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.
Read MoreMy AI spend went from £20 to £140 a month overnight. Most people would call that a problem. It's the best deal I've ever bought. What I thought I was buying versus what I actually got. Why the headline cost is the least interesting part of the story
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