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Bill Ackman: “If a company is increasing growth capex while earning above average returns, you should applaud.” This is why $AMZN is my biggest position. Invests $25 billion in Anthropic to get it to commit to $100 billion in AWS spending over the next decade, while the investment itself... show more

Oguz Erkan

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704,186 views • 4 months ago •via X (Twitter)

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$AMZN CEO: “Customers badly want better price/performance. This is why we build custom chips. ” If $AMZN chip business was a standalone company, it would be at $50 billion ARR. Let that sink in. It’ll only accelerate from here as bulk of the AI workloads shift to inference and inference itself becomes more agentic. This will not only result in cheaper inference for customers, but it’ll also expand AWS margins by 7-8% as Jassy said in the earnings call. Imagine where $AMZN valuation would be if AWS growth keeps above 20% for the next decade and net margin stays above 30% thanks to custom chips. Long $AMZN.

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Jeff Bezos has once again sold $AMZN, selling over $10 billion so far this year. Robert Frank joins to discuss why the billionaire founder is shedding his stake in the company.

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Mzansi Observer

76,304 views • 1 day ago

Chris Camillo made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.

Chris Camillo made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.

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