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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

#281

Post by cmiles8 »

mountainriver wrote: post #259
cmiles8 wrote: post #176

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…

Even in the consumer space the cool kids stopped using ChatGPT this year. The swing in reputation and momentum these last few months has been nothing short of extraordinary. Like a political race, once a leader loses “the big mo” it’s incredibly hard to win it back. That’s the situation OpenAI faces now.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#282

Post by cpchander »

bluebands wrote: post #236
osigurdson wrote: post #220

Earlier quoted context omitted.

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

Claude is more reliable in production, less errors and better understand instructions. That's why the valuation shifted, technical people are choosing Claude for actual shipped products.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#284

Post by jt2190 »

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 mean, yes? Anthropic’s investors are seeing more upside now and valuing the company higher. Your thesis is that this additional value is driven by better marketing rather than a superior model. Could be! The truth is we’ll never really know with certainty what factors are doing the heavy lifting here, we can only guess and argue over who’s a better guesser.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#285

Post by mrtesthah »

skizm wrote: post #192
akillibebe wrote: post #84

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.

>...sending money to China...

Have you seen the trade deficit lately?

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#286

Post by hnthrow0287345 »

ctvo wrote: 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.

>I think Sam Altman is an asshole and I prefer to spend my money elsewhere.

That's why he chose the OpenAI logo

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#287

Post by Maxatar »

amazingamazing wrote: post #209
Aurornis wrote: post #172

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…

I am not sure why the past matters here. I am talking about now, it is a fast moving space. As for the test, of course the output matters. Take image models for example. Differences are clear as day. Should the fact that OpenAI existed before Anthropic did at all matter? No, imo. I would have used opus 4.8, but it only just came out- fast moving space

This is an incredibly silly comparison. It amounts to claiming that a Ford Pinto is just as good of a car as a Rolls-Royce by simply observing that both cars got a person from point A to point B. After all, once someone reaches their destination you can hardly tell what vehicle they actually used to get there, but that doesn't mean there's no difference between vehicles.

What matters most in state of the art models isn't simply the final destination, it's the process of how one arrives to that destination.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#288

Post by amazingamazing »

Erem wrote: post #261
Jcampuzano2 wrote: post #193

Earlier quoted context omitted.

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.

The world saw Anthropic take a possibly company-killing risk wrt weaponizing their AI, and are rewarding them for holding to their values, for now at least. It’s not like anyone owes Sam Altman their business just bc their product has become slightly, perhaps temporarily, better

Both companies don't mind weaponization. The difference is whether it should only be domestic. Both are ok with foreigners being bombed.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#289

Post by Jcampuzano2 »

Erem wrote: post #261
Jcampuzano2 wrote: post #193

Earlier quoted context omitted.

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.

The world saw Anthropic take a possibly company-killing risk wrt weaponizing their AI, and are rewarding them for holding to their values, for now at least. It’s not like anyone owes Sam Altman their business just bc their product has become slightly, perhaps temporarily, better

Anthropic literally already works with companies like Palantir and others weaponizing their AI. Those just aren't quite as well known by the general public.

They have no values that align with humans prospering.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#290

Post by wongarsu »

BonerWiener wrote: post #206
akillibebe wrote: post #84

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.

Wait, people actually pay for DeepSeek?

The $20/month Claude Code plan has incredibly low rate limits. $20/month of DeepSeek usage buys you a lot. Even more so in hobby projects where usage is bursty, not nicely distributed over a work week
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