The 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.

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rolymath 5 hours ago | parent [-]

Not according to published Financials.

Also $1T is dishonest. DoD spends less than 0.1% of that on cloud services.

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nickysielicki 5 hours ago | parent [-]

Source?

Half of that budget gets contracted out to Lockheed, Raytheon, Northrop, Boeing, General Dynamics, etc. Those companies absolutely do spend money on the hyperscalers.

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rolymath 5 hours ago | parent [-]

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.

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nickysielicki 5 hours ago | parent [-]

obviously, 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 4 hours ago \| parent [-]
		Why on earth would you compare $8 billion of equity investment in another company (which is likely worth far more now) to $8b of revenue?