Jaeden Schafer

The revenue from one goes straight back to the other.

Amazon and OpenAI were not responding to any sort of requests about this story.

But I think we have some pretty good insights in insiders on it.

And of course, we have the $38 billion cloud compute deal that OpenAI, you know, officially signed with Amazon.

So we know that

Amazon put kicking money back to OpenAI would not be shocking.

Now, one thing that I will mention is in that $38 billion cloud compute deal that Amazon and OpenAI signed, that was a multi-year deal.

So that rolls out over, I believe, six years.

And so you can imagine $38 billion going to Amazon over six years.

Um, but, but the nice thing about that is as soon as that deal is essentially announced, like investors are starting to price that into the market where their Amazon stock is immediately getting a lot of the benefit of having a essentially $40 billion cloud compute deal.

Everyone knows that it's coming in and we sort of like predict where the stock's going to go based off of that.

So the Amazon stock goes up and what happens when the Amazon stock goes up?

Well, it makes it easier for them to finance other things like for say, giving OpenAI a $10 billion investment, which of course is

is going to give them a share of the company.

And as the company gets more valuable, it's going to, on paper anyways, make Amazon look more valuable.

So this is really a win-win all around for a lot of these different companies.

And it's not going to shock me to see these continue.

Now, what is the risks associated with this?

Well, that is, of course, the bubble risk.

If every company is signing these multi-year, multi-billion dollar deals with all of the circular...