Comment by wongarsu
3 months ago
There is a lot of value in specialization. It allows capitalism to do its magic to elevate the best uses of your technology without yourself taking on any of the risk. Trying to inhouse everything often smothers innovation and leads to bad resource allocation. It can be done, but in fields with a lot of ongoing innovation it's extremely hard to get right
There is a reason that Cisco doesn't offer websites, and you are probably actively ignoring whatever websites your ISP has. ASML isn't making chips, and TSMC isn't making chip designs
But think of the Apple approach. And while all cloud providers started with mainstream hardware, they evolved to proprietary systems. The current AI phase may just be the „good old days“ with access just limited by financial power paving to be cut down once the dust settles and some model vendors lose.