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Anthropic surpasses OpenAI to become most valuable AI startup

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Re: Anthropic surpasses OpenAI to become most valuable AI startup

#31

I never want to hear from developers again that they are not susceptible to marketing. I see meet ups specifically about Claude often. Modern tupperware party. A colleague was convinced Claude is better so we played a game. We used the claude code and codex harness and I implemented some prs they needed with gpt5.5 and opus4.7 and asked them to identify which came from which only from the code. Couldn’t tell. Edit: i…

Yes, which means that in the long run this looks ugly.

So much faith and money in this idea, and seeing how fragile it is, does not look good.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#32
post #19

Earlier quoted context omitted.

Everyone can be propagandised. It's a matter of pushing the right buttons.

[dead]

Seeing yourself as immune to propaganda probably makes you more susceptible to propaganda.

Edit: Oh they’re trolling, nm. :-/

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#33
post #7

Earlier quoted context omitted.

GPT-5.5 is the better programmer but Opus 4.8 remains the better system architect and product designer. Codex is very "miss the forest for the trees", but is much better at successfully making large changes in large codebases. Claude Code makes more mistakes, but has more taste and a better grasp on idiomatic and elegant software development. If you can afford to, I recommend juggling both.

I find arguing that a complex weighted graph has a taste is interesting. This is not a jab, but a genuine curiosity of mine.

The roulette pockets for the model are bigger for some outputs than others. Draw a big enough black box around it and a different one around humans and it's insistinguishable.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#34

I never want to hear from developers again that they are not susceptible to marketing. I see meet ups specifically about Claude often. Modern tupperware party. A colleague was convinced Claude is better so we played a game. We used the claude code and codex harness and I implemented some prs they needed with gpt5.5 and opus4.7 and asked them to identify which came from which only from the code. Couldn’t tell. Edit: i…

for me personally it's two reasons:

1) Brockman ($25M) and Altman ($1M) both personally donated to Trump/MAGA.

2) Anthropic pushed back against DOD's demand for unrestricted use of AI to kill people while OpenAI eagerly said "please use ours!".

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#35
post #26

I never want to hear from developers again that they are not susceptible to marketing. I see meet ups specifically about Claude often. Modern tupperware party. A colleague was convinced Claude is better so we played a game. We used the claude code and codex harness and I implemented some prs they needed with gpt5.5 and opus4.7 and asked them to identify which came from which only from the code. Couldn’t tell. Edit: i…

This is like saying you gave a Taylor Swift fan sheet music from 1984 and from Michael Jackson’s thriller and they couldn’t tell the difference. I have a strong affinity for Claude Code because of the interaction experience and overall tone / vibe / process. I am 100% willing to believe the code it produces is identical or possibly less good than Codex. I enjoy working with Claude in a way I just don’t get from OpenA…

This is my point. The harness itself creates feelings that are positive, but the artifacts produced are similar.

It is like the employee who is slightly worse but is a brownnoser getting promoted more often.

And what do you know, that is what is happening. It is like the coke commercial with the nice music and beautiful person in the back.

Speaking of which, remember Pepsi Challenge? Coke lovers are like the claude code lovers.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#37

I never want to hear from developers again that they are not susceptible to marketing. I see meet ups specifically about Claude often. Modern tupperware party. A colleague was convinced Claude is better so we played a game. We used the claude code and codex harness and I implemented some prs they needed with gpt5.5 and opus4.7 and asked them to identify which came from which only from the code. Couldn’t tell. Edit: i…

I can’t tell the difference between code written in vim or vs code but it matters substantially to the person writing the code. There’s stuff beyond just the output that goes into tool choice.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#38

I never want to hear from developers again that they are not susceptible to marketing. I see meet ups specifically about Claude often. Modern tupperware party. A colleague was convinced Claude is better so we played a game. We used the claude code and codex harness and I implemented some prs they needed with gpt5.5 and opus4.7 and asked them to identify which came from which only from the code. Couldn’t tell. Edit: i…

I use both, enough to reach Codex highest personal sub limits and Claude is stronger to me specifically because of how the flow of building feels. So the PR for any random task would be irrelevant to me.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#39
post #26

Earlier quoted context omitted.

This is like saying you gave a Taylor Swift fan sheet music from 1984 and from Michael Jackson’s thriller and they couldn’t tell the difference. I have a strong affinity for Claude Code because of the interaction experience and overall tone / vibe / process. I am 100% willing to believe the code it produces is identical or possibly less good than Codex. I enjoy working with Claude in a way I just don’t get from OpenA…

This is my point. The harness itself creates feelings that are positive, but the artifacts produced are similar. It is like the employee who is slightly worse but is a brownnoser getting promoted more often. And what do you know, that is what is happening. It is like the coke commercial with the nice music and beautiful person in the back. Speaking of which, remember Pepsi Challenge? Coke lovers are like the claude c…

The creative output and time to direct, to deliver due to the flow will also be different.

And it really depends on the task. Is it a typical well defined bug, or is it simpel CRUD. Or does it require research, combining different sources of data in a complex and creative ways.

This is also why benches never show reality, and the only real understanding comes if you actually try to build something.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#40
post #12

The models aside, my impression is that Anthropic is winning in large part because of very pragmatic and high-velocity product development on top of them; like with Claude Code. Like actually iterating hard to make them useful. Many, many details matter here. I haven't tested the similar OpenAI/Google tools in detail lately though. Previously I found them way too generic and unpolished to be useful. Is there somethin…

My impression as well. OpenAI was riding the high of ChatGPT with a very confusing and seemingly unfocused offering beyond that. Anthropic was always laser focused on business use cases. Claude Code being the big one. Finance seems to be their next target.

Anthropic has much narrower capabilities. No image generation, no video generation, no 3d world models, barely any voice stuff. But they know who their target customers are, and their API has a model selection anyone can understand and pricing that rarely changes. Focus and predictably

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