XAI Is Just A Neocloud Now?

Dario Amodei revealed Anthropic could grow 80x in 2026, and the company signed a deal with SpaceX for 300MW of compute from Colossus 1. Musk dissolved xAI into SpaceX. Google launches the $100 Fitbit Air, and HubSpot's founder coins "strategic illegibility."

• At Code with Claude, Dario Amodei said Anthropic had planned to grow ~10x in 2026 but could grow 80x, calling its growth rate "crazy" and "too hard to handle" (NYT)
• Anthropic signs a deal with SpaceX for 300MW+ of compute from Colossus 1 in Memphis, accessing 220,000+ Nvidia GPUs within the month (Bloomberg)
• Musk says xAI will be "dissolved as a separate company" and will become "SpaceXAI, the AI products from SpaceX" (Spyglass)
• Google launches the $100 Fitbit Air, a Whoop-like screenless wearable, with Gemini-powered features like Google Health Coach, available May 26 (Engadget)
• As founders race to make their companies "legible" to AI, they must keep the things that make them hard to copy "illegible", or risk commoditizing their moat (Brian Halligan)

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