Is this really a $4B investment, or credits on AWS?
AWS margins are close to 40%, so the real cost of this "investment" would be way less than the press release.
AWS margins are close to 40%, so the real cost of this "investment" would be way less than the press release.
> "This new CASH infusion brings Amazon’s total investment in Anthropic to $8 billion while maintaining the tech giant’s position as a minority investor, Anthropic said."
ps- plenty of people turning a blind eye towards rampant valuation inflation and "big words" statements on deals. Where is the grounding on the same dollars that are used at a grocery store? The whole thing is fodder for instability in a big way IMHO
Significantly less, still a huge investment.
I look forward to the moment the sunk cost fallacy shows up. "We've invested $20B into this, and nothing yet. Shall we invest $4B more? Maybe it will actually return something this time." That will be fun.