this post was submitted on 22 May 2026
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My understanding is that Anthro is paying all this money to musk because they didn’t go crazy with speculative purchasing like openai did.
Anthro waited until they had users and subscriptions (and money) and now that they’ve got these and are trying to meet demand, xAI are one of the only games in town with lots of idle capacity (I guess due to the fact that grok is an unwanted step child lol).
They are incinerating investor cash at a slightly less absurd rate than OpenAI, but make no mistake that they are the opposite of profitable.