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: 0.443s | source

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ai-x ◴[20 Oct 25 16:14 UTC] No.45645581[source]▶

Just a reminder, Ed Zitron is neither an AI researcher, nor an Engineer, nor a Financial Analyst, nor an Economist nor an Insider and has ZERO clue in multiple dimensions (technology, investing, unit economics, growth, TAM) to analyze any of this

replies(3): >>45645624 #>>45645742 #>>45645908 #

1. AznHisoka ◴[20 Oct 25 16:26 UTC] No.45645742[source]▶

>>45645581 #

>> nor a Financial Analyst, nor an Economist

Those people arent exactly experts or right most of the time either

replies(1): >>45645796 #

2. ai-x ◴[20 Oct 25 16:32 UTC] No.45645796[source]▶

>>45645742 (TP) #

If Ed is neutral or an expert, he would have had the following analysis

"What is the unit cost of serving a Token? It is the cost of electricity + amortized cost of GPU (GPUs would have been Capex, but because of their fast depreciation rate, you can claim they should be Opex). Given this cost structure, every SOTA labs (Google, Anthropic and OpenAI) are profitable and actually have high unit margins of 50-60%."

High Unit Margins and growth means, these labs can be profitable anytime they choose to

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