491–500 of 529 posts
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OpenAI is a few years behind Anthropic, and it's unlikely they'll catch up at this point.
Anthropic is _unquestionably_ ahead product wise because of their agentic coding tools, but they are not _years_ ahead. In particular, their advantage is in the harness, which is not hard to replicate!
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Did you miss the cancel/unsubscribe gpt boycott? It was only about a month ago. Many people I know cancelled/unsubscribed. To be fair though, most people I have talked with needed almost no encouragement to move to anthropic or google (better products, easy to switch etc). Consumer sentiment can change quickly.
Many people in your bubble cancelled.
ChatGPT uninstalls rose by 295%, downloads fell 13% on day one and a further 5% the next day [2].
One-star reviews spiked 775% overnight, then doubled again the following day [2].
1.5 million users joined the QuitGPT boycott within days [1].
Claude rose to #1 most downloaded app in the App Store and US usage rose by 51% [2].
New customers are now choosing Claude over OpenAI 70% of the time [1].
And much more. I think it was just your bubble that didn’t cancel it.
[1] https://letsdatascience.com/blog/altman-called-the-pentagon-...
[2] https://www.ibtimes.co.uk/openai-backlash-pentagon-partnersh...
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You can host a website on any rackmount server for pennies compared to AWS. But people still use AWS. The market for local models is always gonna be a small niche, primarily for the paranoid.
The goal of web hosting is to provide low latency wide availability to many users. AI in this context has a very different goal as a tool for individual users. You wouldn't say that hosting instances of Photoshop on servers and charging for usage is a long term viable business would you? Even if current consumer computers struggled to run Photoshop.
I'd take issue with the statement that it is for the paranoid, but I guess it might be a defense mechanism because of course i am interested in local models. If my new workflow is going to be dependent on 3 companies, I'd prefer if there is a light at the end of the tunnel that breaks us free.
This announcement completes the betrayal of their founding principles. "Our goal is to advance digital intelligence in the way that is most likely to benefit humanity as a whole, unconstrained by a need to generate financial return." - Not advancing digital intelligence - While locking people into a superapp - Because they are further constrained to generating financial returns
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> Just because they aren't regulated doesn't mean they are literally free to do whatever they want to close the round. What makes you think their public announcements are aligned with what they give prospective investors?
The fact that in all the rounds I have been involved in all public announcements related to the round go through the legal team to check for possible material misstatements that could cause exactly this kind of problem.
All public announcements go through the legal team, regardless of whether it's related to the round or not.
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your ethics. let's not forget that these major LLMs are all the children of corporate hyper-piracy en masse, none of them are ethical even in origin unless you're talking about the pre-product company charter kind of ethics, like google .
You can't put anthropic and openai in the same basket regarding ethics. One accepted Department of War's conditions and the other not.
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Many people in your bubble cancelled.
Caitlin Kalinowski and other OpenAI employees resigned because of it [1]. ChatGPT uninstalls rose by 295%, downloads fell 13% on day one and a further 5% the next day [2]. One-star reviews spiked 775% overnight, then doubled again the following day [2]. 1.5 million users joined the QuitGPT boycott within days [1]. Claude rose to #1 most downloaded app in the App Store and US usage rose by 51% [2]. New customers are n…
Uninstalls up 300%! What's the baseline?
> downloads fell 13% on day one and a further 5% the next day
Dramatic falloff of new downloads after one day (still plenty of new downloads). Day 3 was likely negligible and, I bet, it was back to normal less than a week after when the story left the news cycle.
> 1.5 million users joined the QuitGPT boycott within days
That's both very few people and a completely meaningless number since all it requires is checking a box. Did anyone verify they were actually human?
> Claude rose to #1 most downloaded app in the App Store and US usage rose by 51% [2].
> New customers are now choosing Claude over OpenAI 70% of the time [1].
Which has nothing to do with cancellations.
> And much more. I think it was just your bubble that didn’t cancel it.
Most people in my bubble have no idea any of this happened and are just using free chatgpt tier if they use it at all. That seems much more representative given your provided statistics of the 1.5m person boycott.
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As with every bubble, we, the people, will pay for it. There will be recession, inflation and general "one step back" to hopefully move "two steps forward" one day in the future.
I think AI will actually produce price deflation in some areas. There could be inflation based on mechanisms you describe, but it's obviously making it cheaper to make some products/services.
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And that is revenue only. In the past 15 or so years most US companies (and especially startups) always talk about revenue only. Wheras only profit should matter. E.g. what good is 20 billion per year when "OpenAI is targeting roughly $600 billion in total compute spending through 2030". That is $150 billion per year?
> Wheras only profit should matter Profit is money you couldn’t figure out how to spend. During growth, you want positive operating margins with nominal profits. When the company/market matures, you want pure profits because shareholders like money. If you can find a way to invest those profits in new areas of growth, that’s better.