Comment by re-thc
1 day ago
It's not ZDR so none of the megacorps are using it anyway. Microsoft already complained.
If you can't use it then might as well get rid of it.
1 day ago
It's not ZDR so none of the megacorps are using it anyway. Microsoft already complained.
If you can't use it then might as well get rid of it.
But Amazon has a fairly large equity position in Anthropic. Why mess with that?
Drive it down so they can buy more equity?
> But Amazon has a fairly large equity position in Anthropic. Why mess with that?
Read the fine prints. None of these hyperscaler deals are $ for equity. It's some provide hosting, rentals etc. With how things are going they can just find another customer.
> None of these hyperscaler deals are $ for equity.
As of Feb, Amazon held $45.8 billion of convertible notes and $14.8 billion of nonvoting preferred stock in Anthropic.
Source: https://www.businessinsider.com/amazon-ai-bet-anthropic-soar...
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