Published: September 23, 2025
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Anthropic is going to lose :/

@yacineMTB Winning was never in the set of possible outcomes for Anthropic

@elonmusk the technocapital machine is honest and unforgiving may the best win

@elonmusk @yacineMTB It's not about the winning, it's about the friends made along the way. 😂

@elonmusk @yacineMTB Damn @DarioAmodei you just gonna take that?

@elonmusk @yacineMTB Early on I had them pegged as being purchased by Amazon or Apple but as I've gotten to learn more about the company I don't see a potential (serious) buyer out there for them. I still think Amazon might just to sell via AWS. Alignment and likely M & A IMHO so far: Google buys

@elonmusk @yacineMTB I'm back in my groove, and Grok is absolutely killing it! I'm seriously considering ditching Anthropic, just like I did with OpenAI. Grok's token costs are super affordable 😊, and with caching, I suddenly feel like an API millionaire! Thank you, X.

@elonmusk @yacineMTB But didn't you say the exact same thing to Sam?

@elonmusk @yacineMTB The framing of win or lose misses the reality that outcomes here aren’t binary Shaping standards and safety norms could end up being their legacy

@elonmusk @yacineMTB The MCP is Anthropic's best product. They'll win if other AIs don't implement native MCP integration, which large corporations are adopting to enter the AI era.

@elonmusk @yacineMTB Yeah, but you guys are still distilling their models so. Looking at you code supernova

@elonmusk @yacineMTB Likely outcome:

@elonmusk @yacineMTB @grok, write an obituary for Claude and Anthropic. 😅

@elonmusk @yacineMTB win-lose... but who will dominate?

@elonmusk @yacineMTB The ultimate blow for them was the moment another model got better or as good at coding. Devs overlooked the crazy bills simply because it works really well. That's their moat. They lost.

@elonmusk @yacineMTB Elon dropping patch notes for capitalism

@elonmusk @yacineMTB Going to be real crazy when @ilyasut creates superintelligence with a smaller budget than any other frontier AI lab.

@elonmusk @yacineMTB Grok isn't much ahead of anthropic in terms of search interest according to google

Image in tweet by kache

@elonmusk @yacineMTB @grok did you hear about the hackers who used Anthroic AI Claude to commit large scale theft 🫢🫢🫢

@elonmusk @yacineMTB Why don’t you go pick off their non-H1B talent and stop compromising US national security/the code base.

@elonmusk @yacineMTB They haven't even been on my radar. Poor Claude. 🤣

@elonmusk @yacineMTB xAI is the only company bold enough to release frontier model weights. The only one to say a datacenter should be built practically overnight. Only the bold ones win.

@elonmusk @yacineMTB The last funding round just a few weeks back for Anthropic was nuts. Investors lined up in minutes to buy the whole offering just because of "AI". Acquisition is their best case scenario.

@elonmusk @yacineMTB think your boy will return like the prodigal son?

@elonmusk @yacineMTB Elon giving Anthropic bulletin board material.

@elonmusk @yacineMTB Idk, @claudeai is the BEST coding model by a mile. Shoutout to @cursor_ai

@elonmusk @yacineMTB “losing gracefully” is still innovation.

@elonmusk @yacineMTB Just like openAI had a zero % chance of winning?

@elonmusk @yacineMTB At a 40 message per day cap it never mattered to me how good the model was. They don't have the compute to compete.

@elonmusk @yacineMTB Why doesn't $AAPL just acquire them?

@elonmusk @yacineMTB Dario after he sees this:

Image in tweet by kache

@elonmusk @yacineMTB E in wartime mode

@elonmusk @yacineMTB They’re gonna get ate for scam altmans dinner or something

@elonmusk @yacineMTB At least to this point, @AnthropicAI does what matters. If they scale up the compute, I think they really have a great understanding of what AI needs to be.

@elonmusk @yacineMTB Says a men, whose mega-cluster couldn’t produce a model that beats Anthropic

@elonmusk @yacineMTB Only safety and security was 😂😂

@elonmusk @yacineMTB big fan here but didnt you also say that openai had a 0% chance of success?

@elonmusk @yacineMTB there you go, ripping band-aids straight off again 😆 (definitely the best way to do it tho)

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