I wonder how much of this is associated with Scam Altman's personal negative PR and Anthropic's recent PR wins.

I'm inclined to think there isn't much of an association becauss investors don't seem very concerned with morality, but I know ~dozen developers that either switched to, or started using Claude in the past month or so, while not knowing anyone that uses Codex.

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.