Yup. AWS in turn prefers Anthropic, from whom they receive significant discounts on API pricing, some of which they pass onto large customers directly and through (enterprise-focused) offerings like Kiro. They’ll still offer competing models, but they won’t promote them.
Interestingly: We are seeing API prices dropping on all fronts: eg. dropping from a a 95% to 90% inference OpEx profit margin*. This will have an effect on subscription bundles and other discounts, as we have already seen with ChatGPT’s $200 plan.
*It’s significant, but we don’t know the exact numbers. CapEx, model training, and headcount will eat up the rest (and more) for now.
Yup. AWS in turn prefers Anthropic, from whom they receive significant discounts on API pricing, some of which they pass onto large customers directly and through (enterprise-focused) offerings like Kiro. They’ll still offer competing models, but they won’t promote them.
Interestingly: We are seeing API prices dropping on all fronts: eg. dropping from a a 95% to 90% inference OpEx profit margin*. This will have an effect on subscription bundles and other discounts, as we have already seen with ChatGPT’s $200 plan.
*It’s significant, but we don’t know the exact numbers. CapEx, model training, and headcount will eat up the rest (and more) for now.