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OpenAI demand sinks on secondary market as Anthropic runs hot

bloomberg.com

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Re: OpenAI demand sinks on secondary market as Anthropic runs hot

#61

Post by mountlatmus »

afavour wrote: post #41
strongpigeon wrote: post #37

Earlier quoted context omitted.

The amount of tokens you get on Codex for $20/mo compared to Claude Code is indeed insane.

And probably unsustainable. OpenAI desperately needs to catch up so they’ll throw yet more cash at it, while Anthropic are market leaders in this particular space.

[flagged]

Re: OpenAI demand sinks on secondary market as Anthropic runs hot

#62

Post by csiegert »

throwaway2027 wrote: post #31

I just switch between Gemini, Codex, Claude, Z.AI, ... whichever offers the best value.

How does that work? Is there a VSCode extension that works with all of them? I’ve only used the Claude Code extension for VSCode and would prefer something like that.

Re: OpenAI demand sinks on secondary market as Anthropic runs hot

#63

Post by tren_hard »

raincole wrote: post #32

> The large gap between OpenAI’s $852 billion valuation and Anthropic’s $380 billion has investors rushing to grab equity in the latter before it rises, according to Augment co-founder Adam Crawley. That's the only thing you need to get from this article. They're doing mostly the same thing, aiming the same market. But Anthropic's shares are at 50% off discount.

Due-diligence once again proving to be mostly cargo-culting.

Re: OpenAI demand sinks on secondary market as Anthropic runs hot

#64

Post by BoorishBears »

afavour wrote: post #41
strongpigeon wrote: post #37

Earlier quoted context omitted.

The amount of tokens you get on Codex for $20/mo compared to Claude Code is indeed insane.

And probably unsustainable. OpenAI desperately needs to catch up so they’ll throw yet more cash at it, while Anthropic are market leaders in this particular space.

I suspect GPT-5 models are sparser and/or smaller than Opus which is why they can afford to give away so much usage.

Re: OpenAI demand sinks on secondary market as Anthropic runs hot

#65

Post by whattheheckheck »

parliament32 wrote: post #56
strongpigeon wrote: post #53

Earlier quoted context omitted.

Longer sessions. You also have more potential for brand advertising compared to Google Search (which is mostly conversion ads). That being said, it's risky and can ruin your product if done wrong, but I think there are ways to do it right.

But longer sessions means more queries, which means more costs, which makes the problem even worse, right?

They have a dataset of your deepest thoughts and questions AND a way to ask you stuff. Its literally the most valuable dataset on the planet

Re: OpenAI demand sinks on secondary market as Anthropic runs hot

#66

Post by port11 »

BoredPositron wrote: post #60
GenerWork wrote: post #33

Earlier quoted context omitted.

I dropped Claude Code months ago. I'm just an amateur who plays around with bringing screens in from Figma and turning them into websites so I can get practice with AI tooling, but their limits were absurdly low on the $20 plan. Codex, for now, is much better in terms of daily limits.

I sound like a broken recorded in these threads but the $20 dollar Google AI Pro is unbelievable good value. You get more Claude tokens in antigravity than you get with the pro subscription from anthropic AND you can share it with your family for free and they also get the same amount of tokens. That's 5x the tokens for just $20.

That was indeed the case until last week. AGY right now hits the limits super fast on the Pro plan. I’ve had to start using Gemini CLI all the time, and am now considering what’s next.

It feels like we’ve sped-run the golden age of Claude and AGY.

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