Reid Hoffman, co‑founder of LinkedIn and investor in Anthropic and OpenAI, slammed SpaceX’s AI strategy as a “buy‑to‑relevance” play, calling xAI a complete train wreck. He cited Musk’s acquisition of Cursor and the company’s third restart after losing all 11 original co‑founders.

Hoffman warned that the U.S. government’s export‑control order on Anthropic’s Fable and Mythos models shows regulatory risk for AI firms. He described the move as an autocratic response that punished Anthropic while leaving OpenAI untouched.

Despite the criticism, Hoffman argued that both Anthropic and OpenAI can thrive. He mapped Anthropic’s strengths to coding and design, and OpenAI’s consumer front end, noting that each occupies a distinct lane in the AI ecosystem. The debate underscores how corporate strategy, regulation, and market positioning shape AI’s future.