51–60 of 144 posts
What happens if OpenAI collapses at this point? Is it just too big to fail given defense contracts and Microsoft? The Sora sunsetting marked a big shift towards enterprise focus and meeting Anthropic on the enterprise battlefield, but almost all engineers I work with or know are using Claude at this point exclusively. Anyone seeing differently?
Claude Code is extremely easy to set up and use. I suspect its saturation among software professionals is at the majority of the addressable market. What if there are no other killer apps for Enterprise? Only CC will produce the level of token churn that could drive huge profits for model providers. The Enterprise market is not as substantial as the rapid success of CC makes seem.
Missing the Claude Code market was the biggest swing and miss ever. Too busy trying to make TikTok for preteens with $4/generation videos that lost their novelty the minute IP was off the table. Didn't even identify the professional market in video was the correct place to invest, like Kling and ByteDance did. Chasing consumer killed their ascendency. Sam is a ruthless leader and knows how to build an empire, but he'…
Claude Code is extremely easy to set up and use. I suspect its saturation among software professionals is at the majority of the addressable market. What if there are no other killer apps for Enterprise? Only CC will produce the level of token churn that could drive huge profits for model providers. The Enterprise market is not as substantial as the rapid success of CC makes seem.
Earlier quoted context omitted.
> Anyone seeing differently? There have been a stream of HN posts (I'm noticed this mainly in the past few weeks) implying some people prefer ChatGPT/Codex to Claude. Anecdotally, Claude on the $20/month plan can only run 1-3 queries per 4 hours before rate limiting, often stopping in the middle of a query. ChatGPT/Codex doesn't have this problem.
What the hell kind of queries are you running? I use Claude Pro all the time for asking questions, doing data analysis, writing side projects, and I very rarely get rate limited. I use Claude Max 20x at work and I rarely hit 10% session utilization, which implies even using Claude to write code all day only uses 2x the Pro token limit. Are you just telling it to try again when you get a response you don't like?
We have Claude Teams at work and I don't think I've had issues there.
If people want to meme OpenAI into a trillion dollar market cap, I guess let them?
As someone working in the enterprise space with OAI, this still feels like we're in the top of the first inning. Many teams remain anchored on equating AI with chat experiences, while a growing share of enterprise value is emerging from leasing compute clusters to run agentic workloads in containerized environments. OpenAI has built a cloud-first architecture that supports this model. The desktop experience and appli…
I know that people keep saying "we're early on here", but I take it as a negative signal that people keep thinking we are in the early innings here. Compared to previous generations of technology change, a great deal of time has passed, it should be a bit disconcerting that no one seems to have found a way to make money out of this yet. Look at previous killer apps- they came out quickly and were raking in money very…
All the other stuff is nice… but you will continue to be money losing and eventually die.
Now you can’t come out and say this because there’s a whole bunch of investments that depend on hype - think about the robotics nonsense.
Claude Code is extremely easy to set up and use. I suspect its saturation among software professionals is at the majority of the addressable market. What if there are no other killer apps for Enterprise? Only CC will produce the level of token churn that could drive huge profits for model providers. The Enterprise market is not as substantial as the rapid success of CC makes seem.
Claude Code is rare product that is both beneficial and economically addictive, where its use increases demand for itself, at least in the supply / demand range for code we are accustomed to. It makes making software so much easier that Claude coding custom software becomes a solution to all sorts of past annoyances. Maintaining the software is easy enough thanks to Claude code.
I'm in the film and engineering spaces, and I can honestly say the same about image and video models.
There is so much fun in all of these tools, and the productivity gains are insane.
I shoot film, but I never would have been able to do anything like this before:
https://www.youtube.com/watch?v=HDdsKJl92H4
https://www.youtube.com/watch?v=oqoCWdOwr2U
Today, I saw AI OR DIE with this banger:
https://www.youtube.com/watch?v=CNbmoVdirxw
Gossip Goblin is doing incredible work as usual. Dude is a savant and would have killed it in Hollywood if he'd had a chance before:
https://www.youtube.com/watch?v=-Rzl7nUdEs4
Corridor Crew is leaning in and building new tools:
https://www.youtube.com/watch?v=Y3Dfw969itU
There's just so much incredible stuff being made by really brilliant people that never would have had the chance before. And these tools are literally brand spanking new. We're just getting started.
> "You have ChatGPT, a 1 billion-user business growing 50-100% a year, what are you doing talking about enterprise and code?" an early backer of OpenAI told FT. "It's a deeply unfocused company." This is exactly the dynamic I've been worried about. If you go to OpenAI's site to learn what they're all about, they're pretty clear about it: "ensure that artificial general intelligence benefits all of humanity", "Join us…
Earlier quoted context omitted.
What about "cowork", aiming to be the claude code of excel files and pdfs and screenshotting your desktop to tell you what's wrong? Like, that feels like it's also a huge amount of token churn ("sure, I can search every xls file on your machine to find the 2023 invoice from that company"), and very early in its adaption curve. Most people are still using AI as a webpage chatbot to ask questions to and copy+paste betw…
I think The Verge said it the best. Taking advantage of these tools to the maximum requires you to have "software brain" which the average person does not have. They struggle to set up a simple automation in their smart home platform of choice. There is little reason to believe they will take the leap to use such tools to simplify daily tasks because it requires people to think about which daily tasks can be simplifi…
"You have ChatGPT, a 1 billion-user business growing 50-100% a year, what are you doing talking about enterprise and code?" The ironic part about this is GPT models are by far the worst models to chat too. I think I rather talk to a wall than GPT-5.4. It so unpleasant. I feel bad for anyone who only experience with AI is ChatGPT.