Amazon’s AWS and core delivery business are fairly mature, and with consumer sentiment poor and non-AI tech contracting, having a growth vertical like Bedrock i

Amazon’s AWS and core delivery business are fairly mature, and with consumer sentiment poor and non-AI tech contracting, having a growth vertical like Bedrock is good for shareholders. Without their own core tech, Amazon will be paying rent on AVs in a couple of years - or worse, they will lose all of the benefits or their logistics monopoly because an AV semi can afford to be inefficient