descriptive claim
While working at a hedge fund, the speaker's team did not hold a long position in Amazon because it was concerned about AWS margins.
Unresolved speaker · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026
In their words
The transcript segments this claim was taken from
“And at the time, we were not long Amazon because we were worried about, uh, AWS margins-”43:14Report a misattribution
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0.65importance to the conversation
0.96confidence the claim was read correctly