Surely b2b "model API provider" would've been a great fit for Amazon, but others are absolutely dominating this space right now.
The silver lining for Amazon is that nobody is making a profit by actually providing that service. It's just massive valuations and VC money flowing freely instead of a sustainable business model, and Amazon plays a much longer game - they can recover even if being so far behind is a "bad look" for their current management.
It's not hard to switch between OpenAI/Anthropic/Azure/Google/whatever and Amazon can surely eventually compete well in this space.
The silver lining for Amazon is that nobody is making a profit by actually providing that service. It's just massive valuations and VC money flowing freely instead of a sustainable business model, and Amazon plays a much longer game - they can recover even if being so far behind is a "bad look" for their current management.
It's not hard to switch between OpenAI/Anthropic/Azure/Google/whatever and Amazon can surely eventually compete well in this space.