Space Exploration Technologies Corp. Class A Common StockMentioned only as context for Musk's AI bets and compute deals, with no new development affecting SpaceX.

Elon Musk endorsed Anthropic CEO Dario Amodei's essay urging that advanced AI be pursued cautiously, saying "Dario is right" and that he has been "sounding the alarm" on AI for some time, linking back to a 2023 post in which he wrote that AGI is significantly higher risk than nuclear weapons. Amodei's argument holds that AI using recursive self-improvement could outrun humanity's ability to understand and control such systems, and he called on frontier AI companies to embed third-party evaluators to assess models and confirm adherence to safety practices. Musk's stance sits alongside heavy AI bets, including SpaceX's AI division and data center buildouts and Tesla's physical AI products such as robotaxis and Optimus robots, which are slated to enter production by the end of this year. SpaceX's four big AI compute deals amount to around $45.7 billion in annual recurring revenue for December, and CFO Bret Johnsen said recently he has "even more conviction" in hitting SpaceX's $100 billion ARR goal by the end of the year. Anthropic's S1 IPO filing is expected any day and may include language on throttling back its product roadmap and buildout, while OpenAI's Sam Altman has said OpenAI will push its IPO out to 2027, allegedly to address safety concerns.
Space Exploration Technologies Corp. Class A Common StockMentioned only as context for Musk's AI bets and compute deals, with no new development affecting SpaceX.
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Tesla IncMusk endorsed Anthropic CEO Amodei's AI safety essay, boosting the profile of Anthropic's cautious frontier-AI approach ahead of its S1 IPO filing.