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#AnthropicSpaceX$84.5B Anthropic's IPO story may be turning into a race between revenue and compute costs 👀
Up to $84.5B in SpaceX-related agreements sounds huge, but the bigger number is $518B in long-term infrastructure commitments.
What caught my attention is the 90-day exit option on many deals. That flexibility matters when 2025 revenue was just $4.59B.
AI growth needs compute. But if infrastructure spending keeps outrunning revenue, scale itself could become the biggest risk.
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