Elon Musk praises Mythos/Fable, promises not to ‘cut off’ Anthropic
Elon Musk praises Mythos/Fable, promises not to ‘cut off’ Anthropic
埃隆·马斯克盛赞 Mythos/Fable，承诺不会“切断” Anthropic 的服务
Should Anthropic trust Elon Musk to host its models? After users on X implied that Musk could wake up one day and simply boot the AI lab from SpaceX’s servers as a way to kneecap a rival, Musk replied with glowing praise for the AI lab. He said that such a trick was “not my style.” Anthropic 应该信任埃隆·马斯克（Elon Musk）来托管其模型吗？在 X 平台上有用户暗示，马斯克可能会在某天心血来潮，直接将这家 AI 实验室从 SpaceX 的服务器上踢出去，以此作为打压竞争对手的手段。对此，马斯克回应称对该 AI 实验室给予了高度评价，并表示这种伎俩“不是我的风格”。
“I was clearly wrong about Anthropic,” Musk wrote on Thursday, referring to his September 2025 post on X in which he said, “Winning was never in the set of possible outcomes for Anthropic.” Of course, even at that time, Anthropic could already be considered a winner; the company was reported to have the biggest AI market share with enterprises. It seems those anti-Anthropic days are behind Musk — and not just on X. “我显然低估了 Anthropic，”马斯克周四写道。他指的是自己在 2025 年 9 月在 X 上发布的一条帖子，当时他曾说：“Anthropic 不可能取得成功。”当然，即使在那个时候，Anthropic 也已经被视为赢家；据报道，该公司当时拥有最大的企业 AI 市场份额。看来那些反 Anthropic 的日子已经成为马斯克的过去式了——而且不仅仅是在 X 平台上。
As of July 2026, Anthropic is one of SpaceX’s largest customers. To recap: Anthropic signed a deal in May to buy 300 megawatts of compute, the entire output of xAI’s Colossus 1 data center near Memphis, Tennessee. (Musk’s xAI merged with SpaceX in February.) Anthropic agreed to pay $1.25 billion per month through May 2029, a deal worth about $40 billion in revenue for SpaceX’s xAI unit. Google, by the way, also signed a deal to rent SpaceX infrastructure through June 2029, for $920 million per month. 截至 2026 年 7 月，Anthropic 已成为 SpaceX 最大的客户之一。回顾一下：Anthropic 在 5 月签署了一项协议，购买 300 兆瓦的算力，即 xAI 位于田纳西州孟菲斯附近的 Colossus 1 数据中心的全部产能。（马斯克的 xAI 已于 2 月与 SpaceX 合并。）Anthropic 同意在 2029 年 5 月之前每月支付 12.5 亿美元，这笔交易为 SpaceX 的 xAI 部门带来了约 400 亿美元的收入。顺便提一下，谷歌也签署了一项协议，以每月 9.2 亿美元的价格租用 SpaceX 的基础设施，直至 2029 年 6 月。
Musk insists that this wasn’t a dangerous decision by Anthropic and that he’s full of admiration for the rival. “They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon. And I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style,” he wrote. 马斯克坚称，这对 Anthropic 来说并非危险的决定，而且他对这位竞争对手充满钦佩。“他们显然是目前 AI 领域的领导者。没有哪家公司发布过像 Mythos/Fable 这样出色的模型，而且他们无疑很快就会准备好 Mythos 2。即使作为竞争对手，我也绝不会以严重伤害他们的方式切断他们的服务。那不是我的风格，”他写道。
He offered as proof of his don’t-squeeze-competitors style Tesla’s decision in 2014 (which was outlined in a now deleted company blog post and now housed under its patent pledge) to not initiate patent lawsuits against anyone who, in good faith, wants to use its technology. He also noted that Tesla opened its Supercharger network and charging port design to competitors. “SpaceX launches competing satellite systems with no increase in price or use of unfair terms. Even my worst enemies can attack me on this platform,” he wrote, listing another example. 他以特斯拉 2014 年的决定作为其“不打压竞争对手”风格的证明（该决定曾在一篇现已删除的公司博客文章中概述，目前包含在其专利承诺中），即不对任何善意使用其技术的人发起专利诉讼。他还指出，特斯拉向竞争对手开放了其超级充电网络和充电接口设计。“SpaceX 发射竞争对手的卫星系统时，并没有涨价或使用不公平条款。即使是我最糟糕的敌人也可以在这个平台上攻击我，”他写道，并列举了另一个例子。
Of course, Musk is not exactly above tactics aimed at rivals, especially those with whom he has a history. He sued OpenAI, for instance. Anthropic doesn’t have to rely on Musk’s sticking to his “style” though. There would certainly be contractual consequences if Musk suddenly shut down Anthropic’s infrastructure. Not to mention the massive benefits for SpaceX to keep that deal intact. Not only does Anthropic pay handsomely, but SpaceX’s engineers may learn how to build for, and support, Anthropic’s rapidly growing AI, just like Amazon’s engineers do. That proximity might have other benefits as well. 当然，马斯克并非完全不会对竞争对手采取策略，尤其是那些他有过节的对手。例如，他曾起诉过 OpenAI。不过，Anthropic 并不需要完全依赖马斯克是否坚持其“风格”。如果马斯克突然关闭 Anthropic 的基础设施，肯定会产生合同后果。更不用说维持这笔交易对 SpaceX 而言有着巨大的利益。Anthropic 不仅支付高昂费用，SpaceX 的工程师还可以像亚马逊的工程师一样，学习如何为 Anthropic 快速增长的 AI 构建系统并提供支持。这种近距离接触可能还会带来其他好处。
During his trial against OpenAI, Musk acknowledged that AI “distilling” was real — a process in which one model maker sets up many fake accounts to send prompts to a competitor in order to learn how it works. As the New York Times reported, when a lawyer asked him if xAI had ever distilled technology from OpenAI, Musk replied: “Generally AI companies distill other AI companies.” Anthropic in February, accused three Chinese model makers of doing this to Claude. Presumably, Anthropic and Google feel they have safeguards against SpaceX doing this while they are using its infrastructure. But hosting Anthropic’s compute could still give SpaceX greater visibility into how the company operates than most competitors would ever have. There appears to be nothing but upside for Musk’s company in this partnership at the moment. As for tomorrow, and as the three-year contract ages, who knows? 在针对 OpenAI 的庭审中，马斯克承认 AI “蒸馏”（distilling）是真实存在的——这是一种模型制造商通过设置大量虚假账户向竞争对手发送提示词，以了解其工作原理的过程。据《纽约时报》报道，当律师问他 xAI 是否曾从 OpenAI 蒸馏技术时，马斯克回答说：“通常 AI 公司都会蒸馏其他 AI 公司。”今年 2 月，Anthropic 指控三家中国模型制造商对 Claude 进行了此类操作。据推测，Anthropic 和 Google 认为他们在利用 SpaceX 基础设施时，有足够的保障措施防止 SpaceX 这样做。但托管 Anthropic 的算力仍然可能让 SpaceX 比大多数竞争对手更深入地了解该公司的运营方式。目前看来，这对马斯克的公司来说只有好处。至于未来，随着这份三年期合同的推进，谁又说得准呢？