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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

#471

Post by kroaton »

anon7000 wrote: post #328
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 su…

Anthropic nuked a big chunk of that "developer sentiment" when they rug-pulled us with the rate limits and gaslit us with "it was just a bug, guys!".

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#472

Post by micromacrofoot »

antirez wrote: post #309
micromacrofoot wrote: post #188

Earlier quoted context omitted.

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.

not really "best" at one thing doesn't mean you win the market for it, rarely does in fact

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#473

Post by [deleted] »

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

[deleted]

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#474

Post by siva7 »

bluebands wrote: post #238
Aurornis wrote: post #179

Earlier quoted context omitted.

The OP seems unaware that Claude had a lead in this space and captured market share and attention for that reason alone. The test they (supposedly) ran with their coworkers to look at PRs from both is such a bad way to compare LLMs that I don’t think they’re very experienced with using them.

Claude had a lead for a few weeks. When Codex launched it was better and it has been (marginally, yes, but still) better since. It's marketing

No, it wasn't and no one who used Codex and Claude since release could seriously make this claim. It was a magnitude behind Claude and only catched up recently

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#475

Post by NiloCK »

bob1029 wrote: post #449
NiloCK wrote: post #403

Earlier quoted context omitted.

Notable and persistent and extraordinarily petty is their refusal to read AGENTS.md files, forcing the inclusion of their branding into the source of repos directly.

That is actually pretty wild to me. Do you have any sources regarding this? I see my GPT5.x harness seek out and read CLAUDE.md files all the time.

https://github.com/anthropics/claude-code/issues/6235

to be clear, I don't mean that Claude refuses to read AGENTS.md files, but that Anthropic refuses to bake AGENTS.md into the harness as a first-class feature.

Claude the model by now has learned what an AGENTS file is, and itself is not petty enough to ignore it for partisan purposes, but claude-code the harness doesn't natively support it.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#476

Post by HDThoreaun »

mountainriver wrote: post #468
HDThoreaun wrote: post #425

Earlier quoted context omitted.

No, it comes from the idea that the intelligence each company offers at any time will be undistinguishable. Sure some models will temporarily pull ahead, but others will quickly catch up and the intelligence difference won’t matter enough too convince anyone to switch on its own.

That is an incredibly limited an shortsighted view of AI

Maybe. Its been pretty true so far though. A singularity is possible of course, but it's also possible that intelligence explosions dont happen, progress is relatively linear, and no one is able to pull ahead long term. If the true bottleneck is hardware it's difficult for me to see how intelligence doesnt become a commodity.

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#477

Post by derwiki »

notnullorvoid wrote: post #359
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.

Sam and Dario are both assholes of the highest order. Sam just has more masks, and is better at wearing them.

Is he? I don’t remember anyone throwing a Molotov cocktail at Dario’s house

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#478

Post by derwiki »

prmph wrote: post #384
firefoxd wrote: post #216

I 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?

Low gravity day

Re: Anthropic surpasses OpenAI to become most valuable AI startup

#479

Post by joshspankit »

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 attempted to create a deterministic test for an N-dimensional non-deterministic output
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