A panel discussed a report that Anthropic has surpassed the US government as SpaceX's largest customer. Liz Harrow called it a good match: SpaceX has substantial compute capacity, Anthropic has strong demand expected to last, and no oversupply is expected soon. In her view, the deal establishes SpaceX as a hyperscale cloud provider, noting that Colossus was built in a few months. Another view held that Elon Musk, who bought Cursor and still has Grok, could compete directly with Anthropic, creating mutual dependence between the two. The discussion also asked whether compute capacity can be easily replaced.
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