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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.
by rolymath 7mo ago
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.
- nickysielicki 7mo 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 7mo 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?