Comment by zmmmmm
1 day ago
The only thing I can think of that would give Amazon reasons to dislike Mythos / Fable is that Anthropic really ruined their Bedrock story by imposing data retention requirements that cross a red line in regulatory compliance. It's just possible that Jassy would rather have nobody use Fable than doing it on the basis of, effectively, a direct data trust relationship with Anthropic.
It is hard to plug it together into this still being in Amazon's interest in the long run, but I could see a potential scenario where there was some bad blood with Dario on it if he previously committed to completely air gapped processing from a data point of view and now he went back on it.
Feels like AWS could just tell them they’re not launching Fable then. Anthropic needs them more than the opposite, no?
Nobody who is a big Bedrock customer will ditch for another cloud provider for the privilege of having anthropic hold on to their inputs.
Amazon’s AWS and core delivery business are fairly mature, and with consumer sentiment poor and non-AI tech contracting, having a growth vertical like Bedrock is good for shareholders. Without their own core tech, Amazon will be paying rent on AVs in a couple of years - or worse, they will lose all of the benefits or their logistics monopoly because an AV semi can afford to be inefficient
What is AV, autonomous vehicle or?
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Particularly not with OpenAI finally getting on Bedrock.
Im just curious how this is going to play out.. Will anthropic just stop releasing its stuff on bedrock now? Will they try to start moving their operations out of the US? If so, to where?
I know everyones excited about Football and the Knicks, but this is far more exciting and interesting than any sport could be.