Fair. There are counter examples, although those are pretty rare. Usually publicly traded companies don’t hide when they’re doing really well.
The inverse true now with AWS. Lots of press about analysis on how AWS is in “last place” on AI and while AWS leadership has been doing a lot of hand waving to say they’re not, it’s a pretty safe bet this week’s earnings call won’t have any hard financial numbers to counter press that they’re way behind.
In the grand scheme of things it doesn’t matter. As long as companies are building infrastructure on AWS and AWS can host third party models like it’s doing now with Bedrock.
In my experience - and I’ve run comparisons against the various models for projects (consulting) - their in house Nova models usually give me the best results on the spectrum of speed/quality/cost I need for a given project.