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> 4. Amazon records a large paper “profit” because the value of the Anthropic “investment” went up after all the stuff it’s doing with the “investment” from Ama
by philipallstar 1y ago
> 4. Amazon records a large paper “profit” because the value of the Anthropic “investment” went up after all the stuff it’s doing with the “investment” from Amazon
This will be offset against the cost of the initial investment, though?
- jonway 1y agoSo the initial investment is free! Lunch is served!!
- philipallstar 1y agoWell - it's potentially a good deal for the supplier if they can buy ownership of companies downstream of them through their supplies.
- jonway 1y agoIt sure is
- mgh2 1y agoI think the initial investment are calculated as CapEx, not revenue: t.ly/NO52v
- JCM9 1y agoThe OpenAI / AMD deal was even crazier. This stuff is all good, until it’s not. Then everything implodes as not only does the “revenue” go away, but then companies take big write downs from the value of the investments they previously counted as income.