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Elon Musk on Thursday admitted he was 'clearly wrong' about Anthropic, calling it the current AI industry leader after months of attacking the firm as hypocritical, a reversal timed alongside his own Grok 4.5 launch. The concession signals the frontier-model race between xAI, Anthropic, and OpenAI is intensifying, reinforcing the AI capex and compute-demand narrative that supports NVDA and NASDAQ megacap sentiment rather than any single tradable asset, since both xAI and Anthropic remain private. Watch Grok 4.5 benchmark reception and any new Anthropic funding or enterprise deals as the next signals for whether AI valuation momentum broadens or concentrates.
As a Research signal, watch whether it changes price action, volatility, or flows around NVDA, TSLA, IXIC.
Original Source: BeInCrypto
This page is market information analysis, not investment advice.
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