马斯克盛赞 Mythos/Fable，承诺不会对 Anthropic“断供”

Anthropic 应该信任埃隆·马斯克来托管其模型吗？在 X 用户暗示马斯克可能某天醒来就将这家人工智能实验室踢出 SpaceX 服务器，以此打击竞争对手之后，马斯克回复了对该实验室的高度赞扬。他表示这种伎俩“不是我的风格”。

马斯克周四写道：“我之前对 Anthropic 的看法显然是错的。”他指的是 2025 年 9 月自己在 X 的帖子，其中写道，“赢从来就不在 Anthropic 的可能结果集合中。”当然，即便在当时，Anthropic 也已可被视为赢家；报道称该公司在企业市场中占据最大的 AI 市场份额。

看来那些反对 Anthropic 的日子已被马斯克抛在身后——而且不仅仅是在 X 上。截至 2026 年 7 月，Anthropic 已成为 SpaceX 最大的客户之一。

背景回顾：Anthropic 于 5 月签署了一项协议，购买 300 兆瓦的计算能力，即 xAI 位于田纳西州孟菲斯附近的 Colossus 1 数据中心的全部输出。（马斯克的 xAI 于 2 月与 SpaceX 合并。）Anthropic 同意每月支付 12.5 亿美元，直至 2029 年 5 月，这笔交易将为 SpaceX 的 xAI 单元带来约 400 亿美元的收入。顺便提一句，谷歌也签署了协议，租用 SpaceX 基础设施至 2029 年 6 月，每月支付 9.2 亿美元。

马斯克坚称，这对 Anthropic 来说并非一个危险的决定，并且他对这位竞争对手满怀钦佩。

他写道：“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 这样优秀的模型，而且他们无疑很快就会推出 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中断他们的服务。那不是我的风格。”

他提供了特斯拉 2014 年的决定作为自己不挤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阐述，现保留在专利承诺中），即不对任何善意使用其技术的人提起专利诉讼。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，不会提高价格或使用不公平条款。甚至我最激烈的敌人也可以在这个平台上攻击我，”他写道，列举了另一个例子。

当然，马斯克并非完全不会针对竞争对手采取手段，尤其是那些与他有过往的对手。例如，他起诉了 OpenAI。

不过，Anthropic 不必依赖马斯克是否坚持其“风格”。如果马斯克突然关停 Anthropic 的基础设施，无疑将面临合同方面的后果。更不用说 SpaceX 维持这份协议所能获得的巨大利益。Anthropic 不仅支付丰厚的费用，而且 SpaceX 的工程师还能学习如何为Anthropic 快速增长的 AI 构建和支持基础设施，就像亚马逊的工程师所做的那样。

这种靠近可能还有其他好处。在对 OpenAI 的庭审中，马斯克承认 AI“蒸馏”是真实存在的——指一个模型制造商建立大量虚假账户向竞争对手发送提示，以了解其工作原理的过程。据《纽约时报》报道，当律师问马斯克 xAI 是否曾蒸馏过 OpenAI 的技术时，马斯克回答：“通常 AI 公司之间会互相蒸馏。”

Anthropic 在 2 月指控三家中国模型制造商对 Claude 实施了这一行为。据推测，Anthropic 和谷歌认为，在使用 SpaceX 基础设施时有措施防止 SpaceX 这样做。然而，托管 Anthropic 的计算仍可能让 SpaceX 获得比大多数竞争对手更深入的了解该公司运作方式的可见性。

目前来看，对马斯克的公司而言，这一合作似乎只有好处。至于明天，随着三年合同逐渐结束，谁知道呢？

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.”

“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. 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.

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.

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.

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 also 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. 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?