Must be ridiculously easy for Anthropic to fill a round, even at that valuation
Anthropic surpasses OpenAI to become most valuable AI startup
381–390 of 512 posts
Re: Anthropic surpasses OpenAI to become most valuable AI startup
#382In 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?
AI is not a product per se, it is a technology you can decline into a product, and the product has a lot less value than the technology itself. Who has the best LLM can copy any product idea and make it a lot better. Similarly if open weight LLMs are everywhere and powerful, open source products in the space of agents are too simple to replicate for people to pay big money to a few companies: not everything is alike, not every parallel makes sense. The pi agent is good as a replacement for Codex and Claude Code if you wire frontier models to it. And when products are complex and matter a lot, like complicated AI-powered design suites for instance, there is no reason why OpenAI / Anthropic will win this space instead of a random startup. So either a few companies retain frontier AI, or those companies will die.
About IRC / Slack: other than the fact IRC was abandoned, Slack is about control, not product. The product is terrible.
FTP / Dropbox: this comparison does not make sense.
Re: Anthropic surpasses OpenAI to become most valuable AI startup
#383Earlier quoted context omitted.
IMO bad take. You can theoretically do most things AWS does most of the time, yet people pay premium for it and keep paying for it, even though alternatives are cheaper, simpler and more performant. I'd bet you that after 20 years OpenAI and Anthropic would still be around and kicking. You might have a subpar product (for the price) but the reputation and history is what makes people open their wallets.
> I'd bet you that after 20 years OpenAI and Anthropic would still be around and kicking. Depends. The bigger the bubble, the bigger the pop. Only a few unicorns from the dot-com bust came out the other side (Amazon, Google, ... anyone else?), and that was a piddling affair compared to this one.
Yahoo is still around and kicking. Even Lycos' corpse is still warm.
Re: Anthropic surpasses OpenAI to become most valuable AI startup
#384I heard my kids argue last night. My daddy is so tall. My daddy is bigger than the house. No my daddy is bigger than a roller coaster. Yeah? Well my daddy is 50km. You mean he is long? Yes, my daddy is longer than you. I was cracking up. I'm 5'7 on a good day. I feel like that's how valuation works. We are propping up five foot tall giants.
Only on a good day?
Re: Anthropic surpasses OpenAI to become most valuable AI startup
#385The core product of AI is labor displacement and wage suppression. Why? To further concentrate wealth. Who are the most expensive employees? Software engineers have to be up there. So Anthropic have been smart here by focusing on a market with the highest potential value.
What I find fascinating is how many inside the bubble defend this for no other reason than they think they're personally going to make their bag out of AI. You're not Sam Altman. Or Elon Musk. Or Jeff Bezos. And you're not going to be.
What's going to happen is that in a few years the sky-high AI salaries are also going to disappear. More work will be done by fewer people in this space too. And only then will many people change their tune because the rising waters have finally reached them.
Re: Anthropic surpasses OpenAI to become most valuable AI startup
#386I 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…
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Re: Anthropic surpasses OpenAI to become most valuable AI startup
#387This 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…
> Crazy. Those same enterprises will get sticker shock and leave.
They are already. Both for sticker shock, and also because of developer sentiment beginning to shift towards Codex. …and then in a month or two the winds will shift again, I'm sure.
It's interesting to see how Claude Code got commoditized so quickly.
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> and they have the vastly better brand
Strong disagree there. Anthropic has pretty successfully branded themselves as the more ethical & 'human' of the two companies. (whether that's the actual reality is irrelevant)
Re: Anthropic surpasses OpenAI to become most valuable AI startup
#388I 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…
The harness/UI that claude code brought was the thing that stole developer mindshare. Thats when people stopped coding in IDEs. Nothing to do with the underlying model.
Re: Anthropic surpasses OpenAI to become most valuable AI startup
#389This 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…
My dude, this level of vitriol and hyperbole feels excessive. It's okay if you don't like Anthropic and you disagree with their business practices, but this is over-the-top even for the internet.
Re: Anthropic surpasses OpenAI to become most valuable AI startup
#390Earlier quoted context omitted.
The choice is not binary. I use DeepSeek (paid) for coding, and Qwen (free) for casual stuff from the browser chat UI.
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.
If that's a concern, an easy alternative is using companies like novita or fireworks.ai to run open source chinese models. They are incredibly price competitive, have strict data retention policies, and in general are quite fast. Also, you don't get used to a model and suddenly get rug pulled when the provider decide to upgrade.