that worked real well for cloud computing
aws and gcp's margins are legendarily poor
oh, wait
gcp was net negative until last year.
Big part of why clouds are expensive is not necessary hardware, but all software infra and complexity of all services.
All the big clouds are still in market share acquisition mode. Give it about 5 more years, when they're all in market consolidation and extraction mode.
cloud providers indeed could abuse vendor lock, but LLMs are not that easily vendor lockable.
gcp was net negative until last year.
Big part of why clouds are expensive is not necessary hardware, but all software infra and complexity of all services.
All the big clouds are still in market share acquisition mode. Give it about 5 more years, when they're all in market consolidation and extraction mode.
cloud providers indeed could abuse vendor lock, but LLMs are not that easily vendor lockable.