Posted by Bolat14 6 hours ago
> The new valuation is nearly three times higher than the company’s February valuation, when Anthropic was estimated to be worth around $380 billion.
> In March, OpenAI was valued at $852 billion following a record $122 billion funding round.
Basically, today (Late May) we're declaring Anthropic the most valuable. They've nearly tripled in value since February. But also, OpenAI was $852B in March and presumably has grown since then.
In a few weeks we'll either have a new rounding of funding for OpenAI or they'll announce their IPO and the hype train will be abuzz that they're now the most valuable.
Nobody is investing in closed-source labs for safety reasons, being able to explore more in details what and how the model is thinking is nice but by no means a game changer. What matters to investors and most of the users is that the model gives the right answer at the end.
Stealing peoples tokens because you use a product they don't like... That shows the morals they have. Actions speak louder than words. Disabling peoples caches because they disable telemetry was another juicy one that I don't believe is on this site. In fact there are far more I remember that aren't even listed here.
Like actually iterating hard to make them useful. Many, many details matter here.
I haven't tested the similar OpenAI/Google tools in detail lately though. Previously I found them way too generic and unpolished to be useful.
Is there something to this?
Anthropic has much narrower capabilities. No image generation, no video generation, no 3d world models, barely any voice stuff. But they know who their target customers are, and their API has a model selection anyone can understand and pricing that rarely changes. Focus and predictably
Claude Desktop, Cowork, Code, Design all get meaningful new features week over week.
I can’t recall another vendor with such focus and velocity.
Google products are evolving at a glacial pace. OpenAI isn’t as focused on what knowledge workers need.
Both Google and OpenAI appear to be stuck in some abstract strategy where they keep shipping new demos instead of iterating on actual products.
These are the new .net developers who will know nothing but c# for 20 years.