Amazon CEO Andy Jassy may have been the source of security concerns that led Anthropic to cut off worldwide access to two models on Friday.

The e-commerce giant is making more money than expected from AWS but it's also spending a lot, and will continue to do so in the near term, its chief executive said.

Andy Jassy's annual shareholder letter reads something like a diss track to a wide range of competitors as he defends spending $200 billion in capex.