The Archive

Earlier this month, SpaceX and Anthropic announced a new compute partnership that provides access to the rocket company's Colossus data centers in Memphis, TN. Now, with the release of SpaceX's IPO filing, we have more details about that deal, including how much Anthropic is paying to Elon Musk's company. In its S-1 filing, SpaceX said that Anthropic agreed to pay $1.25 billion per month through May 2029 for access to SpaceX's AI training centers at Colossus I and Colossus II. That's $15 billion annually, or nearly double the $18.7 billion in revenue that SpaceX reported in all of 2025. The a...

Reddit user expresses frustration over unspecified Anthropic identity verification policy; lacks detail on actual policy change or decision basis.

Andrej Karpathy joins Anthropic to work on self-improvement mechanisms for Claude without human feedback.

Anthropic seeks $900B valuation; Q2 revenue projected at $10.9B, signaling strong commercial traction in enterprise AI.

Anthropic has told its investors that it will more than double revenue to around $10.9 billion in its second quarter.

Anthropic reported to commit $15 billion annually to SpaceX; unconfirmed deal claims require verification.

Link: wsj.com

SpaceX S-1 filing reveals $1.25B/month compute deal with Anthropic through May 2029, using COLOSSUS II cluster for Grok 5 training.

Reddit user shares photo of Claude plushie merchandise at Anthropic event.

I was reading [SpaceX's prospectus](https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm) which just dropped. Seems like it has some additional info about the Anthropic-xAI deal on p. 13. Anthropic is paying SpaceX 1.25B/mo for some unspecified amount of capacity between Colossus 1 and 2. Colossus 1 we've previously known about, Colossus 2 seems new. Well, this seems like a much bigger deal than was originally reported 2 weeks ago? 1.25B/mo is 15B/year, which is almost half of Anthropic's ARR even after it exploded in Q1 this year. Also seems lik...

Anthropic projected to reach profitability in Q2 2026 with ~$500M quarterly profit, driven by Claude API revenue scaling.

Elon Musk's xAI surprised the AI world when it made a deal to sell compute to Anthropic. Now we know how much it's worth.

Link: fortune.com

Anthropic publishes perspective on expanding stakeholder dialogue around frontier AI development and governance.

**source list:** 1. **Google Cloud TPU deal — up to 1M TPUs, “well over 1 GW” expected online in 2026** [https://www.anthropic.com/news/expanding-our-use-of-google-cloud-tpus-and-services](https://www.anthropic.com/news/expanding-our-use-of-google-cloud-tpus-and-services) [https://www.googlecloudpresscorner.com/2025-10-23-Anthropic-to-Expand-Use-of-Google-Cloud-TPUs-and-Services](https://www.googlecloudpresscorner.com/2025-10-23-Anthropic-to-Expand-Use-of-Google-Cloud-TPUs-and-Services) ([Anthropic](https://www.anthropic.com/news/expanding-our-use-of-google-cloud-tpus-and-services)) 2. **Flu...

Andrej Karpathy joins Anthropic's pretraining team, third senior OpenAI departure to Anthropic in two years after Jan Leike and John Schulman.

Google is making a big push into cybersecurity. At I/O, the company announced that it was inviting select groups of experts to test the API for CodeMender, an "AI agent for code security" it debuted last October. The difference is that Google is now making the tool more widely available externally - and marketing it as a way to, as Google DeepMind CTO Koray Kavukcuoglu put it, "help secure the world's code bases" by both flagging and fixing vulnerabilities. Anthropic's surprise Claude Mythos Preview announcement seemed to shock the AI world - and a ton of others, like top banks and the Federa...

Andrej Karpathy joins Anthropic as researcher, strengthening AI safety and capability teams.

Andrej Karpathy has joined Anthropic to work on pre-training. He previously co-founded and worked at OpenAI and led computer vision and AI at Tesla.

Andrej Karpathy joins Anthropic as a key hire, signaling strategic talent consolidation in frontier AI.

Reddit speculation about Andrej Karpathy's rumored move from OpenAI to Anthropic; unverified claim without reporting.

Andrej Karpathy joins Anthropic after Tesla departure; plans to return to education after frontier LLM work.

Andrej Karpathy joins Anthropic as senior researcher, significant hire for AI safety and capabilities alignment.

Reddit speculation about hypothetical token rewards for distributed computing contributions to Anthropic.

KPMG deploys Claude across 276,000+ employees via Digital Gateway platform in multi-year strategic partnership with Anthropic.

Anthropic acquires Stainless for $300M+, gaining control of major MCP server generation platform serving OpenAI, Google, Meta, and Cloudflare SDKs.

Reddit user reports billing issue with Claude Max plan and unresponsive support automation.

this silly robot on the other side of my computer has helped me in some really hard to describe ways..Even when discussing personal things that I've needed guidance on ways of thinking about issues and perspectives, it has not, in any moment tried to drag me into a endless conversation, it has constantly pushed back against narratives that didnt make sense, and told me to leave and disconnect.. Claude has really pushed me to get distance from it, to be pragmatic and to look at the things that have value outside the conversation with it... truly incredible work the Anthropic team has done wit...

I know it's probably more popular to show off new Opus or continuing to "tease" Mythos, but is it asking too much to get an update to Haiku? I don't have a functional use for it at this point, there are a lot of "flash" options on the market that beat it in speed/price/reasoning by large margins. Local models running on 16gb Vram systems can beat it. Other flash options tend to land around or above sonnet even. At this point I'm just using Opus as a planner and auditing that requires it's level of scoped reasoning. This will probably get lost in the void, but if anthropic wants people to...