If you haven’t actually read, no, they’re not walking back their AI stances, they just want devs using their own products, not third-party ones.
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.