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How much Anthropic and Cursor spend on Amazon Web Services

(www.wheresyoured.at)
152 points isoprophlex | 1 comments | 20 Oct 25 15:05 UTC | HN request time: 0.229s | source
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ai-x ◴[20 Oct 25 16:14 UTC] No.45645581[source]▶
Just a reminder, Ed Zitron is neither an AI researcher, nor an Engineer, nor a Financial Analyst, nor an Economist nor an Insider and has ZERO clue in multiple dimensions (technology, investing, unit economics, growth, TAM) to analyze any of this
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disgruntledphd2 ◴[20 Oct 25 16:17 UTC] No.45645624[source]▶
Correct. And yet, he's provided some of the most level headed takes on the current LLM boom, to the point where FT Alphaville link to his analysis of the economics.
replies(2): >>45645770 #>>45646111 #
dist-epoch ◴[20 Oct 25 16:52 UTC] No.45646111[source]▶
FT Alphaville dissed bitcoin and Tesla for 10 years. Not the greatest track record.
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1. disgruntledphd2 ◴[21 Oct 25 08:48 UTC] No.45653784[source]▶
They also dissed Fyre festival, We Work and basically all of the frauds in the last ten years. Would I use them as my only source? Of course not, but they're definitely useful and (importantly for my point), in the professional finance space.

FWIW, I personally think they're correct on both bitcoin and Tesla, but apparently people disagree.