Veritone Inc (VERI)

[GBR]

Keep thinking about the

"cloud agnostic version of Bedrock" comment.

Amazon must have a ton of customers that don't just use AWS as their cloud provider. The federal government is one example. Think Amazon understands that ultimately a platform or framework like Amazon Bedrock needs to be cloud agnostic. Think if Bedrock remained limited to only AWS cloud, then eventually it will be surpassed by a cloud agnostic platform. Amazon could spin off Bedrock, and use a company like Veritone to go public with Bedrock.

As we know, RS spends a lot of his interviews on talking about AI for good, or AI in general. Never talks about how Veritone differentiates in the market. They still are quiet on Veritone Hire. They changed the name to Veritone Hire, and that's it so far. They set up different pages on Linkedin (Veritone Hire, Veritone Public Sector, and Veritone M&E) and so far are hardly using those pages.

Veritone keeps talking about revenue and cost synergies in the 2nd half of 2024. But they say their guidance does not include the revenue and cost synergies.
And we know they hardly talk about aiWare in general anymore.