In a post on X, investor Yacine said xAI now has a model that can compete with Anthropic's "Opus 4.8" and argued that Anthropic is "completely reliant" on compute rented from xAI under what he described as a short lease, giving Elon Musk unusual leverage. The post pointed readers to an earlier Elon Musk post, but no non-social source in the available public material independently confirms the lease terms or the model comparison.