Comment by tlongo

> 3. According to reasonably well-sourced leaks, Anthropic may be about to have their first profitable quarter.

might as well be because of this:

> [...] with capacity ramping in May and June 2026 at a reduced fee.

And then, we have

> The agreements may be terminated by either party upon 90 days’ notice.

The timing of the "leak" of profitability is just as superb for Anthropic as the timing of the $45b deal is for SpaceX.

I wonder how this partnership looks like on August 1st...