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How much Anthropic and Cursor spend on Amazon Web Services

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152 points isoprophlex | 4 comments | 20 Oct 25 15:05 UTC | HN request time: 0.001s | 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. HDThoreaun ◴[20 Oct 25 21:15 UTC] No.45649473[source]▶
Its too easy to switch providers when theres a billion dollars a year at stake. If youre an apple exec who sees that the company is spending 10k per employee per year why wouldnt you start an initiative that cuts that spend to 1k per employee per year? Then you can go to the board and say you personally saved them all that money and get a big promotion.
replies(1): >>45650232 #
2. VirusNewbie ◴[20 Oct 25 22:27 UTC] No.45650232[source]▶
Yes yes, why not just build our own cloud and our own workspace/365 provider, brilliant plan. Genius move to get a promo at any F500.
replies(1): >>45651093 #
3. HDThoreaun ◴[21 Oct 25 00:28 UTC] No.45651093[source]▶
Doesnt matter if it is a shitshow. It saved a billion dollars a year
replies(1): >>45652145 #
4. VirusNewbie ◴[21 Oct 25 03:28 UTC] No.45652145{3}[source]▶
and yet Meta and Apple are both paying Anthropic hundreds of millions...