Jassy Says AI Inference Is Still 10x Too Expensive

Name: Jassy Says AI Inference Is Still 10x Too Expensive
Uploaded: 2026-10-28
Description: A video by Couch Investor with 2 timestamped ticker calls.

Couch Investor2026-10-282 views

What Couch Investor said in this video:

AMZNbullishlong-termThe host sees Amazon's $220B capex and capacity sold out into 2028 as bullish, conditional on Trainium winning the cost-down race, since cheaper inference unlocks the middle market of real production software.Source
AMZNbullishmid-termThe host notes AWS AI is already over $25B in run rate growing 36.7%, signaling strong momentum in the AI business.Source

AMZNin consensus

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