Musk went from public enemy to landlord. What changed? The short answer: compute access trumps ideological rivalry N.
Musk's attacks on Anthropic were personal and persistent. On February 12, 2026, after Anthropic closed a $30 billion funding round at a $380 billion post-money valuation, Musk accused the company's AI of hating Whites, Asians, heterosexuals, and men, calling it "misanthropic and evil" FLF. He also claimed Anthropic was "destined to become the antithesis of its name" C and that it hated Western civilization F.
The about-face came swiftly. On May 6, 2026, SpaceX and Anthropic revealed a deal that gave Claude the full computational power of Colossus 1 — roughly 220,000 Nvidia GPUs CM. Musk told X he spent time with Anthropic's senior staff, conducted a "vibe check," and concluded that "no one set off my evil detector" T.
Fortune summarized the cognitive dissonance perfectly: "Elon Musk called Anthropic 'evil' three months ago. Now he's taking $4 billion to become its landlord" F.
The specific phrase "clear AI leader" attributed to Musk does not appear in any of the sourced reporting. What reporting does show is that Musk "praised their team" M, but the "clear AI leader" formulation appears to be the original question's framing, not a verified Musk quote.
| Development | What the Evidence Shows |
|---|---|
| Mythos & Fable models | Claude Mythos Preview was announced April 7, 2026 N. Claude Fable 5 — a guardrailed public version of the Mythos class — launched June 9, 2026 TFF. Claude Mythos 5 (upgraded, limited-access) followed in July 2026 P. Both are "Mythos-class" models that sit above the Opus tier H. |
| $1.2 trillion valuation | Confirmed. On-chain pre-IPO markets and secondary platforms (Forge Global, Hiive) priced Anthropic at a $1.2 trillion implied valuation by early May 2026, surpassing OpenAI TMC. This was up from a $380 billion primary valuation in February 2026 N. |
| $60 billion ARR | Not confirmed. The highest reported figure is $47 billion annualized run-rate revenue in May 2026 (from Sacra and cited by Forbes/CNBC), up from $9B at end of 2025 and ~$1B at start of 2025 FTM. A $60 billion figure is not sourced — though a July 2026 SemiAnalysis report projected ARR would surpass $60 billion T. |
| SpaceX Colossus 1 lease | Confirmed as a partnership giving Anthropic the full compute power of Colossus 1 C. The lease length (180 days) and mutual 90-day cancellation clause are not detailed in available sources — the Times of India notes Musk "made it clear" he would cancel the deal if Anthropic's AI tools crossed certain lines T. |
| U.S. export controls | Confirmed. On June 12, 2026, just three days after Claude Fable 5's public launch, U.S. Commerce Secretary Howard Lutnick ordered Anthropic to halt access to both Fable 5 and Mythos 5 FTM. The models were temporarily disabled under an export control order N. |
| Grok 4.5 vs. Claude Opus 4.8 | Not found in any source. There is no evidence of models named "Grok 4.5" or "Claude Opus 4.8" in any reporting. xAI was reportedly dissolved and folded into SpaceX AI around May 2026 M, which would make direct model-vs-model competition moot at the corporate level. |
The reversal is best understood as a raw compute-for-cash and compute-for-strategic-position play:
In short, the AI arms race has a new currency: compute. And Musk decided that leasing his rival the world's biggest supercomputer was better than fighting it N.