Podcast Alpha(@PodcastAlphaX):If you're paying $2T for SpaceX at IPO, this clause is in the S-1. Anthropic pays $1.25B/month to rent SpaceX's Colossus data center. That's $15B/year - the core of the xAI business case. The contract has a 90-day cancellation clause. Either side can walk. @rodriscoll on @20vcFund: one customer and one 90-day window stand between you and losing a third of the valuation argument. Any Anthropic statement on compute strategy - shifting toward AWS, Google, or in-house capacity - is a material event that moves in 90 days. The clause that wasn't discussed when the deal was announced: https://t.co/MKZet8LO6n Source: 20VC with Harry Stebbings -

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Podcast Alpha@PodcastAlphaX

2026.06.04 19:48

If you're paying $2T for SpaceX at IPO, this clause is in the S-1. Anthropic pays $1.25B/month to rent SpaceX's Colossus data center. That's $15B/year - the core of the xAI business case. The contract has a 90-day cancellation clause. Either side can walk. @rodriscoll on @20vcFund: one customer and one 90-day window stand between you and losing a third of the valuation argument. Any Anthropic statement on compute strategy - shifting toward AWS, Google, or in-house capacity - is a material event that moves in 90 days. The clause that wasn't discussed when the deal was announced: Source: 20VC with Harry Stebbings -