Written by: Techub News

Recently, the competitive and cooperative landscape in the AI field has undergone dramatic changes. In the latest episode of the Limitless Podcast, hosts Ejaaz and Josh delved into the shocking twist of Elon Musk's (Elon Musk) public confrontation with Anthropic turning into an unexpected alliance, and used this as a thread to connect various hot topics such as the insider information on OpenAI's legal disputes, the heated competition for computing power, and new developments in AI applications. This conversation provides a critical perspective for us to understand the alliances and strategic games among the current AI giants.

From "Rivals" to "Landlords": The Unexpected Alliance of Musk and Anthropic

Just a month ago, Elon Musk was fiercely criticizing Anthropic on social media, claiming they "hate Western civilization," and even labeled their AI model Claude as one that "hates whites, Asians, heterosexuals, and men," accusing it of being "anti-human and evil." However, the plot took a 180-degree turn recently. Musk publicly announced that after in-depth discussions with Anthropic co-founder Dario Amodei and his senior team, he concluded that they are "not evil" and stated that Claude "might be good."

Behind this drastic attitude change is a massive business deal. Anthropic signed an agreement with SpaceX AI (formerly XAI) to purchase $5 billion worth of computing power from SpaceX's first large data center, "Colossus One." In exchange, Anthropic will immediately double the rate limits for all Claude users, aiming to catch up with OpenAI in service capability.

The podcast hosts pointed out that the direct driving force behind this cooperation is the severe computing power shortage faced by Anthropic. Anthropic had previously underestimated its growth needs, with the actual required computing power being 80 times what was predicted at the beginning of the year, leading to a decline in the service quality of its top model, Claude Opus. At this moment, the only large, complete, and idle computing power cluster on Earth is held by SpaceX AI. Therefore, former rivals have become "landlord and tenant."

This event also marks a significant shift in SpaceX AI's strategy. Previously, the development of its AI model Grok seemed to lag behind cutting-edge laboratories, with reports indicating that a considerable portion of its million GPUs were underutilized. Now, Musk is turning SpaceX AI into a provider of AI computing power infrastructure. This is not an isolated case; just two weeks ago, they reached a similar deal with code editor Cursor to lease some of the computing power from the "Colossus Two" cluster.

In a succinct summary of the essence of this union, the host said: "XAI is a mediocre cutting-edge lab, but a world-class infrastructure provider. Anthropic is an excellent cutting-edge lab, but a mediocre infrastructure provider. They must come together to defeat OpenAI—a competitor with both excellent models and good infrastructure." This alliance based on complementary advantages may be reshaping the landscape of AI competition.

The Battle for Computing Power: From Earth, Oceans to Space

The collaboration with SpaceX AI is just the tip of the iceberg for Anthropic's frantic acquisition of computing power. To meet explosive growth demands, Anthropic has entered into agreements with nearly all major cloud service providers and hardware vendors, including AWS, Google Cloud, Microsoft, NVIDIA, and FluidStack. Among these, the agreement with Google is particularly staggering, amounting to $200 billion over five years, accounting for over 60% of Google's future revenue backlog.

This thirst for computing power has spurred some almost sci-fi new concepts and business models in the infrastructure sector:

• Space Data Centers: In this cooperation announcement, both parties clearly mentioned "space AI data centers." Once SpaceX's Starship rocket is operational this year, Anthropic plans to deploy data centers in space to further expand its computing power boundaries. SpaceX not only has the largest ground GPU cluster but also holds the only “orbital” access to space computing power.
• Ocean Data Centers: A startup named Panthalassa, led by Peter Thiel, plans to raise $140 million to build "planetary-level" energy and data centers that can float in the middle of the ocean, opening the vast oceans as new sources of computing power.
• Distributed Computing Networks: Some startups even envision installing NVIDIA GPUs on the outer walls of residential homes, turning entire communities into a distributed data center (although the host joked that this is tantamount to an advertisement saying "Come rob me"). Moreover, Tesla’s autonomous driving network could also utilize onboard AI chips to form a massive mobile computing cluster when idle.

These wild speculations all point to the same core contradiction: the demand for AI computing power is expanding at a pace far exceeding expectations, and any underutilized computing power will be quickly "arbitraged" by the market. As the host said: "Long live capitalism ... as long as you have surplus GPUs, they will be snatched up immediately."

The "Human Moment" in Court: Insider Details of the OpenAI Lawsuit Revealed

Beyond the alliances in the business arena, the courtroom battles are equally exciting. The lawsuit between Elon Musk (Elon Musk) and OpenAI is ongoing, with publicly available court documents and audio allowing the public to glimpse the chaotic communications within OpenAI during Sam Altman's (Sam Altman) brief dismissal.

A series of disclosed real-time texts show that at that time, Sam Altman (Sam Altman) anxiously inquired about the situation direction from co-founder Mira Murati, mentioning the immense pressure exerted by individuals such as Microsoft CEO Satya Nadella. Mira Murati's reply was succinct and heavy: "Direction, very bad." "Sam, this is very bad." She even described the temporarily appointed new CEO as "a random Twitch guy" (later confirmed to be former Twitch CEO Emmett Shear). These texts instantly made the lofty tech leaders appear incredibly "human," filled with panic and uncertainty.

On the other hand, Musk's team subpoenaed key witness Shivon Zilis. She is Musk’s partner and an executive at Neuralink, who served as an advisor at OpenAI early on and entered its board. Her testimony aims to prove that Sam Altman (Sam Altman) and Greg Brockman had long-standing intentions to turn OpenAI into a for-profit entity. More dramatically, Greg Brockman’s diary was presented in court, in which he wrote that they needed to "strategically" choose the timing for OpenAI's conversion to for-profit, stating, "I don't want to do this while Elon is still involved; otherwise, it looks like we are sidelining him." This directly corroborates the core allegations of Musk's team.

When asked why he held shares in OpenAI worth approximately $30 billion yet still insisted on its non-profit nature, Greg Brockman's response in court was that the "earning a billion dollars" mentioned in his diary did not refer to this $30 billion. Musk's attorney countered, "Then why don’t you donate that $30 billion to settle this case?" These exchanges reveal the complex human nature, conflicts of interest, and ideology behind the legal disputes. Next week, Sam Altman (Sam Altman) and the OpenAI side will begin to testify, and the plot may once again turn.

Beyond Chatting: Anthropic Targets New Frontiers in Finance and Robotics

Outside the realms of computing power and legal battles, AI applications are also advancing rapidly. Anthropic made a significant update this week for financial services, launching a series of "ready-to-use" AI agent workflow templates.

These templates aim to automate the most time-consuming entry-level tasks in the financial industry, such as reviewing memos, conducting financial modeling, handling paperwork, preparing meeting materials, and conducting market research. Host Josh pointed out that this sounds like a complete checklist for entry-level jobs on Wall Street. This does not merely replace manpower but provides practitioners with a powerful "assistant," allowing them to skip cumbersome foundational tasks and directly focus on higher-level analysis and decision-making. "Imagine now that you have your own employee." Josh believes this should be seen as an enhancement of capability rather than a threat.

Meanwhile, there has been breakthrough news in the robotics field. A startup named Genesis AI has released a "general robot model" that can endow any mechanical device with unprecedented precision in movement and object manipulation. In the demonstration video, the robot skillfully cracks eggs, precisely dispenses liquids with a pipette, and even solves a Rubik's Cube. Host Ejaaz excitedly stated that this marks a potential "escape velocity" for robotics, making the vision of moving from factories to homes more realistic.

Additionally, audio AI company Eleven Labs announced that its annual recurring revenue (ARR) has reached $500 million, demonstrating the tremendous commercial potential of AI in creative and entertainment content generation. The company cleverly alleviated the industry's fears of AI replacement by partnering with numerous stars, such as Matthew McConaughey, turning it into a licensable IP business model.

At the end of the program, the hosts also mentioned a noteworthy social news unrelated to AI—a luxury cruise ship has been hit by a virus outbreak reminiscent of the early COVID situation, reminding people that the world is still full of uncertainties. However, as they referenced data from the prediction market Polymarket, the current probability of the situation escalating into a global pandemic is only 9%.

From the dramatic alliance between Elon Musk (Elon Musk) and Anthropic to the verbal sparring in the OpenAI lawsuit, and from the "heavens to the seas" of the battle for computing power to the deepening of AI into finance and robotics, this week's AI world once again proves that its evolution in speed and dimensions is always beyond imagination. On this stage, technology, capital, strategy, and humanity intertwine, collectively driving the era forward at a breakneck pace.

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