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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

#41
post #36

Earlier quoted context omitted.

Which ones? In reality, I mean, not executives’ fantasies.

I spend 90 minutes in a meeting with our CEO and two board members and the one guy went on almost the entire time about how amazing OpenAI Operators was and how we should find a way to replace most of our people with it. All because it was able to buy a plane ticket after he give it his login credentials.

Perfect example of a fantasy put forth by an executive.

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

#42

Earlier quoted context omitted.

I am 50. I have always had a strict policy of never doing two jobs or a “side hustle”. Whatever we can’t do from my working one job, we don’t do. That means no open source work worrying about my GitHub profile, no BS “thought leadership” posts on LinkedIn. Nothing. When I get off of work, I shut my computer down and live my life - exercising, travel, spending time with friends and family, etc.

Imagine if Amazon acted the same way- oh we already have 1 customer, we won’t bother with the next 6 billion because we have one shittty one already.

What exactly is your point? I should be part of the “hustle culture” and work my main job and a have a side gig and sacrifice my free time?

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

#43
post #2

Financially liquid companies locked into feeding AWS (with their 50%-ish profit margin) should buy Nvidia/TSMC/ASML/(AMD) stock to get some of their money back? Totally not a bubble.

I've heard arguments that you should buy NVDA as a hedge for losing your job to AI. Not sure what to make of it.

A better hedge might be private prison corporations and private military contractors.

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

#44
post #37

Earlier quoted context omitted.

There are very few workloads that require more than what you can accomplish with a handful of VMs. Using tools like Terraform makes it a lot easier to abstract away the specialised services.

Yeah, you haven’t worked with any large companies if you think that. What’s the largest implementation you have been responsible for?

I work with a couple workloads that can’t even be completely deployed in cloud environments. Those aren’t common.

The vast majority of companies can get along with a Google office license and a Wix website.

Not everyone works at a company with hundreds of thousands of employees and hundreds of millions of users.

I agree RDS, Aurora, Big Query, S3, load balancers, declarative security policies, artifact repositories, managed auto-scaling clusters and so on are very convenient, but they aren’t a requirement.

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

#45
post #8

Earlier quoted context omitted.

What I can't wrap my head around is the fact NVDA almost is a representation of "AI infrastructure" in the narrative. It is weird now that everyone is saying the focus is be in inference / test time scaling compute: inference should be easier to offload to chips from other manufacturers. Maybe I'm too dense to get it, but that doesn't make sense to me.

I think there is a money to be made in making huge slow inference chips It needs, * Does the very best model fit in ram * Does it eventually produce an answer I'm completely ok with waiting a few minutes for an inference answer if I can avoid spending $250k for an 8x

Me too. Just as most problems won't need "phd-level intelligence" (whatever they might want you to think, 10x devs don't require phd skills nor research abilities / test time compute for being good at their job), most problems won't need subsecond latency or response time.

I'm fine waiting, not sure if others really need the best now or ever.

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

#46
post #43

Earlier quoted context omitted.

I've heard arguments that you should buy NVDA as a hedge for losing your job to AI. Not sure what to make of it.

A better hedge might be private prison corporations and private military contractors.

For prisons see GEO (up 100% since the election [0]) and CXW (Up 50% [1])

gov't contractors are in a bit of a bind given the treasury chaos (consider the current agenda to cut waste and inefficiencies)

Looking around for private security I don't see anything publicly traded but I did learn there is an ETF named GUNZ [2] and one might check out the companies they invest in.

[0] https://finance.yahoo.com/quote/GEO/

[1] https://finance.yahoo.com/quote/CXW/

[2] https://finance.yahoo.com/quote/GUNZ/

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

#47
post #44

Earlier quoted context omitted.

Yeah, you haven’t worked with any large companies if you think that. What’s the largest implementation you have been responsible for?

I work with a couple workloads that can’t even be completely deployed in cloud environments. Those aren’t common. The vast majority of companies can get along with a Google office license and a Wix website. Not everyone works at a company with hundreds of thousands of employees and hundreds of millions of users. I agree RDS, Aurora, Big Query, S3, load balancers, declarative security policies, artifact repositories,…

You “worked with a couple of workloads” and that’s what makes you an expert on infrastructure and architecture at scale?

Your LinkedIn profile is your HN profile. I see you have worked at some large well known companies. How can you possibly not have been exposed to some large deployments?

These are three companies that you have worked at

https://www.workday.com/en-us/company/partners/amazon-web-se...

https://aws.amazon.com/solutions/case-studies/zendesk/

https://www.spartasystems.com/resources/the-honeywell-life-s...

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

#48

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 trivial…

All of the BigTech companies are forcing RTO. Hybrid work is just as bad RTO. Either way I can’t make an above local market wage and live in a low cost of living area. Anytime any company reaches out to me and if I ask is it fully remote and they say “no” the conversation ends. I almost ended my initial conversation with AWS in 2020 when they reached out to me about an SDE position that would require an eventual relo…

Hybrid work is just as bad if you live well outside of a commuting distance. If you live within a commuting distance, it is somewhat acceptable if it's about two days a week with a decent salary.

Good remote jobs are very difficult to get as they are very competitive, so hybrid jobs fill that void for those who can commute.

5x/wk RTO is nothing but a means of growth control and cheap layoffs.

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

#49
post #36

Earlier quoted context omitted.

Which ones? In reality, I mean, not executives’ fantasies.

I spend 90 minutes in a meeting with our CEO and two board members and the one guy went on almost the entire time about how amazing OpenAI Operators was and how we should find a way to replace most of our people with it. All because it was able to buy a plane ticket after he give it his login credentials.

I'm dealing with this as well. CEO basically soiled himself with excitement in a group chat, some toadies joined in, most were silent. Because how else can you receive that other than "think of all the money we'd have if we could get rid of those needy workers"

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

#50
post #41
post #36

Earlier quoted context omitted.

I spend 90 minutes in a meeting with our CEO and two board members and the one guy went on almost the entire time about how amazing OpenAI Operators was and how we should find a way to replace most of our people with it. All because it was able to buy a plane ticket after he give it his login credentials.

Perfect example of a fantasy put forth by an executive.

these kind of comments on HN show me how many people lack creativity. wherever you work(ed) I am sure you met myriad of people and thought:

- they don’t do shit

- I can do what they do in my sleep

it is these types of jobs that are being replaced and are easily replaceable with a little bit of creativity and imagination…

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