Re:OpenAI's fall from grace as investors race to Anthropic
by phist_mcgee on Sunday April 05, 2026 @09:31PM
(#47655895)
Does it matter that codex is now as good as claude code?
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.
Re:OpenAI's fall from grace as investors race to Anthropic
by efromvt on Sunday April 05, 2026 @10:34PM
(#47656342)
Just like OpenAI's original moat, I don't think that's particularly durable. I've already seen plenty of people swing back to preferring codex, and it'll probably swap again with the next model drop. Openclaw is potentially better integrated with ChatGPT at this point because of the explicit subscription support.
Re:OpenAI's fall from grace as investors race to Anthropic
by nickstinemates on Sunday April 05, 2026 @10:12PM
(#47656207)
that's why openai bought openclaw
Re:OpenAI's fall from grace as investors race to Anthropic
by phist_mcgee on Sunday April 05, 2026 @10:33PM
(#47656336)
I mean they hired the guy who created it. It's not exactly like openclaw is a real product.
Re:OpenAI's fall from grace as investors race to Anthropic
by oofbey on Sunday April 05, 2026 @11:38PM
(#47656720)
Also not like it’s a particularly good piece of tech. It was the first to show a new category. But jeebus the design and security are a nightmare. Any of the numerous other claws are better choices for anything serious.
Re:OpenAI's fall from grace as investors race to Anthropic
by nickstinemates on Monday April 06, 2026 @12:33AM
(#47657034)
Sure it is.. you can download and use it right now. Helps you understand why people are interested in it, at the very least.
Re:OpenAI's fall from grace as investors race to Anthropic
by jjfoooo4 on Monday April 06, 2026 @09:52AM
(#47660951)
Nothing about AI mindshare is durable. As Anthropic tightens rate limits and/or raises prices, everyone will move to something else.
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!
Re:OpenAI's fall from grace as investors race to Anthropic
by acdha on Monday April 06, 2026 @03:47PM
(#47665982)
One of the things I’ve been wanting to see is basically an estimate of their minimum revenue to meet investor expectations, too. I’ve heard people talking about using even cheaper local models aggressively to save on tokens and it increasingly makes me wonder if they’re caught in a vice where prices need to go up but if they raise them they’ll just shed usage to the competition, especially since at least Google has a much longer runway.
Re:OpenAI's fall from grace as investors race to Anthropic
by jjfoooo4 on Monday April 06, 2026 @08:44PM
(#47669309)
That is 100% what I think is going to happen.
I wrote about it here: https://tombedor.dev/open-source-models/
Re:OpenAI's fall from grace as investors race to Anthropic
by hsuduebc2 on Sunday April 05, 2026 @10:51PM
(#47656445)
Yea. In my opinion the value provided for 20$ is better. I wonder how much of antropic value is the hype around claude code coming from every snake oil sales man promoting claude code as best to use with open claw to summarize your emails.
Re:OpenAI's fall from grace as investors race to Anthropic
by jimbokun on Sunday April 05, 2026 @11:07PM
(#47656527)
Claude Code became the default brand for an AI coding harness, much like ChatGPT was synonymous with AI chat bot.
Even now when I hear Codex I have to stop and think “oh yeah that’s OpenAI’s competitor to Claude Code.”
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.