AI First Pod
The most shocking number in SpaceX's IPO filing had nothing to do with Starship or Starlink. It was a single line: Anthropic pays SpaceX $1.25 billion per month for GPU compute — $45 billion total through 2029. We break down what that means, cover Anthropic's first-ever quarterly profit at $10.9 billion in Q2 revenue, and unpack OpenAI's same-day IPO filing that kicked off the race to be the largest tech offering in history.
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