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SITUATION EXPLAINED: Anthropic reportedly told Wall Street analysts that AI is winner-take-all, and it plans to take all of it. • Anthropic reportedly said it has the stability and better talent that open source lacks • It also reportedly said it won't extend its SpaceX compute contract past the middle of next year, which the deal allows from early 2027 • Anthropic also reportedly told analysts its Claude 5.5 models cost over $10B to develop @theojaffee: "If this is true, if Anthropic really says this, then it betrays a lot about their worldview."Read original on X