Chamath: Compute Spot Prices Doubling Would Force SpaceX to Reprice Anthropic Deal via 90-Day Exit
rohanpaul_ai · x · 2026-11-08
Chamath Palihapitiya argues that if data center scarcity pushes compute spot prices up 2x–3x, the pricing of the SpaceX–Anthropic compute deal will be decided by a spreadsheet, not by the companies' relationship.
His logic: if market prices rise far above what Anthropic pays, SpaceX loses money on every GPU hour sold at the old rate, making the 90-day exit clause the only rational move. The analysis highlights how fragile long-term compute contracts become under supply squeeze.
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