Andrew Curran(@AndrewCurran_):Customer B has been revealed. Anthropic is SpaceX's largest single customer, overtaking NASA and the Pentagon for the first time. 34.5% of SpaceX's revenue last quarter was from compute-as-a-service to Dario Amodei, and Anthropic has committed to spending up to $120.5 billion through 2029. He will be paying Elon $3.1 billion a month starting in December 2026.

Andrew Curran

@AndrewCurran_

🏰 - I write about AI, mostly. Expect some strange sights.

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Andrew Curran@AndrewCurran_

2026.10.29 20:04

Customer B has been revealed. Anthropic is SpaceX's largest single customer, overtaking NASA and the Pentagon for the first time. 34.5% of SpaceX's revenue last quarter was from compute-as-a-service to Dario Amodei, and Anthropic has committed to spending up to $120.5 billion through 2029. He will be paying Elon $3.1 billion a month starting in December 2026.