To give you further perspective, Amazon has a $50B stake in OpenAI and a $5B stake in Anthropic.

If things were flipped, I highly doubt Amazon would be running straight to the feds.

eranation 3 hours ago | parent | next [-]

Interesting point. Just a small correction, the Anthropic stake is higher. ($13B + another $20B option if they hit certain milestones, which I believe is almost guaranteed)

So it's closer to $33B

In any case, there is no reason for them to purposefully hurt Anthropic.

I would say that this government "takedown" of Mythos is great free advertising. I mean, if you look at this, they said it's too risky to launch, we all said it's pure marketing, and now when it's actually "banned" for being too risky, we laugh at the "Karma", where in fact, the majority of people who are not in our circles, see it as "wow, they were not kidding".

The overall result is net gain in brand awareness to Anthropic, before an IPO, I think if we had 2 parallel universes with or without this ban, the one with is a much higher IPO outcome for Anthropic than the other.

And again, I think this all needs to be taken with Occam's razor and bit of Hanlon's razor (without going into politics, the technical savviness of this administration is not the thing it's most famous for)

	▲	swyx an hour ago \| parent \| next [-]
		> the technical savviness of this administration is not the thing it's most famous for you cast aspersions here but honestly name one in the last 50 years that is more tech literate
	▲	bilbo-b-baggins 3 hours ago \| parent \| prev [-]
		You seem to assume rational actors. Bezos et. al. are definitely not that.

▲

gordonhart 3 hours ago | parent | prev | next [-]

Amazon is thought to own 15-20% of Anthropic which as a company has a valuation of>$1T. Amazon’s stake is probably closer to $200B

▲

tims33 3 hours ago | parent | prev | next [-]

$50B is <2% of Amazon's market cap. There is no reason to believe the difference in the two investments drove this disclosure.

▲

optimalsolver 3 hours ago | parent | prev [-]

No, $5B is the amount they put into Anthropic earlier this year, but that's in addition to $8B already invested.

Also, $50B is not Amazon's current stake in OpenAI, it's what they've agreed to invest.

By that measure, Amazon's stake in Anthropic is in the tens of billions.

https://www.cnbc.com/2026/04/20/amazon-invest-up-to-25-billi...