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OpenAI's fall from grace as investors race to Anthropic

latimes.com

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Re: OpenAI's fall from grace as investors race to Anthropic

#91

Post by neya »

ls612 wrote: post #56
neya wrote: post #29

Earlier quoted context omitted.

Anecdotally, I would actually argue tbe opposite - Anthropic is overrated, ass-kissed way too much here for mediocre coding abilities (especially for Elixir). ChatGPT most of the time one-shots complex solutions in comparison. The only reason why people shit on OpenAI so much is because of the defence deal, but, it's not like Anthropic is a saint either: https://www.cnbc.com/2026/02/12/anthropic-gives-20-million-t...

Claude Code is IMO the benchmark today. For all of the various contexts I’ve used it in it has mostly oneshot the tasks I’ve given it and is very user friendly for someone who is not a professional software engineer. To the extent it fails I can usually figure out quickly why and correct it at a high level.

> not a professional software engineer

I think this is where we might have differing opinions. I'm a CTO by profession and I know what bad code is, so it is quite easy for me, based on my professional experience, point out when Claude generates bad code. And when you point it out, or ask it why it didn't take the correct/simpler approach - the response is always along the lines of "Oops, sorry!" or "You're absolutely right to question that..."

Re: OpenAI's fall from grace as investors race to Anthropic

#92

Post by jcranmer »

igtt wrote: post #15
hgoel wrote: post #12

I wonder how much of this is associated with Scam Altman's personal negative PR and Anthropic's recent PR wins. I'm inclined to think there isn't much of an association becauss investors don't seem very concerned with morality, but I know ~dozen developers that either switched to, or started using Claude in the past month or so, while not knowing anyone that uses Codex.

The issue is investors want discipline. They want to see the CEO communicate a path to profitability. Anthropic has - purely by focusing. OAI in contrast is all over the place and they haven’t shown they’ve learned. Zuckerberg got punished for his metaverse nonsense and investors were correct to be skeptical and reflect that in the stock price. Altman thinks he’s a god and the rules don’t apply to him. More fool him.

> Zuckerberg got punished for his metaverse nonsense and investors were correct to be skeptical and reflect that in the stock price.

Did they? It's been a little less than 5 years since Zuckerburg announced the all-in plan on the metaverse. In that 5 year period, Meta's stock price has gone up by 84%... which is middle of the pack for MAGMA, less than Apple (91%) and Google (157%), but above Amazon (24%) and Microsoft (47%). It's also comfortably above the S&P 500 (59%).

Re: OpenAI's fall from grace as investors race to Anthropic

#93

Post by neya »

zbrozek wrote: post #48
neya wrote: post #32

Earlier quoted context omitted.

Been my experience as well, but generally the anti-Google sentiment here is pretty loud so you'll never see anyone praising Gemini here pretty much

I think Antigravity w/Gemini is a great product; it's been super useful on a bunch of my hobby projects. It's especially wonderful when writing firmware and needing to add support for a new chip. I can point it at a PDF datasheet and it'll do a much better job of reading it and parsing out all of the register fields than anything else. Saves me enormous amounts of time.

Thanks, been meaning to try it. I heard the limits on that is an issue and people are supposedly blowing the limits off way too easily? How has your experience been so far in this regard?

Re: OpenAI's fall from grace as investors race to Anthropic

#94

Post by neya »

TheCowboy wrote: post #59
neya wrote: post #32

Earlier quoted context omitted.

Been my experience as well, but generally the anti-Google sentiment here is pretty loud so you'll never see anyone praising Gemini here pretty much

Some of that, sure. But realistically, a lot people are just don't want to pay for every frontier model provider out there as they're released. Not just money, but also time trying them out. (Recommend people at least try out their multimodal model.) It doesn't help that Google offers a bunch of confusing plans in multiple places. I ended up just pasting all their AI plan URLs, at least that I could find, into Claude…

I pay for Google Workspace, so pretty much the Gemini Pro included with that suffices my use case. I can't say it will work for everyone, but I do use it for random tasks - all the way from wood working to building complex software projects, and so far I've rarely hit the limit too.

Re: OpenAI's fall from grace as investors race to Anthropic

#95

Post by neya »

gabriel-uribe wrote: post #50
neya wrote: post #32

Earlier quoted context omitted.

Been my experience as well, but generally the anti-Google sentiment here is pretty loud so you'll never see anyone praising Gemini here pretty much

Is anti-Google sentiment still pretty loud? People seem excited about Gemini catching up + Gemma 4

Yeah, in most threads you will see anyone recommending Gemini be downvoted. Ironically, Gemini (with Workspace subscription) is the only model that explicitly states it doesn't use your inputs to train their models right under the chat box. AFAIK no other provider does that explicitly - usually there is a hidden toggle in settings you will need to turn off.

Re: OpenAI's fall from grace as investors race to Anthropic

#96

Post by gabriel-uribe »

neya wrote: post #95
gabriel-uribe wrote: post #50

Earlier quoted context omitted.

Is anti-Google sentiment still pretty loud? People seem excited about Gemini catching up + Gemma 4

Yeah, in most threads you will see anyone recommending Gemini be downvoted. Ironically, Gemini (with Workspace subscription) is the only model that explicitly states it doesn't use your inputs to train their models right under the chat box. AFAIK no other provider does that explicitly - usually there is a hidden toggle in settings you will need to turn off.

TIL. That's cool. I mostly use Gemini 3 Flash for some background jobs because of the price/perf, but rooting for their models to improve. Competition is good.

Re: OpenAI's fall from grace as investors race to Anthropic

#97

Post by binarysolo »

anakaine wrote: post #85
binarysolo wrote: post #81

My loose understanding as someone adjacent to the AI model space is that you have good models that are costly and cheap models that are decent, so a lot of the publicly visible fights where Claude and ChatGPT leapfrog each other is the companies doing cost-benefit of how much optimization to do on the models before your userbase revolts because the agent "used to be great and now kinda sucks". As a small business own…

As a government based person who has witnessed multiple states (not in the US) move all operations off GCP because Google doesnt address sovereign risk, local data and hosting privacy requirements,and contracts well at all, where Microsoft and AWS do, I doubt Gemini will have as large a dark horse moment as it could. Copilot Enterprise can span across similar domains, and whilst it is very expensive per user it has t…

Ooh good point.

Out of curiosity, have you compared the relative effectiveness of ChatGPT and Claude vs Copilot? Given your existing enterprise contract, does copilot have a monopoly on your AI usage due to its superior compliance?

Re: OpenAI's fall from grace as investors race to Anthropic

#98

Post by solid_fuel »

nothinkjustai wrote: post #20
majormajor wrote: post #4

> 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. Interesting, so there are a lot of people still eager to invest in valuations of well greater than a-quarter-trillion, but OpenAI's latest raise has sucked up all the oxygen for enthusiasm of that valuation going even hig…

Vibe coding requires the sota models to work at all, but someone who knows what they are doing and uses the AI more responsibly can absolutely use the cheaper Chinese models for coding, and they’re often faster too. If I was one of the big players my entire focus would be on lobbying for regulation and outright banning of local models.

> Vibe coding requires the sota models to work at all

I've been hearing that vibe coding is the future for at least the past year but somehow it always requires the newest model, and all the "old" models produce trash results. Why is that?

Re: OpenAI's fall from grace as investors race to Anthropic

#99

Post by satvikpendem »

patcon wrote: post #80
Art9681 wrote: post #75

Earlier quoted context omitted.

Aside from the fabricated drama and the trend chasing, OpenAI still has the best overall model and API service. Anthropic is really good, no doubt. But gpt-5.4 is a better model than even Opus, even if its a marginal advantage. I use both.

Do you feel the companies' positionings are only marginally different in the same way the product is only marginally different?

These days, yes.

Re: OpenAI's fall from grace as investors race to Anthropic

#100

Post by satvikpendem »

solid_fuel wrote: post #98
nothinkjustai wrote: post #20

Earlier quoted context omitted.

Vibe coding requires the sota models to work at all, but someone who knows what they are doing and uses the AI more responsibly can absolutely use the cheaper Chinese models for coding, and they’re often faster too. If I was one of the big players my entire focus would be on lobbying for regulation and outright banning of local models.

> Vibe coding requires the sota models to work at all I've been hearing that vibe coding is the future for at least the past year but somehow it always requires the newest model, and all the "old" models produce trash results. Why is that?

Because expectations on what could feasibly be vibe coded have changed. Before with older, worse models it was only toy projects that were expected but now with better models it's much larger enterprise apps.
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