[lgfrbcsgo]

SpaceX is selling their capacity to Anthrophic at a reduced rate in May and June [1]. It's possible that they're only profitable because of this discount.

[1] https://www.wheresyoured.at/anthropics-profitability-swindle...

[sigmar]

"capacity ramping" denotes that compute is increasing, which doesn't read like a discount, it reads like prorating.