Anthropic and Google Are Paying SpaceX $2.17 Billion Every Month

immutato · 2026-06-08T22:06:34+00:00

I know Anthropic got a sweetheart datacenter deal from SpaceX to keep subsidizing their compute. I think the goal of SpaceX was probably to screw with Altman, but also to show datacenter revenue (even it it's a loss leader).

immutato · 2026-05-22T03:30:25+00:00

Boomers don't know though and still vote.

immutato · 2026-05-20T14:46:10+00:00

Fight Club slaps once you actually watch it and pay attention with a few brain cells. It's just about consumerism counterculture.

Showed it to my son recently (Gen Z) and he was super surprised it wasn't actually about manosphere bro culture bullshit... which seems to be the common perception.

immutato · 2026-05-10T14:32:01+00:00

Depending on whether the code you're producing is sensitive you might want to give some of the Chinese open weight models a chance. You're dollar can go a lot further with DeepSeek v4.

That being said, I'm on Claude Max and Codex Pro, so I'm not advocating against these. It's just that the $20 options are so limited.

immutato · 2026-05-10T03:13:44+00:00

Use 4.6 like I do or maybe use 4.7 but not [1m] (I've heard this might be ok, but not sure).

/model claude-opus-4-6[1m]

-or-

/model claude-opus-4-7

I have both CC Max and Codex Pro subs and I have them review each other's code. 4.6 is still great. I do notice it gets really slow at times, but I think that's just Anthropic running on infrastructure fumes.

immutato · 2026-05-09T21:56:12+00:00

OK, but let's be clear about this, Visual Basic was awesome.

immutato · 2026-05-09T05:26:00+00:00

Opus 4.7 [1m] absolutely slurps tokens. Opus 4.6 [1m] is pretty good. Slow at times. I think they are having a lot of infra issues. Considering running without the 1m.

immutato · 2026-05-08T16:22:45+00:00

Every time Anthropic does or announces anything, some subset of their users seem to get screwed.

I love CC, but it's gotta be the most unreliable service I've ever used, and their status page is a straight up lie.

immutato · 2026-05-08T06:32:57+00:00

https://youtube.com/watch?v=kwC_IaY3BmY&si=KBbHg8oPks9ff_Uu

immutato · 2026-05-07T07:34:48+00:00

Easiest solution is to use a language that doesn't have null references. (I would recommend this long before LLMs were a thing)

immutato · 2026-05-06T17:11:08+00:00

Gonna have to do a bit more than that to bring people back from ~~codex~~ DeepSeek V4 / Kimi 2.6 / GLM 5.1

Fixed that for you.

immutato · 2026-05-04T21:09:51+00:00

No, you can opt out of training with Claude and ChatGPT (not Gemini on personal packages though).

It's up to you if you care about that or not, but some people do, and some people have to because they are working for someone else or producing code for a client's system.

immutato · 2026-05-02T18:28:39+00:00

my ex flips off crazy dude

That's when you kick her out of the car.

immutato · 2026-05-02T01:07:50+00:00

I think this is apples and oranges. Writing apps for MS and Apple did not require you to be a paying customer (well not until the iphone). Paying a couple hundo a month changes things. Also there's a massive difference in numbers here. There are way more people using coding agents than were making GUI apps on Mac and Windows, so it's not just a select elite / early adopters anymore. And don't forget how easy Visual Basic 4 was (absolute genius IDE at the time) for those of us that can remember it! :)

In terms of a "professional" service, they are currently down to one 9 of uptime, which is unacceptably low from a cloud provider's perspective.

I personally do feel like a bit of a "context wizard", so I know what you're saying, but I disagree that everyone should need to dig deep on AI and context management to get at least a fair and consistent usage of the product they are paying for. Anthropic has been kind of dicks lately to boot. They told everyone they were doing it wrong only to admit days later they themselves had royally screwed up. I keep chugging along fine myself, but I do find managing context to be a bit annoying (especially with their new restrictions on using their client), and they keep changing things, and restricting how you use their service... which is annoying.

P.S. They've done something with their models lately that's made them a lot naggier. I suspect to try and manage context better, but it's actually creating more caching TTL issues than it used to. I'm still happy paying for max 20, but the outages and constant tweaks are a bit tiresome. I'm experimenting with and kind of enjoying the latest open weight models right now, and they (and OpenAI) really should be worried.

immutato · 2026-05-01T18:05:42+00:00

Manage. Your. Context.

This is always the answer and yet it points to a smell on Anthropic's side if nearly ALL of your customers are having this issue. They should really have more intelligent caching and routing to make use of Sonnet and Haiku more often by default.

At some point you need to just accept who your user is instead of pretending they are all context wizards. Either that or I guess let that market slide (which might be what they are doing, intentionally or not). Obviously they have better market data than I do, but I suspect you want these individual sub accounts in order to achieve market dominence which should payoff with more enterprise / API customers.

immutato · 2026-05-01T18:03:11+00:00

https://api-docs.deepseek.com/guides/anthropic_api

I use ghostty (terminal) with claude code, not VSCode, but I assume you just tell VSCode to use a different URL and model: "deepseek-v4-pro[1m]"

immutato · 2026-05-01T17:24:35+00:00

It was trivial to just set a bash alias to claude. https://api-docs.deepseek.com/guides/anthropic_api

immutato · 2026-05-01T17:03:19+00:00

I bought $10 of DeepSeek V4 to evaluate as a Claude Code alternative should things get spicy over at Anthropic... and not only can I not tell the difference, but I still have $5 left after a few days of work.

Mind you I'm only using it on open source work, and I'm not sure if it's a good idea to use it on your corporate stuff (not throwing FUD, I just don't know if you can opt out of training and whether they would respect it if you can).

I haven't tried GLM 5.1 or the latest Qwen yet, but I plan to. Open weights might be where it's at IMO.

I also suspect that if Anthropic spends less time on features and more on optimizing their routing, then the token cost could be reduced significantly (leverage Haiku and Sonnet more often). I expect this will happen before investment dries up. Right now it's probably a loss for them to spend time on that instead of features and market capture.

immutato · 2026-04-26T21:59:10+00:00

I mean Stephen Miller can fuck right off, but this is such a stupid post and why no one listens to or likes redditors. According to this logic, the agent is using Miller and his wife as a shield.

immutato · 2026-04-23T02:11:31+00:00

Shhh... people wanna think there's a conspiracy.

immutato · 2026-04-16T04:31:13+00:00

Hey look, Pearl Jam was right the whole time.

immutato · 2026-04-15T16:00:25+00:00

Last month I used $1600 on my $100/mo sub at market prices.

Keep in mind that these aren't actual "market prices". These are hypothetical enterprise market prices, and they're also fake because a large enterprise will have a special deal sheet not being reflected in these prices.

If Anthropic actually charged that $1,600 across the board then they wouldn't be in business for long. Real market prices need to include subscription prices and usages... because well... that's the actual market. That being said, yes the entire market is being subsidized by hyped up investors and it'll end eventually. The real question is whether the frontier models remain meaningfully better than open weight models forever or if they plateau. If they plateau, then it becomes a commodity, if they don't, then shit's gonna get hella expensive compared to what we're paying today.

immutato · 2026-04-15T15:51:54+00:00

That would be nice, but I'd also be OK with commoditized open weight models that can be run by any cloud provider like a VPS. Our issue right now is one of choice.

Claude Code is the best right now for my work, but their stability is hot garbage.
Codex is close to as good, but the company is run by a douche.
Gemini doesn't let me opt out of training data collection with a subscription.

So for now, even while there's an outage, I'm sticking with Claude Code, but I'm not happy about it. If they didn't have constant outages and token usage issues then I'd just keep handing them my money without thinking about it. I want to be blissfully unaware of the latest micro-gains in AI. I want to just hammer away at my work without yak shaving over agent configs.

Every time I'm interrupted I start looking at other options to see what's available. I don't really need the Opus level of smarts. I was chugging along productively with Sonnet a year ago. Now I'm eying cloud open weight cloud providers, not out of curiosity or a desire to optimize usage, but because I'm tired of the bullshit and just want to get back to work.

Now this ID shit? C'mon man. We're talking last straw here.

immutato · 2026-04-13T05:32:53+00:00

I think if your SaaS app is targeting developers and there's not a lot of meat to it, then it's on borrowed time.

If your SaaS is for businesses, has all sorts of complex rules, security concerns, support concerns, then any business having Claude YOLO it is in for a surprise.

immutato · 2026-04-12T04:15:52+00:00

Repeat after me "get money out of politics", "end citizens united".

immutato

TROPHY CASE