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HarHarVeryFunnytoday at 2:16 PM9 repliesview on HN

It's interesting that Amazon don't appear interested in acquiring Anthropic, which would have seemed like somewhat of a natural fit given that they are already partnered, Anthropic have apparently optimized (or at least adapted) for Trainium, and Amazon don't have their own frontier model.

It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone's models, and perhaps only putting a moderate effort into building their own models (which they'll be happy to serve to those who want that capability/price point).

I don't see the pure "AI" plays like OpenAI and Anthropic able to survive as independent companies when they are competing against the likes of Google, and with Microsoft and Amazon happy to serve whatever future model comes along.


Replies

hyperbovinetoday at 3:00 PM

LOL of course they don't want to own Anthropic, else they themselves would be responsible for coming up with the $10s of billions in Monopoly money that Anthropic has committed to pay AMZN for compute in the next few years. Better to take an impressive looking stake and leave some other idiot holding the buck.

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michaelbuckbeetoday at 3:14 PM

Amazon also uses Claude under the hood for their "Rufus" shopping search assistant which is all over amazon.com.

It's kind of funny, you can ask Rufus for stuff like "write a hello world in python for me" and then it will do it and also recommend some python books.

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kordlessagaintoday at 3:52 PM

After watching The Thinking Game documentary, maybe Amazon has little appetite for "research" companies that don't actually solve real world problems, like Deepseek did.

epsilonictoday at 4:10 PM

I think they’re waiting for bargain bin deals once the bubble collapses.

nbardytoday at 4:01 PM

Why are you assuming Anthropic is for sale? They have a clear path to profitability, booming growth, and a massive and mission driven founding team.

They could make more money keeping control of the company and have control.

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runningRickytoday at 3:41 PM

why exit now and become a stuffed AI driven animal when you can keep running this ship yourself, doing your dream job and getting all the woos and panties?

ekropotintoday at 3:57 PM

Maybe Anthropic simply don’t want to be acquired

jklinger410today at 4:06 PM

Amazon and Microsoft are protecting themselves from the bubble.

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moralestapiatoday at 4:17 PM

Lol, no one would want to buy that trash.

Same w/ Perplexity.