How much Anthropic and Cursor spend on Amazon Web Services

Numbers are always interesting, assuming they're real, but I just want to comment on the Cursor thing: Zitron has been insisting for 6 months that Anthropic screwed Cursor somehow by raising prices on them but the claim has always been gibberish. It's not that it's false, it's that it's impossible to figure out what Zitron claims happened. He cannot describe (here or in https://www.wheresyoured.at/anthropic-and-openai-have-begun-...) what the bad change actually was. We know everyone moved to more usage-oriented pricing earlier this year. He cannot explain why this was a price increase for Cursor. He is unable to draw a distinction between a price increase for end users (it's not even clear that it was a price increase for the average end user) and a price increase for Cursor.

Ed has constantly done this, and it's a shame because it has taken the air out of the room for real AI criticism. Most of Ed's criticism comes from a place of giving a narrative to people who are wishing for a magic bullet that makes ChatGPT vanish tomorrow rather than actually pressuring companies about the harms this technology can cause. This in part is why his writing so often focuses on perceived financial issues (despite his lack of credentials in financial journalism) rather than the social harms the technologies cause today (slop, delusions, manipulated truth).