Three receipts in 14 days: Anthropic's $15B SpaceX compute deal fuels the 'last window' thesis
elonmusk · x · 2026-10-18
Elon Musk reposted a market analysis of SpaceX's "last window" thesis, citing three developments in 14 days: Anthropic signed a $15B compute deal with SpaceX, Baron put in $5B personally, and xAI shipped Grokipedia with 6M articles overnight — something Wikipedia took 24 years to build.
The core argument: all three validate the same math — SpaceX ships faster than public comps can model, so the eventual IPO won't price the company, it will price the last window.
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