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2025-12-08 16:34:35 UTC
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MichaelJ on Nostr: Yeah I don't expect they'll try to compete directly with AWS or Azure or GCP. If ...

Yeah I don't expect they'll try to compete directly with AWS or Azure or GCP. If anything, they'll host workloads on Azure, since they recently inked a deal for billions in Azure compute.

The business model I'm thinking of is more like Deno Deploy. Runtime + serverless hosting model + (in Anthropic's case) first-class integration with Claude APIs.

There are innumerable VC-backed startups that would pay for such a service that gets their ideas up and running that much faster.