Ep. 024 - SpaceX's 10GW Plan Drives $300B ARR by 2027 (Datacenter, Energy)

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Anthropic 85% gross margins; $20-30B ARR/month combined with OpenAI

2026-08-09 · 11 company · 7 thematic

sentiment

6 bull1 bear4 neu

speakers

jeremy

First author of SemiAnalysis SpaceX 10GW article; leads inference economics modeling (Inference X) and supply chain tracking for AI data centers.

jordan

Co-host who shares Apple design reactions and WWDC observations from team members.

rick

SemiAnalysis data center permitting and construction expert; tracked 1M+ US sites for power/warehouse availability, turbine supply, and labor bottlenecks.

quote

“if you look at them combined today that is anthropic and open AI they're both adding combined over20 billion of AR per month actually close to 30 now... the leaked financials that we're seeing from the labs right now is showing 85% gross m…”

—jeremy

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