Generative AI and Hardware Upgrades, Google History and the Dark GPU Theory, Amazon’s Logistics Long Play
Sharp Tech with Ben Thompson
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The Evolution of GPU Market and Amazon's Dominance
The chapter explores the future of the GPU market, drawing parallels with other industries and discussing the competition among big players such as Nvidia and CoreWeave. It also delves into Amazon's dominant position in e-commerce, highlighting their strategies to profit from third-party sellers and advertising revenue. The speaker reflects on Amazon's ambitious integration into every e-commerce transaction and shares insights on consumer behavior and preferences.
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