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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

#331

Post by oreally »

amazingamazing wrote: post #209
Aurornis wrote: post #172

Earlier quoted context omitted.

> 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…

I am not sure why the past matters here. I am talking about now, it is a fast moving space. As for the test, of course the output matters. Take image models for example. Differences are clear as day. Should the fact that OpenAI existed before Anthropic did at all matter? No, imo. I would have used opus 4.8, but it only just came out- fast moving space

To add on context, the experiment you're giving is called a *blind judging test*. Remove the branding and labels, and let judges sample the results and see if they can tell which is ranked correctly.

Some examples are blind wine tasting tests. There are instances whereby some journalists invited renowned/established wine tasters and subjected them to blind wine tasting tests. Turns out the judges couldn't tell which was which. Pretty embarrassing.

It speaks volumes as to how people can accurately judge the value of things. There is research by some network scientist that says you can't generally can't tell the 1% from the top, though you can tell the really bad from the generally good. What OP's experiment might tell us is that the LLM competitive advantage is so small no one can tell which is objectively better.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#332

Post by forest32 »

Erem wrote: post #263
mountainriver wrote: post #223

Earlier quoted context omitted.

Anthropic believes they are the only people who should control AI. That alone is terrible. Also OpenAI has done actual work to try and mitigate the downstream negatives effects with UBI experiments. Sam isn’t perfect but it’s deeply unclear that he’s worse

> Anthropic believes they are the only people who should control AI. I’ve seen this a few times in the thread. Can you or anyone provide a link that supports this claim?

This seems to be a rumor being coordinated by OpenAI.

There's OpenAI employees spreading this rumor on Twitter with 0 evidence. Their entire evidence is "I keep hearing Anthropic wants to control AI". Their evidence is literal rumors.

https://x.com/_aidan_clark_/status/2052089187659346047

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#333

Post by [deleted] »

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…

[deleted]

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#334

Post by brcmthrowaway »

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…

OpenAI insider found!

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#335

Post by SiempreViernes »

jnovek wrote: post #135
neosat wrote: post #70

Earlier quoted context omitted.

Your argument is fine but different from the claim the OP is making. You cannot simply make a claim that (model + harness) X is better than Y, but then have no discernible difference in the output. Subjectively, people might still prefer one over due to anything from design to marketing, but that's very different from the claim that X is better than Y for coding (see: "A colleague was convinced Claude is better"). Ba…

> A colleague was convinced Claude is better That’s actually what my comment was based on; raw code output isn’t the only measure of quality. Engineers write better code if they have the tools they prefer.

The colleague participated in the test though, so apparently the colleague didn't object to "better" being interpreted as "makes better output".

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#336

Post by tasuki »

timfsu wrote: post #324
tasuki wrote: post #269

Earlier quoted context omitted.

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.

> Imagine you try two products you’ve never heard of. You prefer one over the other. Was it marketing?

No, obviously not.

> That’s what’s happening here.

No, that's not 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.

Marketing can very much shape your preferences and create wishes you didn't have before. That's why companies invest so much money in marketing.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#337

Post by Wowfunhappy »

Aurornis wrote: post #172
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…

> 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…

Kind of orthogonal to the discussion, but could you broadly describe the code you're working on that both models are bad at? One thing I'm still struggling with is figuring out what types of code LLMs can vs cannot write.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#338

Post by forest32 »

Capricorn2481 wrote: post #293
mountainriver wrote: post #221

Earlier quoted context omitted.

[flagged]

> At least Sam thinks it should work for everyone and has done literal experiments on UBI Where are you getting this? He goes out of his way to say how dangerous AI, and has implied before congress that only companies with special licenses should be able to develop it.

It's a rumor being spread by OpenAI employees.

https://x.com/_aidan_clark_/status/2052089187659346047

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#339

Post by shartshooter »

gobdovan wrote: post #329

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.

Except they raised $65 billion dollars, not $1.

Ai is overstated in my opinion but to hand wave the reality of them having created something that investors were happy to value at $1T is pretty unfair

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#340

Post by notnullorvoid »

yoyohello13 wrote: post #149
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 picked Anthropic way early on, before Claude code even existed. Because they at least play lip service to behaving morally. That’s the most you can hope for these days really.

Before the DoD thing there wasn't much indication of positive moral stance, and they still have a rather negative moral behavior where their fear based marketing is concerned.
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