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Another thing that's different is the concentration of compute within a few big vendors like AWS, Azure, GCP. That makes it easier to introduce new server chip
by tyingq 4y ago
Another thing that's different is the concentration of compute within a few big vendors like AWS, Azure, GCP. That makes it easier to introduce new server chips, as you don't have to convince as many different customers. And the big 3 can abstract away some of the work.
- convolvatron 4y agothe real downside of this market dynamic is that if you can't get one of those players interested in your product - you don't have a business. and if one of those deep pocketed agents feels like replicating your work instead of buying it - not much you can do. overall I think this means a lot less interesting work lower down in the stack
- gumby 4y agoFWIW the term for this is "monopsony" -- like a monopoly but on the buy side. Antitrust law focuses on this less.