Elon Musk admits he was completely wrong about Anthropic, calls it the AI leader
Elon Musk wrote on X that he was <em>completely wrong</em> about Anthropic, now calling it "obviously the current leader in AI" — the reversal comes as SpaceXAI's GPU lease deal with Anthropic continues, with Musk pledging not to cut off compute access even to a rival.
Last September, Elon Musk was openly skeptical of Anthropic, suggesting the company never had a real shot at winning the AI race. This week he reversed course entirely.
Musk wrote on X, "I was clearly wrong," adding that Anthropic is "obviously currently the leader in AI." He said no company has released a model as good as Anthropic's Mythos/Fable, and that Mythos 2 would be ready soon.
The comments come as a short-term GPU lease agreement between Musk's AI infrastructure venture SpaceXAI and Anthropic, initiated in May, continues to run. Musk said he would "never cut them off in a way that hurt them badly, even as a competitor," pledging to keep supplying compute.
For Tesla shareholders, the remarks aren't a direct financial signal, but they're a data point on how Musk's AI infrastructure business is positioning itself as a reliable compute partner even to rivals — and how fast the AI competitive landscape is shifting, a backdrop relevant to Tesla's own AI and compute strategy around Dojo and FSD.
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