Q&A with Sam Altman and AWS CEO Matt Garman about OpenAI's new AWS partnership, Bedrock Managed Agents, local vs. cloud, Trainium chips, the AI stack, and more
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Stratechery Ben Thompson
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Discussion
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@benbajarin
Ben Bajarin
on x
Given what we have been seeing/hearing on TPU/Tranium inference economics, margins are even better (inference margins are high to begin with) but OpenAI emphasizing Tranium is partially also for better margins.
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@mattsgarman
Matt Garman
on x
Great to chat with @sama on @stratechery about what we're building together in Bedrock. It's a deep dive on how our teams are making it much easier to manage agents powered by @OpenAI models at scale. Excited to see what customers go build with this. Thanks to @benthompson [image…
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@cryptopunk7213
@cryptopunk7213
on x
fantastic interview with sam altman and amazon AWS ceo matt garman on todays partnership announcement > sam thinks pre-training and post-training will converge as a singular training stack for ai models (very bullish inference test-time compute) > he also thinks the model and