4 sources healthy · latest episode 9 Nov 2026
descriptive claim

Meta and SpaceX have the option to use their compute internally or sell it to Anthropic or OpenAI at high margins.

Dylan Patel · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028 · 25 Aug 2026

In their words

The transcript segments this claim was taken from

“And now Meta and SpaceX have this optionality of looking around and being like,”
“is my internal use case going to make me more money? Or should I go out there and sell it to Anthropic OpenAI at crazy margins?”
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