Amazon’s Durability – Stratechery by Ben Thompsonkept by eddie • may 06Amazon's decade-long investments in infrastructure, custom silicon, and physical-world operations position it to dominate the inference era of AI.AboutAWS · Amazon · Amazon Supply Chain Services · Anthropic · Graviton · TrainiumFiled#ai#ai-integration#business-strategy#cloud-computing#infrastructureRelatedAmazon Built a Massive Supply Chain for Itself. Now It’s for Hire. - WSJAmazon is opening its logistics network to all businesses as Amazon Supply Chain Services, aiming to replicate the AWS model in supply chain management.also on Amazon Supply Chain Services, Amazon, #cloud-computing, #business-strategyAn exclusive tour of Amazon's Trainium lab, the chip that's won over Anthropic, OpenAI, even AppleAmazon's Trainium chip is winning customers like Anthropic, OpenAI, and Apple as a cheaper Nvidia alternative, with 1.4 million chips deployed.also on Trainium, AWS, Amazon, #cloud-computing, Anthropic, #aiDesigning AI resistant technical evaluationsAnthropic redesigned its performance engineering take-home test three times because Claude models kept solving it, eventually adopting unconventional puzzles to stay ahead.also on Trainium, Anthropic, #aiTech predictions for 2026 and beyondIn 2026, technology will shift to an 'AI in the human loop' era, transforming companionship, software development, quantum security, defense, and education.also on AWS, Amazon, Anthropic, #aiAnthropic's Compute Advantage: Why Silicon Strategy is Becoming an AI MoatAnthropic's compute strategy—multi-hyperscaler, custom-silicon integration—gives it a 30–60% cost-per-token advantage over Nvidia-dependent OpenAI, a compounding edge as inference scales.also on AWS, #cloud-computing, #infrastructure, Anthropic, #business-strategy, #ai
Amazon’s Durability – Stratechery by Ben Thompson