Anthropic Pays Elon $1.25 Billion a Month | All-In Podcast

A single line in SpaceX's S-1 filing just changed the AI funding map. On the All-In Podcast (E274), the hosts reveal what they call "Elon Web Services": Anthropic is paying SpaceX a staggering $1.25 BILLION a month — a $45 billion, three-year deal — to rent out Colossus, Elon's AI supercomputer. Overnight, that adds "a Starlink's worth" of revenue to SpaceX, which is now heading toward a possible $2 trillion IPO. Then the conversation turns to two things that should make every founder and investor pay attention: → Andrej Karpathy — co-founder of OpenAI, the man who led Tesla's self-driving AI — has joined Anthropic to lead a new pre-training team. The focus? Recursive self-improvement. In Chamath's words: "They're going to have Claude improve itself." AI that improves AI. → Gavin Baker dismantles the "AI bubble" narrative with hard numbers: per the Wall Street Journal, Anthropic was actually profitable last quarter. With OpenAI and Anthropic now at ~$100B of ARR at roughly 80% gross margins on inference, "the returns are there" — and the figure could hit $300–400B ARR by year end. This is a curated cut from a 1h42m episode — the signal pulled out of the noise. All credit to the All-In Podcast and its hosts. Source linked above. 📍 TIMESTAMPS 0:00 "Elon Web Services has exploded" — Anthropic pays SpaceX $1.25B/month 0:40 The $45B deal: a "Starlink" of revenue added overnight 1:30 SpaceX's road to a $2 trillion IPO 2:36 Andrej Karpathy joins Anthropic — "They're going to have Claude improve itself" 5:00 Gavin Baker: "Anthropic is already profitable" — the AI bubble debate is over 6:25 The two final frontiers for AI 🎙️ From the All-In Podcast (E274) with Chamath Palihapitiya, Jason Calacanis, David Sacks, David Friedberg & Gavin Baker. ▶️ Full episode:    • SpaceX’s $2T Case, Nvidia’s Shock Selloff,...   This is a transformative commentary clip curated for AI & business audiences. All rights to the original footage belong to the All-In Podcast. Subscribe to Frontier Cut for the signal in the noise. #Anthropic #ElonMusk #SpaceX #AI #AllInPodcast #Claude #Karpathy