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MS leading the $15B Anthropic RCF? Another Ted Pick masterclass

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High Yield Harry

1,392,603 subscribers

47,456 просмотров • 26 дней назад •via X (Twitter)

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Комментарии: 3

Фото профиля Peter Teal
Peter Teal26 дней назад

Who up hustlin for that lead left

Фото профиля Anthony
Anthony26 дней назад

Why wouldn’t Astra run their RCF if it’s so good?

Фото профиля Monsieur Board Man OBE
Monsieur Board Man OBE25 дней назад

$1 in fees

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The SpaceX IPO is a bet on whoever sells the picks and shovels in the AI era. $15B a year from Anthropic alone, locked through 2029. Starlink's cash is already funding the orbital buildout that comes next. Thank you David Carbutt for the edit.
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OpenAI and Anthropic can take compute which costs them $15b a GW, and turn it into $50b+ of revenue. In order to get the credit to build their datacenters, most neoclouds have already signed long term contracts to supply compute at these $15b/GW rates. However, Meta and SpaceX, who have a GW+ of discretionary compute supported by their own balance sheet, can take advantage of this surge in compute prices and sell short-term contracts at the much higher rate that the leading labs (who are best able to monetize this compute) are willing to bid for.
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