I almost stopped reading here. I get that he's captured a paying audience that had their brains largely turned off as long as the AI hate keeps spewing, but he's not this dumb. The world is drowning in demand for GPUs and memory for all purposes. There are dozens of reasons that Musk would lease this capacity to Anthropic; it's not like they can just spin up a hyperscale public cloud service offering overnight with this capacity. Musk shot himself in the foot trying to compete with better players in the agent space and needs a way to justify the hardware, this is like the only way to do it.

> Where is the demand coming from if it’s not OpenAI and Anthropic?

It is OpenAI and Anthropic, and their competitors, and they can't use it yet because it's not built yet, and they are serving customer demand right now.