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Anthropic surpasses OpenAI to become most valuable AI startup

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191–200 of 512 posts

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#191
post #104

I think Sam Altman is an asshole and I prefer to spend my money elsewhere. Frontier models being commoditize is inevitable. OpenAI thinks they're still competing on technology, and not user experience and market reputation otherwise they'd understand the continuous negative PR generated by Altman's chaos is going to cost them everything.

Altman does appear to be an asshole, but I have bad news for you if you think Anthropic are the good guys. If anything, they might be worse than OpenAI.

What makes you say that

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#192
post #75

Earlier quoted context omitted.

Do you think Amodei is different?

The choice is not binary. I use DeepSeek (paid) for coding, and Qwen (free) for casual stuff from the browser chat UI.

I mean paying for deepseek is sending money to China, and any company in China is pretty much an extension of the CCP (or can become one at the snap of their fingers). I don't think this is much better or worse than the American AI companies.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#193
post #104

I think Sam Altman is an asshole and I prefer to spend my money elsewhere. Frontier models being commoditize is inevitable. OpenAI thinks they're still competing on technology, and not user experience and market reputation otherwise they'd understand the continuous negative PR generated by Altman's chaos is going to cost them everything.

How can you say this as if supporting Dario is any better.

At the top level of anything there is almost no such thing as a non-asshole.

None of them care genuinely about you they just want your money.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#195

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…

You confuse ease of using a tool with quality of output. A skilled carpenter can work both with high and with medium quality tools and prefer one over the other with no difference visible in the craft they produce.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#196

Investors of both should read this: https://open.substack.com/pub/sublius/p/srt-introspect-why-c...

they don't care, they're driving towards a cliff full speed and are all counting on jumping out at the right moment

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#197
post #83

In this game, who wins - in the long term - is who has the best model: so far OpenAI is ahead, so in the long term this is what matters. However, for the same reason, if in the future open weight models will be very near the quality of frontier labs, Anthropic and OpenAI will be out of business very soon. The game they play only make sense if their SOTA models do things that other models can't do at a comparable leve…

IMO bad take. You can theoretically do most things AWS does most of the time, yet people pay premium for it and keep paying for it, even though alternatives are cheaper, simpler and more performant. I'd bet you that after 20 years OpenAI and Anthropic would still be around and kicking. You might have a subpar product (for the price) but the reputation and history is what makes people open their wallets.

> I'd bet you that after 20 years OpenAI and Anthropic would still be around and kicking.

Depends. The bigger the bubble, the bigger the pop.

Only a few unicorns from the dot-com bust came out the other side (Amazon, Google, ... anyone else?), and that was a piddling affair compared to this one.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#198

Earlier quoted context omitted.

No. He's worse. Much worse.

Why?

Why is Altman worse?

Dario is constantly fearmongering to generate press, gaslighting, and contradicting himself. Mythos is the most recent example of that. It was never too powerful to release, that was a lie to generate publicity and fear, and an excuse because they didn't have the compute to serve it. People were finding the same bugs and exploits using GPT5.4, GPT5.5, and lesser models. Now all of a sudden, they do have the compute, and now they're saying that Mythos is releasing in the coming weeks.

Anthropic is constantly caught up in ethical scandals too. They pump the web full of advertising bots. They steal peoples tokens, punish you for disabling telemetry, blacklist people they don't like. They had remote code execution vulns in their product for nearly a year and secretly buried that fact, no disclosures at all. Here are some of them https://clawd.rip

They're the least generous with open-source. The most closed off. The most likely to punish you for doing something they disagree with. Whenever OpenAI has issues they reset Codex's rate limits, they've done this every month that I can remember, and sometimes several weeks in a month. When's the last time Anthropic has done that for the many service issues they have had? Never. Not once.

Anthropic also never reply to peoples complaints or issues on GH issues, meanwhile the Codex team is very responsive and they actually care about customers user experience.

There's more, but you get the point. And yes, obviously not all of this is about Dario himself, but he drives the culture at the company.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#199

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…

Instead of only hanging them evaluate the final output, you ought to also have a way to have them evaluate the process and agentic aspects in getting to said output. Claude Code outshines when you look at it end-to-end, in my experience.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#200

Most people think the current valuation is for the models themselves. Actually, they're building the infrastructure for the next 50 years.

> Actually, they're building the infrastructure for the next 50 years.

What infrastructure? The hardware would be outdated in 3 - 5 years, after all. What other infrastructure is needed for AI?

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