Don’t sleep on Amazon for what’s happening with Anthropic and Claude Opus 4.6👇
Amazon was one of the earliest backers of Anthropic and Anthropic has named AWS its primary cloud and training partner for future models.
That means Amazon gets first access, scale and integration opportunities others don’t, which is a material advantage compared to standalone cloud competitors.
Amazon also owns a 15-20% stake in Anthropic, so if the company goes public next year and becomes one of the most valuable companies in the world, Amazon will be a direct beneficiary.
Amazon is a must own in every long-term portfolio in my opinion.
Feb 12
at
6:04 PM
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