Leaked report says AWS spent $500 million on Anthropic's Claude in one month, adding $6 billion to ARR
The outlay mathematically increases Anthropic's valuation by $128 billion.
#263Andrew Carr 🤸@ANDREW_N_CARRthere's all this free money around and we're not catching it!!
Singularity Research@SingularityResLEAKED: The company that spend $500m on Claude in 1 month was Amazon $AWS. The $500M increases Anthropic ARR by $6B and increases the valuation of Anthropic by $128B (latest raise was at a 21X revenue multiple) Inturn increases Amazons equity in Anthropic by ~$20B (own 15-19%) Spend $500m in 1 month and have net worth go up by $20B - who wouldn’t take a sweat deal
#747Chamath Palihapitiya@CHAMATHIf this is happening at a company as sophisticated as Amazon, it’s happening in many other places which then begs the question “What is the true run-rate revenue, ex-waste, at the frontier labs?”
Singularity Research@SingularityResLEAKED: The company that spend $500m on Claude in 1 month was Amazon $AWS. The $500M increases Anthropic ARR by $6B and increases the valuation of Anthropic by $128B (latest raise was at a 21X revenue multiple) Inturn increases Amazons equity in Anthropic by ~$20B (own 15-19%) Spend $500m in 1 month and have net worth go up by $20B - who wouldn’t take a sweat deal
#1124signüll@SIGNULLLhow can you not love capitalism?
Singularity Research@SingularityResLEAKED: The company that spend $500m on Claude in 1 month was Amazon $AWS. The $500M increases Anthropic ARR by $6B and increases the valuation of Anthropic by $128B (latest raise was at a 21X revenue multiple) Inturn increases Amazons equity in Anthropic by ~$20B (own 15-19%) Spend $500m in 1 month and have net worth go up by $20B - who wouldn’t take a sweat deal
#1332Prakash@8TEAPIbwahahahahaha finally got a taste of their own overbilling medicine
hilarious
did someone leave an EC2 connected to Claude on overnight? Or maybe all of us-east-1?
Singularity Research@SingularityResLEAKED: The company that spend $500m on Claude in 1 month was Amazon $AWS. The $500M increases Anthropic ARR by $6B and increases the valuation of Anthropic by $128B (latest raise was at a 21X revenue multiple) Inturn increases Amazons equity in Anthropic by ~$20B (own 15-19%) Spend $500m in 1 month and have net worth go up by $20B - who wouldn’t take a sweat deal
#1598Carlos E. Perez@INTUITMACHINEWait one second here! Isn't Amazon the same company that insisted they use Kiro instead of Claude?!
Singularity Research@SingularityResLEAKED: The company that spend $500m on Claude in 1 month was Amazon $AWS. The $500M increases Anthropic ARR by $6B and increases the valuation of Anthropic by $128B (latest raise was at a 21X revenue multiple) Inturn increases Amazons equity in Anthropic by ~$20B (own 15-19%) Spend $500m in 1 month and have net worth go up by $20B - who wouldn’t take a sweat deal
#1598Carlos E. Perez@INTUITMACHINEContext:
#1598Carlos E. Perez@INTUITMACHINETokenmaxxing armageddon!
Singularity Research@SingularityResLEAKED: The company that spend $500m on Claude in 1 month was Amazon $AWS. The $500M increases Anthropic ARR by $6B and increases the valuation of Anthropic by $128B (latest raise was at a 21X revenue multiple) Inturn increases Amazons equity in Anthropic by ~$20B (own 15-19%) Spend $500m in 1 month and have net worth go up by $20B - who wouldn’t take a sweat deal
#1598Carlos E. Perez@INTUITMACHINEEven stranger: