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Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments

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Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments

#13
Amazon requires employees to work five days a week from the office without paying them extra for it. Even if paid extra for it, it is not healthy considering the number of contagiously sick people at the office, risking a persistent inflammatory load on the body. I don't see good workers wanting to work for Amazon, and I don't see good outcomes ahead for Amazon. It will remain a non-innovating laggard that is trivially outcompeted. The only reason AWS even profits is because of its outrageous egress cost.

Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments

#15
post #11

It's OK. The revenue is from incompetencies of engineers and enterprises that can not switch into siginificantly cheaper cloud vendors.

Where are these significant cheaper cloud vendors?

Oracle. I like bare-bone ARM VM and bare-bone volumes.

Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments

#16
post #6

This seems like a fine decision by Amazon? If there is a ton of demand for shovels it seems fine to make more shovel factories?

Agreed, investing in platform facilities and AWS capability seems like it cannot be a terrible idea.

Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments

#17
post #11

It's OK. The revenue is from incompetencies of engineers and enterprises that can not switch into siginificantly cheaper cloud vendors.

Where are these significant cheaper cloud vendors?

… Everywhere ?

OVH, Hetzner, Cloudflare, Vultr, Linode, Scaleway, Equinix (ok Equinix this can be pricey at lower levels)

A million other regional VPS providers, Colocation Hosts, etc ?

Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments

#18
post #15

Earlier quoted context omitted.

Where are these significant cheaper cloud vendors?

Oracle. I like bare-bone ARM VM and bare-bone volumes.

Going from the embrace of a semi-domesticated mostly aloof wolf to that of an understimulated psychotic tiger.

Uh... Good luck?

Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments

#19
I left AWS Professional Services in 2023. Being in ProServe, I interacted with a lot of different service teams (teams that work on various AWS services) and I got a first hand view of their messaging and strategy.

Internally, Amazon/AWS has always been a shitty company for employees. But they always were somewhat innovative and long term focused. I saw things going down hill by the end of 2022. They are definitely a “Day 2” company now and not out in front of trends

As if the original RTO policies weren’t bad enough for instance, now they are forcing their “field by design” workers to be in the office 5 days a week when they aren’t at a customers site. These are the consultants (full time employees), sales, SAs etc who spend most of their time interacting with the customer and where you rarely have your internal teammates in your same office.

Before anyone asked why I worked there if I knew it was shitty. I worked remotely the entire time, it looked great on my resume and I like money. It definitely opened some doors

Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments

#20

Earlier quoted context omitted.

Where are these significant cheaper cloud vendors?

… Everywhere ? OVH, Hetzner, Cloudflare, Vultr, Linode, Scaleway, Equinix (ok Equinix this can be pricey at lower levels) A million other regional VPS providers, Colocation Hosts, etc ?

You really think that all people do with AWS is host a bunch of VMs and they manage all of the services (databases, storage, big data services, messaging apps) themselves?

Drill down in each category

https://docs.aws.amazon.com/whitepapers/latest/aws-overview/...

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