Sorry, what?
SpaceX S-1
121–130 of 404 posts
Re: SpaceX S-1
#122"in May 2026, we entered into Cloud Services Agreements with Anthropic PBC (“Anthropic”), an AI research and development public benefit corporation, with respect to access to compute capacity across COLOSSUS and COLOSSUS II. Pursuant to these agreements, the customer has agreed to pay us $1.25 billion per month through May 2029, with capacity ramping in May and June 2026 at a reduced fee" Anthropic is paying them 1.2…
Re: SpaceX S-1
#123Re: SpaceX S-1
#124Earlier quoted context omitted.
They are. This is from their "Chief Compute Officer". https://x.com/nottombrown/status/2057194829986300375
Right. This compute still being powered by an illegal amount of gas turbines in a residential neighborhood? Claude is eating so much compute, the threat of that power being tuned down by lawsuit (rightfully) is worth the risk to Anthropic in the short-term. Instead of declaring "bubble", I'm just going to say that's so crazy.
Re: SpaceX S-1
#125SpaceX is incredibly exciting, but I was skeptical when XAI and Twitter were rolled into it. The S-1 here makes it even more disappointing. I did want a piece of SpaceX but the valuation here is pretty eye watering compared to the fundamentals. I don't think I can put my money into this, although I suspect it will still do gangbusters based on hype and momentum. Its also a real shame that SpaceX's competitors have no…
You'll get a piece regardless if you're in index funds, as they're being strong-armed into buying at this awful price
Re: SpaceX S-1
#126> For instance, Mr. Musk currently serves as Technoking and Chief Executive Officer of Tesla Sorry, what?
Re: SpaceX S-1
#127Re: SpaceX S-1
#128Earlier quoted context omitted.
Right. This compute still being powered by an illegal amount of gas turbines in a residential neighborhood? Claude is eating so much compute, the threat of that power being tuned down by lawsuit (rightfully) is worth the risk to Anthropic in the short-term. Instead of declaring "bubble", I'm just going to say that's so crazy.
Colossus 1 is in an industrial area, next door to a grid scale natural gas power plant. One that's fully operational.
https://naacp.org/articles/naacp-sues-xai-illegal-pollution-...
Re: SpaceX S-1
#129Earlier quoted context omitted.
The idea that 100s of global pension funds don't do their due diligence when investing 100s of millions or billions of their members' future retirement funds is extremely naive. With sincerity, I hope you can find a way not to be so emotional about what Musk says and be more grounded in what his companies and their employees are doing .
Have you ever heard of a Mortgage Backed Security?
Re: SpaceX S-1
#130Earlier quoted context omitted.
Colossus 1 is in an industrial area, next door to a grid scale natural gas power plant. One that's fully operational.
Then why do they keep getting sued, then going one state over and running the same playbook that got them sued in the previous state? https://naacp.org/articles/naacp-sues-xai-illegal-pollution-...