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OpenAI's fall from grace as investors race to Anthropic

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51–60 of 161 posts

Re: OpenAI's fall from grace as investors race to Anthropic

#51

Earlier quoted context omitted.

Does it matter that codex is now as good as claude code? Check dev spaces like twitter and discord and all anyone talks about is claude-code, openclaw, opus 4.6 etc. The mindshare went to anthropic.

that's why openai bought openclaw

I mean they hired the guy who created it. It's not exactly like openclaw is a real product.

Re: OpenAI's fall from grace as investors race to Anthropic

#52
post #13

Earlier quoted context omitted.

It's clearly because they didn't hire me after I applied :) In all seriousness, I use Codex for work and Claude at home, and I feel like nowadays they're actually pretty competitive with each other. I don't know that it's that far behind. I agree that they clearly erroneously assumed that no one would be able to catch up with them, though. OpenAI had such a head start that that should have been by itself a moat.

Does it matter that codex is now as good as claude code? Check dev spaces like twitter and discord and all anyone talks about is claude-code, openclaw, opus 4.6 etc. The mindshare went to anthropic.

Just like OpenAI's original moat, I don't think that's particularly durable. I've already seen plenty of people swing back to preferring codex, and it'll probably swap again with the next model drop. Openclaw is potentially better integrated with ChatGPT at this point because of the explicit subscription support.

Re: OpenAI's fall from grace as investors race to Anthropic

#53
post #41

Earlier quoted context omitted.

Yeah, Qwen3 coder for Claude Code and 3.5 for OpenClaw replaced my full-stack use of Opus 4.6 already; it's fine for basic web apps, k8s/docker infra setup, optimizing AI models etc. with only slightly higher error rate than Opus. Upcoming 3.6 together with Gemma4 might make it even better (still to test). OpenAI's memory spot market play might have been directed at local inference as well.

Look for Deepseek 4 when it drops, I’m curious how good it will be. The thing is, if you’re using AI responsibly today you’re already breaking down tasks to such a granular level that you don’t need the power of Opus. You can save that for deeper research tasks.

Based on the current DeepSeek website I suspect it's not going to be great as their current model (V3.4? V4-mini?) often forgets or changes facts explicitly mentioned in the conversation which R1 never did. It's better than R1 at math or coding, but nearly unusable for deep conversation. I suspect they pushed MLA or linear attention too much, or quantize a lot more than before.

Re: OpenAI's fall from grace as investors race to Anthropic

#54
post #29
post #3

I 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…

Anecdotally, I would actually argue tbe opposite - Anthropic is overrated, ass-kissed way too much here for mediocre coding abilities (especially for Elixir). ChatGPT most of the time one-shots complex solutions in comparison. The only reason why people shit on OpenAI so much is because of the defence deal, but, it's not like Anthropic is a saint either: https://www.cnbc.com/2026/02/12/anthropic-gives-20-million-t...

Why pick elixir specifically here? I’m using opus/sonnet via Claude code for a moderately complex personal project built on phoenix and have had a good experience

Re: OpenAI's fall from grace as investors race to Anthropic

#55
post #13
post #3

I 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…

It's clearly because they didn't hire me after I applied :) In all seriousness, I use Codex for work and Claude at home, and I feel like nowadays they're actually pretty competitive with each other. I don't know that it's that far behind. I agree that they clearly erroneously assumed that no one would be able to catch up with them, though. OpenAI had such a head start that that should have been by itself a moat.

Yea. In my opinion the value provided for 20$ is better. I wonder how much of antropic value is the hype around claude code coming from every snake oil sales man promoting claude code as best to use with open claw to summarize your emails.

Re: OpenAI's fall from grace as investors race to Anthropic

#56
post #29
post #3

I 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…

Anecdotally, I would actually argue tbe opposite - Anthropic is overrated, ass-kissed way too much here for mediocre coding abilities (especially for Elixir). ChatGPT most of the time one-shots complex solutions in comparison. The only reason why people shit on OpenAI so much is because of the defence deal, but, it's not like Anthropic is a saint either: https://www.cnbc.com/2026/02/12/anthropic-gives-20-million-t...

Claude Code is IMO the benchmark today. For all of the various contexts I’ve used it in it has mostly oneshot the tasks I’ve given it and is very user friendly for someone who is not a professional software engineer. To the extent it fails I can usually figure out quickly why and correct it at a high level.

Re: OpenAI's fall from grace as investors race to Anthropic

#58
post #13

Earlier quoted context omitted.

It's clearly because they didn't hire me after I applied :) In all seriousness, I use Codex for work and Claude at home, and I feel like nowadays they're actually pretty competitive with each other. I don't know that it's that far behind. I agree that they clearly erroneously assumed that no one would be able to catch up with them, though. OpenAI had such a head start that that should have been by itself a moat.

Yea. In my opinion the value provided for 20$ is better. I wonder how much of antropic value is the hype around claude code coming from every snake oil sales man promoting claude code as best to use with open claw to summarize your emails.

Claude Code became the default brand for an AI coding harness, much like ChatGPT was synonymous with AI chat bot.

Even now when I hear Codex I have to stop and think “oh yeah that’s OpenAI’s competitor to Claude Code.”

Re: OpenAI's fall from grace as investors race to Anthropic

#59
post #32
post #18

Earlier quoted context omitted.

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

Some of that, sure. But realistically, a lot people are just don't want to pay for every frontier model provider out there as they're released. Not just money, but also time trying them out. (Recommend people at least try out their multimodal model.)

It doesn't help that Google offers a bunch of confusing plans in multiple places. I ended up just pasting all their AI plan URLs, at least that I could find, into Claude so I didn't have to figure it out.

Re: OpenAI's fall from grace as investors race to Anthropic

#60
post #7
post #3

I 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…

Sam lost the plot for me. He took too many interviews which led me to not trust him. Last straw came with him standing by Anthropic one day then throwing them under the bus the next. He showed little awareness on why that is problematic.

I have appreciated Amodei’s brutal honesty about their intentions.

On podcasts his attitude is basically “oh yeah all of you are basically fucked our products will take everyone’s jobs in a couple years.”

Altman is a lot more coy and comes across as saying what’s politically expedient at any given point in time.

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