SpaceX is mentioned in relation to its compute deal with Anthropic, highlighting the deal's short duration and cancellation clause.
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The creator discusses the evolving AI trade, noting that while cheaper models are increasing demand for AI...
Jul 19, 2026
The creator discusses the evolving AI trade, noting that while cheaper models are increasing demand for AI inference, the profit margin is shifting. They highlight that shorter, more flexible deals like the rumored Meta-Anthropic deal and the SpaceX-Anthropic compute deal indicate a change in the market. This shift means buyers are less desperate and more focused on ROI, suggesting the AI trade is changing rather than dead, and the creator is selectively buying back into stocks.
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Meta is mentioned in the context of a rumored deal to lease computing power to Anthropic, which is noted for its short and flexible terms.
Anthropic is discussed as a company whose compute deals are becoming shorter and more flexible, impacting its position in the AI trade.
OpenAI is mentioned as a key player in the AI trade whose profit margins might be affected by the shift towards cheaper models and shorter, more flexible deals.
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