Chamath: SpaceX Could Reprice Anthropic Deal as Compute Soars

Chamath argues that SpaceX's compute deal with Anthropic includes a 90-day termination clause, letting SpaceX renegotiate pricing if power or compute costs surge 2-3x amid datacenter shortages.

2026-11-08 ~ 2026-11-09 · 2 related posts

• Chamath: Compute Spot Prices Doubling Would Force SpaceX to Reprice Anthropic Deal via 90-Day Exit — rohanpaul_ai · 2026-11-08
• Chamath: SpaceX could reprice Anthropic compute deal at 2-3x on 90-day notice — rohanpaul_ai · 2026-11-09