Anthropic IPO reminds this former Amazon board member of Jeff Bezos's AWS bet

What happened: Anthropic (ANTH.PVT) is heading toward an IPO, and former Amazon board member Bing Gordon compared the heavy spending behind it to Amazon's early AWS capex bet. Key numbers: First-half 2026 revenue $16.3 billion versus $1.1 billion a year ago. First-half net loss $80.7 billion. Why it matters: Gordon said the market is usually bad at figuring out three- or four-year-out returns, and that the bet is capex paying off in that window as it did with AWS. He said CEO Dario Amodei must convince investors the spending is worth it, much like Bezos did. Coverage: 3 outlets in 24h

Anthropic (ANTH.PVT) is heading toward an IPO, and former Amazon board member Bing Gordon compared the heavy spending behind it to Amazon's early AWS capex bet.

Gordon said the market is usually bad at figuring out three- or four-year-out returns, and that the bet is capex paying off in that window as it did with AWS. He said CEO Dario Amodei must convince investors the spending is worth it, much like Bezos did.