Brett Winton (@wintonARK)
@wintonARK
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Frontier lab ARR crossed combined Windows + Office revenue in late June of this year (on our estimates).
They are toppling the Titans.
Anthropic paying spaceXai $24b in revenue per nameplate GW.
SpaceXai spent $29b per GW building out that capacity.
If the contract were to last 5 years, $50+ billion in cumulative pre-tax cashflow.
Being wildly efficient at converting cash into physical compute assets in a world that finds itself suddenly wildly short of compute assets is not a bad spot to be.
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