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Uh oh... CNBC just admitted AI demand is falling and that's why SpaceX, Anthropic and OpenAI are rushing to go public. If CNBC is telling you this, the party is already over. 🚨

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Financelot

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1,094,739 Aufrufe • vor 2 Monaten •via X (Twitter)

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"Anthropic is making great money. OpenAI is making great money. If they could have twice as much compute, the revenues would go up 4 times as much. These guys are so compute constrained, and the demand is so incredibly great." ~ Jensen Huang on CNBC
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Paul Tudor Jones was on CNBC this morning telling everyone to buy AI and Tech hand-over-fist... That's the sell signal. Retail is buying while the big boys are unloading.
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#SpaceX is going public next week at $1.75 trillion valuation. And then Anthropic is also going to go public and then #OpenAI... Almost the entire US stock market now is all driven by weapons manufacturers, which is insane when you think about it. AI, surveillance, data centers and big pharma bioweapons manufacturers. Like, you can't make this stuff up. #StockMarket

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🚨 THE REAL RISK WAS NEVER THE SPACEX IPO. It is the cash needed to chase it. Nearly $4 trillion in private giants are lining up to go public. SpaceX. OpenAI. Anthropic. All near the same cycle top. To buy them, funds sell what they already hold. The liquid things sell first. Bitcoin. Tech. AI names. This is not an IPO wave. It is a liquidity black hole. And it has barely started. Position accordingly.
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.@Chamath is literally telling us likely what most VCs are thinking right now: SpaceX IPO and a potential Anthropic or OpenAI IPO is for early insiders to take chips off the table and dump on retail.
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WATCH: Ed Zitron absolutely destroy the SpaceX, Anthropic and OpenAI IPOs in 5 minutes He explains why they're all trying to cash out because the entire AI narrative is a lie.
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NEWS: Anthropic is paying SpaceX about $15 billion a year for AI compute, longtime SpaceX backer Ron Baron told CNBC. That's $1.25 billion every month through May 2029. Anthropic uses SpaceX's Colossus supercomputer near Memphis. The deal was first disclosed in SpaceX's IPO filing in May. It could bring SpaceX over $40 billion in total revenue. SpaceX booked $18.7 billion in revenue in all of 2025.
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NEWS: Anthropic is paying SpaceX about $15 billion a year for AI compute, longtime SpaceX backer Ron Baron told CNBC. That's $1.25 billion every month through May 2029. Anthropic uses SpaceX's Colossus supercomputer near Memphis. The deal was first disclosed in SpaceX's IPO filing in May. It could bring SpaceX over $40 billion in total revenue. SpaceX booked $18.7 billion in revenue in all of 2025.

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