🤚 The Open-Palm Illumination

In a week where the AI industry continued its tradition of making last quarter’s headlines feel quaint, Peter Diamandis sat down for Episode 255 of his Moonshots podcast to unpack three developments that, individually, would dominate a news cycle — and together, suggest we’ve crossed into a new economic paradigm entirely.

First: Anthropic has formally partnered with SpaceX to access Colossus 1, one of the largest AI supercomputers on the planet, featuring over 220,000 NVIDIA GPUs across H100, H200, and next-gen GB200 accelerators. The deal hands Anthropic more than 300 megawatts of compute capacity at SpaceX’s Memphis, Tennessee facility. If that weren’t enough, the agreement includes Anthropic “expressing interest” in developing multiple gigawatts of orbital AI compute capacity — because apparently Earth-based data centers are now a starter plan.

Second: Leopold Aschenbrenner, the 23-year-old former OpenAI researcher who was fired and responded by becoming a hedge fund manager, has grown his Situational Awareness Fund from $225 million to $5.5 billion in roughly one year. His thesis? AGI arrives by 2027, superintelligence by 2030, and the bottleneck is physical infrastructure — not algorithms. His top holdings have returned 100% to 816%.

Third: the broader “Singularity Economy” is no longer a thought experiment. Goldman Sachs projects roughly $7.6 trillion in cumulative AI CapEx between 2026 and 2031. Hyperscaler spending alone is expected to hit $610 billion this year, up from $360 billion in 2025. U.S. AI firms captured 75% of all global AI investment last year — $194 billion — which is nearly half of all venture funding, across every industry.

👐 The Two-Handed Reality Check

Let’s pause and appreciate the sheer absurdity of the Anthropic-SpaceX partnership. Elon Musk, who has spent the better part of two years suing OpenAI for allegedly abandoning its nonprofit mission, is now renting compute infrastructure to Anthropic — a company founded by people who left OpenAI because they wanted to be more cautious about AI safety. The enemy of your enemy is, apparently, your tenant.

Anthropic CEO Dario Amodei revealed at a developer conference that the company experienced 80x growth per year in revenue and usage in Q1 2026 — when they had only planned for 10x. When your demand forecast is off by eight hundred percent, you don’t just need more servers. You need a SpaceX-sized partner and a willingness to consider putting GPUs in orbit.

Meanwhile, Leopold Aschenbrenner is doing for AI investing what AI is doing for everything else: making the previous generation look comically slow. His fund holds 24 to 30 concentrated positions — mostly in AI infrastructure plays like Bloom Energy (his largest position, up 176%), SanDisk (up 816%), Tower Semiconductor, and a basket of Bitcoin miners pivoting to AI hosting. The strategy is elegant in its simplicity: if you believe AGI is coming, bet on the electricity bills.

🌿 The Gentle Awakening

What Diamandis is really getting at — and what connects all three threads of this episode — is that the economic infrastructure of the singularity is being built in real time, with real money, by people who are no longer asking if but how fast.

Morgan Stanley estimates nearly $3 trillion of AI-related infrastructure investment will flow through the global economy by 2028, with more than 80% of that spending still ahead of us. We are, in other words, still in the early phases of a capital deployment cycle that dwarfs anything the tech industry has seen — including the dot-com era, the mobile revolution, and the cloud buildout combined.

Aschenbrenner’s conviction that “the bottleneck is physical, not algorithmic” deserves particular attention. The models are getting better, yes. But the real constraint is whether we can generate enough electricity, manufacture enough chips, and cool enough data centers fast enough to keep pace with demand. His fund’s overweight position in Bitcoin miners isn’t a crypto play — it’s an energy arbitrage thesis. Those miners already have power purchase agreements, cooling infrastructure, and GPU hosting capacity. They just need a better-paying customer than Bitcoin, and AI is delighted to oblige.

👑 The Crown Verdict

Peter Diamandis has been calling the singularity for years. The difference in 2026 is that Wall Street is no longer politely nodding — it’s writing checks. $610 billion in hyperscaler CapEx is not speculation; it’s a purchase order. A 23-year-old turning $225 million into $5.5 billion on the thesis that AGI is imminent is not a prediction; it’s a market signal with a return.

Anthropic leasing an entire supercomputer from SpaceX while simultaneously exploring orbital data centers is not science fiction; it’s a procurement decision with a timeline. The singularity economy isn’t coming. It has a Bloomberg ticker, a 13F filing, and a Memphis, Tennessee zip code.

The question is no longer whether the exponential curve continues. The question is whether your portfolio, your career, and your understanding of the world are positioned on the right side of it. As Diamandis would say: the future is faster than you think. As Aschenbrenner’s returns would suggest: considerably faster.

Inspired by Anthropic Partners With SpaceX AI, Leopold’s $5.5B Bet, and the Singularity Economy | EP #255 by Peter Diamandis.

Your allocation is showing. Invest wisely.