Part 6/12:
The partnership leaves OpenAI exposed on multiple fronts. As Anthropic ramps up its capacity and moves closer to an IPO, OpenAI faces stiff competition not only from traditional software-focused approaches but now from a tech giant with control over some of the world’s most powerful AI hardware. This squeeze enhances Musk’s advantage, especially as SpaceX’s compute assets generate significant revenue—estimated at around $16.8 billion annually—translating into solid profits.