Anthropic's Q2 profit is built on a SpaceX compute discount that expires next month. The dual-IPO pressure from both Anthropic and OpenAI is creating a price war over API tokens — and a window to lock favorable pricing before October that won't come back.
Anthropic just claimed its first quarterly operating profit — $559M on $10.9B in revenue. The fine print, buried in SpaceX's own IPO filing, tells a different story: the compute discount that made Q2 profitable expires in July. But the dual-IPO pressure on OpenAI and Anthropic is genuine, and it's c
