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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

#321

Post by duped »

echelon wrote: post #297
stymaar wrote: post #292

Earlier quoted context omitted.

> At the top level of anything there is almost no such thing as a non-asshole. There's only one Gabe. > None of them care genuinely about you they just want your money. It's worse than this. Billionaire entrepreneurs aren't funds manager, they don't just want money, they have a twisted sense of “being the good guy” driving humanity forward against its will.

> driving humanity forward against its will. I want this technology! You don't speak for all of us. I'm sick of techo-Luddism. I'm sick of complaints about water use in a world that has avocados, beef, and fabric dyes. I'm sick of complaints about power use when you have your air conditioners, winter heat, air travel, and gaming PCs. I'm sick of artists saying AI image and video sucks. I'm sick of pretend artists, ar…

It makes me sad to read someone rejecting humanity.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#322

Post by 7thpower »

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.

You must not be talking about the Anthropic endpoint…

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#323

Post by SiempreViernes »

amazingamazing wrote: post #298
epistasis wrote: post #265

Earlier quoted context omitted.

If I were to give one carpenter a set of fine hand tools, another a full workshop with power tools, and they both made a picnic table to the same spec, and at the end I wasn't able to tell which came from which, would you say I have come to a fair metric for which type of tooling to use for wood working?

If the effort was the same as was in my test, yes.

Wouldn't the question be if they could tell the tables apart by quality (after insisting one of the two parties made things of superior quality)?

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#324

Post by timfsu »

tasuki wrote: post #269
ctvo wrote: post #87

Earlier quoted context omitted.

> The subjective joy is a result of the delusion. Repeat after me: _Other people can experience things you do not experience and it is still valid, and not a delusion_. They are not sheeple who fell for marketing.

I understand that's your opinion, but don't feel any inclination to repeat that. Sure, the subjective joy is valid, and yet it was 100% induced by marketing. > They are not sheeple who fell for marketing. People generally fall for marketing. Why do you think these specific people didn't?

Imagine you try two products you’ve never heard of. You prefer one over the other. Was it marketing? That’s what’s happening here. Marketing can get you to try something you wouldn’t have otherwise, and it may suggest benefits you’d get if you tried it, but your preference of using one thing or the other is a subjective experience of your own.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#325

Post by pyrale »

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…

> I never want to hear from developers again that they are not susceptible to marketing.

Did you need to come to that conclusion?

Marketing has always been a significant part of new technology adoption. Whether it's for cloud adoption, for new programming languages, for new software development techniques, etc...

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#326

Post by golly_ned »

orphea wrote: post #75
bikelang wrote: post #68

OpenAI’s models could be materially better than Anthropic’s and I still wouldn’t use them because I don’t want to support Altman.

Do you think Amodei is different?

Amodei is convinced he's abraham prefiguring AI's christ. Very different than Altman's cold power-seeking. You can always trust someone who's selfish, since they'll always do whatever's in their benefit at all times.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#327

Post by paol_taja »

I use both, many times at the same time, on different projects.

One day one feels better than the other. Then, by the end of the day, the other feels better than the first. I have no idea why.

I still don’t have a favorite.

In the end, I think both are incredibly useful when I take the time to instruct them properly.

The problems come when I let them run wild.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#328

Post by anon7000 »

bluelightning2k wrote: post #258

This is an absolute joke. Anthropic capitalized upon a brief window of being more code-focused, which turned into enterprize contracts. Then on renewal rug-pulled those same enterprises - going from your seat includes all the usage a user would reasonably need, to being you pay for the seat + all tokens at API pricing. (Which they raised by how many times in a year? I don't know the actual number.) Revenue spikes lik…

I somewhat disagree, there was a major, major shift in developer sentiment towards agentic development starting with Opus 4.5 in October. Many teams started finding a lot more real value in Anthropic than they used to very recently. Things like OpenClaw are not a part of serious enterprises yet due to the security risk.

I’m not sure how anyone believes that per-seat pricing is halfway viable for AI, and I’m fairly sure the organizations I’m familiar with only REALLY started committing to spend after the shift to API pricing, due to the value they thought they were getting anyways.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#329

Post by gobdovan »

Theoretically, I could sell 1 out of 100 trillion shares of my private startup for $1 and surpass all companies on Earth combined by implied valuation. I see people taking the article's comparative framing between OpenAI and Anthropic for granted, but without knowing the private deal terms, all you can really infer is that their 'true' valuations could very plausibly be in the same ballpark.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#330

Post by rramadass »

ctvo wrote: 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.

This is exactly it!

Sam Altman is the main perception problem for OpenAI. His background, history, trustworthiness, vibes/interviews etc are all negative PR when seen by the common man.

Dario is more knowledgeable, well informed, empathetic w.r.t. problems etc. In short, somebody who seems mature and trustworthy.

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