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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

#301

Post by epistasis »

amazingamazing wrote: post #278
epistasis wrote: post #246

Earlier quoted context omitted.

You might want to expand on that a bit. Tupper ware parties were a way for housewives to make a bit of money on a pyramid scheme, socialize, and have fun. Are you suggesting that Anthropic is giving kickbacks to devs that talk about their positive experiences with Claude Code? Seems false, so I don't think that's it. Are you saying people are having fun talking about Claude Code socially ans ann escape from their eve…

https://claude.com/community/ambassadors https://www.tupperware.com/pages/host-a-party?srsltid=AfmBOo... It really is the same thing. You and others get more credits or gift social gathering, expanded opportunities, etc.

I've seen OpenClaw events, but I've never seen an Anthropic event, anywhere.

Are you actually asserting that Claude Ambassadors are a significant fraction of the cause of adoption? If so, why have Codex Ambassadors been so less successful?

https://developers.openai.com/community/codex-ambassadors

If you've met people that have been to these sorts of things, sure, I guess I can sort of understand your post, but come on, who has even heard of this sort of party on HN?

I've been going to Python data meetups, Machine Learning meetups, etc, back to the times when AI was an uncool word whose usage would mark the speaker as completely incompetent. I guess you could call them Tupperware marketing parties but come on, it's just an emotionally charged way of describing a normal way of exchanging information amongst professionals. Ambassador programs? Yes, cringe, but seriously who has even seen an actual "Ambassador" or taken them at their word rather than viewing them as a detriment to the thing they are advertising?

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#302

Post by saberience »

cpchander wrote: post #282
bluebands wrote: post #236

Earlier quoted context omitted.

Claude has been behind since GPT-5. Claude Code just looked cool and had better marketing

Claude is more reliable in production, less errors and better understand instructions. That's why the valuation shifted, technical people are choosing Claude for actual shipped products.

This isn’t the case at all, the most technical and best engineers are all using Codex now and have been for roughly six months.

It’s a known “secret” for a while now how much better Codex is than Claude. I’ve used both since they were released and I often implement in both to compare and 95% of the time Codex writes better code and also less code!

Claude is only really better at front end design.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#303

Post by zozbot234 »

antirez wrote: post #83

In this game, who wins - in the long term - is who has the best model: so far OpenAI is ahead, so in the long term this is what matters. However, for the same reason, if in the future open weight models will be very near the quality of frontier labs, Anthropic and OpenAI will be out of business very soon. The game they play only make sense if their SOTA models do things that other models can't do at a comparable leve…

OpenAI and Anthropic have the know-how for building much larger models that will be a lot smarter and run on datacenter-scale compute. This is a natural 'moat' that will be inherently hard to replicate for on-prem compute or small neoclouds running open-weight/local AI. They can easily coexist with a robust local AI scene.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#304

Post by janussunaj »

vessenes wrote: post #125

Ah, it’s a good time to check in with gwern on our conversation about oAI vs Anthropic: https://news.ycombinator.com/item?id=40816755 and our predictions (ca two years ago). Upshot - poetry expertise does not seem to be the primary focus these days, perhaps to the detriment of the entire world. We did move on from training scaling to “test time” scaling (which I hate as a name btw), Ilya does not seem to have been ne…

Did you also talk about "head and shoulders" and "pennant" patterns in stock charts? Or where the "smart money" is at? I'd like to subscribe to your paid newsletter.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#305

Post by mold_aid »

epistasis wrote: post #98
amazingamazing wrote: post #10

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…

>Calling this a "tupper ware" seems a bit emotional

Calling this "emotional" seems a little weird

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#306

Post by Petersipoi »

c0rruptbytes wrote: post #233
skizm wrote: post #192

Earlier quoted context omitted.

I mean paying for deepseek is sending money to China, and any company in China is pretty much an extension of the CCP (or can become one at the snap of their fingers). I don't think this is much better or worse than the American AI companies.

I mean, Deepseek is open model, it can be rehosted in the US by anyone, there’s no royalty to china

Deepseek proper is the only provider offering Deepseek V4 Pro at such an insanely low price. All the other providers are like 5x.

If someone says they're using Deepseek, it's probably a safe bet that they're sending money to China. People choose an inferior model (Deepseek) because it's cheaper. Not many people are willing to use Deepseek but also pay the 5x price to have an American company run it for them.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#307

Post by gom_jabbar »

thoughtpeddler wrote: post #239
vessenes wrote: post #125

Ah, it’s a good time to check in with gwern on our conversation about oAI vs Anthropic: https://news.ycombinator.com/item?id=40816755 and our predictions (ca two years ago). Upshot - poetry expertise does not seem to be the primary focus these days, perhaps to the detriment of the entire world. We did move on from training scaling to “test time” scaling (which I hate as a name btw), Ilya does not seem to have been ne…

Mechinterp in general is just completely undervalued right now (and agreed Anthropic's team is doing the most rigorous work, now accompanied by Goodfire). They're doing the closest work to neuroscience's in vivo 'thought-tracing', which is just the most wild science fiction sort of thing to be working on, and yet I feel the average person has no idea this sort of work is happening. When combined with the idea of the…

Haven't heard about the universal subspace hypothesis yet, so I appreciate the digression.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#308

Post by mrcwinn »

amazingamazing wrote: post #10

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…

You're delusional. Anthropic's success is not only the model - it's the harness. I'd absolutely be able to tell the difference between Claude Code and, say, Gemini CLI.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#309

Post by antirez »

micromacrofoot wrote: post #188
antirez wrote: post #83

In this game, who wins - in the long term - is who has the best model: so far OpenAI is ahead, so in the long term this is what matters. However, for the same reason, if in the future open weight models will be very near the quality of frontier labs, Anthropic and OpenAI will be out of business very soon. The game they play only make sense if their SOTA models do things that other models can't do at a comparable leve…

this is like saying the car with the better engine wins, but all we're doing is commuting to work

Comparisons like that give the impression of reasoning about things, but it's a weak tool to understand reality of very different things.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#310

Post by jmcodes »

bayindirh wrote: post #14
meowface wrote: post #7

Earlier quoted context omitted.

GPT-5.5 is the better programmer but Opus 4.8 remains the better system architect and product designer. Codex is very "miss the forest for the trees", but is much better at successfully making large changes in large codebases. Claude Code makes more mistakes, but has more taste and a better grasp on idiomatic and elegant software development. If you can afford to, I recommend juggling both.

I find arguing that a complex weighted graph has a taste is interesting. This is not a jab, but a genuine curiosity of mine.

Isn't it just arguing that one complex weighted graph was tuned to output tokens that more align with what current day users would define as 'taste'?

I don't think it necessarily says anything about a model itself having 'taste' in some subjective way.

If the fashion changes would the model update with it without retraining? No. So the model doesn't have 'taste' in that sense. It has alignment to current human definitions of taste.

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