Aug. 24 at 5:01 PM
$AMZN I mentioned this in passing but probs did not stress it enough.
-Before Q1 Anthropic biz was sold "90% DIRECT" to its customers
-Last qtr only "60% DIRECT" and 40% sold indirect via channel(CLOUDS)
-75% was AWS Bedrock according to 3rd party est(Semi Analysis, SValue)
*This is a MASSIVE shift in just a quarter and is not likely to just stop rather continue to accelerate.
*70% of the TAM beyond coding is in other enterprise workloads which AWS wheelhouse. They want to launch their AI near where their current workloads and in AWS cloud.
If they choose to switch to OpenAI for different workloads, or Open wgt models for others there are no new contracts or complexity they just use their AWS cloud commitments and it counts. Their guardrails, persistent memory STAY with them in AWS no matter what model they use.
Open AI was similary limited w/MSFT so they launched in Bedrock in June and said the demand exposure was "STAGGERING" and had 100B in pipeline as of 4-26.
