Most of the compute OpenAI "preordered" is vapour. And it has nothing to do with why people thought the company -- which is still in extremely rocky rapids -- was headed to bankruptcy.

Anthropic has been very disciplined and focused (overwhelmingly on coding, fwiw), while OpenAI has been bleeding money trying to be the everything AI company with no real specialty as everyone else beat them in random domains. If I had to qualify OpenAI's primary focus, it has been glazing users and making a generation of malignant narcissists.

But yes, Anthropic has been growing by leaps and bounds and has capacity issues. That's a very healthy position to be in, despite the fact that it yields the inevitable foot-stomping "I'm moving to competitor!" posts constantly.

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guelo 5 hours ago | parent [-]

How is droves of your customers leaving, whether they're foot stomping or not, healthy?

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llm_nerd 4 hours ago | parent [-]

Droves? I mean, if we take the "I'm leaving!" posts seriously, the company has people so emotionally invested they feel the need to announce their departure is a pretty good place to be. Some tiny sampling of unhappy customers is indicative of nothing.

Honestly at this point I am pretty firmly of the belief that OAI is paying astroturfers to post the "Boy does anyone else think Claude is dumb now and Codex is better?" (always some unreproducible "feel" kind of thing that are to be adopted at face value despite overwhelming evidence that we shouldn't). OAI is kind of in the desperation stage -- see the bizarre acquisitions they've been making, including paying $100M for some fringe podcast almost no one had heard of -- and it would not be remotely unexpected.

	▲	guelo 3 hours ago \| parent [-]
		We have no idea the ratio of foot stompers to quite quitters but I'm sure most people don't announce it. I cancelled my subscription and hadn't told anybody. And I quit based on personal experience over the last few weeks, not on social media pr.