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Is it really that much better than Claude? Claude has been my daily driver for a couple years now and I imagine if Gemini was THAT much better, I would’ve heard about it by now.
I haven’t had a chance to use it for code yet but now that Opus 4.5 and Gemini 3 Pro came out I started throwing side by side queries at both and Gemini has been consistently more accurate and useful. A bit of a shame because I find Gemini’s style to be a bit annoying.
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Bezos is playing it smart: sell shovels to all of the gold diggers. If he partners with one of the gold diggers he won't be able to sell shovels to the remainder.
Sure but check out Cisco's market cap vs Google, Amazon, Microsoft, Apple, Meta, Netflx, etc. A few gold diggers will be worth 10x the shovel maker.
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Are you sure? While Amazon doesn't own a "true" frontier model they have their own foundation model called Nova. I assume if Amazon was using Claude's latest models to power it's AI tools, such as Alexa+ or Rufus, they would be much better than they currently are. I assume if their consumer facing AI is using Claude at all it would be a Sonnet or Haiku model from 1+ versions back simply due to cost.
> I assume if their consumer facing AI is using Claude at all it would be a Sonnet or Haiku model from 1+ versions back simply due to cost. I would assume quite the opposite: it costs more to support and run inference on the old models. Why would Anthropic make inference cheaper for others, but not for amazon?
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Yeah. I bet there’s a win-win in the details where it gets to sound like a lot of investment for both parties to look good but really wasn’t actually much real risk. Like if I offered you $8 billion in soft serve ice cream so long as you keep bringing birthday parties to my bowling alley. The moment the music stops and the parents want their children back, it’s not like I’m out $8 billion.
Echoes of Enron-style accounting "tricks"...
Cloud provider gives credit to LLM provider in exchange for a part of the company.
These are really normal business deals.
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> They’re profitable serving current models including training costs I hear this a lot, do you have a good source (apart from their CEO saying it in an interview). I might have more faith in him but checks notes , it's late 2025 and AI is not writing all our code yet (amongst other mental things he's said).
The best I kind is this tech crunch article, which appears to be referencing an article from the information that is pay walled. > The Information reports that Anthropic expects to generate as much as $70 billion in revenue and $17 billion in cash flow in 2028. The growth projections are fueled by rapid adoption of Anthropic’s business products, a person with knowledge of the company’s financials said. > That said, t…
However, I'm still a little sceptical around this as the cost to train new models is going up super-linearly (apparently) which means that the revenue from inference needs to also go up along side this.
Interesting to think about though, thanks for the source!
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> They have a clear path to profitability I'd love to see evidence for such a thing, because it's not clear to me at all that this is the case. I personally think they're the best of the model providers but not sure if any foundation model companies (pure play) have a path to profitability.
What do you mean by pure play? Claude code alone is 1B revenue. It's not just the API they make money on. https://www.anthropic.com/news/anthropic-acquires-bun-as-cla...
They just sell tokens, essentially. Much like Open AI but very different from Google or Microsoft, who make their money elsewhere.
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> because it's simply the best/most consistent coding assistant AI Have you used Gemini 3?
Is it really that much better than Claude? Claude has been my daily driver for a couple years now and I imagine if Gemini was THAT much better, I would’ve heard about it by now.
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…
Before posting this, did you know anything about the cap table of anthropic? Hard to buy a company that is part-owned by your competitors.
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…
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.