Think well: why should a platform provider get into a terribly expensive and unprofitable business when they can just provide hardware for those with money to spend? This was AWS strategy for years and it's been working well for them.

> Are you arguing anthropic has more compute than Amazon?

I wouldn't be surprised if the likes of Anthropic wasn't paying AWS for its compute.

As the saying goes, the ones who got rich from the gold rush were the ones selling shovels.