Anthropic surpasses OpenAI to become most valuable AI startup

king_zee

ChatGPT dropped the ball for a while that most devs and technical people went to Claude for a year or more, they still probably have the most normie market share + are at least trying to win back some of that delay in their latest model so it'd be interesting to see

grodes

codex gtp-5.5 is far superior to opus 4.7 working on large projects

iterateoften

How much dilution? Who’s getting the value?

startpage_com

Start what?

amazingamazing

I never want to hear from developers again that they are not susceptible to marketing. I see meet ups specifically about Claude often. Modern tupperware party. A colleague was convinced Claude is better so we played a game. We used the claude code and codex harness and I implemented some prs they needed with gpt5.5 and opus4.7 and asked them to identify which came from which only from the code. Couldn’t tell. Edit: i bet 99% of people here, if presented with a test where i gave 5 models but all of the results came from one, would not be able to discern this. Just vibes all the way down.

lysace

The models aside, my impression is that Anthropic is winning in large part because of very pragmatic and high-velocity product development on top of them; like with Claude Code. Like actually iterating hard to make them useful. Many, many details matter here. I haven't tested the similar OpenAI/Google tools in detail lately though. Previously I found them way too generic and unpolished to be useful. Is there something to this?

r721

qazinform.com seems to be shadow-banned (and posted only by OP): https://news.ycombinator.com/from?site=qazinform.com UPD https://en.wikipedia.org/wiki/Kazinform

spacebacon

Investors of both should read this: https://open.substack.com/pub/sublius/p/srt-introspect-why-c...

keyle

Unicorns, strapped with rockets, too busy looking at each other to realise the Earth is far gone. They'll kill us all, or they'll kill each other. They sure as hell ain't making the world a better place, like they promised.

andrewstuart

It’s because the programming works. OpenAI. Spent its resources on AGI whilst Claude worked on making programming work. Google Gemini is out of the race entirely its programming AI is a joke.

shevy-java

All overvalued.

robot_jesus

Pointless article (like much of the AI marketing hotness and spin room). > The new valuation is nearly three times higher than the company’s February valuation, when Anthropic was estimated to be worth around $380 billion. > In March, OpenAI was valued at $852 billion following a record $122 billion funding round. Basically, today (Late May) we're declaring Anthropic the most valuable. They've nearly tripled in value since February. But also, OpenAI was $852B in March and presumably has grown since then. In a few weeks we'll either have a new rounding of funding for OpenAI or they'll announce their IPO and the hype train will be abuzz that they're now the most valuable.

m3kw9

Either they are getting fleeced or they are getting very good terms for the investments

bikelang

OpenAI’s models could be materially better than Anthropic’s and I still wouldn’t use them because I don’t want to support Altman.

PedroBatista

I get the feeling this also means AI works very well for the general coding tasks and that's their biggest success in terms of difficulty AND people paying for it. Of course every AI company has been over promising and pumping the numbers as much as possible but OpenAI has been hitting the reality wall more because both their people not being able to keep improving at a faster rate and their whole cost structure and financial plates spinning. This doesn't invalidate the fact Anthropic is also overhyped to the max for their IPO.

qwesak

Bernie Madoff would be jealous. Stealing all open source and reselling "git clone" + "sed" for $1 trillion is something he did not achieve. The chutzpah is remarkable.

antirez

In this game, who wins - in the long term - is who has the best model: so far OpenAI is ahead, so in the long term this is what matters. However, for the same reason, if in the future open weight models will be very near the quality of frontier labs, Anthropic and OpenAI will be out of business very soon. The game they play only make sense if their SOTA models do things that other models can't do at a comparable level.

tedggh

At this point I think it’s more important to have a solid workflow and understanding of how [insert your favorite model here] works and its capabilities, than chasing the next shinny release jumping back and forth between companies. I just finished my first large project with Codex and it is hard for me to believe Claude can be much better. It may be a bit better or worse, but again, they are all so good now that the user is the one driving the difference.

merrvk

They are far far better at marketing than OpenAI

ctvo

I think Sam Altman is an asshole and I prefer to spend my money elsewhere. Frontier models being commoditize is inevitable. OpenAI thinks they're still competing on technology, and not user experience and market reputation otherwise they'd understand the continuous negative PR generated by Altman's chaos is going to cost them everything.