"Apple doesn't have their own LLM. They can't innovate."

They also don't have their own search engine yet they make $20B+ a year from search.

Lesson in there.

Nobody has ever heard of Amazon’s Nova but how much more are they making on AWS fees from all this

History, tech stuff, SEO/marketing, shitposting, etc. etc.


https://paragraph.com/@afaik

Hmm, I haven't seen anything on Amazon crushing it in AI. Increased cloud usage benefits from them for sure. But stock would be ripping if they were disproportionately benefitting.

Yeah that’s true, I haven’t heard this narrative and feel like I would have if it was a known thing. Idk what exactly people would attribute this increase to but it’s doing well since launch of chat gpt

Maybe not the biggest winner but the idea is increased TAM for software probly disproportionately benefits them if they’re leading Azure and GCP in market share