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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

#361

Post by jijijijij »

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…

Putting the AI in cocaine, eh?

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#362

Post by [deleted] »

spongebobstoes wrote: post #204
turzmo wrote: post #169

Earlier quoted context omitted.

I’ve heard this said, but why?

he pushes mysticism of the models he's starkly anti-China with a warlike posture that I find dangerous and unappealing Anthropic has a much more confused mission statement than OpenAI in interviews, Dario appears to care little for the well-being of common folk, while Sam at least pretends

[deleted]

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#363

Post by culi »

nullbio wrote: post #170
keyle wrote: post #43

Unicorns, strapped with rockets, too busy looking at each other to realise the Earth is far gone. They'll kill us all, or they'll kill each other. They sure as hell ain't making the world a better place, like they promised.

Dario really gives: "I'll make the world a better place after I burn it to the ground, I promise."

Claude has already been implicated in the triple tap strike that killed over 150 school girls.

They used Palantir's Maven to identify and prioritize targets and Maven integrates Claude into its decision making.

In any sane world where war crimes by the US were actually being taken seriously, both of these companies would be sanctioned.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#364

Post by gobdovan »

shartshooter wrote: post #339
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

I was attacking the comparative framing of the article. Although there's a lot of private terms we don't know, the claim is taken for granted and overfocused on, either with people saying 'figures out since Altman=devil' or 'no way OAI single valuable company'. I end the comment stating that their valuation is plausibly in the same ballpark.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#365

Post by danw1979 »

MichaelDickens wrote: post #205
BonerWiener wrote: post #201

Earlier quoted context omitted.

Can you elaborate or give some examples as to why? I dont know much about this subject, last i heard, Anthropic declined deals with Military and government agencies - while OpenAI opened their arms. But i am not

I wouldn't say Anthropic is worse than OpenAI, but there's a lot wrong with them. https://anthropic.ml/ has a collection of incidents and relevant evidence.

Isn’t that site just loudly proclaiming that “pushing the frontier” of AI is inherently anti-social and that employees should be asking the public to “shut us all down” ?

That’s their core argument against Anthropic, that they are making progress at improving their models ?

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#366

Post by [deleted] »

saberience wrote: post #302
cpchander wrote: post #282

Earlier quoted context omitted.

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.

[deleted]

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#367

Post by theossuary »

saberience wrote: post #302
cpchander wrote: post #282

Earlier quoted context omitted.

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.

You're being silly. The actual technical people are using Claude for implementation and relying on MCP servers to use Codex 5.5 and Gemini 3.1 pro to build teams, councils, and long running senior engineer conversations within Claude to handle the technical bits that're too complicated for Claude.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#368

Post by shiandow »

overgard wrote: post #351
cmiles8 wrote: post #176

Sam Altman appears to represent a significant liability for OpenAI’s success from this point forward. A big portion of the driver for Anthropic’s meteoric rise over the last six months appears to be folks recognizing “it’s that AI startup not run by Sam Altman.” Anthropic has amazing tech, but its biggest asset at the moment seems to be that “it’s not OpenAI.” Not saying that’s right or wrong, but it’s clearly a fact…

I don't know, have you ever watched a video of Dario Amodei talking? I dislike them both immensely, but Dario both seems to take glee in scaring the shit out of people as a hobby with careless statements and his voice sounds like an impression of Elizabeth Holmes (the weird fake deep voice), and nothing he's said or done makes him seem more trustworthy.

I have never seen a video of Dario Asmodei. Which tells me he's less of a liability than Altman. For now.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#369

Post by tasuki »

9dev wrote: post #354
tasuki wrote: post #260

Earlier quoted context omitted.

Oh I've always thought people like SUVs just because they want a bigger and pricier toy than the other guy. Is it not so? > isn't just a marketing delusion, but subjective joy What is the difference? When a product is being marketed, isn't the subjective joy created by the marketing?

Attributing all joy and personal preference people experience to marketing influence is a pretty cynical take, and also a pretty inaccurate and overly simplistic one: Some people might never be reached by a marketing effort, yet buy a specific car because they remember a childhood story, or like pronounced rounded shapes, or because the interior design appeals to their sense of fashion. Or more specifically, for the…

Yes, of course not all personal preference is caused by marketing, but much of it is. Actual personal preference is whether you prefer running or cycling, the marketing part is which running shoes or which bike you buy.

> or because the interior design appeals to their sense of fashion.

Surely you'll grant me that the sense of fashion is mostly marketing in sheep's clothes?

Yes, I'll grant you that the choice of a coding agent harness is influenced by marketing to a much lesser degree than eg cars. I still think Anthropic does marketing way better than OpenAI!

[Edit:] I use the pi.dev agent. I was heavily influenced by its marketing: minimal and mit-licensed and espoused by the HN crowd. Do you think I read the source code and made an actual informed decision? Nah...

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#370

Post by forest32 »

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…

> 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

> Why would a business pay for Slack when IRC exists?

> Why would a business pay for Dropbox when FTP exists?

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