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first Claude increased their enterprise market share from 12% to 40%. while OpenAI dropped from 50% to 27% and now they have launched their own GPT store-style marketplace. Dario is on a mission to destroy OpenAI completely 😭

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shirish

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661,100 просмотров • 5 месяцев назад •via X (Twitter)

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Dario first cooked OpenAI, Sam Altman, and their leadership team in podcast, then cut off OpenAI’s access to the Claude models. Dario got no chill.
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Dario first cooked OpenAI, Sam Altman, and their leadership team in podcast, then cut off OpenAI’s access to the Claude models. Dario got no chill.

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OpenAI just dropped GPT-4.1. It’s a huge jump over GPT-4o on basically every metric, and importantly document processing and data extraction from enterprise content. Box is now offering it in beta in the Box AI Studio, and will be rolling out to everyone shortly.
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OpenAI just dropped GPT-4.1. It’s a huge jump over GPT-4o on basically every metric, and importantly document processing and data extraction from enterprise content. Box is now offering it in beta in the Box AI Studio, and will be rolling out to everyone shortly.

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108,961 просмотров • 1 год назад

OpenAI just admitted Anthropic is KILLING their business. Their own applications chief told employees it was a "code red." Said Anthropic was a "wake-up call." Then admitted OpenAI had been "spreading efforts across too many apps" and it was "slowing them down." This is an internal confession. Here's why Anthropic is eating up OpenAI: 12 months ago, OpenAI owned 50% of all enterprise AI spending. Today it's just 27%. Anthropic went from nearly ZERO to winning 70% of every first-time enterprise AI deal. Seven out of ten companies buying AI tools for the first time are choosing Claude over ChatGPT. A year ago, one in 25 businesses on Ramp paid for Anthropic. Today it's one in four. OpenAI just had its biggest single-month adoption decline ever recorded. And Anthropic literally charges MORE than OpenAI for roughly the same performance. And businesses are STILL choosing them. In enterprise software, that never happens. The cheaper product usually wins. But Claude became something OpenAI never figured out how to be: Cool. Celebrities publicly switched to Claude. Senators are tweeting about using it. Engineers are shipping entire products with Claude Code in hours that used to take weeks. It started to became an identity signal. Like blue bubble vs green bubble in iMessage. Choosing Claude says something about you now. Meanwhile OpenAI went the opposite direction: They took the Pentagon contract that Anthropic refused. Greg Brockman donated $25 million to fund wars. ChatGPT uninstalls jumped 295% in a single day. Reddit posts saying "Cancel and Delete ChatGPT" got 30,000 upvotes. Anthropic said no to mass surveillance and autonomous weapons. Got blacklisted by the Pentagon. Trump called them a "Radical Left AI company." And their downloads went to #1 on the App Store the next day. Turns out refusing to build weapons is good marketing. But the real damage isn't consumer downloads. It's the MONEY. Claude Code hit $2.5 billion in annual revenue in six months. OpenAI's competing product Codex just barely crossed $1 billion. And Anthropic literally cannot meet demand. They're turning away paying customers because they don't have enough compute to serve them. A company REJECTING revenue because it's growing too fast. While OpenAI scrambles to consolidate. Last week OpenAI announced they're merging ChatGPT, Codex, and their browser into one "superapp." But what this really means: "We launched too many products, none of them worked well enough alone, so now we're cramming everything together and hoping it sticks." And remember their video tool Sora? Launched standalone. Hit #1 on the App Store. Usage flatlined within weeks. Now they're forced to shut it down. Their browser Atlas? Still hasn't launched publicly. Their IPO? Polymarket odds dropped from 55% to 35%. OpenAI has 900 million users. Anthropic has maybe 10 million daily actives. But here's the thing... OpenAI won the consumer war. ChatGPT is where your mom asks about recipes and your cousin makes memes. Anthropic won the war that actually MATTERS. The developers. The engineers. The enterprises writing 7 figure checks. OpenAI built the biggest chatbot on Earth. Anthropic built the tool that companies can't stop paying for. This is Yahoo vs Google all over again. Yahoo had the users. Google had the product. And we all know how that ended. OpenAI has 12 months to prove the superapp works, land the IPO, and stop the enterprise bleeding. If they can't, the most valuable startup in history becomes the most cautionary tale in tech. 900 million users don't mean anything if the people who actually pay are walking out the door. What do you think?
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OpenAI just admitted Anthropic is KILLING their business. Their own applications chief told employees it was a "code red." Said Anthropic was a "wake-up call." Then admitted OpenAI had been "spreading efforts across too many apps" and it was "slowing them down." This is an internal confession. Here's why Anthropic is eating up OpenAI: 12 months ago, OpenAI owned 50% of all enterprise AI spending. Today it's just 27%. Anthropic went from nearly ZERO to winning 70% of every first-time enterprise AI deal. Seven out of ten companies buying AI tools for the first time are choosing Claude over ChatGPT. A year ago, one in 25 businesses on Ramp paid for Anthropic. Today it's one in four. OpenAI just had its biggest single-month adoption decline ever recorded. And Anthropic literally charges MORE than OpenAI for roughly the same performance. And businesses are STILL choosing them. In enterprise software, that never happens. The cheaper product usually wins. But Claude became something OpenAI never figured out how to be: Cool. Celebrities publicly switched to Claude. Senators are tweeting about using it. Engineers are shipping entire products with Claude Code in hours that used to take weeks. It started to became an identity signal. Like blue bubble vs green bubble in iMessage. Choosing Claude says something about you now. Meanwhile OpenAI went the opposite direction: They took the Pentagon contract that Anthropic refused. Greg Brockman donated $25 million to fund wars. ChatGPT uninstalls jumped 295% in a single day. Reddit posts saying "Cancel and Delete ChatGPT" got 30,000 upvotes. Anthropic said no to mass surveillance and autonomous weapons. Got blacklisted by the Pentagon. Trump called them a "Radical Left AI company." And their downloads went to #1 on the App Store the next day. Turns out refusing to build weapons is good marketing. But the real damage isn't consumer downloads. It's the MONEY. Claude Code hit $2.5 billion in annual revenue in six months. OpenAI's competing product Codex just barely crossed $1 billion. And Anthropic literally cannot meet demand. They're turning away paying customers because they don't have enough compute to serve them. A company REJECTING revenue because it's growing too fast. While OpenAI scrambles to consolidate. Last week OpenAI announced they're merging ChatGPT, Codex, and their browser into one "superapp." But what this really means: "We launched too many products, none of them worked well enough alone, so now we're cramming everything together and hoping it sticks." And remember their video tool Sora? Launched standalone. Hit #1 on the App Store. Usage flatlined within weeks. Now they're forced to shut it down. Their browser Atlas? Still hasn't launched publicly. Their IPO? Polymarket odds dropped from 55% to 35%. OpenAI has 900 million users. Anthropic has maybe 10 million daily actives. But here's the thing... OpenAI won the consumer war. ChatGPT is where your mom asks about recipes and your cousin makes memes. Anthropic won the war that actually MATTERS. The developers. The engineers. The enterprises writing 7 figure checks. OpenAI built the biggest chatbot on Earth. Anthropic built the tool that companies can't stop paying for. This is Yahoo vs Google all over again. Yahoo had the users. Google had the product. And we all know how that ended. OpenAI has 12 months to prove the superapp works, land the IPO, and stop the enterprise bleeding. If they can't, the most valuable startup in history becomes the most cautionary tale in tech. 900 million users don't mean anything if the people who actually pay are walking out the door. What do you think?

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🚨OPENAI PANICS AS ELON THREATENS THEIR CONTROL Sam Altman and OpenAI’s board are scrambling to block Elon—plotting "special voting rights" to shield themselves from accountability. After rejecting Elon’s $97.4B takeover offer, OpenAI is now trying to ensure its non-profit board can overrule investors—including Microsoft and SoftBank. Why? Because Elon is exposing their real fear: OpenAI is becoming just another profit-hungry tech giant, abandoning its mission for corporate greed. They claim to be “for the public,” but the moment someone challenges their power, they rig the rules. Source: Reuters

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The new gpt-oss-120b from OpenAI is now the best general purpose model to run on a Framework Desktop! ~40 tok/s on the MXFP4 version in LM Studio on Fedora 42.
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The new gpt-oss-120b from OpenAI is now the best general purpose model to run on a Framework Desktop! ~40 tok/s on the MXFP4 version in LM Studio on Fedora 42.

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TestingCatalog News 🗞

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OpenAI Dev Day Just kicked off and it was the biggest day for AI since the launch of GPT-4 in April. Here's a 3 minute video with everything you need to know and a full summary: 1. GPT-4 Turbo is released. It is much better than GPT-4, can accept up to 128k characters and is 3x cheaper. The knowledge cut off is now April 2023 2. Text to Speech is also being released. They offer 6 hyper-realistic voice models that are the best I've heard from any other AI t-t-s software on the market. 3. Copyright Shield. OpenAI will actually defend your legal costs if you get sued for copyright infringement using their API! 4. GPTs. Maybe the most exciting IMHO, you can now create custom "GPTs" by training your own model of GPT and selling it on their store. This will create a massive shakeup of the current AI software landscape and is the first step towards autonomous agents.

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Sam Altman says OpenAI has reached another GPT-3-style moment Something important is working so well that other strong projects have to give way That is why OpenAI is focusing its compute on next-generation models and the automated researchers and companies they can power
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GPT-5 Pro is genuinely a top tier model, it is the best. I know some GPT-5 reactions have been mixed (including from me), but OpenAI has made great strides with Pro. I have made 12 simulations that no other model would match, not from OpenAI, Google, xAI or Anthropic. All of them were 1-3 shots (mostly to fix small issues) and the output is really outstanding. OpenAI Developers
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GPT-5 Pro is genuinely a top tier model, it is the best. I know some GPT-5 reactions have been mixed (including from me), but OpenAI has made great strides with Pro. I have made 12 simulations that no other model would match, not from OpenAI, Google, xAI or Anthropic. All of them were 1-3 shots (mostly to fix small issues) and the output is really outstanding. OpenAI Developers

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Anthropic CEO Dario Amodei: "Some early companies got Mythos and told us this is a super weapon, please don't release it" On leaving OpenAI: "When you can't trust someone, and their values don't match what they say, it becomes very hard to stay" Boris Cherny, head of Claude Code: "90% of code at Anthropic is written by Claude, a lot of Claude Code is written by Claude Code" Then Dario says the quiet part even louder: 10–25% odds of civilizational collapse from AI 47 minutes Free Dario, Daniela, Boris Probably the deepest look inside Anthropic ever filmed Mythos Claude Code OpenAI split Superweapon models 90% AI-written code Bookmark it and watch ↓

rari

65,014 просмотров • 1 месяц назад

wow. Apple might just have fixed Siri. and beat OpenAI to the first AI phone. and commoditized OpenAI with Google. and casually dropped a video understanding model. incredibly well executed. (see @smol_ai writeup below for deltas from WWDC)
4:50

wow. Apple might just have fixed Siri. and beat OpenAI to the first AI phone. and commoditized OpenAI with Google. and casually dropped a video understanding model. incredibly well executed. (see @smol_ai writeup below for deltas from WWDC)

swyx 🇸🇬 AIE Singapore!

695,984 просмотров • 1 год назад

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Chris Camillo made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.
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