AWS boss explains why investing billions in both Anthropic and OpenAI is an OK conflict

This is just hedge-fund thinking dressed up as enterprise strategy. AWS isn't confused about competition—they're betting on *hedging*. If OpenAI turns into a vertical play, Anthropic's their insurance. If Anthropic becomes irrelevant, OpenAI still needs infra.

The 'we compete with our partners anyway' line? That's cover. The real reason is way simpler: nobody knows who wins yet, so don't pick wrong. Boring but smart.