Post by Shashi Bellamkonda
Principal Analyst | AI, Cloud, Security, CX, SaaS, Infra/Compute research that moves enterprise buying decisions | Host, Talking Headless Show on AR | Thinkers360 Top AI Thought Leader 2026 | Open to briefings
Everyone is fighting over AI models. Bezos is asking a different question. Tim Keary at Observer looks at what Bezos is actually building with Prometheus, and why physical-world data changes the AI moat conversation entirely. The model race is about who has the best internet-trained AI. Prometheus is a different question: what happens when you compress the time between an idea and a manufacturable product? A $41 billion bet with 150 people and no product shipped yet. The valuation reflects founder pedigree and supply chain access, not demonstrated output. Blue Origin and Amazon are not just future customers. They are the answer to the hardest problem Prometheus faces: there is no internet of manufacturing data to scrape. Honored to be quoted alongside some sharp voices in this one. Worth reading for the competitive context and the team Bezos has assembled. https://lnkd.in/eXfMiGwx #PhysicalAI #Prometheus #ArtificialIntelligence #EnterpriseAI