XAI Is Just A Neocloud Now?

Dario Amodei revealed Anthropic could grow 80x in 2026, and the company signed a deal with SpaceX for 300MW of compute from Colossus 1. Musk dissolved xAI into SpaceX. Google launches the $100 Fitbit Air, and HubSpot's founder coins "strategic illegibility."

• At Code with Claude, Dario Amodei said Anthropic had planned to grow ~10x in 2026 but could grow 80x, calling its growth rate "crazy" and "too hard to handle" (NYT)
• Anthropic signs a deal with SpaceX for 300MW+ of compute from Colossus 1 in Memphis, accessing 220,000+ Nvidia GPUs within the month (Bloomberg)
• Musk says xAI will be "dissolved as a separate company" and will become "SpaceXAI, the AI products from SpaceX" (Spyglass)
• Google launches the $100 Fitbit Air, a Whoop-like screenless wearable, with Gemini-powered features like Google Health Coach, available May 26 (Engadget)
• As founders race to make their companies "legible" to AI, they must keep the things that make them hard to copy "illegible", or risk commoditizing their moat (Brian Halligan)

Learn more about your ad choices. Visit megaphone.fm/adchoices