From Criticism to Praise: Why Did Musk Make a U-Turn on Anthropic?

Anyone who follows Elon Musk knows one thing—once he criticizes someone or something, he rarely changes his position.

But now, according to international media reports, Musk appears to have changed his view about a company he had strongly criticized in the past. The reports also say that he now considers the company to be one of the leading players in the AI industry.

The company is none other than Anthropic, which directly competes with Musk’s own AI company, xAI (Grok).

So, what has Anthropic done? Why did Musk reportedly change his opinion? Is this a sign of a new shift in the AI race?

Why Is This Big News?

The biggest story here is not Anthropic—it’s Elon Musk.

It is unusual for a business leader to publicly speak positively about a direct competitor. That is why reports quoting Musk’s comments have attracted attention around the world.

At the same time, another interesting development has emerged. Reports suggest that despite competing in the AI market, the two companies are also involved in technical cooperation.

What Is Anthropic?

Anthropic is an AI company founded in 2021 by former OpenAI employees.

The company became well known for its Claude family of AI models.

It focuses mainly on:

AI Safety
Enterprise AI
Corporate AI solutions

Because of this, Anthropic has grown into one of the main competitors to OpenAI, Google, xAI, and Meta.

What Did Musk Reportedly Say?

Musk had criticized Anthropic in the past.

However, according to recent international media reports, he now believes that Anthropic is among the leaders in the AI industry. The reports also say that he acknowledged his earlier assessment of the company was incorrect.

What Is Behind Anthropic’s Growth?

Musk has not publicly explained why he changed his opinion.

However, analysts point to several possible reasons based on recent market developments.

Growing Popularity of Claude

Claude models have performed well across several AI benchmarks.

They have also gained increasing acceptance among large enterprise customers.

Strong Business Growth

According to reports from Business Insider and SemiAnalysis, Anthropic has experienced rapid business growth.

The company’s Annual Recurring Revenue (ARR) is reported to have increased significantly over the past 18 months.

Some reports also estimate that Anthropic’s implied valuation in secondary market trading has reached around $1.2 trillion. This is not the company’s official market valuation.

Another Interesting Twist

Another part of the story has also attracted attention.

According to reports, Anthropic has leased part of the Colossus supercomputing infrastructure.

This gives the company access to a large amount of Nvidia GPU computing power for developing its AI models.

Where Does the AI Race Stand Now?
Company Current Position
Anthropic One of the fastest-growing companies in the enterprise AI market.
OpenAI (ChatGPT) Continues to hold a leading position with the largest user base.
Google (Gemini) Rapidly expanding its presence in the AI industry.
xAI (Grok) Elon Musk’s AI company, competing aggressively in the market.
Meta (Llama) Following a different strategy through its open-source AI models.
Could This Affect Grok?

Analysts believe that the reported comments from Musk and the changing AI market could influence xAI’s future strategy.

As competition in AI continues to grow rapidly, every company will need to improve its models to remain competitive.

Conclusion

The real story here is not just Anthropic’s growth.

The bigger story is that Elon Musk, who is known for standing firmly by his views, is now reported to have revised his earlier opinion about the company.

This development shows that in the AI industry, leadership can change quickly as new technologies emerge.

Until recently, most discussions focused on ChatGPT and Google. Now, Anthropic has become part of that conversation as well.

Will this mark the beginning of a new leader in AI, or is it just another phase in an industry that changes rapidly? The answer will become clearer in the months ahead.

Sources: Analysis based on reports from Business Insider, SemiAnalysis, and other international media outlets.