4 ms·
and?
by adammarples 8mo ago
and?
- nickysielicki 8mo agoThe cost of a company like Amazon or Google losing their piece of that $1T annual budget is greater than their exposure to the failure of Anthropic.
- rolymath 8mo agoNot according to published Financials. Also $1T is dishonest. DoD spends less than 0.1% of that on cloud services.
- nickysielicki 8mo agoSource? Half of that budget gets contracted out to Lockheed, Raytheon, Northrop, Boeing, General Dynamics, etc. Those companies absolutely do spend money on the hyperscalers.
- rolymath 8mo agoGreat. So you've gone down from $1T to "half of that budget". If you're honest with yourself, you'll find the true number.
- nickysielicki 8mo agoobviously, 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.
- senordevnyc 8mo agoWhy on earth would you compare $8 billion of equity investment in another company (which is likely worth far more now) to $8b of revenue?