The Competitive Situation for Cloud Providers of GPUs

Before becoming a partner at Madrona Venture Group, Jon Turow worked as the head of product for computer vision at Amazon Web Services. He spent nine years at AWS in the product organization. Since becoming a venture capitalist, he’s invested in promising AI companies like Runway and Numbers Station, along with the buzzy data company MotherDuck.

So when Amazon announced a partnership, called Amazon Bedrock, with Anthropic, Stability AI, and AI21 Labs, I asked Turow to come on the show to help me break down Amazon’s effort to bring foundation models closer to its cloud customers.

Turow is someone who has helped me think through everything that’s happening in artificial intelligence broadly. So we had a fun conversation about open source and the excitement around AI agents — like BabyAGI.

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