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How much Anthropic and Cursor spend on Amazon Web Services

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152 points isoprophlex | 5 comments | 20 Oct 25 15:05 UTC | HN request time: 0.001s | 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 #
disgruntledphd2 ◴[20 Oct 25 16:17 UTC] No.45645624[source]▶
Correct. And yet, he's provided some of the most level headed takes on the current LLM boom, to the point where FT Alphaville link to his analysis of the economics.
replies(2): >>45645770 #>>45646111 #
1. dist-epoch ◴[20 Oct 25 16:52 UTC] No.45646111[source]▶
FT Alphaville dissed bitcoin and Tesla for 10 years. Not the greatest track record.
replies(2): >>45646363 #>>45653784 #
2. tadfisher ◴[20 Oct 25 17:10 UTC] No.45646363[source]▶
As the saying goes, "the market can remain irrational longer than you can remain solvent." I hope the next fad is to invest in boring companies that employ people and give steady returns, and they can stop replacing all the stores in my city with Dollar Trees.
replies(1): >>45647337 #
3. dist-epoch ◴[20 Oct 25 18:26 UTC] No.45647337[source]▶
Ok, I have the perfect company for the next fad - https://www.boringcompany.com
replies(1): >>45647391 #
4. tadfisher ◴[20 Oct 25 18:30 UTC] No.45647391{3}[source]▶
Ah, yes, the company famous for the next innovation in public transport: humans slowly driving Teslas through an expensive tunnel.
5. disgruntledphd2 ◴[21 Oct 25 08:48 UTC] No.45653784[source]▶
They also dissed Fyre festival, We Work and basically all of the frauds in the last ten years. Would I use them as my only source? Of course not, but they're definitely useful and (importantly for my point), in the professional finance space.

FWIW, I personally think they're correct on both bitcoin and Tesla, but apparently people disagree.