Invest Like the Best with Patrick O'Shaughnessy cover image

Aravind Srinivas - Building An Answer Engine - [Invest Like the Best, EP.363]

Invest Like the Best with Patrick O'Shaughnessy

NOTE

Incentive for Cloud Providers to Commoditize AI Models

Cloud service providers like AWS, Azure, and GCP have strong motivation to commoditize AI models, as it allows them to become the major beneficiaries in comparison to companies like OpenAI, Anthropic, or Mistral. By making these models accessible to a wider range of businesses, cloud service providers can increase their profits significantly, rather than having a few entities monopolize the profits.

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