models," Reuters reported today. This comes after challenges with using proprietary models, according to the publication, which cited five anonymous people “with direct knowledge of the Alexa strategy.”
Amazon has a desire to convert the money-losing Alexa into a gold mine, or at least a modest one.
This report, if accurate, suggests some interesting sparkles on the Bezos bulldozer’s metal flake paint; to wit:
- The two pizza team approach to technology did not work either for Alexa (the money loser) or the home grown AI money spinner. What other Amazon technologies are falling short of the mark?
- How long will it take to get a money-generating Alexa working and into the hands of customers eager for a better Alexa experience and a monthly or annual subscription for the new Alexa? A year has been lost already, and Alexa users continue to ask for the weather and a timer for cooking broccoli.
- What happens if the product, its integration with smart TV, and the Ring doorbell is like a Pet Rock? The fad has come and gone, replaced by smart watches and mobile phones? The answer: Collectibles!
Why am I questioning Amazon’s technology competency? The recent tie up between Microsoft and Palantir Technologies makes clear that Amazon’s cloud services don’t have the horsepower to pull government sales. When these pieces are shifted around, the resulting puzzle says, “Amazon is flailing to me.” Consider this: AI was beyond the reach of a big money outfit like Amazon. There’s a message in that factoid.
Stephen E Arnold, September 5, 2024
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
What Is That Wapo Wapo Wapo Sound?
June 20, 2024
This essay is the work of a dinobaby. Unlike some folks, no smart software improved my native ineptness.
Do you hear that thumping wapo wapo wapo sound? I do. It reminds me of an old school pickup truck with a flat tire on a hot summer’s day? Yep, wapo wapo wapo. That’s it!
“Jeff Bezos Has Worst Response Ever to Washington Post Turmoil” emitted this sound when I read the essay in New Republic. The newspaper for Washington, DC and its environs is the Post. When I lived in Washington, DC, the newspaper was a must read. Before I trundled off to the cheerful workplace of Halliburton Nuclear and later to the incredibly sensitive and human blue chip consulting firm known affectionately as the Boozer, I would read the WaPo. I had to be prepared. If I were working with a Congress person like Admiral Craig Hosmer, USN Retired, I had to know what Miss Manners had to say that day. A faux pas could be fatal.
The old pickup truck has a problem because one of the tires went wapo wapo wapo and then the truck stopped. Thanks, MSFT Copilot. Good enough.
The WaPo is now a Jeff Bezos property. I have forgotten how the financial deal was structured, but he has a home in DC and every person who is in contention as one of the richest men on earth needs a newspaper. The write up explains:
In a memo to the paper’s top personnel on Tuesday, the billionaire technocrat backed the new CEO Will Lewis, a former lieutenant to right-wing media mogul Richard Murdoch, whose controversial appointment at the Post has made waves across the industry in the wake of reporting on his shady journalistic practices.
That’s inspiring for a newspaper: A political angle and “shady journalistic practices.” What happened to that old every day is Day One and the customer is important? I suppose a PR person could trot those out. But the big story seems to be the newspaper is losing readers and money. Don’t people in DC read? Oh, silly question. No, now the up-and-come movers and shakers doom scroll and watch YouTube. The cited article includes a snippet from the Bezos bulldozer it appears. That item states:
…the journalistic standards and ethics at The Post will not change… You have my full commitment to n maintaining the quality, ethics, and standards we all believe in.
Two ethics in one short item. Will those add up this way: ethics plus ethics equals trust? Sure. I believe everything one of the richest people in the world says. It seems that one of the new hires to drive the newspaper world’s version of Jack Benny’s wheezing Maxwell was involved in some hanky-panky from private telephone conversations.
Several observations:
- “Real” newspapers seem to be facing some challenges. These range from money to money to money. Did I mention money?
- The newspaper owner and the management team have to overcome the money hurdle. How does one do that? Maybe smart software from an outfit like AWS and the Sagemaker product line? The AI can output good enough content at a lower cost and without grousing humans, vacations, health care, and annoying reporters poking into the lifestyle of the rich, powerful, famous, and rich. Did I mention “rich” twice? But if Mr. Bezos can work two ethics into one short memo, I can fit two into a longer blog post.
- The readers and journalists are likely to lose. I think readers will just suck down content from their mobile devices and the journalists will have to find their futures elsewhere like certain lawyers, many customer service personnel, and gig workers who do “art” for publishers, among others.
Net net: Do you hear the wapo wapo wapo? How long will the Bezos pickup truck roll along?
Stephen E Arnold, June 20, 2024
Amazon: Competition Heats Up in Some Carpetland Offices
May 31, 2024
This essay is the work of a dinobaby. Unlike some folks, no smart software improved my native ineptness.
The tech industry is cutthroat and no one is safe in their position, no matter how high they are on the food chain. The Verge explains how one of Amazon’s CEOs might not be able to withstand competition: “Amazon Web Services CEO To Step Down.” Adam Selipsky is the acting CEO of Amazon Web Services and he will be stepping down June 3, 2024. He will be replaced by Matt Garman, who is currently the SVP of AWS sales, marketing, and global services. Garman has worked at Amazon for eighteen years in the AWS division.
AWS is responsible for 17% of Amazon’s total revenue and 6% of its operating income in the first quarter of 2024. AWS is known as an “invisible server empire” because it hosts the infrastructures of many organizations across all industries. When AWS experienced outages, there were ripple effects on the Internet and real world, i.e., Amazon delivery vans and warehouse bots couldn’t work. AWS is a big player in Amazon’s AI development: proprietary AI chips, Anthropic, Amazon Q, Amazon Bedrock, and Nvidia’s GH200 chips. Selipsky was a major leader in building Amazon’s AI foundations.
Andy Jassy wrote an email to AWS staff about the transfer of power that applauds Selipsky’s service, explains he’s moving onto another “challenge,” and is taking a “well-deserved respite.” The email then moves onto congratulating German. Selipsky replied with the following:
“Leading this amazing team and the AWS business is a big job, and I’m proud of all we’ve accomplished going from a start-up to where we are today. In the back of my head I thought there might be another chapter down the road at some point, but I never wanted to distract myself from what we are all working so hard to achieve. Given the state of the business and the leadership team, now is an appropriate moment for me to make this transition, and to take the opportunity to spend more time with family for a while, recharge a bit, and create some mental free space to reflect and consider the possibilities.
Matt and the AWS leadership team are ready for this next big opportunity. I’m excited to see what they and you do next, because I know it will be impressive. The future is bright for AWS (and for Amazon). I wish you all the very best of luck on this adventure.”
Selipsky, Jassy, Garman, and the AWS appear to be leaving on good terms. There might be something that happened behind closed doors and the verbiage indicates Selipsky can’t handle where AWS is going.
Whitney Grace, May 31, 2024
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