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How much Anthropic and Cursor spend on Amazon Web Services

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155 points isoprophlex | 4 comments | 20 Oct 25 15:05 UTC | HN request time: 0.834s | 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.

replies(2): >>45645700 #>>45645702 #
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.
replies(3): >>45645877 #>>45648740 #>>45649166 #
throwaway290 ◴[20 Oct 25 16:38 UTC] No.45645877[source]▶
here's another trend: every time a person is on this hype bandwagon ask them how much are they invested in nvidia/ms/openai/etc

I am not invested in anything except popcorn to watch it burst;)

replies(1): >>45649032 #
almostgotcaught ◴[20 Oct 25 20:40 UTC] No.45649032[source]▶
But see that's exactly my point - I am invested so actually I don't go around "talking my book" but you have zero skin in the game so your opinion matters about as much as Bob down at the bar watching the game on TV.
replies(1): >>45656736 #
1. throwaway290 ◴[21 Oct 25 15:05 UTC] No.45656736[source]▶
If you're invested you have interest to say it's good regardless of reality. because if it's bad first you need to sell off to avoid being the bagholder

Yes you can say you're honest and stuff but does it mean anything if you can go broke from honesty.

replies(1): >>45657658 #
2. almostgotcaught ◴[21 Oct 25 16:19 UTC] No.45657658[source]▶
I have no idea what you're saying - I said I don't talk my book - that means I'm not out here pontificating like Jim Cramer and half of hn.
replies(1): >>45662793 #
3. throwaway290 ◴[21 Oct 25 22:57 UTC] No.45662793[source]▶
you are taking your book by implying all the naysayers are secretly shorting the stock instead of having reasons to think it's empty hype. let's see how long copium lasts.
replies(1): >>45665222 #
4. almostgotcaught ◴[22 Oct 25 05:35 UTC] No.45665222{3}[source]▶
> secretly shorting the stock instead of having reasons to think it's empty hype

that's literally the exact opposite of what i'm saying - literally read my responce to comments up chain.