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Claude struggles to cope with ChatGPT exodus

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Re: Claude struggles to cope with ChatGPT exodus

#71
post #37
post #11

> OpenAI, meanwhile, has been attempting to quell the backlash against its deal with the U.S. government, putting out a blog post claiming that “our tools will not be used to conduct domestic surveillance of U.S. persons,” As a non-US person, that sounds far more concerning than no statement at all. Because if their tools weren't used for surveillance against Europeans they would have said so as a marketing message..…

> "We have these two red lines... Not allowing Anthropic's AI to perform mass surveillance of Americans, and prohibiting its AI from powering fully-autonomous weapons..." Anthropic literally said the same, but seem to be getting positive PR. https://www.cbsnews.com/news/ai-executive-dario-amodei-on-th...

It's not "literally the same".

https://www.lesswrong.com/posts/FSGfzDLFdFtRDADF4/openai-s-s...

Re: Claude struggles to cope with ChatGPT exodus

#72
I've largely found codex and claude code to be about the same however, codex tends to "think" harder and for longer which depending on the task, yields better results without too much steering.

On an unrelated note, UI is such a personal preference that it's impossible, beyond core pillars that have been studied for decades, to say one is better over the other. That being said, I like OpenAI's design system much better than Anthropic. OpenAI products (cli and chat ui) "feel" nice and consumer focused whereas Anthropic's products feel utilitarian and "designed for business".

Re: Claude struggles to cope with ChatGPT exodus

#73
It's is a fairly ridiculous conclusion to draw that these people are leaving ChatGPT because of their stance. I doubt OpenAI's actions play much role in the influx at all.

A couple of weeks ago, to huge numbers of people, ChatGPT was AI. The biggest public perception shift that will have come from the DoD/DoW spat will be how many people know that Claude exists at all, that they are being unreasonably punished by the government for taking a principled stance will benefit.

People have been made aware of a product, made aware that it's good enough that the government wants to use it. They have then been shown a archetypical underdog against the government narrative. That makes almost a perfect storm for gaining customers.

When they actually use the thing and discover that it actually is good, They will stay, and they will tell their friends.

At this rate they should be sending Hegseth a thank you card.

Re: Claude struggles to cope with ChatGPT exodus

#74
post #69

Earlier quoted context omitted.

It's an ironic situation; logically what should be the moat are the models, costing hundreds of millions of investment cost to train and operate so it would make sense if we see different provider focusing in different directions. But right now we have 3-5 top contenders that are so evenly matched that the de-facto sticking point is mostly the harness, ie. the collection of proven plugins/commands/tools/agent feature…

> are so evenly matched It's because the real value of the models is in what we (humanity) fed them, and all of them have eaten the same thing for free.

That's why the frontier LLM companies are now spending a lot more to license exclusive proprietary training data from private sources in order to gain a quality edge in certain business domains.

Re: Claude struggles to cope with ChatGPT exodus

#75
post #31

It helps a lot that Claude is just better. Codex isn't BAD, and in some narrow technical ways might even be more capable, but I find Claude to be hands-down the best collaborator of all the AI models and it has never been close.

I switched from ChatGPT Plus to Gemini Pro instead of Claude, since I'm a hobbyist and appreciate having more than just text chat and coding assist with my subscription (image gen, video gen, etc are all nice to have).

At first I found the Gemini Code Assist to be absolutely terrible, bordering on unusable. It would mess up parameter order for function calls in simple 200 line Python. But then I found out about the "model router" which is a layer on top which dynamically routes requests between the flash and pro model. Disabling it and always using the pro model did wonders for my results.

There are however some pretty aggressive rate limits that reset every 24 hours. For me it's okay though. As a hobbyist I only use it about 2-3 hours per day at most anyway.

Re: Claude struggles to cope with ChatGPT exodus

#76
post #44

All this demonstrates how non-sticky all this tech really is. When your product is basically just an API call it’s trivial to just swap you out for someone else. As such it’s unclear what the prize at the end of the present race to the bottom is. We swapped OpenAI out for Claude and it required updating about 15 lines of code. All these guys are just commodity to us. If next week there’s a better supplier of commodit…

> As such it’s unclear what the prize at the end of the present race to the bottom is.

is it ever clear? pretty much everything seems to be a senseless race to bottom.

Re: Claude struggles to cope with ChatGPT exodus

#78
post #68

Earlier quoted context omitted.

Ya, agreed. This makes me think that (long term) the ai race won’t be won on the merits of individual models, but on pricing — I think Google has a some strong advantages here because they know how to provide cheap compute, and they already have a ton of engineers doing similar things, so it’s a marginal cost for them instead of having to hire and maintain whole devoted teams.

AI consumes entire data centers of compute. You aren’t tucking a few racks into a corner of a data center, you are building entirely new ones. There will be whole devoted teams.

But Google already builds data centers. Will there really be devoted AI-datacenter teams? Or will they just expand the normal datacenter teams, and ask them to use GPUs/TPUs instead of CPUs?

Re: Claude struggles to cope with ChatGPT exodus

#79
post #74
post #69

Earlier quoted context omitted.

> are so evenly matched It's because the real value of the models is in what we (humanity) fed them, and all of them have eaten the same thing for free.

That's why the frontier LLM companies are now spending a lot more to license exclusive proprietary training data from private sources in order to gain a quality edge in certain business domains.

That sounds like spin to me. If there were a clear "quality edge" in "certain business domains" stemming from "exclusive proprietary data", someone would have been exploiting it already using meat computers.

But no, businesses are dumb. They always have been. Existing businesses get disrupted by new ideas and new technology all the time. This very site is a temple to disruption!

Proprietary advantage is, 99.999% of the time, just structural advantage. You can't compete with Procter & Gamble because they already built their brands and factories and supply chains and you'd have to do all that from scratch while selling cheaper products as upstart value options. And there's not enough money in consumer junk to make that worth it.

But if you did have funding and wanted to beat them on first principles? Would you really start by training an LLM on what they're already doing? No, you'd throw money at a bunch of hackers from YC. Duh.

Re: Claude struggles to cope with ChatGPT exodus

#80
post #61
post #59

Earlier quoted context omitted.

Cost is never a good moat.

the companies migrating off vmware due to broadcom shittiness would disagree with you https://arstechnica.com/information-technology/2026/02/most-... CloudBolt’s survey also examined how respondents are migrating workloads off of VMware. Currently, 36 percent of participants said they migrated 1–24 percent of their environment off of VMware. Another 32 percent said that they have migrated 25–49 percent; 10 percent sa…

It is easier to do in the cloud than it is to do with actual hardware though, because you'll need enough hardware to do the migration. There is a capital moat around that.

I feel like the company that can figure out how to 100% safely live migrate any VMWare workload to another "cheaper" solution, will do quite well.

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