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Comment by admax88qqq | Hacker News Reader

> They’re almost certainly worth much less than Anthropic

What makes you say this?

Developer sentiment seems to be awarding Anthropic on quality and efficiency with more usage (plus Claude Code CLI being earlier to market), although maybe OpenAI is in bed with enough non-coding enterprises that it has an edge there.

But Anthropic might not actually be worth more that much more than OpenAI: https://news.ycombinator.com/item?id=50394906

> Developer sentiment seems to be awarding Anthropic on quality and efficiency with more usage

Developer sentiment is irrelevant in the eyes of the normies

Anthropic has had a laser focus on Enterprise features whereas Chatgpt is much more consumer focus.

Is anyone actually using those features? I feel like this still very much just Codex vs Claude code, and if codex has the better model everyone will switch in a week.

All the other products feels like a (desperate?) attempt to create moat and friction for switching models.

Yes, they are. You don't just give 1000 employees a subscription and tell them they can have as many tokens as they want.

I feel like all these versus arguments are absolutely opinion and preference, but really deep down do hint at a modification that will be hard to ignore as an investor.

If AMD and Nvidia could make the exact same thing the exact same rates, why would the stock price of one be higher than the other?

Apple is very consumer focus and it has the highest marketcap ever.

Coding agents are the most profitable application of AI at the moment, and Anthropic has the most widely used one

s/most/only/, cross fingers, make test

But it's relatively easy to switch from one to the other.

And in terms of capabilities and pricing they are not *that* different.

So I can't imagine one company being vastly more valuable than the other one (unless their spending or long term strategy is vastly different).

For me OpenAI doesn't have any stickiness/moat. I only use it because Sol 6.1 tokens are cheaper for similar quality for typical tasks. I also find it can be hit-or-miss more so than others when designing a system interactively.

I use openai models for math, but that's an infinitesimal market

Opus 5.5 came out more than a month and a half ago and is the clear favorite amongst developers, and OpenAI has yet to release something that can match or exceed it. That means they don't have their ducks in a row, and the internal models they do have take too long to prepare for general release.

Reply on news.ycombinator.com