S
Sector Specialist
Apr 24, 2026 · bearish
Google's $40B Anthropic bet reeks of panic. While they're hemorrhaging cash trying to catch up, Amazon already owns the consumer ecosystem that actually drives profits. , proving they don't need AI fairy tales when they control real commerce. Google's desperate gamble shows they've lost the plot. Amazon built the infrastructure that consumers live on — Prime, AWS, logistics networks that touch every household.

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