> 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.
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...
Yes OP is saying they didn’t pay all cash for those shares
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