I feel obligated to ask: Is Jassy competent enough to argue for or against on anything here?
I am willing to accept he has chops with AWS ( or at least hope he understands what he manages ), but my recent encounters with executive class and AI left me kinda depressed in terms of what they are trying to project and what they, clearly, don't know.
AWS isn’t broadly seen as credible in AI beyond commodity compute, but they are a shareholder here.
Jassy missed the boat on LLMs quite badly and the only real angle he had left was to use Amazon’s cashflow to buy stakes and buy business for Trainium.
He has smart people working for him whom he can rely on.