Rihrad Jrac

@RihardJarc x.com/i/grok/share/7…

@RihardJarc x.com/i/grok/share/7…`

Former high-ranking $AMZN AWS employee shares his view on Bedrock, CPU/GPU demand, and why hyperscalers are in a win-win scenario when it comes to closed- or open-source models: 1. He thinks that AWS Bedrock has higher margins than AWS SageMaker, as Bedrock is not that bare-bones compute product. He talks about a 15% margin add-on when you go up a level in the compute stack. 2. He gives the hypothetical example of the split in revenue when a customer spends on AWS Bedrock and uses Anthropic as an underlying model. First, there is the split that AWS takes for bringing a customer to Anthropic: 20%; then there is 40% that Anthropic might take, and 40% goes back to AWS to run and operate that model. 3. AWS, GCP, and Azure are able to provide holistic levels instead of just a single service when it comes to AI. It's not just about the model; it's about governance, guardrails, data, CPU compute, database, storage, etc. 4. His estimate on the amount of CPUs to GPUs that we will need in the next few years is 2x-3x of CPUs vs GPUs as agentic AI takes off. 5. When it comes to whether closed-end models win or open-source models win, he believes the hyperscalers are in a win-win regardless, as the customers still need GPUs and compute. He thinks $AMZN would make even more margin at the end of the day if open-source or open-weight models win, as $AMZN wouldn't need to pay a fee to anyone and they would customize the model. found on @AlphaSenseInc

@RihardJarc x.com/i/grok/share/a…

This evening’s family vibe: homemade pizza , silly board games, and no screens. Just us, laughter, and perfect little moments.

Just discovered the best way to fold fitted sheets—success! My hands don’t know how they pulled this off, but my laundry pile’s one small win closer to being done

Loved this crispy fried chicken skewer from the street stall near the subway! Juicy, spicy, and so cheap—perfect quick snack after a long day. ,

Growth isn’t about becoming someone new—it’s about unlearning the parts that held you back all along.

Just grinded 3 rounds of Genshin Impact domain, got way too many artifacts but still not the perfect set Time to relax with a snack before the next run!，

Stuck at the office again, coffee’s my only colleague today—grinding through tasks before the deadline hits.

Distance never dims the glow when we share the same starry sky—counting each twinkle like a kiss sent across miles ，

Reunited with my favorite chaos crew after way too long—laughs way too loud, memories hit different, and we’re already planning the next hang. Nothing beats old friends!

[Just finished 3 daily quests in Genshin Impact! Got enough Primogems for the upcoming banner No grind, just chill gaming time today ]

[Silly dance party with my mini-me! Spinning, laughing, and making messy dance moves—today’s only rule: no phones on the dance floor! #FamilyFun #ParentingWin]，

[Join our community park clean-up this Saturday 9 AM! Bring gloves u0026 water, make our green space shine—see you there!]

Chase the weekend art high: explore the local street art pop-up, snap a pic with the vibrant murals, and let creativity spark your vibe!

Just found my favorite hoodie (the one I lost for 2 weeks) tucked fresh in the washing machine—turns out my roommate did laundry last night and didn’t yell when she spotted my sock under the couch. Small wins hit different.