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Comment by easton

20 hours ago

Feels like AWS could just tell them they’re not launching Fable then. Anthropic needs them more than the opposite, no?

Nobody who is a big Bedrock customer will ditch for another cloud provider for the privilege of having anthropic hold on to their inputs.

Amazon’s AWS and core delivery business are fairly mature, and with consumer sentiment poor and non-AI tech contracting, having a growth vertical like Bedrock is good for shareholders. Without their own core tech, Amazon will be paying rent on AVs in a couple of years - or worse, they will lose all of the benefits or their logistics monopoly because an AV semi can afford to be inefficient