YouSaid · the spoken record

Adam Selipsky

lines on the record: 89
first: 2023-08-08
most recent: 2023-08-08
sittings or episodes: 1
sources: podcast

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“Happening before we can hit the targets in some areas, but all the more reason to take an audacious goal, all the more reason to make it public. We've had over 420 other companies join us in the climate pledge now. A lot of big organizations, big companies. And it's about collaborating together. It's about getting NGOs and governments involved. And Amazon's important, but no matter what we do, obviously needless to say, we're not going to solve that problem ourselves. So what we want to do is catalyze and inspire others to join us. And I hope to actually outdo us. Please out-innovate us. That's the best thing that could happen.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Energy. A lot of other parts of the company. I'll be the first to say we don't know how we're going to do it. There needs to be science.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“We're always going to consume energy, and so that energy has to be renewable, and we're going to be 100% by 2025. And so we are causing renewable energy to happen. We are investing in long-term 15-year projects that developers are building around wind, around solar. A lot of them groundbreaking. We did the first offshore wind project ever in Japan in partnership with Mitsubishi and other Japanese partners. So really groundbreaking stuff. We're going to continue to try and help the world drive towards just having more renewable energy available. And that's not a race against other companies. That's a race against the thermometer. I mean, global warming is the challenge of our generation. I truly believe that. That's why Amazon made a very public pledge to be net zero carbon across all of Amazon by 2040, which is 10 years ahead of the Paris Accord. And it's a hard, daunting challenge. And I know how we're going to do it in renewable.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Sets of demand, huge sets of use cases for it. It's really not a choice. But that's just one example of the technology choices that we'll make to drive energy efficiency and actually drive down. For example, we're always looking at how can we have our servers be more highly utilized. So you want to just keep on every tenth of a percent, every percentage point that we get more highly utilized, get closer to 100% utilization is huge, huge energy savings. And there are many other examples of where we try and be more energy efficient. And then as you said,”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Our focus is wherever our customers need it to be. We have a lot of customers consuming jeep. No, seriously. We have a lot of customers who are consuming GPUs. And tomorrow we're going to have a lot more customers who want to consume GPUs. So we are the best place in the world for running NVIDIA GPU. So our P5 instances absolutely rock. In addition, there's going to be a ton of customers who are going to want the innovation and the energy efficiency and the price performance for their use cases that we'll have in our training and inferential trips. It's not an or. It's an and we're committed to providing the choice. And those will both be huge”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Absolutely. Yeah, and training, performance per watt is just incredible. So I think that a lot of this has to be solved technologically. So things like training, which AWS has developed, I'm confident is going to be the most energy efficient solution for running generative AI.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“There's two concepts in here that I just want to peel apart a little bit there's energy efficiency right doing more with what you have and there's increasing renewable energy massively is there a balance in your head we need more energy to to run all these GPUs and we also need to increase the sort of performance per watt of the chips we're running now with with things like trainium”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“And we've seen many enterprises could achieve 80% improvement in energy efficiency and therefore sustainability by moving to the cloud. And so if you look at training, for example, it's up to 29% better energy use essentially than the equivalence. So just the technology we use, the fact that our data centers are much more highly utilized because we're large economies of scale and that type of thing. And so you have the service running very efficiently is incredibly important. And we've really developed just an immense capability to purchase renewable energy to participate and fund wind and solar projects around the world.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Well, there is going to be tremendous demand from generative AI applications building and running models, essentially. And I think it's incredibly important that that be done in a really energy efficient manner. And so we're really focused on the energy efficiency of all of AWS. For three years in a row, we have been the largest corporate purchaser of renewable energy in the world. And when these projects that we've already contracted come online, they'll be enough to power, I think, over 3.5 million US households annually. Running these workloads in the cloud is going to be way more energy efficient than companies trying to run the stuff themselves. So I think when customers say, hey, how can you help us be energy efficient? How can you help us be sustainable? Well, you could do that tomorrow by moving to the cloud.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Let's wrap up with sustainability. I really could do another hour with you on how you think of AWS's responsibility to AI. And I think we probably should do that other hour very soon. Outside of blockchain, which I'll just set aside, there hasn't been a thing that has said, okay, we should use vastly more compute in quite a while, right? And AI is that thing and it does have utility and everybody can see it. And at the same time. Sustainability isn't there, right? The price performance curve has not come down. We're just running GPUs as hot as we can. How do you see that coming down? Is it more specialized chips? Is it just producing more renewable energy for the data centers and letting it rip? Where's the balance there?”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Ability for the model to tell you if you're using things like open source code what the licensing terms and governance is around that open source code you might be using, as well as to filter out anything to do with toxicity. And so the services we control, we're taking it super seriously and trying to build in these controls, which are not only ethically important, but also in many cases legally important for our customers.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Look, we've got an acceptable use policy. We alter it when we decided some important things come along. We don't do it often, but it's an evolving thing. We enforce it. And that includes AI. So, and if we need to change it tomorrow for something related to AI, we'll change it tomorrow. But that's very much in force. So we've kind of got a way that we say, here's acceptable use of all of AWS and AI will have unique characteristics, but it's not intrinsically different. But I think that governments will decide, hey, models of a certain size or complexity people are talking about frontier models. Maybe we have to make sure that they're independently tested by red team tested for toxicity and things like that. And we take stuff like that very seriously. Just for example, a code whisperer is this fantastic coding companion that we've built. It's generally available. It's being adopted very, very rapidly. You type in words, it gives you back code. It's amazing. But in code whispers where we built the automatic...”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“I think we could probably do another hour on where the regulation should target the effort, right? If you pass a law saying the model can't do X, we got to figure out who's going to enforce that. And one answer is infrastructure providers like AWS, right? For you to say, this is what the cloud can't do. And maybe you can't say this is what a MacBook can't do. That seems almost impossible to enforce. It would be possible to come to you and say, okay, at scale, we're definitely not allowing X to happen.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“They're being responsible, and there needs to be visibility provided so that potential customers can decide if those are good offerings, good models for them.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“We can't do that. We don't own that model. So if customers come and say, hey, SageMaker is this great machine learning platform, we want to run Lama in SageMaker. We're not going to say no and we're not going to go become the world experts in Lama. We're going to certainly be part of this conversation about if model X is going to live in the world what requirements is the world going to impose on model X to say that it's safe for use. But we couldn't or would we want to try to police the entire world's model. We're going to be responsible for our models and I think Amazon bedrock and other services like that are going to help to put an effective harness around a lot of this stuff. But at the end of the day, model providers need to be responsible and governments need to decide how much they want to legislate.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“So, did you check to make sure Meta's model is not going to hallucinate at a higher rate than everyone else's? Or the Biden administration has asked for these restrictions, and we're going to make sure.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Not only theoretically, today you can the day they announce that it became available in Amazon SageMaker Jumpstart, which is essentially the private marketplace that we have to just instantiate the model and running. So did you check to make sure”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Think of this as more of like an app store model for you, for example, meta just open sourced, and that is a very controversial description. The open source people do not think it's open source. But quote unquote meta open source their model. You could theoretically go run it on AWS. There are other open source models. You could run not only theoretically.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“These voluntary commitments around AI. And there were, I think, seven companies there saying, yeah, we're going to voluntarily commit to these principles that the administration laid out around responsible AI, essentially. And so I think it's very important that there needs to be national leadership. I think the U.S. government, I think other national governments around the world need to lead on this. But it's also very important that the leading practitioners and the people building this be in the conversation. And so we're spending a lot of time with the administration, with members of Congress, with those equivalent types of bodies in Europe and other countries in the world.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Information on what that model is and at least at a high level, what kind of data was used to train it and what the intended use is and limitations are of it. And I don't make out like that's going to solve the transparency, going to solve the visibility problem, but it's a step, at least in 2023, that we're taking in the right direction. And then to go to the other end of the spectrum from something that we don't control, but I think where we need to be one of a number of important voices is in the legislative and regulatory side of things. So I was just at the White House with the president and his chief of staff when President Biden announced a week and a half ago.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“So we're putting a ton of work into minimizing the amount of hallucination that can take place in our models and also having various methods of cross-checking so the model can tell if it's essentially making up stuff in an effort to be quote unquote helpful to you. So I think that the models will produce, you know, we're going to have some real innovation around accuracy, around toxicity and around appropriate training. A lot of that's going to, in a positive way, launch itself into Amazon bedrock. So again, well, the Titan models, but will the other model providers, we're producing things called service cards. There's been a lot of talk about wanting to have visibility and transparency into what's going into these models and who trained them and what kind of data is used. So we're producing these service cards for each model and we're going to hopefully have those for all of the models inside of bedrock where it's going to provide essentially based”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“We're not pumping the brakes, but we're working very hard on all of these issues. It is very early into a very enormous and complicated set of issues here. So it's not going to be solved overnight, but it's really important to be working on them now. And what does working on them mean? So there's the stuff which we actually control. And by the way, we're not going to solve this ourselves. You know, we're going to try and be a leading voice in all this, but it is intrinsically true that we cannot solve this ourselves. We interact with different pieces differently. So we build our own models, right? We talked about the Titan models that Amazon's building, and we're taking responsible AI very, very seriously in terms of the data that's used to train the models, things like toxicity. Accuracy is a really important one because there's been all this appropriate talk about hallucinations and models, basically models giving you results which are not true or they're made up, but they look like they're true. Hallucination is a...”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“AWS thinks a lot about responsible AI and privacy and all of ethical as well as regulatory and legislative issues that are very appropriately being discussed. I would say we're not thinking about at AWS, we're not thinking about anything uniquely because of Prime Video or any of our other internal customers. Just like everything else we do at AWS, Amazon is a great, great customer, a very large customer, a sophisticated customer who often is a great bellwether where other. Sophisticated enterprises are going to go, but they don't get special treatment. I'm asking you not.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Is going to get in trouble because of Reddit data scraping or whatever might happen in the future. And we as the underlying provider have some responsibility to mediate that because what we do over here with AWS might get prime video and trouble over there with the actors and the writers.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“So you add up sustainability across AWS as well. I do want to come back to that and talk to it. I just have a couple more questions on the AI field as we see it today. One, you've mentioned several times now training data going out in the open web, the other companies getting themselves in trouble, doing that, maybe some privacy concerns, maybe some security concerns there. Amazon is very big. It is just a very big company. It has its fingers and a lot of things. Most notably, it runs a gigantic movie studio and streaming service that is tied up in a lot of questions about AI in the arts and copyright law and all of the things. AWS is worse on that data. It's hosted. It's where some of these models are trained. Do you think about that as the infrastructure provider? Okay, there's a set of copyright law questions about fair use that are coming and maybe stability is going to get in trouble with Getty or maybe Anthropic.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“So we're very thoughtfully but aggressively building out new capacity around the world in places that we think have a really good runway with abundant power, clean energy, because we are going to be 100% renewable energy across the whole company by 2025, which is just around the corner. We're already 90% renewable energy powered today. So I think building out that whole chip supply chain and then building out power and data center capacity in places around the world inside the US as well as other countries where it really makes sense, where you really have runway are going to be key to our providing the supply that all of these customers that you alluded to are indeed demanding.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“So, I think Chips is a big one. Another big one is power. I think it's pretty well known that in a lot of important locations where there's a lot of compute capacity around the world, that the demand is just growing so rapidly that it's unclear as to when there will be enough power in those locations to power those data centers and those servers and those chips.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“A lot of the models will choose to run on more than one chip, and there'll be good reasons for them to do so. But I do think that you'll see certain model providers really getting very close to folks like AWS and saying, hey, let's optimize together. Let's make sure that this model both drives improvements in the chip as well as takes advantage of the unique characteristics of that chip. And so they may choose to disproportionately or maybe in some cases exclusively focus on one ship because there are significant advantages to that focus. But I'm also quite sure that you'll see a lot of models running on a lot of different ships. So that's the chip side and I think a huge advantage we provide to our customers, particularly the folks building models, is this whole separate supply chain, this whole separate set of capabilities of the Amazon design chips. The other thing you said, what's the constraint?”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, exactly. Training provides fantastic price performance compared to any other alternative on the market for a whole bunch of machine learning use cases, and it's only going to improve and improve. Also, for all of our chips, our Graviton 3 chip, for example, is 60% more energy efficient than the equivalent x86-based chips. And similarly for trainium and inferential chips for machine learning and AI, we're going to be very energy conscious there, which really matters a lot to our customers these days. that AWS be able to provide them a whole separate supply chain, if you will. I mean, you can't just have one supply chain that the whole world relies on. And there could be all sorts of shortages and unexpected things happening.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“We talked a little bit earlier about our training chip. And Trainium is ready out on the market. Trainium one's been out there for a good amount of time. You can imagine there might be future versions of Tranium as well. You put that number”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Where we've talked a lot Well, there's a couple things that is part of the truth. It's a little more complex in that in addition. So we run a ton of NVIDIA GPU capacity. Again, we're one of the largest maybe the largest hoster of that in the world. Customers are snapping them up and are called our P5 instances. And customers are now running our P5 instances in production. And we're going to be bringing in a lot more of that capacity over the coming weeks and months for sure. And we'll continue to host a ton of GPU-based capacity. And that'll be, we'll be a very, very substantial cloud hoster of that. As I mentioned before, in addition, we think it is so important that the supply be there for what customers need and for it to be price performant, of course, and energy efficient, that we have our own chips for this that we design, not GPUs.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Well, I think everybody in the world wishes there were more chips capable of running these AI workloads, no matter who you are you wish there were more. I think it's not controversial at all to say that at least in the short term demand is outstripping supply. And that's true for everybody.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Over the public internet. So that's a lot of capabilities, but right now the bottleneck is very much in the hardware. And one of the things that strikes me in this conversation is how much you manage that on behalf of AWS customers, right? There are data centers. They are large. They're full of computers and networking equipment. And now they are full of very hard to get NVIDIA chips. A100. My colleagues have told me stories about startups basically needing an inside connect at AWS to get their AI applications online because the bottleneck of the chips is so high. Is that the first problem you have to solve here? Is are chips need to be competitive or at least on par with NVIDIA's chips? Or is it we just got to buy more NVIDIA chips?”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“If you use any of the models in Amazon Bedrock, it's in the same isolated private environment that all of your other AWS resources are in. We call it a VPC or virtual private cloud. So it's all encrypted. None of it's going out over the public internet. If you want to use one of these models, we basically instantiate that model inside of your own virtual private cloud. And now it's only operating there. And so if you make algorithmic improvements to the model, they're not going back to the mothership to benefit your competitors. So that's really important. And then thirdly, and we already talked about the data platform and how so many customers have their data platforms really running on AWS and those customers need us to have a great generative AI set of capabilities because they know that where their data is, they got to have their generative AI as well. So that's how we're thinking about the capabilities of customers need us to build.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Our approach is to provide easy experimentation and very wide choice. So that's that first concept. The second one on security.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Call it a couple years now. So parts of retail website search are powered by large language models. And if you look at Alexa, a lot of Alexa's voice responses are powered by LLM. And so we've got a lot of expertise in this area. We're just kind of pivoting it specifically to generative AI. So we're building our own models, expanding the ones we have and building some new models. Those will be under the Titan brand and these Titan models will come out later this year. And we think they'll be great and they'll be really powerful for a bunch of customers to use. But again, no one model to rule them all. And so we also have a great partnership with Anthropomic whose models are in there, with stability AI who does models for images, generating images cohere just joined bedrock, AI21, and there will be others over time. And it's all a consistent API set. So it's very easy for customers just to have the same kind of harness or framework on their side, and then they just kind of call via API the model that they want to use.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Is why I've talked to at least 10 Fortune 500 CIOs who banned ChatGPT from their enterprises And again, now they're circling around. It's like, well, wait a minute. Okay, wait, there's going to be a different model and so forth. But you have to ask yourself, you know, who's really going to take security seriously? And then the third thing we alluded to before, which is data and your data strategy is part of your generative AI strategy. They're not two separate orthogonal things. So how does Amazon, how does AWS think about each of those three things? So Amazon bedrock, that's our managed service for running generative AI models. So Amazon is building its own models. We've been doing AI since 1998, personalization on the Amazon website is AI. We launched in 2017, SageMaker, which is the largest machine learning platform in the world. We have over 100,000 customers doing machine learning on SageMaker. Then if you want to talk specifically about generative AI and foundation models, Amazon has foundation models that have been running in production.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“And then they came back and said, Oh, wait a minute, there's going to be a V2, and that'll be the secure version of this. And this is really important to me because security is not only about features, it's about a philosophy and a way of operating. You know, if I came to a big automotive company or a big bank and I said, hey, I've got a new database. And it's really cool. It's got great functionality. Now, it's not secure like everything else you use for me. But don't worry. I'll make the next version the secure version. I mean, they would throw me out of my you know what as they should, by the way.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Obvious that there has to be a lot of choice. And so we want to enable that choice. And furthermore, it's so early, it's not even day one. It's like day 0.1. In generative AI that there was infinitely more that we don't know than what we do know. And so it's really important for customers to be able to experiment. So that's number one is choice and flexibility. Number two for any established company, especially for enterprises and government entities is you have to have security. Security and privacy don't get to go out the window. And it's been kind of amazing to me that some of the early most well-known entrants in this space kind of started just by throwing some stuff out there and there was no security model and your data did go out over the internet and any improvements you made algorithmically to the models would go back into the mothership and would benefit your competitors”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Say we're customer obsessed and we work backwards from customers. So let's start answering this question by laying out, I will say, three things that we think are fundamental to deliver to customers. Doesn't matter who you are, if you're going to do a good job. The first is choice and flexibility. So I find it a preposterous proposition to think that there's going to be one model to rule them all. Kind of back to the internet analogy. And I think any one company's going to need many models for different use cases because it turns out that the same model is not actually good for the five or ten or fifty use cases that I could lay out for you right now inside of one company. Never mind the fact that there's thousands or tens of thousands or millions of companies who are going to need these things. So to me, it is.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Just getting started, and you know, we are no better than what we're delivering to customers today. So the race is perpetual. It's an infinite loop.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“By the way, congratulations to Kate. Yeah, she nailed it. The race never ends for any of us in business. So, you know, you're only as good as what you've done for customers today. AWS obviously pioneered cloud computing. We launched our first real cloud service that we have today, S3, our storage service in 2006. So we say we're sort of 17 years old. By revenue, we're the largest by good margin.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Models that the Titan models were building, specific team that works on code whisperer, which is our coding companion, et cetera, et cetera.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Models in production. And those are doing really well, growing quickly. And I'm highly confident that they're going to have the best price performance of any chip technology for doing AI. And that's going to be incredibly important for the startups like Cohere and Anthropic and Stability AI and hugging face who are building models. And it's going to be incredibly important for the established companies that we're already working with on AI like Travelers Insurance and Ryanair and Bridgewater Associates who are going to need the economics to work as well. So cloud and AI are not two different things. They're really just two of the many faces of the same thing. And therefore, I think our kind of organizational model will work very similarly. We've set up specific targeted teams to build Amazon bedrock, specific teams to build our own Amazon foundation.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“And then to run inference or run models and do queries in production on these models is also very expensive. In order for those tasks to be possible economically, you need the cloud. The vast, vast majority of companies will need companies like AWS innovating to drive down cost dramatically over time in order to drive the exponential increases in volume that we will inevitably want to see around use of generative AI. So for example, while we certainly are one of the largest, maybe the largest GPU-based hoster in the world and have a great relationship with Nvidia, whom you mentioned, we also innovate and design our own silicon, our own chips. So we've got general purpose chips, which are ready in their third generation, but we also have specific chips for AI and machine learning, so trainium for training models and then inferentia for running.”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Data knows how to feed itself into there. That data platform, the modern data platform, is in the cloud, it is on AWS. And so that's a powerful example of how the data in the cloud and the generative AI are bound to one another. The other reason for this is that generative AI is not cheap. Is currently very expensive. GPUs are very performant, but they are also quite expensive. And train models, for example, is incredibly expensive”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“Sort of a silly question in hindsight. It's not an internet company. I think with AI generative AI being its fundamental as it's going to be, there's not going to be a single generative AI company. AI is also not this separate thing. It is intrinsically bound up with the cloud. Why do I say that? Well, for one thing, you need a data strategy for AI to work for you at all. Whether you're talking about serving education better, whether you're talking about serving financial services clients better, whether you're talking about drug discovery, whether you're talking about media asset creation. You have to know what data you have. You've got to know what data you want to take and have that as inputs into your generative AI. The companies that have been working on their data platform inside of AWS for a long time have a huge advantage in being able to take that and say, okay, now this thing I want to build, a customer service chatbot or whatever it may be, I can do that way better because my”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“We're really focused on understanding as much as possible what the early things are that customers need built and how to set ourselves up to deliver that for them. And just like in 1996, if you and I had sat around and talked about the internet and if somebody had said, well, who's the internet company going to be?”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“I think our basic approach is flexible. We have the ability to go create whatever team to focus on whatever thing needs to get built. That's much more flexible than the monolith. AI is fundamental. There's a reason for all of the hype. I definitely believe that virtually every application that we interact with, whether it's professionally or in our personal lives, will be significantly disrupted, many cases reinvented with AI. Now, I wouldn't confuse that for knowing how it's going to play out, which is what you alluded to. And we're about three steps into a 10K race. And people want to say, well, which renters in front? And it's really not a relevant question. Much more relevant questions are, what's the course look like? Who are the spectators and participants? And where is the finish line?”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT
“That structure is very unique to Amazon. It has been iterated on massively. There are now books written about it. It is very focused and is very effective, right? And the markets, AWS in particular, is in, you're the market leader, you invented the category, and your competitors have adopted different approaches and they've had to try different things, but it works there. Now I'm looking at AI. Totally nascent market. No one knows how it's going to work. The only player in AI that's making money at this point appears to be NVIDIA, which is selling chips to everyone. And maybe cloud service providers like AWS and your competitors were selling capacity to people. At the other end of it, right, the consumer applications seem really hot, but no one's making any money yet. So the market just hasn't developed a set of cost structures that make sense. Are you applying the same approaches to how you're organized for AI? Or are you saying we might have to be more flexible here as the market develops?”
2023-08-08 · Decoder with Nilay Patel · There's no AI without the cloud, says AWS CEO Adam Selipsky · IDENTIFIED FROM THE TRANSCRIPT