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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

#231
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.

Hm, Altman vs China. Peculiar choice.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#232
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.

[dead]

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#233
post #192

Earlier quoted context omitted.

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.

I mean, Deepseek is open model, it can be rehosted in the US by anyone, there’s no royalty to china

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#234
post #3

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

You're using last week's model; Opus 4.7 is old news. Opus 6.9 is the new hotness; it is a better product manager than GPT, and has more X productivity. It replaced our junior dev team, and tells me my hair looks good.

Your research finding LLMs ineffective is invalid because you used 6.9. The current SOTA is 6.91 and it's leaps and bounds better that yesterday's 6.9

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#235

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.

add deepseek v4 to it, and it will be close at 1/10 th the price. I use all three codex, claude, and deepseek, and they are close.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#236

Earlier quoted context omitted.

> 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. Why would you expect them to be able to recognize the signature of a model from a pair of PRs? I don’t understand why you think this is a useful test for anything when we have numerous benchmarks that run 100s of tests on model…

Exactly. Popular opinion is behind reality by several months. Claude used to be significantly better, now it is basically the same.

Claude has been behind since GPT-5. Claude Code just looked cool and had better marketing

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#237

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

Yeah about that

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#238

Earlier quoted context omitted.

You're overestimating the extent to which individual developers have a choice here. My employer signed up for a Claude Code membership, I use Claude Code. I cannot use Codex. Anecdotally I hear of folks with workplace Claude Code subscriptions all the time. I'm not sure I've ever heard someone talk about their workplace Codex subscription. Anthropic clearly did a far better job chasing corporate customers while OpenA…

The OP seems unaware that Claude had a lead in this space and captured market share and attention for that reason alone. The test they (supposedly) ran with their coworkers to look at PRs from both is such a bad way to compare LLMs that I don’t think they’re very experienced with using them.

Claude had a lead for a few weeks. When Codex launched it was better and it has been (marginally, yes, but still) better since.

It's marketing

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#239

Ah, it’s a good time to check in with gwern on our conversation about oAI vs Anthropic: https://news.ycombinator.com/item?id=40816755 and our predictions (ca two years ago). Upshot - poetry expertise does not seem to be the primary focus these days, perhaps to the detriment of the entire world. We did move on from training scaling to “test time” scaling (which I hate as a name btw), Ilya does not seem to have been ne…

Mechinterp in general is just completely undervalued right now (and agreed Anthropic's team is doing the most rigorous work, now accompanied by Goodfire). They're doing the closest work to neuroscience's in vivo 'thought-tracing', which is just the most wild science fiction sort of thing to be working on, and yet I feel the average person has no idea this sort of work is happening. When combined with the idea of the 'universal subspace hypothesis' (explored under the paper of the same name), you really start to bridge the gap from engineering to something more philosophical and spiritual. But I digress...

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#240

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…

If Claude meetups are the new Tupperware parties, OpenClaw meetups are something darker still. The tech is indeed worth discussion and celebration, but the Brands are clearly taking too much.

This is a really important insight. Great comment.

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