Musk Called Anthropic "Evil." Then He Handed Them 220,000 GPUs.

from Marisa Wu · AI Strategy · host Marisa Wu

In February 2026, Elon Musk called Anthropic "misanthropic and evil." On May 6th, 2026, he handed them the entire Colossus 1 supercomputer — 220,000 Nvidia GPUs, 300+ megawatts of compute power — at an estimated $5-6 billion annual revenue. From "evil" to "no one set off my evil detector," nothing changed except one thing: the interest structure. This isn't a contradiction. This is power dynamics working exactly as they always do. There are no permanent enemies. Only permanent interests. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ngmarisa.substack.com

Episode metadata supplied by the publisher feed · Published May 16, 2026

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Musk Called Anthropic "Evil." Then He Handed Them 220,000 GPUs.

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