Musk on Anthropic-SpaceX compute drama: happy to take the compute back, but expects the opposite
elonmusk · x · 2026-11-12
Responding to skeptics extrapolating a secondhand meeting note into a doom scenario, Elon Musk said SpaceX would be "happy to take the compute back" from Anthropic, "no problem" — but added he thinks the opposite will happen. The thread centers on Anthropic's remarks to sell-side analysts about demand risk and being stuck with above-market compute rates, and whether $250B+ in 2027 revenue is genuinely priced in.
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