Elon Musk switched from criticizing to praising Anthropic

“I was clearly wrong about Anthropic. They are clearly leading the AI ​​field. No company has ever released a model as good as Mythos/Fable and they will definitely release Mythos 2 soon,” Musk wrote on X on July 9.

Musk himself also has great ambitions in the field of artificial intelligence. He joined the founding of OpenAI in 2015 before leaving due to conflicts with the board of directors, then founded startup xAI in 2023 with the main product being the Grok chatbot, competing with Anthropic’s Claude chatbot. xAI has now merged into SpaceX, Musk’s aerospace company, and changed its name to SpaceXAI.

Theo First Postthis week’s X debate takes place upon account hide believes that Anthropic depends heavily on computing power rented from SpaceXAI. In theory, this person argued, Musk could refuse to renew the computing contract and cause significant disruption to one of its largest rivals. Hidden also mentioned Musk’s old post from September 2025, in which he stated “winning was never in the set of possible outcomes for Anthropic”.

In response, in addition to admitting that he misjudged Anthropic, Musk also affirmed that he would never cut a deal in a way that seriously damaged Anthropic, even if this startup was a competitor. “That’s not my style,” he wrote.

Musk also gave evidence of his style of “not suppressing competitors” as Tesla, the electric car company he runs, has publicly disclosed its patents and opened the Supercharger fast charging station network for all competitors to use, although it is completely possible to turn it into a closed ecosystem. In addition, SpaceX still launches competing satellites without increasing prices or applying unfair terms.

Currently Anthropic is one of SpaceXAI’s largest customers. In May, Anthropic signed a contract to buy 300 MW of computing power, equivalent to the entire capacity of the Colossus 1 data center operated by SpaceXAI near Memphis, Tennessee. Anthropic agreed to pay $1.25 billion per month until May 2029, bringing the contract value to about $40 billion.

Theo TechCrunchif suddenly stop providing infrastructure to Anthropic, SpaceXAI will certainly receive the consequences according to the contract, not to mention the company has great benefits if it keeps the agreement. In addition to the generous pay from Anthropic, SpaceXAI engineers can also learn how competitors develop AI models.

Anthropic was founded in 2021 by a group of leaders and researchers who worked at OpenAI. On May 28, the company announced that it had successfully raised 65 billion USD, bringing its valuation to 965 billion USD, becoming the most valuable AI startup today, surpassing rival OpenAI, which was valued at 852 billion USD in its most recent capital call in March. Anthropic’s annual revenue is estimated to exceed 30 billion USD.

As of the second quarter of 2026, the Claude app has 56 million monthly active users (MAU) globally, and is growing rapidly. Analytics company Sensor Tower pointed out that Claude’s MAU growth index reached 640%, surpassing ChatGPT’s 62%.

Anthropic is preparing for an initial public offering (IPO). The company announced on June 1 that it had submitted confidential documents to US regulatory agencies. OpenAI followed suit by announcing an IPO filing a week later, on June 8.

In early June, Anthropic announced the Fable 5 and Mythos 5, introducing them as the two most modern models by many scales in the industry. They are built on the Claude Mythos Preview platform, which once made US officials worried because of its advanced cybersecurity capabilities. A few days later, Anthropic received instructions from the US government to limit access to these two advanced models due to security issues. By June 30, the US lifted the restriction order.