Baker's "last window" thesis just got three new receipts in 14 days.Anthropic signed a $15B compute deal with SpaceX. Ba | Hanami
Baker's "last window" thesis just got three new receipts in 14 days.
Anthropic signed a $15B compute deal with SpaceX. Baron put $5B personal in. xAI shipped Grokipedia with 6M articles overnight — Wikipedia needed 24 years.
Each one validates the same math: SpaceX ships faster than public comps can model it.
The IPO doesn't price the company. It still prices the last window. https://x.com/stark0xbt/status/2103183639383298066/video/1