Did OpenAI really “raise” that much? The startup world is not my area of expertise but I remember reading language in the announcements that implied those dollar amounts where more of a conditional promise of money in the future instead of a check today.

Vibe coding requires the sota models to work at all, but someone who knows what they are doing and uses the AI more responsibly can absolutely use the cheaper Chinese models for coding, and they’re often faster too. If I was one of the big players my entire focus would be on lobbying for regulation and outright banning of local models.

I am playing around with this at home right now. I think a lot of the latest improvements came with the harness, instead of AI.

The part I am working on is to have better tools and data to search over. Curated for my needs. Similar to the Karpathy post yesterday about his wiki. I am trying something similar and even qwen 3.5 is totally fine for most of what I do.

Disclaimer: I bought memory before the crisis started. Not sure if I would build my PC as is now..

Anecdotally, I would actually argue tbe opposite - Anthropic is overrated, ass-kissed way too much here for mediocre coding abilities (especially for Elixir). ChatGPT most of the time one-shots complex solutions in comparison. The only reason why people shit on OpenAI so much is because of the defence deal, but, it's not like Anthropic is a saint either:

https://www.cnbc.com/2026/02/12/anthropic-gives-20-million-t...

It's clearly because they didn't hire me after I applied :)

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.

Sam lost the plot for me. He took too many interviews which led me to not trust him. Last straw came with him standing by Anthropic one day then throwing them under the bus the next. He showed little awareness on why that is problematic.

Same thing happened to Blackberry. Tech head start wasn't that big and product wasn't that sticky.

Coding assistants won't win this game. They sure will win the hearts of developers, but to scale you need mass adoption and products for which users want to pay substantially. OpenAI is falling behind in the small features in their chat and app offering and have failed to innovate in their expensive offerings.

Codex btw is getting very competitive. It is fast and no longer far behind.

Investors do not care about the product, the users, etc. They care about cash. There are lots of ways to make cash that don't involve having a good product. But if you commit to spending a trillion dollars on hardware, then borrow hundreds of billions in the short term, and it turns out there's no way to recoup the cost, the investors go looking for better returns. This would've worked back in the old days of a bull market, angels looking for the next whale (with "modest" $5BN investments), and startups with no rivals. But in a bear market with multiple competitors trading on a commodity? Lol. Finally the bubble bursts.

What kind of OI slop is this?

5.4 Extra high >> Opus 4.6

Approximately same service for half the valuation is definitely better. That said, Anthropomorphic is also very overvalued

The difference is no mass surveillance of US Citizens and no killing weapons without human supervision.

OpenAI is fine with those as long as they are "legal"... So pretty much they don't care at all.

I agree Anthropic is no saint but it's much, much better than OpenAI.

somewhat better leadership, I think

Now that they’ve relegated OpenClaw to pay-as-you-go API usage, I hope the compute overload issues they’ve been facing will ease up some.

It's been working great for me. I haven't seen any changes.

The issue is investors want discipline.

They want to see the CEO communicate a path to profitability. Anthropic has - purely by focusing.

OAI in contrast is all over the place and they haven’t shown they’ve learned.

Zuckerberg got punished for his metaverse nonsense and investors were correct to be skeptical and reflect that in the stock price. Altman thinks he’s a god and the rules don’t apply to him. More fool him.

not to mention the drama that's followed the company from the very beginning. It think its getting to a point where the character issues can no longer be ignored bc it's directly affecting business

I think the IPO and subsequent quarterly earnings where they will be pressured by analysts will pop it all.

I was watching a recent Jensen Huang Q&A with analysts and it was essentially “just trust me bro”. They’re all interconnected - once there’s a correction for one player, all get affected.

Can’t wait to finally get this over with so we can finally move on.

The gap between hype and reality needs to be corrected.