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Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes

Stratechery by Ben Thompson·Stratechery by Ben Thompson·about 1 month ago
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Amazon’s earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ads, agents, and sports rights. Subscribe to Stratechery Plus for full access. $15 / month or $150 / year With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews , and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. Stratechery Update Substantial analysis of the news of the day delivered via three weekly emails or podcasts. Stratechery Interviews Interviews with leading public CEOs, private company founders, and discussions with fellow analysts. Dithering A twice-weekly podcast from John Gruber and myself: 15 minutes an episode, not a minute less, not a minute more. Sharp Tech Andrew Sharp and myself discuss how technology works and the ways it impacts our lives.…

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