SouthernValue(@SouthernValue95):AWS Bedrock is driving 45% of Anthropic API ARR per @SemiAnalysis_ . The market continues to misunderstand and underestimate the degree of positive sum commercial alignment between $AMZN $MSFT $GOOG and Anthropic/OpenAI, treating them more like competitors. In reality the clouds are critical infrastructure providers w/ their compute fleets (~75% of global compute), and demand creators/enablers with commercial sales and implementation ecosystems to handhold customers as they deploy agentic apps in enterprise environments.

SouthernValue

@SouthernValue95

Infinitely curious. “Spend each day trying to be a little wiser than you were when you woke up.” - Charlie Munger Nothing here is investment advice

参加 June 2019

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SouthernValue@SouthernValue95

2026.08.18 15:55

AWS Bedrock is driving 45% of Anthropic API ARR per @SemiAnalysis_ . The market continues to misunderstand and underestimate the degree of positive sum commercial alignment between $AMZN $MSFT $GOOG and Anthropic/OpenAI, treating them more like competitors. In reality the clouds are critical infrastructure providers w/ their compute fleets (~75% of global compute), and demand creators/enablers with commercial sales and implementation ecosystems to handhold customers as they deploy agentic apps in enterprise environments.

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