SpaceX AI Revenue Triples, Anthropic S-1 Leaks, CoreWeave Debt Cracks & A Tesla Merger at $420?
In this episode of Trading Places, Dave McClure and Aman Verjee are back from Asia to break down the week's biggest stories in tech and venture. CPI came in at 3.7% with oil over $100, and prediction markets give Democrats 90% odds of taking the House. What does that mean for the Fed and for AI data center policy? Then they get into SpaceX's blowout Q3, with AI revenue tripling to $7.6B, and Anthropic's leaked S-1, which shows $16.3B in Q3 revenue but slowing growth as OpenAI catches up. Can the IPO still price near $1.5T?
They also cover Replit moving most of its coding work from Anthropic…
The skinny
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