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How much Anthropic and Cursor spend on Amazon Web Services

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152 points isoprophlex | 2 comments | 20 Oct 25 15:05 UTC | HN request time: 0s | source
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daft_pink ◴[20 Oct 25 15:28 UTC] No.45645040[source]▶
I think this is a minor speed bump and VC’s believe that cost of inference will decrease over time and this is a gold rush to grab market share while cost of inference declines.

I don’t think they got it right and the market share and usage grew faster than inference dropped, but inference costs will clearly drop and these companies will eventually be very profitable.

Reality is that startups like this assume moore’s law will drop the cost over time and arrange their business around where they expect costs to be and not where costs currently are.

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1. Frieren ◴[20 Oct 25 15:33 UTC] No.45645108[source]▶
> I think this is a minor speed bump and VC’s believe that cost of inference will decrease over time and this is a gold rush to grab market share while cost of inference declines.

It could also be that you give too much credit to the market. People follow trends because in most cases that makes money. There is no other deeper though involved. Look at the financial crisis, totally irrational.

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2. rglover ◴[20 Oct 25 16:37 UTC] No.45645866[source]▶
This. Post-crypto, AI was the obvious next gambit for VC. Their money flows to hype, not product. The second that hype starts to fade and the money dries up, VCs will be running with their Harold Hill trunk full of cash toward the border. Just from the content they publish alone you can tell they're channeling their inner Barnum & Bailey in between Ayahuasca seizures.