Illiquid
@illyquid
FundaAI. Also writes about the AI value chain at Collyer Bridge.
Joined July 2024
673 Following 17.9K Followers
Incredible range of responses to this observation from “SpaceX is more reliable” to “Bad irrelevant take” to “You pay more for 90 day cancellation notice”.
Breaking down Anthropic’s 3Q26 inference costs, we can see that SpaceX captured the vast majority of the incremental spend, while AWS, GCP, and, to a lesser extent, Azure captured just $820 million combined. This makes it hard not to speculate that Anthropic renegotiated compute pricing with its cloud providers in 3Q26, weighing on AWS’s and GCP’s growth.
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