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Amazon (AMZN)

2026. 1. 7.

전망 요약

Potential risk of AI product commoditization due to heavy reliance on third-party models like Anthropic.

주요 포인트

  • Internal concerns that building on Anthropic's tech prevents Rufus AI from standing out
  • AI technology is increasingly viewed as a decaying commodity
  • Struggle to balance self-reliance in AI development with financial discipline