Elon Musk admits he was ‘clearly wrong’ about Anthropic, and Amazon investors are paying attention

Elon Musk spent months publicly dismissing Anthropic as a serious player in the AI race. Then, on July 9, he took to X and essentially said: never mind. Musk declared he was “clearly wrong” about the AI company and called Anthropic the “obvious leader in AI,” specifically praising its Mythos and Fable models as the best available. For a guy who rarely admits mistakes in public, this was the equivalent of a full-page apology ad in the Wall Street Journal. From dismissal to endorsement in ten months The whiplash here is worth appreciating. Back in September 2025, Musk said that “winning was never in the set of possible outcomes for Anthropic.” That’s not lukewarm skepticism. That’s a eulogy delivered before the patient has even coughed. Fast forward to this week, and Musk is not only acknowledging Anthropic’s technical superiority but committing to not disadvantage the company regarding infrastructure access. That last part matters because Musk controls significant AI compute resources through xAI, and a pledge of fair access from a direct competitor carries real weight in a market where GPU availability can make or break an AI company’s roadmap. Amazon’s $13 billion bet looks increa...