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How much Anthropic and Cursor spend on Amazon Web Services

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152 points isoprophlex | 1 comments | 20 Oct 25 15:05 UTC | HN request time: 0s | source
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rdtsc ◴[20 Oct 25 15:36 UTC] No.45645145[source]▶
> through September, Anthropic has spent more than 100% of its estimated revenue (based on reporting in the last year) on Amazon Web Services, spending $2.66 billion on compute on an estimated $2.55 billion in revenue.

Well I don't have to scratch my head any longer and wonder why Amazon hasn't jumped on the AI bandwagon with their own Gemini or whatever. They are sitting pretty and selling shovels and pickaxes to the AI fools. Not a bad strategy for them...

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haberdasher ◴[20 Oct 25 15:44 UTC] No.45645214[source]▶
Amazon owns 15-19% of Anthropic. So yes and no.
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candiddevmike ◴[20 Oct 25 15:56 UTC] No.45645367[source]▶
GenAI financing is a flat circle. The bubble bursting is going to have a huge blast radius.
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lesuorac ◴[20 Oct 25 15:58 UTC] No.45645397{3}[source]▶
They survived the dot-com bubble, I don't see the AI bubble taking out Amazon.

It might take out your 401k for a decade.

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noir_lord ◴[20 Oct 25 16:05 UTC] No.45645475{4}[source]▶
I'm on like my fifth once in a generation financial crisis.

At a certain point you just expect it.

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gruez ◴[20 Oct 25 16:24 UTC] No.45645716{5}[source]▶
How are you getting 5? In recent memory, there's only 3: dotcom bubble (2000), GFC (2008), covid (2020). You'd either have to go back in time even more (eg. savings and loan crisis in the 80s/90s), or include regional ones (eg. eurozone crisis) to hit 5.
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1. tadfisher ◴[20 Oct 25 16:59 UTC] No.45646219{6}[source]▶
Maybe they had strong exposure to Worldcom or Enron?