[bg24]

Lot of skepticism about OpenAI's survival. I am a user of both Claude (max) and Codex (plus). Some neutral points.

- Anthropic owes to AWS for their enterprise growth. Yes, their own talent as well.

- AWS investing for a purpose - solving problems with multi-agent systems - "exclusive third-party cloud distribution provider for OpenAI Frontier, which enables organizations to build, deploy, and manage teams of AI agents.". I think the multi-agent landscape will be production-ready in 2026 for solving really complex problems. AWS saw something in Codex and OpenAI's models.

- On Circular investments - if you make $100B of your revenue from ecosystem of players who spend $50B on your infra... where else would you go?

I work for another cloud provider, not AWS.