The math doesn’t help Anthropic either but the market views these two companies very differently at the moment. Anthropic is seen as having momentum. Open AI is seen as having likely peaked. That makes a huge difference when pitching an IPO.

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JumpCrisscross 3 hours ago | parent | next [-]

> but the market views these two companies very differently at the moment. Anthropic is seen as having momentum. Open AI is seen as having likely peaked

What are you basing this on? Both are currently doing rounds/tenders that are placing without problems.

The media treats these two differently, as do financial influencers. But I'd be careful about conflating either of them with the market.

	▲	stymaar an hour ago \| parent [-]
		> But I'd be careful about conflating either of them with the market. The finance market and the market for these products are two different things. Anthropic has definitely been stealing market share to OpenAI in the past few month on many segments (be it enterprise or even consumers).

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

ChatGPT is the 5th most visited website in the world and gets a ridiculous amount of user data. They're going to be an advertising powerhouse.

	▲	rchaud 2 minutes ago \| parent \| next [-]
		There are only so many ad dollars to go around. ChatGPT getting traffic doesn't mean they can convince ad buyers that their dollar goes further than at established players like Google and Meta. AI search is a commodity at this point, even DuckDuckGo has it. Reddit has been one of the world's top websites for over a decade, yet they are totally irrelevant in terms of ad product market share.
	▲	cmiles8 an hour ago \| parent \| prev \| next [-]
		The advertising angle is significantly overrated. Theres only so many ad dollars to go around and so every dollar they make they have to take from so other player like Google. With Google having decent AI search now for free OpenAI is already well behind here.
	▲	rgrPlantner 30 minutes ago \| parent \| prev [-]
		Useless stat without breakdown of time spent at the site and bot activity. It will draw a non-zero number just curious people who never use ChatGPT. And bots are exfiltrating model knowledge for the benefit of competition.

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wiiww 3 hours ago | parent | prev [-]

Agree but Anthropic momentum is fading too.

Open source is starting to slowly become a source of frustration for frontier labs In the discussion around value for money.

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reilly3000 2 hours ago | parent | next [-]

How is momentum fading when their headline product is so good it’s illegal?

	▲	andy99 2 hours ago \| parent \| next [-]
		I think they may have overplayed their hand so to speak. The end consequence is that their best model isn’t available right now, people are exploring alternatives, and realizing they work fine. It’s such a fast paced and competitive industry, anyone who takes even a short break is going to have a hard time coming back from it, and that’s basically what they’ve done.
	▲	jazzyjackson an hour ago \| parent \| prev \| next [-]
		How do you grow your business when your flagship product is illegal?
	▲	nemomarx 2 hours ago \| parent \| prev \| next [-]
		is no longer being able to sell it to half of your market good, financially?
	▲	wiiww 2 hours ago \| parent \| prev \| next [-]
		Expected cash flows, growth and risk. Go ahead and incorporate that in those 3 variables... lets see what you know before I bother replying.
	▲	surgical_fire 2 hours ago \| parent \| prev [-]
		That is a good marketing headline, but for it to work the model has to become available again in a reasonable timeframe. Otherwise people try other cheaper models, and they find out those models work perfectly for what they need.

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rgrPlantner 26 minutes ago | parent | prev [-]

Yeh local models will continue to gain performance before they can IPO

I only use free Gemini Pro to plan then scrape the log in Google Drive into local Qwen/Gemma+pi set up

I can plan and architect with Gemini on my phone or wherever and a cron job + custom JSON parser at home updates context in local model setup