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A comment on Anthropic reportedly preparing for $300B IPO. Parent comment

Re:Anthropic reportedly preparing for $300B IPO by stingraycharles on Wednesday December 03, 2025 @08:56PM (#46142854)
It’s pretty crazy that Amazon’s $8B investment didn’t even get them a board seat. It’s basically a lot of cloud credits though. I bet both Google and Amazon invested in Anthropic at least partially to stress test and harden their own AI / GPU offerings. They now have a good showcase.
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Re:Anthropic reportedly preparing for $300B IPO by matthewaveryusa on Wednesday December 03, 2025 @10:27PM (#46143481)
This is my thought too. They de-risked any other AI startup from choosing AWS as their platform. If the hype continues AWS will get their 30% margin on something growing like rocket emoji, if they don't at least they didn't miss the boat.
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Re:Anthropic reportedly preparing for $300B IPO by Waterluvian on Wednesday December 03, 2025 @09:09PM (#46142945)
Yeah. I bet there’s a win-win in the details where it gets to sound like a lot of investment for both parties to look good but really wasn’t actually much real risk.

Like if I offered you $8 billion in soft serve ice cream so long as you keep bringing birthday parties to my bowling alley. The moment the music stops and the parents want their children back, it’s not like I’m out $8 billion.

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Re:Anthropic reportedly preparing for $300B IPO by beambot on Thursday December 04, 2025 @12:42AM (#46144175)
Echoes of Enron-style accounting "tricks"...
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Re:Anthropic reportedly preparing for $300B IPO by vasco on Thursday December 04, 2025 @02:14AM (#46144691)
Amazon gave away datacenter time share in exchange for stock in a startup. That has nothing to do with electricity futures and private credit revolvers.
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Re:Anthropic reportedly preparing for $300B IPO by BoorishBears on Thursday December 04, 2025 @04:18AM (#46145477)
They said echoes of the tricks.
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Re:Anthropic reportedly preparing for $300B IPO by vasco on Friday December 05, 2025 @02:58AM (#46157842)
I've read thousands of pages of Enron history, this has nothing to do with it.
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Re:Anthropic reportedly preparing for $300B IPO by stingraycharles on Thursday December 04, 2025 @06:06AM (#46146225)
Why does everybody keep insisting on this “Enron accounting” stuff. LLM companies need shitloads of compute for specialized use case. Cloud vendor wants to become a big player in selling compute for that specialized use case, and has compute available.

Cloud provider gives credit to LLM provider in exchange for a part of the company.

These are really normal business deals.

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