Decoder with Nilay Patel
Why CEO Matt Garman is willing to bet AWS on AI
Arm
I don't know the answer to that of when that investment fully pays off for an open AI or an anthropic or a I think Amazon and Google probably have a different math of when you can make those pay off because you get kind of an internal usage of them from your own use. I don't know that, but there's a lot of smart people continuing to put investment in a broad swath of AI companies.
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