I just switch between Gemini, Codex, Claude, Z.AI, ... whichever offers the best value.
OpenAI demand sinks on secondary market as Anthropic runs hot
31–40 of 66 posts
Re: OpenAI demand sinks on secondary market as Anthropic runs hot
#32> The large gap between OpenAI’s $852 billion valuation and Anthropic’s $380 billion has investors rushing to grab equity in the latter before it rises, according to Augment co-founder Adam Crawley.
That's the only thing you need to get from this article. They're doing mostly the same thing, aiming the same market. But Anthropic's shares are at 50% off discount.
Re: OpenAI demand sinks on secondary market as Anthropic runs hot
#33This, to me, reads like the CEOs that are catching up to months ago. I was subbed to claude for CC since July/aug (can’t remember when I stopped paying the API pricing). I canceled 3 weeks ago. Since then everything with the usage limits being slashed before being announced, their cache bug that eats limits (and won’t reset), and just rolling paper cuts with every single release I feel pretty good. I personally think…
I dropped Claude Code months ago. I'm just an amateur who plays around with bringing screens in from Figma and turning them into websites so I can get practice with AI tooling, but their limits were absurdly low on the $20 plan. Codex, for now, is much better in terms of daily limits.
Re: OpenAI demand sinks on secondary market as Anthropic runs hot
#34Earlier quoted context omitted.
That's what happens when you're so untrustworthy as Sam Altman. This is coming to roost now. Ever since Paul Graham even said he'll get whatever he wants by any means necessary, basically. And then his board turns on him. He's a constant liar.
People don't know who Dario is yet. Sam looks like a used car sales man. Dario looks like he'd hand out coolaid at Jonestown.
What are you actually claiming? Your take on their looks is irrelevant, and I don't know if you're hinting at anything specific when you say "People don't know who Dario is yet".
Re: OpenAI demand sinks on secondary market as Anthropic runs hot
#35I think the main point is that these two companies have been thought of as equals. Yet OpenAI has a 850B valuation while Anthropic has a 380B valuation. So that means either OAI is overvalued, or Anthropic is undervalued. If you believe they are roughly equal, then it makes sense to have demand for Anthropic.
Both are overvalued.
It's just that people are rotating the musical chairs from OpenAI to Anthropic because the former is cheaper than the other.
They (investors) will do this until there is no more upside left to extract.
Re: OpenAI demand sinks on secondary market as Anthropic runs hot
#36Man, for some reason the ass kissing of Claude is just insane. Claude this, Claude that. I do Elixir for a living and Claude is just absolutely garbage in comparison to Gemini Pro. But hey, everyone hates Google - despite them being the only model provider that is competent and the one that explicitly states for paid providers that they do not use any of our data for training right under the chatbox.
And Anthropic isn't even the saint that everyone pitches them out to be:
https://www.cnbc.com/2026/02/12/anthropic-gives-20-million-t...
Re: OpenAI demand sinks on secondary market as Anthropic runs hot
#37This, to me, reads like the CEOs that are catching up to months ago. I was subbed to claude for CC since July/aug (can’t remember when I stopped paying the API pricing). I canceled 3 weeks ago. Since then everything with the usage limits being slashed before being announced, their cache bug that eats limits (and won’t reset), and just rolling paper cuts with every single release I feel pretty good. I personally think…
I dropped Claude Code months ago. I'm just an amateur who plays around with bringing screens in from Figma and turning them into websites so I can get practice with AI tooling, but their limits were absurdly low on the $20 plan. Codex, for now, is much better in terms of daily limits.
The amount of tokens you get on Codex for $20/mo compared to Claude Code is indeed insane.
Re: OpenAI demand sinks on secondary market as Anthropic runs hot
#38Earlier quoted context omitted.
That's what happens when you're so untrustworthy as Sam Altman. This is coming to roost now. Ever since Paul Graham even said he'll get whatever he wants by any means necessary, basically. And then his board turns on him. He's a constant liar.
Something I don't quite understand is why software developers are flocking to CC - product of a company whose CEO literally said they will be out of job because of it.
Because fear sells easily to those who do not know the future.
Dario constantly fearmongers to them and 98% of software developers all fall for it, and he needs to sell you access to his product.
The future is local LLMs and Dario knows this is their main threat. Just as Cursor, they don't want to pay for Claude anymore and are going with local models.
Re: OpenAI demand sinks on secondary market as Anthropic runs hot
#39This, to me, reads like the CEOs that are catching up to months ago. I was subbed to claude for CC since July/aug (can’t remember when I stopped paying the API pricing). I canceled 3 weeks ago. Since then everything with the usage limits being slashed before being announced, their cache bug that eats limits (and won’t reset), and just rolling paper cuts with every single release I feel pretty good. I personally think…
Most people I talk to who pay for their own subscriptions have switched providers at least once, or they keep 2 or 3 plans active from different companies so they can try them all out. It’s interesting how the long business purchasing cycles and have made it difficult for companies to keep up with these rapid changes. Companies like to spend months getting a vendor approved and then not change it for years. Depending…
Indeed .. my company got on Cursor when Cursor's fame started to fade. We've just got out of Cursor now to go on Claude, and I feel like we are again "buying the top"