The problem with Amazon is not their closeness to Anthropic, but more of the fact their moat is not big enough to integrate AI in a way MSFT can. Even their Azure services somehow feels natural with AI support.
I don't know if Satya predicted it or not, but their push into open source and Github acquisition were very helpful for AI.
I don't know if Satya predicted it or not, but their push into open source and Github acquisition were very helpful for AI.