it will also be interesting

by Pat, in the cloud, Monday, June 01, 2026, 14:05 (8 days ago) @ HumanRobot

to watch Elon continue to pivot to focus on AI infrastructure. His ability to get datacenters up and running quickly has folks like Anthropic making large commitments to SpaceXaiX or whatever he'll wind up calling it. And then as public opinion continues to sour on ground based data centers he will step up as also the only viable option to get them built in space.

I think Anthropic's numbers will be pretty solid as they start to face the light of day. The question will be are they able to sustain that as the subsidy era and the tokenmaxxing eras both end. The former is good for them and the latter isn't. But I think the latter achieved what they were aiming for and companies are now hooked. OpenAI has a chance, and has been taking it, to gain some ground back on Anthropic as the subsidy life fades away and people actually have to start paying for what they use, but I do think Anthropic has a pretty comfortable lead right now even if Codex is making good strides.

The one thing that could and perhaps will hurt them is if Google continues to put effort behind the Gemma models as a way to compete with the Chinese open source models. Most enterprises will run to it as a way to save on token cost and that will take the wind out of the OpenAI/Anthropic sails.