The slow adoption of AI isn't due to a natural 'diffusion lag' but is evidence that models still lack core competencies for broad economic value. If AI were as capable as skilled humans, it would integrate into businesses almost instantly.
Anduril's co-founder set a precedent for founder transparency by publicly exposing an unauthorized SPV selling forward contracts for company stock. He detailed how the deal violated bylaws and charged exorbitant fees, a powerful warning for investors in private secondary markets.
Nvidia's staggering revenue growth and 56% net profit margins are a direct cost to its largest customers (AWS, Google, OpenAI). This incentivizes them to form a defacto alliance to develop and adopt alternative chips to commoditize the accelerator market and reclaim those profits.
Despite intense competition, Amazon's core principle of being 'customer obsessed' means AWS would likely provide Google's TPU chips if key customers demand them. This prioritizes customer retention over platform exclusivity in the AI chip wars.
The high-speed link between AWS and GCP shows companies now prioritize access to the best AI models, regardless of provider. This forces even fierce rivals to partner, as customers build hybrid infrastructures to leverage unique AI capabilities from platforms like Google and OpenAI on Azure.
While AWS's Tranium chip lags Nvidia's general-purpose GPUs in raw performance, its success with startup Descartes in real-time video highlights a viable strategy: win by becoming the best-in-class solution for specific, high-value workloads rather than competing head-on.