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Looking at this I feel like AWS should spin out of Amazon and go public. Anthropic is a single glorified LLM API. I'm underplaying it but Amazon is a juggernaut and AWS is something that would do well in this market if this is what people want, which is just massive gross margins despite huge infra spend. Just a side note.
I've seen suggestions that AWS should separate from the rest of Amazon for years and I've never understood what the upside of that would be for the current stakeholders.
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