1vuio0pswjnm7OpenAI's fall from grace as investors race to Anthropic
I don’t know how OpenAI screwed this up. They had the best tech, the largest installed base, the best brand recognition.
And somehow instead of prosecuting the lead in all areas, they got all hubristic and sloppy and just failed to iterate on the core product, while also failing to respond quickly when Anthropic showed that coding agents are the flywheel that makes the whole company faster.
It’s like they thought they had an unassailable monopoly and speedran to the lazy incumbent position, all in a matter of months.
Coding assistants won't win this game. They sure will win the hearts of developers, but to scale you need mass adoption and products for which users want to pay substantially. OpenAI is falling behind in the small features in their chat and app offering and have failed to innovate in their expensive offerings.
Codex btw is getting very competitive. It is fast and no longer far behind.
Any publicly available evidence to back that up? There have been post-exit blog posts from OpenAI employees on HN before and it did sound like the only black magic they use there is that many employees work 16 hrs a day during launch of new features. I know that some current Claude Code devs are doing interviews where they claim that they use Claude Code extensively but they clearly have a conflict of interest while they are still employed at Anthropic, so it would be like asking a barber if you need a haircut.