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Via perplexity: Anthropic is indeed moving down the stack with Bun, but the pattern looks more like an AI-first developer platform where Claude and agents control the toolchain, rather than a full AWS clone. Profitability challenges exist, but Anthropic is already hitting multibillion-dollar run-rate revenue with improving economics, making Bun a play for leverage and lock-in. Bun provides a JavaScript runtime, package manager, bundler, and test runner—all key plumbing for JS development. Anthropic standardized on it for Claude Code, then acquired the company as Claude Code reached a billion-dollar annualized run rate. This lets them control agent execution, ship optimized single-file executables, and steer Bun's roadmap toward enterprise AI stickiness. Anthropic's business is services-heavy: high single-digit billions in 2025 revenue, mostly from enterprise API contracts and integrations, with gross margins improving via cheaper inference and scaling code products. They're on track for profitability faster than some rivals, thanks to committed enterprise spend. They're not becoming a full cloud provider yet—they rely on massive commitments from Amazon, Google, Microsoft, and Nvidia for infrastructure. Bun fits at the agent runtime layer, enabling an opinionated stack of Claude tools on top of others' clouds. Your vertical integration thesis holds, but nuanced: it's about end-to-end agent environments, not generic hosting. Profitability is viable now; the focus is defending moats against hyperscalers and open-source.

Yeah I don't expect they'll try to compete directly with AWS or Azure or GCP. If anything, they'll host workloads on Azure, since they recently inked a deal for billions in Azure compute. The business model I'm thinking of is more like Deno Deploy. Runtime + serverless hosting model + (in Anthropic's case) first-class integration with Claude APIs. There are innumerable VC-backed startups that would pay for such a service that gets their ideas up and running that much faster.

I only know Bun from our GitRepublic prototype.

Bun me. bun bun me :D