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00:03SpaceX's IPO filing is drawing scrutiny after Elon Musk posted on X contradicting a key disclosure
00:09about the company's data center deal with Anthropic, according to CNBC.
00:14The prospectus states, Anthropic agreed to pay SpaceX $1.25 billion per month through May 2029,
00:22but Musk described the arrangement as a 180-day lease with a 90-day mutual cancellation option.
00:30Neither Anthropic nor SpaceX responded to requests for comment.
00:35Columbia law professor Eric Talley said the discrepancy means either the S-1 is materially misleading
00:40or Musk is causing confusion for investors trying to value the company.
00:45Analysts also flagged other missing disclosures, including subscriber churn data and unit economics for the Falcon 9.
00:52SpaceX posted $18.7 billion in total revenue for 2025,
00:56while its AI unit recorded a $2.5 billion operating loss in Q1.
01:02For all things money, visit Benzinga.com.
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