Me Amazon. Big monkey. ๐ฆ Me buy Anthropic shares when cheap. ๐ Me also sell Anthropic compute. Lots of compute. Anthropic need compute to make AI magic. Me have idea. ๐ง Why sell compute for little money when me can sell compute for BIG BIG BIG MONEY? Hmmmm. Lots of bananas. ๐๐๐ Me smart monkey. Me give Anthropic $1 billion in free compute. Free? HA! Monkey not stupid. Monkey own Anthropic shares. Anthropic now make $1 billion more profit. Margins look beautiful. Analyst monkeys say 85% gross margins. Good margins. No money burning. Cash flow positive. Excellent monkey business! Wall Street see big margins. Wall Street love this monkey business! Wall Street monkeys scream: AI! BIG GROWTH! BIG PROFIT! TAKE MY BANANAS! ๐๐๐ Wall Street value extra $1 billion profit at 100x. BOOM. Anthropic worth $100 billion more at IPO. ๐ Wait wait wait. Monkey do math. ๐งฎ Me own 10% of Anthropic. Me shares now worth $10 billion more. Me spend $1 billion giving away compute. Me make $10 billion in stock value. ONE BILLION BANANAS IN. TEN BILLION BANANAS OUT. Ooooh. Monkey like this game. ๐ฆ Me sell shares. $9 BILLION PROFIT. ๐๐ฐ Later Anthropic must pay normal prices for compute. Margins go down. Stock go down. ๐ Oh no! Very sad. Anyway. Me already have bananas. Me Amazon. Me very smart monkey. ๐ฆ You IPO monkey. You hold bag. Me eat bananas. ๐
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