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OpenAI demand sinks on secondary market as Anthropic runs hot

139 points by helsinkiandrew

by Robdel12

2 subcomments

This, to me, reads like the CEOs that are catching up to months ago.
I was subbed to claude for CC since July/aug (can’t remember when I stopped paying the API pricing).
I canceled 3 weeks ago. Since then everything with the usage limits being slashed before being announced, their cache bug that eats limits (and won’t reset), and just rolling paper cuts with every single release I feel pretty good.
I personally think Anthropic is lost and are chucking products out left and right. They might vibe their moment away
Edit: their last month of releases for CC are heavily favored towards building openclaw into their ecosystem

by yalogin

5 subcomments

I don’t know why anyone would want to invest in OpenAI on the open market. They are wildly over priced, very much in the red, don’t have the momentum at this time. Their pitch is “trust us even though we are losing money every quarter we are building the user moat”. That is not their strength at this point. Llms have shown they are $ hungry and only enterprises have a proper use case for them. As evident from anthropic, even the $20 per month is not enough to sustain the token usage as they put limits. So OpenAI is far away in that race and their enterprise adoption is just chat, which is barely useful. So not sure what their pitch or near term target should be. Oh don’t forget they are also pushing on hardware and robots which are also huge cash sinks

by raincole

1 subcomments

> The large gap between OpenAI’s $852 billion valuation and Anthropic’s $380 billion has investors rushing to grab equity in the latter before it rises, according to Augment co-founder Adam Crawley.
That's the only thing you need to get from this article. They're doing mostly the same thing, aiming the same market. But Anthropic's shares are at 50% off discount.

by Liftyee

0 subcomment

by donkeyboy

3 subcomments

I think the main point is that these two companies have been thought of as equals. Yet OpenAI has a 850B valuation while Anthropic has a 380B valuation. So that means either OAI is overvalued, or Anthropic is undervalued. If you believe they are roughly equal, then it makes sense to have demand for Anthropic.

by throwaway2027

1 subcomments

I just switch between Gemini, Codex, Claude, Z.AI, ... whichever offers the best value.

by neya

1 subcomments

Man, for some reason the ass kissing of Claude is just insane. Claude this, Claude that. I do Elixir for a living and Claude is just absolutely garbage in comparison to Gemini Pro. But hey, everyone hates Google - despite them being the only model provider that is competent and the one that explicitly states for paid providers that they do not use any of our data for training right under the chatbox.
And Anthropic isn't even the saint that everyone pitches them out to be:
https://www.cnbc.com/2026/02/12/anthropic-gives-20-million-t...

by vlaaad

0 subcomment

So a buy order for $122000M, and a sell order for $600M is presented as bad news for OpenAI?

by therobots927

0 subcomment

“First of all, we’re doing well more revenue than that. Second of all, Brad, if you want to sell your shares, I’ll find you a buyer,” Altman said, prompting laughs from Nadella. “I just — enough. I think there are a lot of people who would love to buy OpenAI shares.”

by jamiebeach

0 subcomment

by ForHackernews

2 subcomments