I don't see how this follows at all?

It's true that Anthropic didn't buy as much compute as OpenAI. But OpenAI's compute purchases are one of the largest investments in human history.

It's also true that they are now scrambling for compute, and might be paying more than OpenAI paid. But now they have the revenue to justify it!

To me it is the opposite of "speaking out of both sides of his mouth" - he's been consistent in his "we won't be reckless in buying compute too far ahead of demand" message.