Elon Musk praises Mythos/Fable, promises not to ‘cut off’ Anthropic
Should Anthropic trust Elon Musk to host its models? With about $40 billion in revenue at stake, Musk insists that the company can.
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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Key takeaways
- The relationship between Musk and Anthropic may inspire collaborations between Brazilian startups and large tech companies.
- Healthy competition in the AI sector can accelerate innovation and the adoption of AI-based solutions in Brazil.
- Brazilian companies should consider the risks of partnerships with large players, given Musk's history with competitors.
Editorial analysis
Elon Musk's statement regarding Anthropic and his willingness not to harm the rival company brings to light important issues about the competitive dynamics in the artificial intelligence sector. For Brazil, where the AI market is rapidly expanding, this situation may serve as an indicator that partnerships and collaborations, even among competitors, can be beneficial for technological advancement. The trust that Anthropic places in SpaceX's infrastructure may inspire Brazilian startups to seek collaborations with tech giants, fostering a more robust and innovative ecosystem.
Moreover, Musk's assertion that Anthropic is the leader in AI and that its models, such as Mythos/Fable, are superior, could influence market perception regarding the competitiveness of AI companies. This may have a cascading effect, encouraging other firms to invest more in research and development to avoid falling behind. In Brazil, where AI adoption is still developing, this healthy competition could accelerate innovation and the implementation of AI-based solutions.
However, it is crucial to note that the relationship between Musk and Anthropic is not without risks. While Musk has committed to not harming Anthropic, his history of aggressive actions against competitors, such as OpenAI, raises questions about the true nature of his competition. Brazilian companies should be mindful of these dynamics when considering partnerships with large international players, weighing the associated risks and benefits.
Finally, what lies ahead for Anthropic and its relationship with SpaceX will be pivotal. The continuity of this partnership and Anthropic's ability to maintain its leadership position in the AI market will depend not only on the infrastructure Musk provides but also on its ability to innovate and differentiate its products. Brazil, with its growing potential in AI, should closely observe how these interactions shape the future of the sector and what lessons can be applied locally.
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