Why would they have launched Fable on Bedrock if they knew they were going to be shutting it down a day later?
They would have no internally/externally defensible justification to stop the launch as they are partners/part-owners of Anthropic. They would have to let the rank-and-file keep moving on the Fable launch.
I'm just stating facts:
- Amazon's CEO knew what he was doing and the possible consequences
- Anthropic must raise cash, and there are only 2 ways: an IPO or follow-ons
- If the IPO is blocked, existing investors will be able to increase their stake on Anthropic at a very attractive lower valuation
- Amazon has 20% of Anthropic: so, they benefit from it