Twenty SpaceX MiniHard AI data centers versus eight million fully monetized Tesla robotaxis—which could generate more profit? Brian Wang breaks down the shocking impact of monthly MiniHard production. AI leasing economics, and the assumptions behind this extraordinary comparison. The key: how quickly SpaceX can turn power, chips, and buildings into paying compute.
Tickerplus data indicates Anthropic’s ARR seems to have flatlined around the time when the token index peaked. Anthropic is at about $76 billion ARR. 👀 Interesting data from @tickerplus. Acc to this data, Anthropic's ARR seems to have flatlined around the time when the token index peaked. Many people questioned (rightly) at the time the ... Read more