https://www.cnbc.com/2026/02/12/anthropic-gives-20-million-t...
I do think I do a good job of being very structured at breaking down my requirements and acceptance criteria (thanks dual lives as a devops and SRE guy and then PM). Extensive unit testing, discipline in use of sessions and memories and asking it to think of questions it should be asking me before even formulating a plan.
On the other hand, I think Claude is more friendly/readable and also still better at producing out-of-the-box nice looking frontend.
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..."
I’m so confused. Your link shows they are pushing for guardrails, what is bad about that? It is consistent with Anthropic safety-first principles, and what Dario wrote and talked about for the past decade or so? Could you be more direct with your criticism? Otherwise it’s hard to engage with
> ChatGPT most of the time one-shots complex solutions in comparison
is an intelligible sentence.
Paraphrased: ChatGPT often completes complex solutions in one try whereas Claude does not (or performs less well).
I guess you can’t take me seriously?
I shit on OpenAI because they had a completely clear path to being dominant in consumer and enterprise, in chatbot and coding agent, and in text, image, and video. And somehow they screwed it up by being unfocused, unnecessarily slimy, drama-ridden, and slow to react to the market.
OpenAI has a lot of good tech and some good product. They may yet succeed. But they embody the lazy hare partying with celebs while the tortoises pull ahead in the race.
On podcasts his attitude is basically “oh yeah all of you are basically fucked our products will take everyone’s jobs in a couple years.”
Altman is a lot more coy and comes across as saying what’s politically expedient at any given point in time.
I also appreciate his honesty, and don't really understand why the others don't emulate it because there's no cost to them to be honest. At every level of society we've decided to stick our heads in the sand and pretend like this very large tsunami isn't racing toward the coast, so as someone producing this technology you can be honest (and mostly ignored by people in denial), or be cagey and mistrusted (like Sam Altman).
“It’s so dangerous, we’ve reached AGI, we just have to release models that are obviously incapable of abstraction for your safety”
Funnily enough, the same thing can be used against those who criticize his view on AI. I wonder if there is a word for this.
It should have become clear to all that he was an untrustworthy person when he was fired from OpenAI by its then-board. My understanding is their complaint was he was lying, untrustworthy, and manipulative; and enough stories came out at the time to confirm that.
I've however been on the receiving end of some very odd board behavior and most founders I know have a story or two as well. I don't always take board decisions at face value. Reality is often askew, personality disorders run rampant in places of power, and there can be unknown incentives at play.
Brockman and his wife were the biggest donors to Donald Trump's Super PAC, MAGA Inc., in 2025 with each of them donating US$12.5 million. Brockman and his wife also donated $50 million to Leading the Future, a super PAC dedicated to AI deregulation that he helped found with Andreessen Horowitz co-founders Marc Andreessen and Ben Horowitz.
In all seriousness, I use Codex for work and Claude at home, and I feel like nowadays they're actually pretty competitive with each other. I don't know that it's that far behind.
I agree that they clearly erroneously assumed that no one would be able to catch up with them, though. OpenAI had such a head start that that should have been by itself a moat.
Check dev spaces like twitter and discord and all anyone talks about is claude-code, openclaw, opus 4.6 etc.
The mindshare went to anthropic.
This week I’ve been hitting CC rate limits, and I switched to Codex with virtually no disruption to my workflow. It’s not good for Anthropic that I was able to do that!
I wrote about it here: https://tombedor.dev/open-source-models/
Even now when I hear Codex I have to stop and think “oh yeah that’s OpenAI’s competitor to Claude Code.”
Codex btw is getting very competitive. It is fast and no longer far behind.
1) Business: LLMs become essential to every company, and you become rich by selling the best enterprise tools to everyone.
2) Consumer: LLMs cannibalize search and a good chunk of the internet, so people end up interacting with your AI assistant instead of opening any websites. You start serving ads and take Google's lunch.
3) Superhuman AGI: you beat everyone else to the punch to build a life form superior to humans, this doesn't end up in a disaster, and you then steal underpants, ???, profit.
Anthropic is clearly betting on #1. Google decided to beat everyone else to #2, and they can probably do it better and more cheaply than others because of their existing infra and the way they're plugged into people's digital lives. And OpenAI... I guess banked on #3 and this is perhaps looking less certain now?
Token generation is the metric Jensen Huang keeps pushing to temper analysts, which also affect nvidia’s future expected cash flows of course.
If increasing the price causes that metric to drop, the whole narrative falls apart and fear will spread in the stock market.
They’re all racing very close to the edge. Some closer than others.
We’re talking on the level of meta, google and probably more if they keep raising money.
They really went all in with hubris and they’re gonna get punished eventually.
Most importantly, Uber did not have fast-depreciating cars on its balance sheet - OAI meanwhile is planning to spend the GDP of a mid-size nation on owning fast-depreciating datacenters, which they deem necessary to cope with the demand for their services.
Is there any equivalent for turning an AI LLM into a sticky platform? Right now seems like it’s pretty easy to use harnesses and tooling across models, including open weight and locally running ones.
Not with AI specifically. Having a large, private, data store (e.g. GMail, Google Drive) is the biggest advantage.
Long term, my feeling is Anthropic's focus on enterprise is the most obviously lucrative but also least defensible application of LLMs. If (more likely when) open source models reach the point of being "good enough" then it's a race to the bottom on pricing. Maybe it will be like AWS vs GCP et al, but I kinda doubt it.
5.4 Extra high >> Opus 4.6
I find that for human in the loop Gemini beats both.
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 so I didn't have to figure it out.
https://knowledge.workspace.google.com/admin/getting-started...
They have multiple offerings, they probably will kill some of them very soon. There is no reason to waste your time and money on Google.
I've finished (as in: it's done, it works, and I may never need to change it again) entire projects with ChatGPT and Codex. Sometimes it takes a lot of hand-holding to get there, but it does get there and (with the exception of 4o) it's been improving since the beginning.
In contrast: I can't even get Gemini Pro to give me any answers to the most primitive questions that aren't caked in prima facie lies without at least 4 interactions, in any context, ever. The output is consistently and ridiculously garish with its insessant self-contradictions. It seems to be impossible to actually get anywhere with it.
What am I doing wrong here?
And somehow instead of prosecuting the lead in all areas, they got all hubristic and sloppy and just failed to iterate on the core product, while also failing to respond quickly when Anthropic showed that coding agents are the flywheel that makes the whole company faster.
It’s like they thought they had an unassailable monopoly and speedran to the lazy incumbent position, all in a matter of months.