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$ANTHROPIC · Anthropic Partners With SpaceX AI, Leopold's $5.5B Bet, and the Singularity Economy | EP #255
now playing · $ANTHROPIC
$ANTHROPICbullish· highalex wissner-gross
Anthropic secures 10GW compute via Google, AWS, Fluid Stack, Nvidia, Broadcom, Microsoft, Colossus 1
Anthropic has assembled ~10GW of disclosed compute capacity through investment-backed deals (not capex-heavy like Stargate): Google Cloud, Fluid Stack, Nvidia, Microsoft, Broadcom…
$XAIbearish· highalex wissner-gross
Grok on life support; xAI dissolved into SpaceX AI; Colossus 1 repurposed for Anthropic
xAI's Grok model sees minimal adoption (~11% of Colossus 1 usage). Elon redirected Tesla GPUs to build Colossus 1 for xAI, trained Grok, used benchmarks to raise capital for Colos…
$OPENAIneutral· mediumalex wissner-gross
OpenAI pivoting to enterprise to chase Anthropic; Stargate 16GW unfunded; super app consolidation as rear-guard action
OpenAI is reacting to Anthropic's enterprise traction: pivoting from Sora/consumer to Codex/enterprise, consolidating UX surfaces into a 'super app.' Stargate announces 16GW but m…
$TSM···neutral· highdave blundin
Taiwan/TSMC concentration risk: 2/3 of GPUs from Taiwan; disruption halts everything; Intel becomes critical
TSMC produces ~2/3 of world's GPUs. If Taiwan is invaded or disrupted, TSMC fabs shut down (cannot be taken over and operated). Everything grinds to a halt. Intel suddenly becomes…
$CRWV···bullish· mediumdave blundin
Leopold Aschenbrenner's fund holds CoreWeave options; hyperscaler riding AI compute wave
CoreWeave is a key 'picks and shovels' holding in Leopold Aschenbrenner's situational awareness fund. As a GPU-specialized neocloud, it benefits directly from the monster data cen…
$INTC···bullish· mediumdave blundin
Leopold Aschenbrenner bets on Intel options; TerraFab partnership positions it for Taiwan disruption scenario
Leopold Aschenbrenner's $5.5B fund bought Intel options which have 'done extraordinarily good.' Intel joined Elon's TerraFab in April to build 50x global chip production. If Taiwa…
$ANTHROPICbullish· highpeter diamandis
Anthropic hits 80x quarterly growth, $30B ARR, on track for $100B by year-end
Anthropic's enterprise-first strategy drives 80x YoY growth in Q1 2026, with ARR jumping from $9B to $30B+ in months. Compute-constrained but securing massive capacity via Google,…
$SPCX···bullish· highpeter diamandis
SpaceX becomes hyperscaler via Colossus 1 lease to Anthropic, eyes 1M orbital AI data centers
SpaceX monetizes its Colossus 1 data center (220K H100s) by leasing to compute-starved Anthropic, instantly doubling Claude Code rate limits. SpaceX AI emerges as a hyperscaler wi…
$GOOGL···bullish· mediumalex wissner-gross
Google Cloud anchors Anthropic compute; Suncatcher orbital data centers with Planet Labs; TPU advantage but launch gap vs SpaceX
Google is Anthropic's largest compute partner (Google Cloud, Vertex, TPUs). Suncatcher project with Planet Labs aims for orbital data centers on Starship. However, Google was 'cau…
$PL···bullish· lowpeter diamandis
Planet Labs partners Google on Suncatcher orbital data centers; 200 satellites but subscale vs SpaceX 1M
Planet Labs (Will Marshall CEO) operates 200 Earth-observing Dove satellites. Partnering with Google on Suncatcher orbital data centers using TPUs. However, original Suncatcher pa…
$SITUATIONAL-AWARENESSbullish· highdave blundin
Leopold Aschenbrenner's $5.5B situational awareness fund: chips, energy, infrastructure picks-and-shovels
Former OpenAI alignment researcher Leopold Aschenbrenner raised $5.5B (from $1B start) by applying 'situational awareness' — tracking what frontier labs need next (chips, energy,…
$NVDA···bullish· mediumpeter diamandis
Nvidia leads chip stocks returning 320% YoY as singularity loop drives insatiable GPU demand
Nvidia is the central beneficiary of the 'singularity loop' — chips, energy, and infrastructure. Six chip stocks including NVDA averaged 320% returns over the past year (10x S&P 5…