Amazon Picks Anthropic to Power Alexa 2.0
Amazon is turning to Anthropic’s artificial intelligence (AI) model Claude to power the revamped version of its voice assistant, Alexa.
www.pymnts.com
The move to partner with Anthropic is notable for Amazon, as the company typically relies on its own in-house technology to maintain control over the user experience, data collection, and customer relationships. According to Reuters, the decision came after initial versions of Remarkable Alexa using in-house software struggled to respond to prompts effectively.
The paid version of Alexa aims to offer more advanced features, including carrying on conversations that build on prior questions and answers. It will also provide shopping advice, aggregate news stories, and fulfill more complex requests, such as ordering food or drafting emails. Additionally, Amazon hopes the new Alexa will serve as a home automation hub, remembering customer preferences and automating tasks like setting alarms and recording favorite TV shows.
The success of the paid version of Alexa is crucial for Amazon’s efforts to generate meaningful sales and catch up with its rivals in the AI race. The company has been striving to convince users to shop through Alexa to increase revenue, but these endeavors have largely been unsuccessful, and the division remains unprofitable. Amazon aims to demonstrate Alexa’s revenue-generating potential by 2024, and the revamped paid version is seen as a key strategy to achieve that goal.
[요약]
- Amazon에서 Anthropic을 활용한 Alexa 2.0을 오픈할 것으로 선언
- 기존 Amazon에서 내부 기술 역량으로 대부분을 해결하려고 했던 기조와는 다른 행보라 이슈화됨
- Alexa 업그레이드를 통해 추가 수익 창출을 노렸으나, 자체 기술력은 부족하다고 판단해 협업 체결한 것으로 예상됨
- 한편 Anthropic은 저작권 침해로 인한 소송 진행 중
[생각]
- AI 기술을 자체 배양해내기는 독점적인 기업들이 있어서 힘들 것으로 보임
- 다만 이 general한 기술을 가지고 회사/ 산업별 특화 모형을 만드는 것이 추세가 되는 듯 함
- 심지어 Amazon까지 이런 추세로 변화시키는 모습을 보니 더 이런 트렌트가 진행되고 있음을 느낄 수 있음
- 따라서 점차 협업이 중요해지고 있고 아직까지는 플랫폼의 영향력이 더 높은 것으로 보임(애플, 아마존, 윈도우 등)
[추후 생각해볼 내용]
- 생성형 AI 기반 서비스의 의존도가 높아지면 AI기업의 입김이 세질텐데, 이에 대비한 플랫폼 기업의 전략
(참고) Amazon X Anthropic 뉴스기사
https://www.engadget.com/amazons-invests-4-billion-in-anthropic-openai-rival-095321755.html
Amazon bets $4 billion on OpenAI rival Anthropic
Amazon is investing up to $4 billion in OpenAI rival Anthropic as a way to provide deep learning and other services to its Amazon Web Service (AWS) customers.
www.engadget.com
Amazon and Anthropic have an existing partnership, with Amazon providing computing power and investing up to $4 billion in the AI company. This deal gives Amazon access to Anthropic's early technologies.
It's unclear whether Amazon will pay additional fees to use Claude in Alexa. By comparison, Apple reportedly isn't paying OpenAI for ChatGPT integration, with exposure in Apple's ecosystem serving as compensation.
The Amazon-Anthropic deal has drawn regulatory scrutiny. International competition authorities are investigating this agreement, along with other AI partnerships such as Microsoft and OpenAI, for potential effects on market competition.