descriptive claim
Despite major price reductions, the broader storage and compute businesses have grown exponentially.
Jamin Ball · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026
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“You've seen, you know, ninety-nine percent price reductions in both of those services from the day they were launched. But, like, what's happened to the EC2 and S3 business or just the broader storage and compute, you know, more CPU compute?”
“Uh, it's, it's gone up exponentially. I mean, all the hyperscalers reported today, they're all over a hundred-billion-dollar run rate businesses today if they were individual companies. Google Cloud's grown over a hundred percent- It was just crazy.”42:25Report a misattribution
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