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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

#51

Post by amelius »

echelon wrote: post #20
amazingamazing wrote: post #10

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…

> Couldn’t tell. I can tell. It's night and day. Last year I used a bunch of models to try to generate Rust code. They all sucked. This February I tried again and used Claude to generate Rust code. I have never been more stunned in my life. It's just as good as I am, and 30x faster. No fluff, the code is verbatim just as I would have written. I then tried other models. Total disappointment. I've continued to repeat t…

I recently tried with C# code and Avalonia on Linux. Total disaster. Could only get things to run after 10 attempts or so, and was only trying a very basic example. For some of the experiments I actually gave up.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#52

Post by amazingamazing »

9dev wrote: post #47
amazingamazing wrote: post #35

Earlier quoted context omitted.

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…

That's a weird way to look at it. Any car gets you to your destination, but some people prefer driving a sports car or an SUV. They get something out of it that isn't just a marketing delusion, but subjective joy from the interaction with one product over another.

Luxury cars are indeed a good comparison. The subjective joy is a result of the delusion. That is why so much money is spent on such marketing to begin with. The analogous comparison would be if a blindfolded passenger turned out to prefer the Sienna to the 911.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#53

Post by utopiah »

amazingamazing wrote: post #10

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…

Ah that's always SO fun. It doesn't matter how "smart" the person actually are (or think they are) we are ALL susceptible to influence and blind tests are shockingly simple to implement.

Convinced you can distinguish A from B? Ok! No problem, let's try! Can be at the dinner table for fancy wine or with agents, it's all the same, you try an option, another option, maybe all options from the same, and if you reliably can't tell well kudos, you are just like the rest of us!

It's easy to "know" in retrospect but blind test is where genuine difference can be found. Or not.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#54

Post by lucamark »

grodes wrote: post #3

codex gtp-5.5 is far superior to opus 4.7 working on large projects

I'm experiencing the same. Codex gtp-5.5 has more brilliant intuitions, write less code, i.e. it identifies the exact point in which the modification shall be done. Nevertheless, huge improvements on personality from opus 4.7 (it was too accomodating) to opus 4.8

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#55

Post by basilgohar »

wongarsu wrote: post #44
amazingamazing wrote: post #10

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…

Claude was the best for the longest time. GPT5.5 challenges that, but inertia is real

You're comparing apples to oranges. Claude is a frontend overall product name, GPT5.5 is a specific model. Which model within Claude's offerings are you referring to? Opus 4.7, Sonnet 4.6, or something else?

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#57

Post by datakan »

amazingamazing wrote: post #10

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…

Tribalism at it's worst. It's like the Coke and Pepsi comparisons from years past.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#58

Post by mewpmewp2 »

amazingamazing wrote: post #52
9dev wrote: post #47

Earlier quoted context omitted.

That's a weird way to look at it. Any car gets you to your destination, but some people prefer driving a sports car or an SUV. They get something out of it that isn't just a marketing delusion, but subjective joy from the interaction with one product over another.

Luxury cars are indeed a good comparison. The subjective joy is a result of the delusion. That is why so much money is spent on such marketing to begin with. The analogous comparison would be if a blindfolded passenger turned out to prefer the Sienna to the 911.

I would actually say it is a luxury car where you have your personal driver and you are free to work on other tasks, and it gets you faster to the destination. Time to me is at least the most valuable thing.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#59

Post by robot_jesus »

Pointless article (like much of the AI marketing hotness and spin room).

> The new valuation is nearly three times higher than the company’s February valuation, when Anthropic was estimated to be worth around $380 billion.

> In March, OpenAI was valued at $852 billion following a record $122 billion funding round.

Basically, today (Late May) we're declaring Anthropic the most valuable. They've nearly tripled in value since February. But also, OpenAI was $852B in March and presumably has grown since then.

In a few weeks we'll either have a new rounding of funding for OpenAI or they'll announce their IPO and the hype train will be abuzz that they're now the most valuable.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#60

Post by epolanski »

amazingamazing wrote: post #10

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 don't think it's marketing, it's the "nobody got fired for buying IBM" effect applied to software developers choosing tools.

It's the same reason why most of the software out there keeps using bloated technologies that are most of the time the wrong fit for the product.

And the same applies to tooling. Nothing new.

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