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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: 0.378s | source
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VirusNewbie ◴[20 Oct 25 17:05 UTC] No.45646306[source]▶

         I have sat with these numbers for a great deal of time, and I can’t find any evidence that Anthropic has any path to profitability outside of aggressively increasing the prices on their customers to the point that its services will become untenable for consumers and enterprise customers alike.
This is where he misunderstands. Enterprise companies will absolutely pay 10x the cost for Claude. Meta and Apple are two large customers, you think they won't pay $500 a month per employee? $1000 a month per employee? Neither of those are outrageous to imagine if it increases productivity 10%.
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1. scottyah ◴[20 Oct 25 17:09 UTC] No.45646354[source]▶
Also spend will drop dramatically if the models level out a bit more. The training is what's compute heavy, and if you aren't having to retrain every month, but able to use things like Skills to stay competitive your costs will drop a lot.

I suppose that's the pessimistic-on-AI side. On the other hand, once you create God little things like money are meaningless.