Rihard Jarc(@RihardJarc):If Anthropic comes out at a $2.5T market cap, $AMZN's Anthropic stake will be 20% of its total market cap. Extracting out that stake, $AMZN will be up only 10% in the last 5 years, despite AWS's ARR in 2021 being $64B while it is $169B today (+160%).

Rihard Jarc

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Rihard Jarc@RihardJarc

2026.08.28 13:40

If Anthropic comes out at a $2.5T market cap, $AMZN's Anthropic stake will be 20% of its total market cap. Extracting out that stake, $AMZN will be up only 10% in the last 5 years, despite AWS's ARR in 2021 being $64B while it is $169B today (+160%).

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