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.
Sam lost the plot for me. He took too many interviews which led me to not trust him. Last straw came with him standing by Anthropic one day then throwing them under the bus the next. He showed little awareness on why that is problematic.
I have appreciated Amodei’s brutal honesty about their intentions.
On podcasts his attitude is basically “oh yeah all of you are basically fucked our products will take everyone’s jobs in a couple years.”
Altman is a lot more coy and comes across as saying what’s politically expedient at any given point in time.
> On podcasts his attitude is basically “oh yeah all of you are basically fucked our products will take everyone’s jobs in a couple years.”
I also appreciate his honesty, and don't really understand why the others don't emulate it because there's no cost to them to be honest. At every level of society we've decided to stick our heads in the sand and pretend like this very large tsunami isn't racing toward the coast, so as someone producing this technology you can be honest (and mostly ignored by people in denial), or be cagey and mistrusted (like Sam Altman).