Looking past earnings calls: Amazon's broad GenAI investments

It's another earnings season where companies are competing to emphasize their GenAI primacy. According to Factset, Meta, NVidia and Microsoft all mentioned AI more than 70 times in their Q1 earnings. However, as Bloomberg Beta's James Cham wrote on X a while back, "Press releases

The overlooked GenAI use case

Job post data reveals what companies plan to do with GenAI. The biggest use case is cleaning, processing, and analyzing data. A recent, widely circulated blog post by Sequoia Partner David Cahn asks what he refers to as the $600B question about AI: in the future, how much AI infrastructure