I actually think Amazon is very well placed:

- Single point of billing and vendor is still king in enterprise - look at how much of Ant's revenue flows through AWS Marketplace

- With OSS, models may move to a more of an AWS-shaped problem: host with 5 9s, provide the infra and shovels, do it as cheap as possible, fit them neatly into rest of AWS stack. I think this is actually a huge risk to OpenAI and Anthropic, as more commodization gives hyperscalers more advantage

- Still owns a huge chunk of Anthropic and leverage over compute

With this in mind, I'm not sure why they need a frontier model vs. the playbook they did with Linux (i.e. Kimi-K3-AWS-Enterprise-Edition). They are kind of playing both sides right now I guess, but could really stir things up if they wanted to.