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OpenAI's fall from grace as investors race to Anthropic

latimes.com

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

#151
post #138
post #119

Earlier quoted context omitted.

What Gemini Pro comes with Workspace? Is there api allowance? Different than free users?

I guess if you choose the business standard, you get "Pro access to features & models with enterprise-grade security & privacy" https://knowledge.workspace.google.com/admin/getting-started...

It says "Gemini App" but I am not sure what it's referring to.

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

#152
post #7
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…

Sam lost the plot for me. He took too many interviews which led me to not trust him. Last straw came with him standing by Anthropic one day then throwing them under the bus the next. He showed little awareness on why that is problematic.

For me, it was when I found out Greg Brockman's MAGA donations. From wikipedia (https://en.wikipedia.org/wiki/Greg_Brockman#Personal_life):

Brockman and his wife were the biggest donors to Donald Trump's Super PAC, MAGA Inc., in 2025 with each of them donating US$12.5 million. Brockman and his wife also donated $50 million to Leading the Future, a super PAC dedicated to AI deregulation that he helped found with Andreessen Horowitz co-founders Marc Andreessen and Ben Horowitz.

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

#153
post #146

Earlier quoted context omitted.

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!

One of the things I’ve been wanting to see is basically an estimate of their minimum revenue to meet investor expectations, too. I’ve heard people talking about using even cheaper local models aggressively to save on tokens and it increasingly makes me wonder if they’re caught in a vice where prices need to go up but if they raise them they’ll just shed usage to the competition, especially since at least Google has a…

That is 100% what I think is going to happen.

I wrote about it here: https://tombedor.dev/open-source-models/

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

#154
post #91
post #56

Earlier quoted context omitted.

Claude Code is IMO the benchmark today. For all of the various contexts I’ve used it in it has mostly oneshot the tasks I’ve given it and is very user friendly for someone who is not a professional software engineer. To the extent it fails I can usually figure out quickly why and correct it at a high level.

> not a professional software engineer I think this is where we might have differing opinions. I'm a CTO by profession and I know what bad code is, so it is quite easy for me, based on my professional experience, point out when Claude generates bad code. And when you point it out, or ask it why it didn't take the correct/simpler approach - the response is always along the lines of "Oops, sorry!" or "You're absolutely…

Yeah my CTO says similar things. I usually just tell him to add it to the backlog and move on. At the end of the day these tools save us 3-4 eng hires and that’s what the board cares about

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

#155
post #151
post #138

Earlier quoted context omitted.

I guess if you choose the business standard, you get "Pro access to features & models with enterprise-grade security & privacy" https://knowledge.workspace.google.com/admin/getting-started...

It says "Gemini App" but I am not sure what it's referring to.

I guess it's access to Gemini, because that's the plan I'm on and you can access Gemini using gemini.google.com or their phone app (Android/iOS). I couldn't find information on the API, maybe it's on that page, but I couldn't find it from my phone browser. Anyway, I use OpenRouter pretty much, so I have no idea if the API is part of my plan.

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

#156
post #67

Earlier quoted context omitted.

This isn't right > It's largely SoftBank, Oracle, Microsoft and Nvidia, all of whom don't have big piggybanks full of hundreds of billions. Actually SoftBank, Microsoft and Nvidia literally have free cash sitting there. NVIDIA for example had over $60B in audited, reported free cash flow in 2025[1] > loans from Nvidia (at high interest rates), Is this just something you are making up? "NVIDIA intends to invest up to…

Just because they have cash doesn't mean they're going to lay it all on the table for one risky business. Which is why the actual solution is mostly loans. In being a guarantor, Nvidia isn't directly giving the money now, but it is promising to be liable for the loan if OpenAI defaults. That's a risk they have to budget for. But in addition to being a guarantor, they're also loaning out chips: "OpenAI plans to pay fo…

This is just a grab bag of different critisms to what you said.

Vendor financing is very standard across multiple industries. It's not a loan in the sense you originally stated because it's physical assets, not financing.

The circular nature of the deals is a valid concern but different to what you raised.

It's also a much smaller concern now with Anthropic hitting $30B ARR from non circular sources than it was in September 2025 when your article was written.

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

#157
post #155
post #151

Earlier quoted context omitted.

It says "Gemini App" but I am not sure what it's referring to.

I guess it's access to Gemini, because that's the plan I'm on and you can access Gemini using gemini.google.com or their phone app (Android/iOS). I couldn't find information on the API, maybe it's on that page, but I couldn't find it from my phone browser. Anyway, I use OpenRouter pretty much, so I have no idea if the API is part of my plan.

Thank you.

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

#158
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...

Strange take, I wasn’t lionizing Anthropic at all, and certainly wasn’t being preachy or moralistic.

I shit on OpenAI because they had a completely clear path to being dominant in consumer and enterprise, in chatbot and coding agent, and in text, image, and video. And somehow they screwed it up by being unfocused, unnecessarily slimy, drama-ridden, and slow to react to the market.

OpenAI has a lot of good tech and some good product. They may yet succeed. But they embody the lazy hare partying with celebs while the tortoises pull ahead in the race.

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

#159
post #95

Earlier quoted context omitted.

Is anti-Google sentiment still pretty loud? People seem excited about Gemini catching up + Gemma 4

Yeah, in most threads you will see anyone recommending Gemini be downvoted. Ironically, Gemini (with Workspace subscription) is the only model that explicitly states it doesn't use your inputs to train their models right under the chat box. AFAIK no other provider does that explicitly - usually there is a hidden toggle in settings you will need to turn off.

The corporate subscription for ChatGPT says the same thing. And I would be shocked if it wasn't the same for a corporate agreement for Claude.

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

#160

People are so late to Anthropic, I used Claude 1.3 back when it released, and I've stood by Claude since the early days. I don't think people quite realized the potential of Anthropic

Mind sharing with us? What is the potential being missed?

the potential of them to overtake OpenAI when everyone was investing in it
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