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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

#253

Earlier quoted context omitted.

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

Having a lead in a new market even for a short time creates initial conditions that are in your favor. That’s why startups get all fired up over being first to market.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#254

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…

A lot is changing. Like 9months ago, I was convinced Claude was best. I'm not so sure anymore :^)

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#255

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…

Benchmarking 1 or a few samples isn't ever going to yield anything but noise. The actual benchmarks use thousands of tasks. GPT 5.5 genuinely was back on top for a while there, but if you look at the past 2 years, being on Claude was better than being on OpenAI most of the time. If you're going to pick a tool and not switch constantly it was the right choice. Not to mention their tooling has always been ahead, and th…

okay what's a point in time where Claude was better? just give me a date

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#256
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.

It's a testament to how much American companies have been fucking over their own reputations that people would view them as not "better or worse" than an extension of the CCP.

A decade ago, just that kind of comparison would've been pretty unthinkable.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#257

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…

Honestly I have no idea how you couldn’t tell. Reading a PR I can see the difference without even reading the words. (I doubt I could spot the difference just looking at the code diffs though.)

Claude commit messages - well structured test plan, readable.

Codex commit messages - wall of text, no structure.

The big difference though is sitting with the tools and using them for work. These are for sure vibes, but I’m sure you could pull out metrics for # steering re-prompts for example.

Codex just goes off and solves the problem, usually comes back with a solve; Claude more often gives up or needs input. Opus gives a broader design discussion, better at conversation. Codex finds deeper/better edge cases.

I think it’s like EMacs vs Vim - you can get your work done with both. There may be some tasks where one is way stronger. A strict “Better” is quite hard to justify.

Ultimately tool choice is a mix of science and art/taste; I want to feel joy using my tools, and fun little pixel explosions make me happy. If a different tool makes you happy, that is also fine.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#258
This is an absolute joke.

Anthropic capitalized upon a brief window of being more code-focused, which turned into enterprize contracts.

Then on renewal rug-pulled those same enterprises - going from your seat includes all the usage a user would reasonably need, to being you pay for the seat + all tokens at API pricing. (Which they raised by how many times in a year? I don't know the actual number.)

Revenue spikes like crazy through basically hostage taking made possible by Sonnet 3.5 era sentiment + enterprise purchasing lag.

Parlay the revenue spike into the valuation.

Crazy. Those same enterprises will get sticker shock and leave. Absurd short-term thinking.

OpenAI is the better company (transparency, open sourcing things, how they handle things in general e.g. OpenClaw, how they compete, etc.) and they have the vastly better brand, the better consumer presence, and (for me and many others) they have the better coding app + models.

Anthropic doing deeply customer hostile stuff - again and again - to produce a short term revenue spike does NOT make for a long-term sustainable business.

For such a young business to have such a long history of bait-and-switch is absolutely crazy. (Raising prices repeatedly, lowering rate-limits repeatedly, changing the terms, banning calls which contain "OpenClaw", turning on their IDE partners, turning on their enterprise partners.)

AFAICT anyone who's ever shown faith in Anthropic has been immediately exploited by them to some degree. They will quickly get the reputation of being "the Oracle of AI companies".

I wouldn't even value them at half of OpenAI.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#259

Sam Altman appears to represent a significant liability for OpenAI’s success from this point forward. A big portion of the driver for Anthropic’s meteoric rise over the last six months appears to be folks recognizing “it’s that AI startup not run by Sam Altman.” Anthropic has amazing tech, but its biggest asset at the moment seems to be that “it’s not OpenAI.” Not saying that’s right or wrong, but it’s clearly a fact…

I don’t know that most people care at all or even know about this. ChatGPT still far and away has the largest consumer market and brand recognition.

What Anthropic has done exceedingly well is work their way into corporations.

I have personally seen massive uptake over the last 6 months of regular people in corporations using Claude cowork. They are all genuinely amazed by what it can do for them.

OpenAI wants to be more of a Google. It’s increasingly seeming like consumer may not be as good of a play here

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#260
post #47

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.

Oh I've always thought people like SUVs just because they want a bigger and pricier toy than the other guy. Is it not so?

> isn't just a marketing delusion, but subjective joy

What is the difference? When a product is being marketed, isn't the subjective joy created by the marketing?

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