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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

#211
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 all US companies are turning extremely anti consumer hostile thanks to unchecked unregulated capitalist greed and I would prefer my money to the Chinese underdogs. Cannot speak highly enough of Deepseek.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#212
post #81

Investors 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.

[dead]

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#213

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…

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…

Tupperware party is a particular thing about the social framework around promoting corporate goods.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#214
post #86

At 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…

Yeah none of this is new if you've been working in this industry for a while

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

#215
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.

The idea that intelligence will be commoditized is completely counterintuitive. It comes from the belief that it can’t exceed our own. This is almost certainly not true at the limit. There will likely by many super intelligences like we see life in the wild

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#216
I heard my kids argue last night. My daddy is so tall. My daddy is bigger than the house. No my daddy is bigger than a roller coaster. Yeah? Well my daddy is 50km. You mean he is long? Yes, my daddy is longer than you.

I 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

#217
A sign of a bad developer is they cannot fathom switching from claude cli. In their mind it's claude or nothing. Despite things like codex existings. Opencode existing. Cursor + Compose 2.5 existing.

These are the new .net developers who will know nothing but c# for 20 years.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#218
post #3

codex 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.

arena is not a good benchmark, it is very susceptible to sycophancy

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#219
post #96

They are far far better at marketing than OpenAI

This is an interesting claim to make. Up until quite recently (I mean that in the usual sense of the word, not the AI world sense of the word), almost no one had heard of Anthropic or Claude, despite an reasonably aggressive ad campaign, even at the point when most people would have known about ChatGPT.

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

#220

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…

> 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…

Exactly. Popular opinion is behind reality by several months. Claude used to be significantly better, now it is basically the same.
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