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AWS, or Google Collab etc resemble more paid on demand cloud instances of something like petals.ml than they resemble Netflix.

I don't see the Netflix model working here, unless they can't somehow own the content rights at least partially. Or, as it happens right now with the likes of OpenAI and Midjourney, they sustain a very obvious long term technical advantage. But long term, it's not clear to me it will be sustainable. Time will tell.




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