Comment by imtringued

Translation: Antropic never intends to spend $100 billion on AWS.

Every single argument you've brought up is irrelevant in the face of billions of dollars. If you intend to consume $100 billion dollars in data center infrastructure, you're going to find a way to accomplish it while cutting out the middlemen.

Meanwhile if you're flaky and never intend to spend that money, you're going to come up with a way to pay someone else to deal with those problems and quit paying the moment they don't.

You'd never do both at the same time. You'd never commit your money and give them control over your business critical infrastructure.

Hence the deal is a sham. The $100 billion are a lie. Thank you for telling us.