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Category Queen vs. Category Queen: Is OpenAI About to Get Dethroned?
Anthropic is paying SpaceX $1.25 billion a month for compute.
Every month through May of 2029.
Roughly $45 billion total.
That single contract is bigger than SpaceX’s entire annual revenue today.
Software is paying hardware. Hardware is paying energy. Energy is paying space.
Is it three card monte?
Or is the pie getting massively bigger?
This should be on every business news front page this week. Instead, the headlines are about Sam Altman’s house getting attacked, Eric Schmidt getting booed off a stage, and OpenAI quietly leaking that it might file for an IPO too.
Here’s what we covered in…
The skinny
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