Anthropic is now SpaceX's biggest customer

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Anthropic became SpaceX’s biggest customer, accounting for a third of sales last quarter, underscoring the intense concentration of the tech market.
Investors have grown concerned that the AI industry — and the economy writ large — is becoming overreliant on the performance of a small number of firms, thus increasing the risk of market destabilization if one fails.
Anthropic itself revealed in an IPO prospectus this week that almost half of its revenue comes from fellow tech giants Amazon, Google, and Microsoft.
“Concentration and acceleration are also risky in their own right,” Bridgewater said in a note to clients. “They mean that more plain luck is needed to keep economies chugging.”

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