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Re:Anthropic confidentially submits draft S-1 to the SEC by nelox on Monday June 01, 2026 @06:27PM (#48363455)
Look at the P/E ratio Amazon has had for years and come back with a better argument.

[edit:typo]

Re:Anthropic confidentially submits draft S-1 to the SEC by dogwalker5000 on Monday June 01, 2026 @09:14PM (#48364694)
Amazon has assets in the form of warehouses though. What assets do these AI companies have other than rapidly depreciating GPUs.