Musk Calls Anthropic's Mythos/Fable Unmatched, Backing Amazon and Alphabet's AI Bets
Updated
Updated · The Motley Fool · Jul 13
Musk Calls Anthropic's Mythos/Fable Unmatched, Backing Amazon and Alphabet's AI Bets
3 articles · Updated · The Motley Fool · Jul 13
Summary
Elon Musk told his roughly 241 million X followers he was "clearly wrong" about Anthropic and now sees it as the current AI leader, saying no released model matches Mythos/Fable.
That endorsement matters because it comes from xAI's founder and a direct rival, giving Anthropic a high-profile validation that could influence talent, partnerships and customer perception.
Anthropic's gains also flow to Amazon and Alphabet, which both invested in the startup and supply the cloud and chip infrastructure behind its models through AWS, Google Cloud, Trainium, Inferentia and TPUs.
Cloud growth has already accelerated alongside AI demand: AWS revenue growth rose from 13% in 2023 to 28% with a 38% operating margin, while Google Cloud sales are growing 63% with margins above 30%.
The report argues more upside may still lie ahead for Amazon and Alphabet because future Anthropic models such as Mythos 2 are expected to require even more compute than current systems.
What is Elon Musk's real strategy in praising a rival AI he once publicly scorned?
With AI agents making their own judgments, who is ultimately in control when humans become mere 'patrons'?
Can government frameworks truly contain a 'cyber weapon' AI deemed too dangerous for public release?
Anthropic’s Meteoric Rise: From Musk’s Endorsement to $18.4B Valuation and the Future of AI Leadership
Overview
Elon Musk, once a vocal critic of Anthropic, has dramatically reversed his stance and now publicly recognizes Anthropic as the leader in artificial intelligence. This shift is significant because Musk, who leads competing ventures, specifically praised Anthropic’s Mythos and Fable models, stating that no other company has released AI models of similar quality. His endorsement not only validates Anthropic’s technological achievements but also boosts its reputation and influence in the industry. Musk’s change of heart highlights Anthropic’s rapid progress and sets a new benchmark for competitors, signaling a major shift in the competitive landscape of AI.