HUGE AWS & Nvidia AI Announcements - Reinvent 2023 Supercut

[@TickerSymbolYOU]

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[@OptoThemes]

Hi Alex 😊 Our team is genuinely impressed with your work. We've been attempting to reach out via email to pitch you an idea, however, our emails keep bouncing back. Could you suggest the best way for us to get in touch with you?

[@korniszon68]

I love how Jensen Huang just appears out of nowhere everytime when the big company annouces something. NVIDIA is always there :>

[@TickerSymbolYOU]

Quite the pattern 🤔

[@wendy-m8z]

​@@TickerSymbolYOU Jensen Huang has earned the respect to show up wherever he wants!!! He is running a multi billion $ business & he IS a big part of this... I love it!!!

[@Jon-yo4wj]

maybe Jensen has help from his own top secret AI supercomputer

[@cubertmiso]

@@Jon-yo4wj better for them to align with the gold diggers by selling them shovels and not being a direct competitor.

[@AK-bm2qt]

It's great to see tech giants are able to put their own ego aside and collaborate with each other. I wish great achievements for them all

[@TickerSymbolYOU]

That’s why I think they’re going to own a big chunk of the future

[@naranyala_dev]

the clear winner is NVIDIA

[@shairuno]

NVDIA is laughing 😂

[@windycloud9164]

Why? Because it is what Nvidia told you?

[@ssing7113]

Clear winner was at $100. When everyone passed it up. When everyone “knows” it’s a little late

[@DK-ox7ze]

Then why did the stock went down significantly in past few days inspite of strong earnings and more partnerships?

[@rfrugte]

Agreed. They had a similar presentation with Microsoft.

[@reincarnatedmosquito]

its like We are trying to fit AI into things that we do not need help for. Basically AI will have your secret company data

[@jaymartinez311]

they have to many services for me to believe this will work as good as chatgpt 4. Code whisperer is horrible and a lot of other things they’ve created lately that looks like they just put it out without it being ready. Maybe nvidia helps them and openAI’s civil war might let these companies to catch up but idk about this.

[@m89hu]

Hey Chat GPT, write a presentation script for Graviton 4 in Apple style

[@TickerSymbolYOU]

Haha. You’re not wrong.

[@carlsophiabaker8856]

Except it’s Claude 😂

[@stkhnds]

I just want to know when will these super computers start making more accurate weather forecasts?

[@billcarruth8122]

If these computers are getting so powerful that they can compute any answer, won't we eventually run out of questions?

[@CMDR_Shokwave]

How can the net amount of entropy of the universe be massively decreased?

[@Chronicles_of_Tomorrow]

That's a great question One of the many i can't wait for AI to answer ;)

[@CMDR_Shokwave]

@NI_superhuman That is "The Last Question" - Isaac Asimov. For those that are unfamiliar with his written works. Also, it is his favorite from his own writing.

[@Chronicles_of_Tomorrow]

@@CMDR_Shokwave i don't know... i feel like even with an answer machine: answers always lead to more questions, like forks in the road of ignorance so we couldn't even get any single answer to things because those "answers" only apply when having chosen that knowledge path... like Steven Wolfram's irreducible complexity: we must iterate through understanding, so even if there is a Last Question, we can't jump straight to it anyway...

[@Chronicles_of_Tomorrow]

to be clear: I understand the context of Last Question as Asimov wrote it, and I realize I ripped it WAY out into my own conversational direction lol i agree with him though: the hard part is almost over... what a time to be alive!!! im truly sorry he missed it...

[@chrisadams27]

Feels like AWS is trying to catch up - why weren't they leading this revolution?

[@SigFigNewton]

Profit margins probably. Microsoft and Alphabet have tons of cash to throw at research. Amazon is in retail, which comes with narrow margins even before they made it their goal to put other retailers out of business by lowering their profit margins even further (by offering free shipping etc)

[@TickerSymbolYOU]

Yeah I think they’re losing the race to Azure and they know it.

[@bratwurstbratbeauftragterb220]

I think its more like Pepsi and Coke, both winning.

[@SigFigNewton]

@@bratwurstbratbeauftragterb220 AWS has lost cloud market share to both Microsoft and Alphabet every single quarter for the last couple of years. If AWS is winning this race, it’s because they had the foresight to get a massive head start. If one company grows at a hyper consistent 10% per year and another at 10.00001% per year, it doesn’t matter how much bigger the first company is… eventually it will be the smaller company. Like traits in a species with a tiny little advantage over alternative traits. Eventually, on evolutionary time scales, virtually every member of that population will have the beneficial trait. I’m elaborating because I’ve encountered people who don’t understand that AWS can grow revenue by a larger number than its competitors grow their revenue each quarter and still be losing market share. Interesting to try to figure out whether it’s more reasonable to expect relative absolute growth amounts to be more constant, or relative rates of growth. AWS bulls would of course argue the former

[@mvasa2582]

@@TickerSymbolYOU azure is at an inflection point - they will clearly set themselves apart!

[@timtim8011]

Those shoes... and Jensen, face the audience...

[@StephenRayner]

TLDRAW and GNoME 😱😳

[@SilviaD-zg5ov]

NVDA going to the moon

[@pandoorapirat8644]

Hope Not top soon i wanna buy more calls.

[@timothytomkins]

Adam's baseball shoes look very strange, given his body type!

[@Gladiator-qu7co]

Exactly, who dressed that bozo ?

[@banjammy4116]

Nvidia is like super hero ,they should race. I am clapping till my hands are raw !!! Amazon should get off that billfold and buy Nvidia.

[@pablobarg3611]

Thank you for sharing! We appreciate your research and analysis!

[@AP19327]

Would be interested in hearing your analysis and how it will impact NVDA and other chipmakers

[@cubertmiso]

what? did you watch it?

[@rebelracellc]

How much is Amazon q going to cost per month?

[@KenjiEspresso]

Get stonked boiz ❤

[@reincarnatedmosquito]

Amazon Q Business /$20/mo. per-user -- how does people learn if its not free?

[@ssing7113]

Nvidia will run until orders slow. Other companies offer cheaper alternatives. And then we will have too much computer power. Nvidia was great at $100. When no one was talking about it. Once people found out it’s too late. Market cap is too high and needs time to catch up

[@Sp3z]

Having too much compute won't be an issue, I promise you that. Why on earth we would have a reversal of a trend when we are only getting started with AI? Best regards, someone who has worked on AI since 2014

[@musaran2]

"Look, your engineer words are cute but it's hurting my buzzword metrics."

[@bernl178]

Wait a sec Jensen don’t count AMD out yet may not be on the GPU front but they’re coming for ya

[@ArtemEremin-tj3qf]

Знаю что соблазнились знаю что воруете знаю что хитрите

[@pauldannelachica2388]

Thanks for the update boss

[@mvasa2582]

first time listening to Adam - and not impressed! Clearly, Jensen's info was going right through him. I don't anticipate AWS picking much of Nvidia ...

[@TickerSymbolYOU]

Haha yeah he doesn't strike me as a super technical guy. But the AWS partnership is MASSIVE.

[@mvasa2582]

@@TickerSymbolYOU Not entirely sure. Until a few weeks ago, AWS was planning on pushing their accelerators. Even Huggingface was promoting Tranium and Inferentia . H100 was not listed for a length of time. What changed? I believe customers are pushing AWS for Nvidia.

[@Wobbothe3rd]

​​@@mvasa2582Neither Tesla nor Amazon were ever planning to compete with Invidia in the GPU market as such, they were only developing their own because of lack of supply for their own use.

[@Agent77X]

AWS is developing it’s own AI CPUs and GPU in the background. I think eventually they will sell theses chips too!

[@mvasa2582]

@@Agent77X the already have INFR2 and TRAN2. They already had told Nvidia they will slow down in procurement. But that changed in the last few weeks - why!? All I can think is customer pressure. Else why would AWS pay the margins for Nvidia when they have a solution that works!

[@Septumsempra8818]

Amazon just landed in my country. Scary and exciting. 🇿🇦

[@SigFigNewton]

Probably not terrible. The real damage was already happening. People in your country buying stuff from Amazon. So that instead of the money staying in your country, a portion goes to corporate offices in the US and to shareholders.

[@Agent77X]

AWS marketing presentation is better Hollywood A list actors and scriptwriters!😂

[@petercrossley1069]

Who are these blokes who think it’s cool to wear sneakers with a suit.

[@wendy-m8z]

WOW!!!!!!

[@TickerSymbolYOU]

Right?!

[@michaellin6155]

incredible benefits to customers? not with those prices lol.

[@Swingking1977]

So is Palantir screwed?

[@TickerSymbolYOU]

Q is definitely looking like competition

[@dsoprano13]

I'll admit I'm impressed by Amazon Q. I'll give it a test run to see exactly how useful it is in learning a new AWS service and setting up a POC.

[@TickerSymbolYOU]

Excited to hear your findings!

[@bobrenner67]

Thanks so much

[@TickerSymbolYOU]

Cheers!

[@daveyvane9431]

Their hyper exaggerated adjectives “amazing, revolutionary, incredible”. Each guy exclaims how “excited” they are. Ok nerds, put your duck back in your pants, you’re making me nervous.

[@TickerSymbolYOU]

Who keeps a duck in their pants??

[@randymulder9105]

Remember , everything is ALWAYS breaking news, amazing...stuff the world has never seen! Lol. I'm glad I'm an observer. I don't care about winners or who guessing who is or will be the winner in AI, movie production, and gaming production. Ignorance and being the end user with a "working product" is what I'm thinking about, not worried or stressed about...just thinking about. I'm not a stakeholder, owner, advertiser, KZbinr, or reviewer so I don't need to hype anything or "feel" like I'm an amazing psychic or accurate predictor of the future. Let the billionaires ramble. And hope startups make a living and regular folks make money? Billionaires should be fine, I need to know I have food for lunch today.

[@randymulder9105]

Remember , everything is ALWAYS breaking news, amazing...stuff the world has never seen! Lol. I'm glad I'm an observer. I don't care about winners or guessing who is or will be the winner in AI, movie production, and gaming production. Ignorance and being the end user with a "working product" is what I'm thinking about, not worried or stressed about...just thinking about. I'm not a stakeholder, owner, advertiser, KZbinr, or reviewer so I don't need to hype anything or "feel" like I'm an amazing psychic or accurate predictor of the future. Let the billionaires ramble. And hope startups make a living and regular folks make money? Billionaires should be fine, I need to know I have food for lunch today.

[@BillAshtonNelo]

White shoe soles ‘23

[@crzyces1693]

Honest to gosh man, I was listening to the words and thinking _"Why are they both wearing lifts? And someone needs to let him know that 45-year-old men with suits look silly with sneakers on, lifts in the soles or not."_ They should probably explain what Jensen was saying to him first though.

[@Gladiator-qu7co]

​@@crzyces1693Yup, ridiculous clown !!

[@themartinsbash]

CEO of the year Jensen

[@TickerSymbolYOU]

Maybe the decade

[@garycard1826]

Pretty Scary!

[@drstarson]

Clickbait! Zero game-changing news.

[@TickerSymbolYOU]

You don’t think that Q is game changing? Or the fact that they basically stand up a new nation-sized supercomputer every quarter? I mean… okay?

[@Gladiator-qu7co]

​@@TickerSymbolYOUnope

[@robertfowler2811]

does Jensen ever dress different

[@TickerSymbolYOU]

that leather jacket is the most reliable thing in my life right now

[@Gladiator-qu7co]

So what's the investmemt tip here TSY? Buy more of both Amazon and Nvidia ???

[@TickerSymbolYOU]

Bingo

[@theyouchannel6355]

Please fix the glitch in the editing.... Its anoying like a skipping record. Other than that okay.

[@TickerSymbolYOU]

What glitch? This is a supercut.

[@theyouchannel6355]

@@TickerSymbolYOU watch first 10 minutes. It jumps like bad editing... .

[@ChrisAcheson]

SELL, SELL, SELL

[@szyslay]

Gentlemans... PRACTICAL USE CASES PLEASE. Other than that will it play DOOM? Or will I get a new GPU without DLSS? XD

[@holdthetruthhostage]

Unless Amazon Olympus Trillion parameters can take 500k tokens & is at least Gpt3.8-4 quality and can spir out ocer 5k words what's new Also if they don't launch a modified Claude 2 thats super charged I don't see nothing more than just Server ads && Jinson is just everywhere 😅

[@mandarinandthetenrings2201]

I think we got a bottle neck on microchips right now it going to be another ten years before we can caught up.

[@holdthetruthhostage]

OH@@mandarinandthetenrings2201

[@Zacharyyyy89]

@@mandarinandthetenrings2201 who sells microchips?

[@reincarnatedmosquito]

Adam Selipsky looks like clerk

[@berniecoderre3935]

Does anyone care what Anazon is doing on AI? NOBODY cares!😱

[@TickerSymbolYOU]

I think Q will be a bigger deal than most people realize

[@Gladiator-qu7co]

​sure, sure

[@mandarinandthetenrings2201]

Yea, I don't see AI taking off just yet. We still have a major bottle neck in making Microchips. The Germany economy is going down and Germans are one's that make the len's for the lithographic machines that etch the microchips. So we see what happens because they trying to develop a lithgraphic machine that doesn't require the German lens.

[@ALFTHADRADDAD]

This presumes we scale up and not down

[@Gladiator-qu7co]

What? Germans involved with chips, had no idea.

[@samuelmattos7263]

The most clueless comment I have seen

[@skidrew]

This didn’t age well

[@dijonstreak]

..sounds a lot lke gibberish....

[@robrider838]

To a non-tech person it will. For those who know tho.... this is huge...

[@reincarnatedmosquito]

@@robrider838 not really. You want your company data with amazon ai? Why reinvent stuff. Why do u need AI for debug?

[@robrider838]

@reincarnatedmosquito bye bye you're going to be left behind and not needed

[@TickerSymbolYOU]

Yeah I don’t really understand why anyone would want a phone without buttons. Why reinvent stuff? 🤷‍♂️

[@gavinschuette9826]

when will computer build huge cheap house?

[@m89hu]

The most important question of all