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by carlossouza 11 days ago
I'm just stating facts:

- Amazon's CEO knew what he was doing and the possible consequences

- Anthropic must raise cash, and there are only 2 ways: an IPO or follow-ons

- If the IPO is blocked, existing investors will be able to increase their stake on Anthropic at a very attractive lower valuation

- Amazon has 20% of Anthropic: so, they benefit from it
1 comments
dbmnt 11 days ago
"Amazon's CEO knew what he was doing" is not a fact. That's speculation.

When it comes to highly technical, fast moving developments like frontier AI and blue team / red team perspectives, I could see any CEO getting out over their skis. Now mix in some incompetent Trump admin officials, including apparently Howard Lutnick. I am guessing many of these people don't understand the subject matter very well at all.

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