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The Claude AI

A series of papers on Additional Intelligence for senior operators — directors, executives, partners, heads of function. People carrying real load. Direct, exact, grounded. Not for IT, developers, or marketing.

Posts tagged capital allocation
AI: Two Rivals, One Data Centre — and What That Says About Your AI Budget

Anthropic is paying SpaceX $1.25 billion a month to rent compute from its direct frontier rival — on terms Musk can revoke at six months’ notice. The deal makes a bigger argument visible: token cost is splitting three ways, hire-versus-deploy splits with it, and three of the biggest IPOs of the decade are about to put the token economy on every shareholder’s portfolio.

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