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rolymathtoday at 1:01 AM1 replyview on HN

Great. So you've gone down from $1T to "half of that budget".

If you're honest with yourself, you'll find the true number.


Replies

nickysielickitoday at 1:06 AM

obviously, I was never suggesting that the DoD spends $961b a year on cloud computing.

Look, it’s a very simple question: Amazon has invested $8b into anthropic. Do you think if the DoD disappeared tomorrow that Amazon would lose more than $8b in revenue over the next 5 years?

I think you underestimate how large the DoD budget is and how many times that money changes hands in the pursuit of fulfilling contracts. $20b-$25b in revenue per year across all hyperscalers is a totally reasonable estimate.

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