Comment by omrajguru

9 hours ago

Google investing in its own customer, Anthropic buying Google's compute. the money doesn't really leave the room.

This sounds like a conspiracy theory if you don’t know how basic finance and economics work

  • Yup. Even if Anthropic spends that $40B back at Google and thus the money ends up there, Google is still out of $40B worth of compute or whatever the profit margin is on that.

    It's why eating at your own restaurant is cheaper, but still not free.