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.
Anthropic surpasses OpenAI to become most valuable AI startup
211–220 of 512 posts
Re: Anthropic surpasses OpenAI to become most valuable AI startup
#212Investors of both should read this: https://open.substack.com/pub/sublius/p/srt-introspect-why-c...
"Investors who have poured hundreds of billions into closed-source labs are betting on an unprovable safety moat". Nobody is investing in closed-source labs for safety reasons, being able to explore more in details what and how the model is thinking is nice but by no means a game changer. What matters to investors and most of the users is that the model gives the right answer at the end.
Re: Anthropic surpasses OpenAI to become most valuable AI startup
#213I 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…
Calling this a "tupper ware" seems a bit emotional, you're intentionally disregarding many things that matter for devs in order to try to claim equivalence, rather than paying attention to the actual process of software creation. For example in your "test" you're only looking at output and ignoring the entire process of creation. In addition to that process, you're ignoring that Claude Code was first and better for a…
Re: Anthropic surpasses OpenAI to become most valuable AI startup
#214At this point I think it’s more important to have a solid workflow and understanding of how [insert your favorite model here] works and its capabilities, than chasing the next shinny release jumping back and forth between companies. I just finished my first large project with Codex and it is hard for me to believe Claude can be much better. It may be a bit better or worse, but again, they are all so good now that the…
We've always been having these debates over whether my choice of tech is better than your choice of tech, same holy wars, different type of tech
The advice today is the same as it was 10/20/30+ years ago, pick what works for you and build something good with it
Nobody will actually care how you built it, regardless of whether its good or crap (although if it's crap you can blame your tools)
Re: Anthropic surpasses OpenAI to become most valuable AI startup
#215I 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
#216I was cracking up. I'm 5'7 on a good day. I feel like that's how valuation works. We are propping up five foot tall giants.
Re: Anthropic surpasses OpenAI to become most valuable AI startup
#217These are the new .net developers who will know nothing but c# for 20 years.
Re: Anthropic surpasses OpenAI to become most valuable AI startup
#218codex gtp-5.5 is far superior to opus 4.7 working on large projects
In what ways? LM Arena has Opus 4.7 w/ 1567 -/+ 7 vs. 1505 -/+ 10 from GPT-5.5 Codex in code. I'm currently using both. Admittedly my recent experience tilts Opus now 4.8, but you and others have my interest piqued re: GPT-5.5 Codex so I'm trying that more now.
Re: Anthropic surpasses OpenAI to become most valuable AI startup
#219They are far far better at marketing than OpenAI
Even now, I would guess that if you ask a normie off the street, they are far, far more likely to have heard of ChatGPT than Claude. Of course, Anthropic has been targeting businesses quite a bit harder than the general public for a while, so maybe that's not a fair test.
Anthropic inarguably does make an attempt at marketing their product. But I'm not convinced that the closing of the gap between them and OpenAI (as others have pointed out: I'm not sure it's defensible to claim that either is significantly ahead of the other given the paucity of available data, but they are certainly much closer than they were a year or two ago, when OpenAI was clearly in the lead) is mostly down to that. I think that, for a decent chunk of time (this one I mean in the AI world sense of the term), they had a very non-trivial lead in coding abilities. The developer and business world figured this out and jumped on board. That gap is largely now erased, but that's not enough to retake the momentum.
Re: Anthropic surpasses OpenAI to become most valuable AI startup
#220I 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…
> 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…