ML companies pay ~20% of their margins to Amazon
"Base Layer Episode 209: Greg Osuri, Founder of Akash Network on Decentralizing Compute" (Base Layer)
“Machine learning companies today — Andreessen Horowitz came out the report recently, which is very fascinating… they said about 20% of their margins are actually paid out to Amazon. And this is a very cutthroat business, right? It’s almost like making these businesses unsustainable to a degree.” — 00:11:46
Context: Part of his “Amazon tax” argument (a16z’s “The New Business of AI” post); the setup quote about the “burgers and fries” lock-in model is in the 00:10:58 block.