LLMs

Elon Musk praises Mythos/Fable, promises not to ‘cut off’ Anthropic

Publicado porRedacao AIDaily
5 min de leitura
Autor na fonte original: Julie Bort

Should Anthropic trust Elon Musk to host its models? With about $40 billion in revenue at stake, Musk insists that the company can.

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Should Anthropic trust Elon Musk to host its models? After users on X implied that Musk could wake up one day and simply boot the AI lab from SpaceX’s servers as a way to kneecap a rival, Musk replied with glowing praise for the AI lab. He said that such a trick was “not my style.”

“I was clearly wrong about Anthropic,” Musk wrote on Thursday, referring to his September 2025 post on X in which he said, “Winning was never in the set of possible outcomes for Anthropic.” Of course, even at that time, Anthropic could already be considered a winner; the company was reported to have the biggest AI market share with enterprises .

It seems those anti-Anthropic days are behind Musk — and not just on X. As of July 2026, Anthropic is one of SpaceX’s largest customers.

To recap: Anthropic signed a deal in May to buy 300 megawatts of compute, the entire output of xAI’s Colossus 1 data center near Memphis, Tennessee. (Musk’s xAI merged with SpaceX in February.) Anthropic agreed to pay $1.25 billion per month through May 2029, a deal worth about $40 billion in revenue for SpaceX’s xAI unit. Google, by the way, also signed a deal to rent SpaceX infrastructure through June 2029, for $920 million per month.

Musk insists that this wasn’t a dangerous decision by Anthropic and that he’s full of admiration for the rival.

“They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon. And I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style,” he wrote.

He offered as proof of his don’t-squeeze-competitors style Tesla’s decision in 2014 (which was outlined in a now deleted company blog post and now housed under its patent pledge ) to not initiate patent lawsuits against anyone who, in good faith, wants to use its technology. He also noted that Tesla opened its Supercharger network and charging port design to competitors.

“SpaceX launches competing satellite systems with no increase in price or use of unfair terms. Even my worst enemies can attack me on this platform,” he wrote, listing another example.

Of course, Musk is not exactly above tactics aimed at rivals, especially those with whom he has a history. He sued OpenAI, for instance .

Anthropic doesn’t have to rely on Musk’s sticking to his “style,” though. There would certainly be contractual consequences if Musk suddenly shut down Anthropic’s infrastructure. Not to mention the massive benefits for SpaceX to keep that deal intact. Not only does Anthropic pay handsomely, but also SpaceX’s engineers may learn how to build for, and support, Anthropic’s rapidly growing AI , just like Amazon’s engineers do .

That proximity might have other benefits as well. During his trial against OpenAI, Musk acknowledged that AI “distilling” was real — a process in which one model maker sets up many fake accounts to send prompts to a competitor in order to learn how it works. As the New York Times reported , when a lawyer asked him if xAI had ever distilled technology from OpenAI, Musk replied: “Generally AI companies distill other AI companies.”

Anthropic in February accused three Chinese model makers of doing this to Claude. Presumably, Anthropic and Google feel they have safeguards against SpaceX doing this while they are using its infrastructure. But hosting Anthropic’s compute could still give SpaceX greater visibility into how the company operates than most competitors would ever have.

There appears to be nothing but upside for Musk’s company in this partnership at the moment. As for tomorrow, and as the three-year contract ages, who knows?

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Pontos-chave

  • A relação entre Musk e Anthropic pode inspirar colaborações entre startups brasileiras e grandes empresas de tecnologia.
  • A competição saudável no setor de IA pode acelerar a inovação e a adoção de soluções baseadas em IA no Brasil.
  • As empresas brasileiras devem considerar os riscos de parcerias com grandes players, dada a história de Musk com concorrentes.

Análise editorial

A declaração de Elon Musk sobre a Anthropic e sua disposição em não prejudicar a empresa rival traz à tona questões importantes sobre a dinâmica de competição no setor de inteligência artificial. Para o Brasil, onde o mercado de IA está em rápida expansão, essa situação pode servir como um indicativo de que parcerias e colaborações, mesmo entre concorrentes, podem ser benéficas para o avanço tecnológico. A confiança que Anthropic deposita na infraestrutura da SpaceX pode inspirar startups brasileiras a buscar colaborações com gigantes da tecnologia, promovendo um ecossistema mais robusto e inovador.

Além disso, a afirmação de Musk de que a Anthropic é a líder em IA e que seus modelos, como o Mythos/Fable, são superiores, pode influenciar a percepção do mercado sobre a competitividade das empresas de IA. Isso pode ter um efeito cascata, incentivando outras empresas a investirem mais em pesquisa e desenvolvimento para não ficarem para trás. No Brasil, onde a adoção de IA ainda está em desenvolvimento, essa competição saudável pode acelerar a inovação e a implementação de soluções baseadas em IA.

Entretanto, é importante observar que a relação entre Musk e Anthropic não é isenta de riscos. Embora Musk tenha se comprometido a não prejudicar a Anthropic, sua história de ações agressivas contra concorrentes, como a OpenAI, levanta questões sobre a verdadeira natureza de sua concorrência. As empresas brasileiras devem estar atentas a essas dinâmicas ao considerar parcerias com grandes players internacionais, ponderando os riscos e benefícios envolvidos.

Por fim, o que se segue para a Anthropic e sua relação com a SpaceX será crucial. A continuidade dessa parceria e a capacidade da Anthropic de manter sua posição de liderança no mercado de IA dependerão não apenas da infraestrutura que Musk oferece, mas também de sua habilidade em inovar e diferenciar seus produtos. O Brasil, com seu crescente potencial em IA, deve observar de perto como essas interações moldam o futuro do setor e quais lições podem ser aplicadas localmente.

O que esta cobertura entrega

  • Atribuicao clara de fonte com link para a publicacao original.
  • Enquadramento editorial sobre relevancia, impacto e proximos desdobramentos.
  • Revisao de legibilidade, contexto e duplicacao antes da publicacao.

Fonte original:

TechCrunch AI

Sobre este artigo

Este artigo foi curado e publicado pelo AIDaily como parte da nossa cobertura editorial sobre desenvolvimentos em inteligência artificial. O conteúdo é baseado na fonte original citada abaixo, enriquecido com contexto e análise editorial. Ferramentas automatizadas podem auxiliar tradução e estruturação inicial, mas a decisão de publicar, a revisão factual e o enquadramento de contexto seguem responsabilidade editorial.

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