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Comment by 0x3f

4 hours ago

OpenAI has ~30x the userbase of Anthropic.

I'm not sure how much of that converts to revenue. If it's free plan users, that's just cost. You can say what you want about "creating a training data moat" but that doesn't seem like it's prevented the other labs from putting out excellent models.

  • Well we were talking about power and reputation and being well-known and all that. Being more ubiquitous is surely a big part of that. GP seems to think Anthropic is doing better because of the DoD thing. In my estimation, 90% of people do not care about that at all.

They’re all in the negative excluding subsidies, hard core coders are more valuable than high schoolers cheating on homework.