Rihard Jarc
@RihardJarc
Researching and investing in tech (AI, cloud, semiconductors, platforms). Building UncoverAlpha. DMs open. Tweets are only opinions.
가입 January 2016
2.8K 팔로잉 중 82K 팬
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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