Musk says SpaceX's compute deal with Anthropic 'works both ways' after Chamath's repricing claim
Chamath Palihapitiya said SpaceX could use the 90-day termination clause to re-sign at 2x to 3x the price; Musk replied that if compute gets cheap, SpaceX revenue drops.
Why it matters
The exchange puts a spotlight on how exposed Anthropic is to a single compute supplier. SpaceX's IPO filing in May disclosed that Anthropic pays $1.25 billion a month for dedicated capacity on the Colossus cluster through May 2029, a contract worth close to $45 billion, and that either side can end it on 90 days' notice. Musk's reply frames the clause as symmetric risk rather than leverage. Watch whether Anthropic's own power and generator deals reduce that dependence.
Key facts
- Musk reply posted 9 Nov 01:58 UTC
- Either side can end the deal on 90 days' notice
- Anthropic pays $1.25 billion a month for Colossus capacity
- Contract runs to May 2029, worth close to $45 billion
- Chamath suggested re-signing at 2x to 3x the price