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Comment by vld_chk

8 hours ago

Anthropic vs OAI fierce competition, maybe, the most intense we have seen in capitalism history. They can’t let breathe each other. One declare free Codex for businesses to adopt, and a set of agents. Another instantly rolling out new products in the same niche. Heck, they even start to release their models in the same day. We just in middle May and it is already which product release from each of them?

In books of the future, if we ever hold one, I think this will be studied a lot. We have seen before competitions and rivals, but they mostly were rivalry of craft. Here it is a rivalry of velocity and reach. Who can first target user with whatever they have ready to offer.

It's an inconsequential competition because both are giving away products that are somewhere between non-functional and barely-functional while torching a mountain of borrowed money. Both will go bankrupt if not bailed out by the government.

  • I don't know what frustrations you have, but the impact of Claude (and particularly Claude Code) on my productivity over the last year has been astronomical. If there wasn't this fierce competition, and I had to pay 10 times as much, I still gladly would.

    • $2k/m[1] is not something i could stomache for the quality i get from Claude Code, personally. I'm curious what your base number is for your 10x figure.

      [1]: 10x my $200/m bill

      1 reply →

    • > If there wasn't this fierce competition, and I had to pay 10 times as much, I still gladly would.

      Just pay the excess to me and let’s pretend it costs 10x more then.

    • Great so how many of you are there to keep these cash incinerators afloat?

    • > and I had to pay 10 times as much, I still gladly would

      That narration will make it become the reality at some point. Stop it please.

    • Setting aside my personal grievances with their vibe-coded slop products surrounding the model, the problem for Anthropic is that they do need to charge 10 times as much for model access, but can't because DeepSeek exists and can actually be sustainably served at $20/mo. LLMs are certainly here to stay, for better or worse, but the people going hundreds of billions of dollars into debt perhaps not so much. (Unless the US govt decides it's worth propping them up for access to a billion people's conversations and ability to influence them, which I do believe is a plausible outcome, but would not necessarily make for a riveting tale of capitalist competition)

      3 replies →

AMD and Intel in the late 90s/early 00s? Remember the race to 1Ghz (and leaving Motorola and IBM behind with the PPC)?

> Anthropic vs OAI fierce competition

What competition? To have competiton, you need to have a market. And to have a market, you need to have a well defined product or service. What these guys are offering is a toy, for which they desperately try and invent new potential use cases every week. Metaverse, NFT and Blockchain once again, "supercharged" by trillions of VC money, soon coming for your pension fund too. What could go wrong?