SAN FRANCISCO — Elon Musk offered a rare public tip of the cap to a rival this week, and in doing so restated a principle that has guided his companies for more than a decade: compete hard on innovation, but never win by cutting the other side off.
In a July 9 post on X, Musk wrote that he had been "clearly wrong" in his earlier skepticism of AI lab Anthropic, calling it "obviously currently the leader in AI" and praising the quality of its recent models. The remarks marked a notable shift from his more dismissive tone months earlier and drew wide attention across the tech world.
From Skeptic to Admirer
Musk's reversal was striking because of how far it moved. He had previously questioned whether Anthropic could compete at the frontier at all. This week he not only acknowledged the company's progress but ranked it at the top of the field, a candid admission that reflects the blistering pace of improvement across the AI industry, Teslarati reported.
The context added weight to the comment. Anthropic has been leaning on outside computing power, including a short-term GPU lease arranged this spring with SpaceXAI, the AI unit Musk folded into SpaceX earlier this year. That relationship put Musk in a position some observers thought he might exploit, and he moved quickly to rule it out.
A Philosophy of Open Competition
"I would never cut them off in a way that hurt them badly, even as a competitor. That's not my style," Musk wrote. To back up the point, he pointed to a track record that predates the AI boom.





