Decoder with Nilay Patel
Why CEO Matt Garman is willing to bet AWS on AI
Nilay Patel
Because you need a product in the consumer or the enterprise that throws off enough margin at enough scale to fund all of this investment and still make money for the people making the product. And ideally the people paying for the product are using it to make more money on the other side. The economics of this are still very unclear to me unless you are NVIDIA.
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