Live data from Hacker News

OpenAI's fall from grace as investors race to Anthropic

latimes.com

121–130 of 161 posts

Re: OpenAI's fall from grace as investors race to Anthropic

#121
post #32
post #18

Earlier quoted context omitted.

Depends on your work flow. I find that for human in the loop Gemini beats both.

Been my experience as well, but generally the anti-Google sentiment here is pretty loud so you'll never see anyone praising Gemini here pretty much

Google does not know how to sell.

They have multiple offerings, they probably will kill some of them very soon. There is no reason to waste your time and money on Google.

Re: OpenAI's fall from grace as investors race to Anthropic

#123
post #38

> The large gap between OpenAI’s $852-billion valuation and Anthropic’s $380 billion has investors rushing to grab equity in the latter before it rises, according to Augment co-founder Adam Crawley. Interesting, so there are a lot of people still eager to invest in valuations of well greater than a-quarter-trillion, but OpenAI's latest raise has sucked up all the oxygen for enthusiasm of that valuation going even hig…

Did OpenAI really “raise” that much? The startup world is not my area of expertise but I remember reading language in the announcements that implied those dollar amounts where more of a conditional promise of money in the future instead of a check today.

The “comitted capital” is about as real as the billion dollars that Disney invested into OpenAI for Sora.

Re: OpenAI's fall from grace as investors race to Anthropic

#124
I switched to Anthropic briefly to try out Code, it was great (having never tried such a product) and better than their chat bot which found prettier and nicer to talk to but far more often wrong.

Then shortly after Codex was released which made that more accessible and instantly preferred that compared to Code since much more generous allotments for $20 plan. Claude constantly kept hitting. And Code actually had a more robust UI and was more accurate when doing the same project side by side vs Claude Code.

But imagine many haven't tried Codex recently since all we hear about is Claude Code. So while they may have momentum, at least for me with no stake in the game, Codex finding far better, but I suppose that could all change again on a whim.

Re: OpenAI's fall from grace as investors race to Anthropic

#125

Earlier quoted context omitted.

Vibe coding requires the sota models to work at all, but someone who knows what they are doing and uses the AI more responsibly can absolutely use the cheaper Chinese models for coding, and they’re often faster too. If I was one of the big players my entire focus would be on lobbying for regulation and outright banning of local models.

> Vibe coding requires the sota models to work at all I've been hearing that vibe coding is the future for at least the past year but somehow it always requires the newest model, and all the "old" models produce trash results. Why is that?

Doesn’t matter if the current model creates bugs they can’t fix - in 6 months the next model will be such a huge improvement that THEY will fix it.

What about the bugs that model makes? Well the next model will fix them of course!

Just keep giving us money and we’ll fix your bugs for you, no worries!

Re: OpenAI's fall from grace as investors race to Anthropic

#126
Both companies have the same issue: the unit economics are bad, and there’s no moat.

I’ve been primarily on Claude for the last 6 months or so, but have been hitting rate limits. I switched work to Codex seamlessly, just like I could switch to any other provider seamlessly

Re: OpenAI's fall from grace as investors race to Anthropic

#127
post #13

Earlier quoted context omitted.

It's clearly because they didn't hire me after I applied :) In all seriousness, I use Codex for work and Claude at home, and I feel like nowadays they're actually pretty competitive with each other. I don't know that it's that far behind. I agree that they clearly erroneously assumed that no one would be able to catch up with them, though. OpenAI had such a head start that that should have been by itself a moat.

Does it matter that codex is now as good as claude code? Check dev spaces like twitter and discord and all anyone talks about is claude-code, openclaw, opus 4.6 etc. The mindshare went to anthropic.

Nothing about AI mindshare is durable. As Anthropic tightens rate limits and/or raises prices, everyone will move to something else.

This week I’ve been hitting CC rate limits, and I switched to Codex with virtually no disruption to my workflow. It’s not good for Anthropic that I was able to do that!

Re: OpenAI's fall from grace as investors race to Anthropic

#128

Both companies have the same issue: the unit economics are bad, and there’s no moat. I’ve been primarily on Claude for the last 6 months or so, but have been hitting rate limits. I switched work to Codex seamlessly, just like I could switch to any other provider seamlessly

The unit economics at this point are about utilization. Their cost is well below what they’re charging, but only when there is enough traffic to keep the GPUs busy. So the game is about increasing demand to level the load.

GPT has negligible moat because they gave up on all their integrations. Claude code is starting to develop one as people start to build things that require Claude Code specifically, not just any LLM.

Re: OpenAI's fall from grace as investors race to Anthropic

#129
post #11
post #9

Earlier quoted context omitted.

Coding assistants won't win this game. They sure will win the hearts of developers, but to scale you need mass adoption and products for which users want to pay substantially. OpenAI is falling behind in the small features in their chat and app offering and have failed to innovate in their expensive offerings. Codex btw is getting very competitive. It is fast and no longer far behind.

The reality is given how much OAI has raised, they have to get to a place where they are doing insane revenues… We’re talking on the level of meta, google and probably more if they keep raising money. They really went all in with hubris and they’re gonna get punished eventually.

Just like Uber did?

Re: OpenAI's fall from grace as investors race to Anthropic

#130
post #29
post #3

I don’t know how OpenAI screwed this up. They had the best tech, the largest installed base, the best brand recognition. And somehow instead of prosecuting the lead in all areas, they got all hubristic and sloppy and just failed to iterate on the core product, while also failing to respond quickly when Anthropic showed that coding agents are the flywheel that makes the whole company faster. It’s like they thought the…

Anecdotally, I would actually argue tbe opposite - Anthropic is overrated, ass-kissed way too much here for mediocre coding abilities (especially for Elixir). ChatGPT most of the time one-shots complex solutions in comparison. The only reason why people shit on OpenAI so much is because of the defence deal, but, it's not like Anthropic is a saint either: https://www.cnbc.com/2026/02/12/anthropic-gives-20-million-t...

cant take anyone seriously who thinks

> ChatGPT most of the time one-shots complex solutions in comparison

is an intelligible sentence.

Post reply on HN