Anthropic partnerships drive cloud outperformance
The guest suggested that Amazon and Google are outperforming Microsoft because their direct partnerships with Anthropic are capturing more immediate AI cloud demand.
The argument
While all hyperscalers are investing heavily in CapEx, Amazon (via AWS) and Google are primary partners for Anthropic, which is currently viewed as having strong model momentum. This direct correlation to Anthropic's demand is driving stronger near-term stock performance compared to Microsoft's OpenAI-tied business.
The thesis, stress-tested
✓ What validates it
- ✓Quarterly cloud revenue growth acceleration for AWS and Google Cloud relative to Azure
- ✓Public announcements of major enterprise migrations to Anthropic's Claude on AWS or Google Cloud Platform
▸ Risks discussed
- ▸Anthropic shifting its primary cloud allegiance
- ▸OpenAI releasing a highly dominant model that shifts momentum back to Microsoft
Hear it yourself
"gonna be disruptive in the short term to get there? And, you know, with all other revolutions, the new jobs have come, but the question is, is the pain getting there gonna be a little bit more or maybe a lot more than it's been in the past? Do you have any thoughts on that? I Doug and I have debated this, and I don't know where you're where you're standing, currently. My my sense is that the next five years, there's gonna be more disruption than what we saw in other cycles. Of course, over the last forty years forty years, 60% of the jobs didn't exist forty years ago."
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