Decoder with Nilay Patel
Why CEO Matt Garman is willing to bet AWS on AI
Arm
I think, I mean, they're making lots of investments and I think they're scaling and I think others are looking to catch up in that space too. And they have a great lead. And this is also true in technology and has been for a long time is that somebody jumps ahead and figures out, gets a lead and it's a benefit for them for a while and others catch up.
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