shell_game

My take is this is mostly a takeout of Amazon’s trainium program, helping Nvidia to cull competition from Amazon in its infancy.

Up until the date of the announcement, poolside was one of Amazon’s largest trainium customers, other than anthropic. This investment from Nvidia kicks one of the legs out from Amazon’s already rickety AI accelerator stool. 40 K in Blackwell GPUs is expensive even with the Nvidia investment. Poolside will likely not have the money to spend an equivalent amount now with Amazon.

Deloitte just bought like 400k Claude enterprise licenses. Bad example.

Which business unit were you in?

Nitrated explosives are detectable by airport security scanners. Dogs also pick up the scent of nitrates in seconds.

Buying a 15 capacitor off Amazon for my AC condenser saved me $500 last summer.

Pickles lol. With that name, you’ll always be remembered.

Does Amazon actually have talent and resources though?

Here here. Couldn’t have described AWS better.

$1.8B for a national AI plan… wow… That will buy 1/5th of the GPUs that Meta bought this year.

EBS not S3

Oracle has other lock in practices lol… they don’t need to jack up egress fees.

*KERRIGAN NAKED*

“it depends on X and Y” and “here are things you should care about” is the most annoying thing ever IF you actually need to make a decision and IF the service provider doesn’t give you a path forward. It’s fine if you’re just gathering information, but not when there is a business impact to delaying.

This goes for people in a consulting capacity in internal roles, too. There are way too many “SMEs” who will show up to your meetings, tell you it’s “complicated”, and then leave, thinking they’ve made a contribution. If you raise issues but don’t help your customer navigate this complexity, you are adding negative value.