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OpenAI's fall from grace as investors race to Anthropic
31–40 of 161 posts
Re: OpenAI's fall from grace as investors race to Anthropic
#32Earlier quoted context omitted.
What kind of OI slop is this? 5.4 Extra high >> Opus 4.6
Depends on your work flow. I find that for human in the loop Gemini beats both.
Been my experience as well, but generally the anti-Google sentiment here is pretty loud so you'll never see anyone praising Gemini here pretty much
Re: OpenAI's fall from grace as investors race to Anthropic
#33Re: OpenAI's fall from grace as investors race to Anthropic
#34let me know when they scrap the data centers, id love to get some good deals on hvac equiptment. these companies cannot possibly make enough money when you can run something on your own computer that works mostly as good
Re: OpenAI's fall from grace as investors race to Anthropic
#35Anthropic is not meaningfully better. Their stance is “the good guys have to make money to be in the fight with the bad guys” and so they do all the things their perceived bad guys do. I don’t know how they can do any different, but we just trust them to be good? What is the difference?
Re: OpenAI's fall from grace as investors race to Anthropic
#36Anthropic is not meaningfully better. Their stance is “the good guys have to make money to be in the fight with the bad guys” and so they do all the things their perceived bad guys do. I don’t know how they can do any different, but we just trust them to be good? What is the difference?
somewhat better leadership, I think
Re: OpenAI's fall from grace as investors race to Anthropic
#37I don’t know how OpenAI screwed this up. They had the best tech, the largest installed base, the best brand recognition. And somehow instead of prosecuting the lead in all areas, they got all hubristic and sloppy and just failed to iterate on the core product, while also failing to respond quickly when Anthropic showed that coding agents are the flywheel that makes the whole company faster. It’s like they thought the…
Investors do not care about the product, the users, etc. They care about cash. There are lots of ways to make cash that don't involve having a good product. But if you commit to spending a trillion dollars on hardware, then borrow hundreds of billions in the short term, and it turns out there's no way to recoup the cost, the investors go looking for better returns. This would've worked back in the old days of a bull market, angels looking for the next whale (with "modest" $5BN investments), and startups with no rivals. But in a bear market with multiple competitors trading on a commodity? Lol. Finally the bubble bursts.
Re: OpenAI's fall from grace as investors race to Anthropic
#38> 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. Interesting, so there are a lot of people still eager to invest in valuations of well greater than a-quarter-trillion, but OpenAI's latest raise has sucked up all the oxygen for enthusiasm of that valuation going even hig…
Did OpenAI really “raise” that much? The startup world is not my area of expertise but I remember reading language in the announcements that implied those dollar amounts where more of a conditional promise of money in the future instead of a check today.
Re: OpenAI's fall from grace as investors race to Anthropic
#39Anthropic is not meaningfully better. Their stance is “the good guys have to make money to be in the fight with the bad guys” and so they do all the things their perceived bad guys do. I don’t know how they can do any different, but we just trust them to be good? What is the difference?
The difference is no mass surveillance of US Citizens and no killing weapons without human supervision.
OpenAI is fine with those as long as they are "legal"... So pretty much they don't care at all.
I agree Anthropic is no saint but it's much, much better than OpenAI.
Re: OpenAI's fall from grace as investors race to Anthropic
#40> 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. Interesting, so there are a lot of people still eager to invest in valuations of well greater than a-quarter-trillion, but OpenAI's latest raise has sucked up all the oxygen for enthusiasm of that valuation going even hig…
Did OpenAI really “raise” that much? The startup world is not my area of expertise but I remember reading language in the announcements that implied those dollar amounts where more of a conditional promise of money in the future instead of a check today.
Yeah if they sold 1/800th of the company for a billion dollars then they are valued at 800b even if they only have a billion dollars. It’s advantageous for investors to both buy in as cheaply as possible but also have future investors to buy in as expensive as possible to prop up a, perhaps inaccurate, valuation.