Are you worried about Google too? They're selling compute. Same with Microsoft, and Amazon. As far as I know Anthropic is really the only one that's compute-bound.
Are you worried about Google too? They're selling compute. Same with Microsoft, and Amazon. As far as I know Anthropic is really the only one that's compute-bound.
Amazon is a compute specialist, their competitive advantage is in the compute business. And conversely they're not really trying to play in the AI business, so it's not at all suspicious that they don't want to use all their compute themselves.
I am worried about Google and Microsoft, yes.
Amazon tries to make money at pretty much everything they can. They are investing a LOT in AI even if it's not a consumer-facing chatbot.
Google, Microsoft, and Amazon's business model include selling compute - SpaceX, not so much.
Why not? They can sell what makes sense for them, like surplus capacity, especially when there are desperate buyers.
Amazon is a bookseller and Google is just a web indexer. GCP didn't even open it's preview until 2008. Not sure why you think a business model is in any way a static thing.
Add Lidl to your list.
> As far as I know Anthropic is really the only one that's compute-bound.
I use gemini models daily. Jetbrains tells me when they are overloaded and switches to alternative (usually to openai which turns everything to shit). I'd say happens about fortnightly.
It's a good litmus and forecaster for AI demand and I wish we had more visibility.
Is gemini really better than gpt 5.5 currently? I haven't seen much sentiment along that direction.
No it's really bad