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“Anthropics long game of "regulate me" was really likely about "regulate Chinese models so we can sell them at 30x markups". Just being real.”
@goodalexander
Anthropic's regulatory capture strategy locks out Chinese AI models, letting it charge 30x markups — AMZN's $25B+ Anthropic stake captures that pricing power directly
AMZNLONG@ $245.29
$265.57+8.27%
since call Jun 21
peak +11.8%
“To run it properly on your own hardware you need FP8 quantization on 8 H200s which will set you back $30k+ a month on hourly rental rates for 10-15 concurrent u”
@goodalexander
Running frontier Chinese models like GLM 5.2 requires 8x H200 GPUs at $30k+/month — sustained high-end GPU demand keeps Nvidia's data center business at full throttle
NVDALONG@ $213.61
$199.57-6.58%
since call Jun 21
peak +2.3%
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