This May, the global tech world is focusing not on laboratories, but on the federal court in Oakland, California.
A lawsuit dubbed the “century trial of the AI industry” is entering a heated phase. The protagonists of this lawsuit are the billionaire Elon Musk and his “favorite child” he once nurtured—OpenAI.
The “love-hate relationship” at the court
In the second week of the trial, the atmosphere was enigmatic. Musk's current partner and former OpenAI board member Shivon Zilis testified. She publicly revealed a detail that could change history: Musk once wanted Tesla to directly “acquire” OpenAI, even wanting to lure Sam Altman away to Tesla.
Musk appeared extremely frustrated on the witness stand, admitting he was “foolish enough to invest so much money in OpenAI” and warning that this monster he unleashed could “kill everyone.”
This is not just about money. Musk is suing for $150 billion, demanding the removal of Altman. Essentially, this is Musk's final struggle to reclaim “AI dominance.”
Suing a “former friend” while joining hands with a “mortal enemy”
If you think Musk is just involved in a lawsuit, you underestimate this “Mars executive.”
On May 6, amidst the intense courtroom battles, Musk stabbed OpenAI in the back directly: his company SpaceX announced a swift alliance with OpenAI's strongest competitor, Anthropic.
Musk has opened the world’s most powerful super data center, Colossus 1, for Anthropic’s use. Interestingly, Musk's evaluation of this former enemy has flipped, saying they are “beneficial to humanity.”
Musk's strategy is clear:
Suppressing the old love: Using litigation to derail OpenAI's IPO plans.
Encouraging the new love: Renting computing power to Anthropic, doubling the performance of the Claude model, and directly seizing OpenAI's corporate clients.
Leveraging technology: Using SpaceX’s rockets to send data centers into space. Since ground electricity is expensive and heat dissipation is difficult, Musk plans to usher in the “orbital AI” era.
When “celestials battle” turns into market fluctuations
This “AI space triangle war” is no longer mere news; it has directly transformed into a wealth code for the secondary market:
OpenAI: Every reversal in the lawsuit shakes the foundation of its trillion-dollar valuation.
Anthropic: Revenue has already surpassed that of OpenAI on an annualized basis, becoming the market's new darling.
SpaceX: The fusion of AI and space has given it the most compelling narrative before its IPO.
As Musk, Altman, and Anthropic maneuver between the courtroom and space, ordinary traders find opportunities in the volatility of these securities.
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