"The moat is obviously Anthropic's": investor weighs in on SpaceX–Anthropic deal economics
firstadopter · x · 2026-10-31
Responding to the SpaceX–Anthropic deal, where one side must reportedly pay the other billions of dollars a month to generate any revenue, investor firstadopter poses the question of which company has the more valuable business with a more durable moat. His answer: it's obviously Anthropic — the fact that one party has to pay billions monthly to create revenue at all says everything about where the pricing power sits.
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