Real Vision(@RealVision):The most expensive compute deal on record was a panic buy. That's how @AndreasSteno reads Anthropic's SpaceX deal, made as the company ran out of capacity. He does not buy the story that Claude's flat revenue since early June came from corporates cutting budgets, because spending per employee is up everywhere over the same stretch. His read: An uptick is forming and the flatline was Claude telling users to hold.

Real Vision

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参加 January 2014

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Real Vision@RealVision

2026.08.26 17:32

The most expensive compute deal on record was a panic buy. That's how @AndreasSteno reads Anthropic's SpaceX deal, made as the company ran out of capacity. He does not buy the story that Claude's flat revenue since early June came from corporates cutting budgets, because spending per employee is up everywhere over the same stretch. His read: An uptick is forming and the flatline was Claude telling users to hold.