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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

#101

Post by tornikeo »

antirez wrote: 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.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#102

Post by api »

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 have always found this field, especially in the last 10-15 years, to be incredibly fad driven to the point that it reminds me of things like fashion more than an engineering field.

It’s one of the things I don’t like about it. All humans are susceptible to herd behavior and influence but engineers should be at least a bit more hard nosed and reason more from first principles.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#103

Post by AnotherGoodName »

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 that's the only reason but you're spot on about OpenAI marketing being absolutely terrible. The primary product names of "Claude" vs "ChatGPT" highlights this remarkable difference. To the point where I'm seeing Claude completely take over the generic term for agent.

I do think OpenAI is doomed due to bad leadership. What you said (that the marketing is relatively terrible) and what others are saying here (that the product is worse) is damning isn't it? Are they really failing on all fronts?

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#104

Post by ctvo »

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.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#105

Post by api »

utopiah wrote: post #53
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 c…

It’s also true in every other realm. Governments, think tanks, political parties, and activist groups use propaganda because it works.

I sometimes wonder how much of what I believe is bullshit I was fed through intentional propaganda. I do think as I’ve gotten older I’ve gradually identified and challenged some of it.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#108

Post by Schmerika »

tornikeo wrote: post #93
bikelang wrote: post #68

OpenAI’s models could be materially better than Anthropic’s and I still wouldn’t use them because I don’t want to support Altman.

Do you hold any amount of power in the world? A project that people care about, or a deliverable that someone depends on? Just curious how you can afford to care about the guy 7 levels above the men that built and support the API that you buy.

Some people care about things beyond their own immediate self interest.

Some don't, and find it hard to believe others really do.

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