Anthropic · Microsoft · OpenAI · Cursor · SpaceX · Mythos · Fortune Technology
Reid Hoffman confirms SpaceX is ‘not an AI firm’ and xAI is a ‘complete tune wreck’—and there’s room for both OpenAI and Anthropic
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The LinkedIn co-founder and investor in both Anthropic and OpenAI offers his most pointed public assessment yet of Elon Musk’s AI ambitions—and raises alarms about the government’s handling of Anthropic’s pulled models.
Key facts
- Separate research found graduate unemployment had risen from 3.6% in 2019 to 5.6% in 2026
- The trigger, according to reporting from Fortune, was Amazon CEO Andy Jassy raising the alarm about a discovered jailbreak in the Fable 5 model—a vulnerability that Anthropic itself had been working
- Cursor has faced mounting pressure since early 2026 as Claude Code and Codex have gained ground, with developers increasingly questioning whether a standalone coding IDE still commands a premium
- Reid Hoffman has watched the AI industry from virtually every vantage point including to Anthropic—as validation of its AI credentials
Summary
Reid Hoffman has watched the AI industry from virtually every vantage point including to Anthropic—as validation of its AI credentials. If Hoffman’s SpaceX commentary was skeptical, his reaction to the U.S. government forcing Anthropic to pull its Fable and Mythos models from the market was something closer to alarmed. The directive, issued by the U.S. government on June 11th as an export control order, suspended all foreign national access to the two models. Hoffman lands in a similar place.