They’re trying to pass the bag to retail investors before the bubble pops
Anthropic taps IPO lawyers as it races OpenAI to go public
231–240 of 322 posts
Re: Anthropic taps IPO lawyers as it races OpenAI to go public
#232Earlier quoted context omitted.
And 12 months later Anthropic is listing 200 open positions for humans: https://www.anthropic.com/jobs
Of course they are. The two things aren’t contradictory at all, in fact one strongly implies the other. If AI is writing 90% of your code, that means the total contribution of a developer is 10× the code they would write without AI. This means you get way more value per developer, so why wouldn’t you keep hiring developers? This idea that “AI writes 90% of our code” means you don’t need developers seems to spring fro…
See Jevons paradox: https://en.wikipedia.org/wiki/Jevons_paradox
Re: Anthropic taps IPO lawyers as it races OpenAI to go public
#233Earlier quoted context omitted.
But there's no moat around these models, they're all interchangeable and leapfrogging each other at a decent pace. Gemini could get much better tomorrow and their entire customer base could switch without issue.
I think Claude Code is the moat (though I definitely recognize it's a pretty shallow moat). I don't want to switch to Codex or whatever the Gemini CLI is, I like Claude Code and I've gotten used to how it works. Again, I know that's a shallow moat - agents just aren't that complex from a pure code perspective, and there are already tools that you can use to proxy Claude Code's requests out to different models. But at…
I went from:
1. using Claude Code exclusively (back when it really was on another level from the competition) to
2. switching back and forth with CC using the Z.ai GLM 4.6 backend (very close to a drop-in replacement these days) due to CC massively cutting down the quota on the Claude Pro plan to
3. now primarily using OpenCode with the Claude Code backend, or Sonnet 4.5 Github Copilot backend, or Z.ai GLM 4.6 backend (in that order of priority)
I became so ridiculously sick of waiting around for CC just to like move a text field or something, it was like watching paint dry. OpenCode isn't perfect but very close these days and as previously stated, crazy fast in comparison to CC.
Now that I'm no longer afraid of losing the unique value proposition of CC my brand loyalty to Anthropic is incredibly tenuous, if they cut rate limits again or hurt my experience in the slightest way again it will be an insta-cancel.
So the market situation is much different than the early days of CC as a cutting edge novel tool, and relying on that first mover status forever is increasingly untenable in my opinion. The competition has had a long time to catch up and both the proprietary options like Codex and open source model-agnostic FOSS tools are in a very strong position now (except Gemini CLI is still frustrating to use as much as I wish it wasn't, hopefully Google will fix the weird looping and other bugs ... eventually, because I really do like Gemini 3 and pay for it already via AI Pro plan).
Re: Anthropic taps IPO lawyers as it races OpenAI to go public
#234Earlier quoted context omitted.
A childhood internet friend of mine did something similar to that but for sending SMSes for free using the telco websites' built in SMS forms. He even had a website with how much he saved his users, at least until the telcos shut him down.
Phreaking in 2025
Well Phreaking in 2003-05 (no clue when anymore), so at the same time you could still get free phone calls on pay phones in the library or hotel lobby.
Re: Anthropic taps IPO lawyers as it races OpenAI to go public
#235I think people here on HN have a front seat perspective on the value of Anthropic & Claude because it's simply the best/most consistent coding assistant AI. I don't think there's a broad awareness of Anthropic's market edge at the moment, the IPO may be a good time to invest.
Re: Anthropic taps IPO lawyers as it races OpenAI to go public
#236Re: Anthropic taps IPO lawyers as it races OpenAI to go public
#237I love claude, but looking at google it seems like it will just be a matter of time before Google/Gemini will be a better product. Just looking at how much Google have improved their AI game the last couple months. I'm putting my money on google, I assume the reason they are doing an IPO right now is to be able to cash in on the investment before google surpasses them. It's a hot take, I know :D
Google are deep in the enshittification spiral and can't help themselves in kneecapping Gemini or imposing strict limits. Anthropic seem to atleast be a bit more customer centric.
Re: Anthropic taps IPO lawyers as it races OpenAI to go public
#238It's interesting that Amazon don't appear interested in acquiring Anthropic, which would have seemed like somewhat of a natural fit given that they are already partnered, Anthropic have apparently optimized (or at least adapted) for Trainium, and Amazon don't have their own frontier model. It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone…
Amazon also uses Claude under the hood for their "Rufus" shopping search assistant which is all over amazon.com. It's kind of funny, you can ask Rufus for stuff like "write a hello world in python for me" and then it will do it and also recommend some python books.
I just tried and Rufus does not write any python for me. Just directs me to buy books on python.
Re: Anthropic taps IPO lawyers as it races OpenAI to go public
#239It's interesting that Amazon don't appear interested in acquiring Anthropic, which would have seemed like somewhat of a natural fit given that they are already partnered, Anthropic have apparently optimized (or at least adapted) for Trainium, and Amazon don't have their own frontier model. It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone…
> It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone's models, and perhaps only putting a moderate effort into building their own models (which they'll be happy to serve to those who want that capability/price point). Or, as a slight variation of that, they think the underlying technology will always be quickly commoditized and that no one…
I think anyone sane will have had the same conclusion a long time ago.
It's a black box with input/output in text, thats not a very good moat.
especially given that Deepseek type events can happen because you can just train off of your competitors outputs
I've tried out Gemini 2.5/3 and it generally seems to suck for some reason, problems with lying/hallucinating and following instructions, but ever since Bard came out at first, I thought Google would have the best chances of winning since they have their own TPUs, YouTube (insane video/visual/audio data), Search (indexed pages), and their Cloud/DCs and they can stick it into Android/Search/Workspace.
meanwhile OpenAI has no existing business, they only have API/Subs as revenue, and they're utilizing Nvidia/AMD
I really wonder how things will look once this gold rush stabilizes
Re: Anthropic taps IPO lawyers as it races OpenAI to go public
#240I love claude, but looking at google it seems like it will just be a matter of time before Google/Gemini will be a better product. Just looking at how much Google have improved their AI game the last couple months. I'm putting my money on google, I assume the reason they are doing an IPO right now is to be able to cash in on the investment before google surpasses them. It's a hot take, I know :D
Google are deep in the enshittification spiral and can't help themselves in kneecapping Gemini or imposing strict limits. Anthropic seem to atleast be a bit more customer centric.
Anthropic's incessant cuts to CC rate limits/quota on the Claude Pro plan have nearly pushed me to cancel.
If anything they're far ahead of Google on the enshittification schedule (who still give out API keys for free Gemini usage and a free tier on Gemini CLI, although CLI is still pretty shaky unfortunately but that's a different issue).
It also doesn't help that CC will stop working literally in the middle of a task with zero heads up, or at best I get the 90% warning and then 30 seconds later have it stop working claiming I hit 100% after about two additional messages during the same task. I'm truly baffled by how they've managed to make the warnings as useless and aggravating as possible in CC and routinely shutdown while the repo is in a broken state, so I have to ask Codex to read the logs and piece things back together to continue working.