Amazon's Fable 5 Powerplay
Who will provide the guardrails for opensource?
Amazon’s AWS unit pulled a power play as I wrote earlier by sidelining Anthropic’s Fable 5 model - a competitor to AWS’ Kiro coding agent. AWS is also an Anthropic partner and has a sizeable investment in the company.
I don’t know that the other hyperscalers will be able to use the same playbook on Anthropic, for when the dust settles, AWS (recall Bezos has Trump’s ear), will be the defacto babysitter for all Anthropic models. AWS’ guardrails will be the final blessing required by the Federal Government before releasing new Anthropic models into the wild. AWS has thus sidelined GCP and Azure insofar as their influence over Anthropic is concerned.
Perhaps some cloud provider, maybe one of the neocloud companies, will step up become the defacto guardrails for DeepSeek and other models as many users will access these models via the cloud versus local installations. This is an opportunity for a cloud services company to step into the opensource model breach.