tae kim
@firstadopter
"Key Context" Substack covering AI & chips. Reached #1# new bestseller first 24 hrs
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Tell the truth. Be accurate. Be right
Joined October 2008
10.1K Following 108.8K Followers
Which side of the SpaceX–Anthropic deal is the more valuable business with a more durable competitive advantage or moat?
The answer is obvious. It's Anthropic.
One of these companies has to pay the other billions of dollars a month in order to generate any revenue at all.
