Veytics Intelligence
2026-10-26 · Yahoo

How 'the Anthropic story' resembles Amazon's AWS bet

EA founding executive, Bing Gordon, sits down with Yahoo Finance Executive Editor Brian Sozzi to chat about Anthropic's (ANTH.PVT) upcoming IPO. Video Transcript 00:00 Speaker A I would love to get your thoughts on Anthropic. I mean, this is a this is a special moment. 00:03 Speaker B Yeah, wildly interesting. It uh reminds me of kind of a couple things. I got to work with uh Jeff Bezos for a long period of time and he always said we're willing to be misunderstood for long periods of time. 00:19 Speaker B Um I was in the board room when we kept having to approve CAPEX for AWS. Kind of no profit in the short-term, a lot of CAPEX and uh there was one year where we said, oh my god, it's 75 billion in CAPEX.

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