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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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dzonga ◴[20 Oct 25 16:12 UTC] No.45645563[source]▶
One day we will westerners will learn why the Chinese are releasing models that are optimized for cost of training n yet good enough to run locally or cheaply.

when the music stops, suddenly a lot of people won't just sit on the ground but plunge into the depths of hell.

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almostgotcaught ◴[20 Oct 25 16:23 UTC] No.45645702[source]▶
i'm starting a new trend: ask every person that is so certain about the negative outlook how big their short position is. so how big is your short position? please let us know.
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lbreakjai ◴[20 Oct 25 20:16 UTC] No.45648740[source]▶
That's a dishonest argument. For a short to work, you need to be right about the direction _and_ the timing. Being right too soon amounts to being wrong, and the market can stay irrational longer than you can stay solvent.
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1. Karrot_Kream ◴[21 Oct 25 03:30 UTC] No.45652162[source]▶
Well yeah because in the end we're all dead. There will be a day when AI companies are like GE, IBM, or maybe even Intel. All innovative companies in the fullness of time stop being innovative. The question is when. It's not a bubble if it deflates in 20 years.