Agreed. I think the Chinese labs are proving that OpenAI and Anthropic don't have a moat in almost every aspect, especially pricing. I also think people are getting annoyed with the constant lift and shift. I've seen more folks drop Claude Code and Codex, specifically, because of the lock-in it provides the providers. I'm curious to see how people standardize on tooling adjacent and if Anthropic, Google or OAI move to block utilization akin to the games Anthropic has been playing as of late.

I think the end game is routed model usage and SLMs. I think Apple is going to prove this in the consumer space pretty handily and I'm curious how the Android ecosystem responds since the hardware is considerably lacking in model performance. I think Apple has a huge opportunity here, as much as I don't like their current ecosystem of walled garden. They did position themselves very well with ARM and custom chips for their hardware. Hopefully the broader ecosystem of ARM and Linux are able to make some headway and we see a more formalized, and broadly accepted, architecture to capitalize on.

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lurking_swe 34 minutes ago | parent | next [-]

is there an alternative to codex that “just works”? by just works i mean i can install as an app in 1 minute, and i get web search, skills, mcp servers, etc? Bonus points if it can control my chrome tabs like codex can, and if it offers remote control from my iPhone (chatgpt app) so i can kick off tasks while i’m out for a walk. Even more bonus points if i can, with 1 button click, share my chats or share the results of a session as a “site” (vercel style).

I’m sure you could put something similar together with a bunch of duct tape and 2 weeks of effort, but it won’t work nearly as nicely nor out of the box. so…what am i missing?

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Qhemlomo an hour ago | parent | prev | next [-]

Big companies are not doing OpenRouter.

My company has an agreement with the big providers and while i'm pretty sure they think about how to get budget back, its an competitive advantage and normal people will not learn different model behaviours.

At least for now.

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esperent an hour ago | parent | prev | next [-]

What lock in does codex have? I'm using it it pi harness specifically because it doesn't have much in the way of lock in.

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maxdo 2 hours ago | parent | prev [-]

I see exactly opposite . Chinese models fails under any complex scenarios, while us labs raise the price , that's a sign of confidence.

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re-thc 2 hours ago | parent [-]

> while us labs raise the price , that's a sign of confidence

Regardless of what others are doing, US labs here are just rushing to IPO. It's NOT a sign of confidence.

It's the equivalent of saying you have confidence in SpaceX making revenue by renting out their data center (instead of their AI making bank).

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maxdo an hour ago | parent [-]

going to IPO is a sign of confidence , you need to report a lot of things, that private companies don't. This is an exact reason chinese labs do not rush to go public. They wish to go , but money flow that is not as good.

On the same note. if spacex is doing datacenters on earth successfully what's wrong with that? They rented cloud infra to a #2 or #3 provider in the world after < 2 years in business. It's a success, no?

	▲	maxdo 38 minutes ago \| parent \| next [-]
		running so much compute on the scale is not a junior task. weird analogy
	▲	re-thc an hour ago \| parent \| prev [-]
		> if spacex is doing datacenters on earth successfully what's wrong with that? They rented cloud infra to a #2 or #3 provider in the world after < 2 years in business. It's a success, no? If you get hired as a staff engineer and do the work of a junior, what's wrong with that? Clearly xAI (now part of spaceX) did not raise funds to be a data center. The margins are way different. There are plenty of recent IPOs in that area that are worth at most billions not trillions. > going to IPO is a sign of confidence , you need to report a lot of things, that private companies don't. This isn't going to IPO. This is rushing to IPO. It is a sign of confidence that the market or wider environment might crash soon so we need the liquidity now. > This is an exact reason chinese labs do not rush to go public. Maybe or maybe not. If you are referring to Chinese labs - both the Hong Kong and China stock market are way weaker than Nasdaq. It's not comparable. Check all the recent Hong Kong IPOs that have tanked. So no, reason not to might just be: no money in it.