Stratechery by Ben Thompson Follow SpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future The Anthropic xAI deal is shocking but not surprising: Musk should double down on serving other companies. https://stratechery.com/2026/spacex-and-anthropic-xais-two-companies-elon-musk-and-spacexais-future/ stratechery.com