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Startups generally win when there is a big platform shift and you can do things with a faster cycle time
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Is there a bit where the incumbents, the large companies, are adopting this way faster than they than they were the cloud?
Key facts
- OpenAI, meanwhile, clearly sees AWS as a massive opportunity well Matt, welcome to Stratechery — and Sam, welcome back [the reporter previously interviewed Altman in October 2025, March 2025, and February 2023 ]
- You’ve been working on AWS since you were an intern, and you’re now in charge of the entire organization during this AI wave
- SA: It was this huge enabling change and it was part of why YC sounded so crazy at the time
- SA: They felt incredibly hand-in-hand at the time, it felt like YC was, you know, surfing this wave of the cloud from the beginning because there were some early pre-AWS examples
Summary
As the reporter noted yesterday, today’s Stratechery Interview is early in terms of their timing — Tuesday instead of Thursday — and late in terms of delivery — 1pm Eastern instead of 6am — because the topic was embargoed. Last Friday the reporter conducted the following interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman about Bedrock Managed Agents, powered by OpenAI; naturally, one of their questions was about how this fit in with OpenAI’s deal with Microsoft giving Azure exclusive access to OpenAI models. Late Sunday the reporter heard through the grapevine that Microsoft would announce something Monday morning; the reporter wondered if it might be a preemptive lawsuit! On Monday Microsoft and OpenAI announced they had amended their agreement, allowing OpenAI to serve its products on other cloud providers, including AWS. The reporter thinks the Microsoft-OpenAI deal makes a lot of sense for both sides.