OpenAI's fall from grace as investors race to Anthropic
OpenAI'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.
It's clearly because they didn't hire me after I applied :)
In all seriousness, I use Codex for work and Claude at home, and I feel like nowadays they're actually pretty competitive with each other. I don't know that it's that far behind.
I agree that they clearly erroneously assumed that no one would be able to catch up with them, though. OpenAI had such a head start that that should have been by itself a moat.
Claude Code became the default brand for an AI coding harness, much like ChatGPT was synonymous with AI chat bot.
Even now when I hear Codex I have to stop and think “oh yeah that’s OpenAI’s competitor to Claude Code.”