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My observation is that Amazon is going to have challenges as they don’t have products that they can push their AI offerings. Now they could do work on Amazon.c

My observation is that Amazon is going to have challenges as they don’t have products that they can push their AI offerings. Now they could do work on Amazon.com to improve search and finding what their customer wants. Their most recent video on this topic, shows that they don’t have a solution now and it’s unclear to me how they will project a solution to the mass market as they don’t have consumer/business facing software to integrate it into as Microsoft does. While we are at it, Apple has nothing, perhaps they might leverage something from either Google or an open.ai competitor that has a solution. The continued destruction by Apple of the initial promise of Siri has been a major failure under Tim Cook’s leadership. I wonder why they appear unable to fix this.

nologic01 3y ago
Whether that "leak" is genuine is not clear, but what is clear is that building LLM / AI capability is no longer a major technical hurdle, definitely not for any entity of the size of Amazon or Apple. The timescale for integrating such tools into existing business models or developing new business models is a different story. They don't need to impress the over-exited social media echo chambers, they need to project 1) legal (not subject to lawsuits), 2) stable (not a fad) and 3) defendable (the moat thingy) cash flows for multi-years forward. Actually the hoopla of the past year where a lot of preliminary stuff is released/discussed/leaked does not fit at all the playbook of a "serious" corporate. Not clear what it really means, maybe big tech is feeling that the status quo is very fragile, so they take more risk than necessary or maybe they are so confident that they don't care about optics.