Leaked notes: Anthropic pays SpaceX $9.3B/quarter, contract won't extend past mid-2027
aaronburnett · x · 2026-11-12
A leaked sell-side meeting note shows Anthropic claiming "the AI market is winner take all" and that its SpaceX contract will not be extended beyond mid-next year. Thread screenshots add key numbers: Anthropic pays $9.3B/quarter and can exit in 2027; if it walks and SpaceX can't replace the revenue, that's a 17% hit to projected H2 sales. The poster argues $250B+ of 2027 revenue isn't actually priced in, since market cap sits below $2T, and mocks performative skeptics turning a context-free meeting note into doom content.
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