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Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes

Stratechery 30 April 2026 12h ago
Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes
67
Relevance
3/25
Freshness
25/25
Authority
25/20
Brand Signal
11/15
Depth
3/15
Relevance Freshness Authority Brand Depth
Amazon's earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ads, agents, and sports rights.
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