I Was Wrong About Anthropic, Criticized for Over Half a Year, Musk Suddenly Changes Tune
Elon Musk, previously a vocal critic of Anthropic, has publicly reversed his position. After months of labeling the company as "hypocritical and evil" and asserting it "could never win," Musk now calls Anthropic a leader in AI, praising the strength of its Mythos/Fable models. This shift follows an X user's post suggesting Musk's SpaceXAI, which supplies computing power to Anthropic, could cripple the rival by cutting off access.
The change in stance coincides with a major deal: in May 2026, Anthropic secured the full capacity of SpaceX's Colossus 1 data center, involving over 22,000 GPUs, for a reported $1.25 billion per month. While Musk continues to promote his own Grok models, he acknowledges Anthropic's current technical edge. He also stated he would not use SpaceX's power as a supplier to severely harm Anthropic, citing his history of supporting competitors in other ventures like Tesla and Supercharger.
The situation highlights the complex interplay in the AI race, where fierce model competition coexists with deep interdependence on shared infrastructure like compute. Musk's reversal underscores a pragmatic shift from purely adversarial tactics to a strategy that balances competition with profitable cooperation.
marsbit07/13 10:57