Elon Musk has publicly reversed his earlier skepticism of Anthropic, conceding the artificial intelligence startup is the clear front-runner in the global AI race, strengthening the long-term investment thesis for its key backers Amazon.com Inc. and Alphabet Inc. In a response on his social network X, Musk said he was “clearly wrong” about Anthropic’s competitive trajectory, noting that no other AI lab has released systems matching the performance of Anthropic’s Claude Mythos and Claude Fable models, and that the company will almost certainly roll out its next-generation Mythos 2 iteration. The comments mark a reversal from September 2025, when Musk publicly claimed victory was “never in the set of possible outcomes for Anthropic.” The startup has since delivered a major technical leap with Claude Mythos 5 and Claude Fable 5 models, which were briefly restricted from global access last month amid U.S. export control measures before the Commerce Department lifted the curbs. Anthropic’s widening technical lead translates into financial tailwinds for Amazon and Alphabet, which supply its compute infrastructure. Since their initial investments in Anthropic in 2023, AWS annual revenue growth has accelerated from 13% to 28%, with operating margins expanding from 30% to 38%, while Google Cloud’s annual sales growth has surged from 28% to 63%.