Investor Chamath Palihapitiya said on the All-In podcast that SpaceX and Anthropic can each exit their compute contract on 90 days' notice, and that the price could be reset if spot rates climb past a threshold, but SpaceX's IPO filing allows that exit only after a non-cancellable period.

Concept illustration in a black-framed white panel with large black quotation marks at its top right corner: at top centre a hall of server racks recedes to double doors under a header lettered SPACEX in bold capitals and again in stylised blue letters, and at right a market stall with an awning lettered SPOT PRICE holds a pile of solid coins below a rail and dashed-outline coins above it. Across the middle runs a long document strip split by a dashed line, its left half outlined in black with grey lines and a box holding a grey bar, its right half outlined in red with grey lines and an empty dashed box, with a red tab at its top and bottom edges and a red sign lettered EXIT CLAUSE hanging from the lower tab; at lower left a black silhouette of a person stands behind a lectern with a microphone beside a laptop overlapped by a speech bubble, a curving chain of coins, smaller toward the hall, passes over the strip's left half and joins the laptop to the hall floor, and at bottom centre stands a nameplate lettered ANTHROPIC beside a black symbol. Printed on the image: 90 days exit notice after non-cancellable period, filing.

Long compute contracts may not lock in price, which is Palihapitiya's personal judgment, and the current contract's unit price isn't public. The spot price is the market rate for renting compute short term. SpaceX's IPO filing discloses that SpaceX leases its Colossus compute capacity to Anthropic through 2029, and that either side can terminate on 90 days' written notice only after a non-cancellable period ends. Palihapitiya estimates the spot price could be two or even three times the current rate. Palihapitiya measures that multiple against the price SpaceX currently charges Anthropic. That price isn't disclosed (Chamath Palihapitiya, 2026-11-08). Show host Jason Calacanis's counterpoint is that Musk could negotiate a price in between (All-In). Calacanis said on the show that he was buying SpaceX, and the show didn't say what Palihapitiya holds. How we checked →

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This item ran in the brief of Nov 9, 2026, alongside 14 other items. How we checked it, the quote checks and what was still missing that day are on that issue's How we checked page.

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SecondSource (2026). "Investor Chamath Palihapitiya said on the All-In podcast that SpaceX and Anthropic can each exit their compute contract on 90 days' notice, and that the price could be reset if spot rates climb past a threshold, but SpaceX's IPO filing allows that exit only after a non-cancellable period.." https://secondsource.io/en/expert/2026-11-09-1/. Accessed access date.