SasoEquity(@saso_capital):Anthropic’s S-1 reveals an interesting opportunity for $NBIS 👀 47% of Anthropic’s 2025 revenue ($2.16B) flowed through $AMZN and $GOOGL cloud marketplaces. Anthropic paid 16% in fees, far above the typical 1.5–3% marketplace fee. Why? Claude is embedded directly into Amazon Bedrock and Google Vertex AI, making this more than a standard SaaS listing. Could $NBIS capture some of that economics by bringing Claude to its Token Factory? 👀

2026.10.26 17:35

Anthropic’s S-1 reveals an interesting opportunity for $NBIS 👀 47% of Anthropic’s 2025 revenue ($2.16B) flowed through $AMZN and $GOOGL cloud marketplaces. Anthropic paid 16% in fees, far above the typical 1.5–3% marketplace fee. Why? Claude is embedded directly into Amazon Bedrock and Google Vertex AI, making this more than a standard SaaS listing. Could $NBIS capture some of that economics by bringing Claude to its Token Factory? 👀