Investor Ron Baron claims SpaceX books $25B a year selling compute to Anthropic and Google
elonmusk · x · 2026-10-23
Veteran investor Ron Baron (56 years in the business) disclosed rare figures on SpaceX's compute business, amplified by an Elon Musk retweet (numbers unverified):
- Anthropic: bought SpaceX capacity at $1.25B/month for 18 straight months — roughly $15B a year
- Google: then came asking for compute; Musk offered what was left at $900M/month
- That's $25B a year from the compute slice alone
- Baron also relayed Musk's thesis: "The economy doubles every 10 years. Elon thinks instead we're about to grow 10 times every 10 years."
Baron made clients $15B on SpaceX and gave up $3B of his own profit rather than sell, saying he didn't want Musk to see him as someone who dumped stock at the first chance. The quotes come from a long-form piece compiling what 15 blue-chip fund managers have said about Musk.
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