The U.S. charged the governor of Mexico’s Sinaloa state and other officials with drug trafficking, sparking a diplomatic dispute with the country’s federal government amid rising pressure to fight powerful cartels. https://t.co/2dtPqKfg3R
Prosecutors in the U.S. announced charges against a Mexican governor and nine other current and former officials, accusing them of conspiring with leaders of the Sinaloa Cartel to import drugs into the country in exchange for political support. https://t.co/rOW67i00x2
Bezos just mass-humbled every AI startup charging a subscription fee. And nobody caught the real tell.
He called AI a "horizontal enabling layer." Wall Street heard buzzword. Bezos was giving you the exact playbook he already ran.
2006. Amazon launches AWS. Every enterprise software company laughed. They sold servers, licenses, maintenance contracts. Complexity was the product. If you couldn't navigate the maze, you couldn't compete.
AWS dissolved the maze.
Today AWS runs at $142 billion in annualized revenue. It generates more than half of Amazon's total operating income. The companies that tried to "sell cloud" as a product in 2008? Most of them are Wikipedia entries now.
Now look at AI. Thousands of companies selling wrappers. Features. Subscription tiers. The same pattern playing out at 10x the speed.
Bezos has watched this movie before because he directed it. When he says "horizontal enabling layer," he's describing the architecture Amazon has been building for two decades. You don't sell the substrate. You don't compete with the substrate. You build on top of it or you get absorbed into it.
The companies that will print money from AI won't sell AI. They'll sell what AI makes possible. The margin lives one layer above the infrastructure. Always has.
Every AI startup charging $20/month for a chatbot wrapper is a candle company in 1882. The grid is coming. And the guy who built the last one just told you.
Entre las curiosidades de mi biblioteca encuentro este pequeño manual de procedimientos penales ilustrado por el gran Sergio Iracheta @13_iracheta , con nociones como "presunción de inocencia", "orden de un juez", "límites a prisión preventiva" y "debido proceso", recuerdos de un México lejano, infinitamente más libre.