[svnt]

And receiving investment from their vendor in exchange? When this is done in established companies it is typically called a kickback and directed toward one person, but in this case the whole thing is so incestuous the kickback goes straight to the top.

[twoodfin]

Is it crazy to imagine Anthropic can leverage short term cash flow now to build the models and products that will let them resell $100B in AWS infra with nice margins tomorrow?

If Amazon believes that story they’d be crazy not to invest.

[svnt]

Yes I understand why the agreement exists, but that does not remove the circularity.