Latest / YPO Technology Network AI Brief
The Platform Bet And The Amazon Question
The biggest cloud platforms are spending around $800 billion on data centers and chips this year, and if your business runs on one of them, that is mostly good news. Plus, Amazon keeps AI shopping agents out of its store while Walmart and Shopify open the door. Who gains is an open question.
In this episode, Stephen Forte covers:
Scale as a moat. Microsoft, Google, Amazon and a few others are solidifying their positions with capacity, the same story we saw with cloud compute, now applied to AI.
You want your platform to win. When it keeps investing, the tools you already use improve without…
The skinny
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