[louiereederson]

Anthropic's annualized run rate is >$40b according to outside reporting. AWS hit that by Q4 2019. There were still debates on public cloud vs on prem at that time, but by late 2019 public cloud had facilitated the creation or adoption of entire categories of software within SaaS and PaaS, not to mention consumer internet businesses like Uber and Airbnb. The net impact of AI coding tools is far more ambiguous in comparison.

The profitability comparison is fraught but worth noting that by then AWS was already extremely profitable.

[testbjjl]

Amazon was AWS first customer. I sometimes feel if the AI companies promises of their models replacing all SWE, they would be a top 3 product/service in any number of businesses and not selling shovels to miners.

[electroly]

> Amazon was AWS first customer

It wasn't. The retail business took years to move to AWS. They could not even be described as early adopters of AWS.

[marrone12]

But they do use their models internally quite a bit. Claude code head talks about how he doesn't write any code himself anymore and just uses agents to do everything. So they are using it themselves.

[alfiedotwtf]

”AI models will replace software developed in 6 months”

— CEO of Anthropic, the employer of over 2000 developers, over 6 months ago

[johnbarron]

Anthropic will not have as many husbands as they think by next year: https://xkcd.com/605/

[ozozozd]

This is an apples to some non-food item comparison.

AWS has so many analogs. It’s not as novel. Renting vs buying a home/car/anything is essentially what AWS brought.