[Tklaaaalo]

Google has enough money, still has positive revenue and still invests in AI + Deepmind.

Google doesn't need to do anything to make any other numbers work.

Gemini 3.1 pro is really good; Meta just signed a deal with Google for their TPUs.

Nano Banana 2 Pro is alsy very good.

OpenAI numbers might not add up, Antrophic might burn through cash, but not google.

And it doesn't matter anyway because as long as google can afford it, Microsoft HAS TO do this too and Microsoft also can afford it. The same with Amazon.

Microsoft invests in OpenAI and Amazon invests in Antrophic.

[cmiles8]

Worth remembering that Amazon is now taking out loans to help pay for it all. That says a lot.

[Tklaaaalo]

That honestly says nothing.

Even a company like Amazon hasn't just billions on a bank account.

They make enough profit to easily afford this.

Its easier to get a loan instead of getting a lump sump through other means.

[cmiles8]

Amazon isn’t broke — but their AI ambitions are now bigger than even a highly profitable company can self-fund. That’s not a nothing-burger. When you’re structurally dependent on debt markets to execute your core strategy, ‘we make plenty of profit’ stops being a complete answer. Will all things AI looking a bit shaky at the moment, taking out massive loans to keep running faster is raising eyebrows.

[Tklaaaalo]

But if you look at their numbers, they still can pay it back in a short period of time. Like 1-3 years.

And their core business is super stable even with AI.

So the only real risk is increasing operational costs but if they pay of the investment, they literlay could just stop the hardware from running and reduce the operational cost if there is no demand

[cermicelli]

Amazon now has just as much invested in OpenAI, as much as Microsoft most likely.

Given Anthropic is also funded by them, either they are desperate to not lose or they really don't think Anthropic has a moat.