SpaceX compute pays for itself in under a year; Meta's Muse still constrained by compute

SpaceX's superintelligence business revenue reached $7.56 billion in Q3, about 52% of total revenue. Newly deployed compute pays for itself in under a year at current prices. Anthropic rents all of Colossus 1's compute, and Google has been paying $920 million per month for computing capacity since October.