Venture capitalist Chamath Palihapitiya announced earlier that the computing power contract between SpaceX and Anthropic includes a cancellation clause, and SpaceX can use this to drastically raise the price of this AI laboratory. On Sunday, Elon Musk countered this, saying the deal was not a one-way bet. In response to a clip of Palihapitiya's speech retweeted by AI commentator Rohan Paul on the X platform on Sunday evening, Musk wrote, “Of course, this is a two-way constraint. If the supply of computing power is sufficient and prices fall, SpaceX's revenue will also decline. The casino wins and losses, and neither party has anything to complain about.” Musk's response pointed out the other side of the clause. Anthropic also signed large computing power agreements with Amazon, Google, and Microsoft. If this batch of computing power is being put into production faster than the pace of construction projects slowing down, this AI lab also has the upper hand and can choose to renegotiate or end the cooperation.

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