What happens if OpenAI collapses at this point? Is it just too big to fail given defense contracts and Microsoft?
The Sora sunsetting marked a big shift towards enterprise focus and meeting Anthropic on the enterprise battlefield, but almost all engineers I work with or know are using Claude at this point exclusively.
There have been a stream of HN posts (I'm noticed this mainly in the past few weeks) implying some people prefer ChatGPT/Codex to Claude.
Anecdotally, Claude on the $20/month plan can only run 1-3 queries per 4 hours before rate limiting, often stopping in the middle of a query. ChatGPT/Codex doesn't have this problem.
My 2 cents: Claude is more expensive, but it has something that Codex/GPT lacks that's not easy to quantify. Opus is probably a bigger model (my guess) and trained on code and technical writing (books?) of better qualify compared to GPT.
However, once you learn how to deal with the laziness (which can be dealt with some CLAUDE.md instructions and context docs), Claude shows a better taste for coding. It replicates patterns from the repo, writes more readable/maintainable code, follows instructions, captures implicit information.
GPT/Codex is not a bad model/agent, but it lacks something. It's amazing for code reviews, but it writes code with zero regard to your existing codebase or SOLID/DRY principles. It just likes to output code (a lot of it) that works for the task you gave it right now, with zero regard for maintenance later. And also over-uses defensive programming in a way that quickly makes the codebase unreadable for dynamic languages.
Claude is not perfect, I still have to steer it sometimes to prevent overengineering or duplicate code, but a lot less than when I try Codex (and the built-in /simplify does half of the work for me).
>>Anecdotally, Claude on the $20/month plan can only run 1-3 queries per 4 hours before rate limiting, often stopping in the middle of a query.
The free version is pretty much unusable. Not a single query completes, You get only one query every 4 hours, given like 12 waking hours, you get 3 queries, none of which complete.
$20 plan gets you only a small distance from there.
Looks like the focus is entirely on Enterprise customers these days. They don't even bother with their regular users these days. CC is entirely a enterprise product.
> Anecdotally, Claude on the $20/month plan can only run 1-3 queries per 4 hours before rate limiting
Utterly not my experience. I use opus near daily for long research sessions (not all agent based). Are you throwing in 100k input tokens to every query?
What the hell kind of queries are you running? I use Claude Pro all the time for asking questions, doing data analysis, writing side projects, and I very rarely get rate limited.
I use Claude Max 20x at work and I rarely hit 10% session utilization, which implies even using Claude to write code all day only uses 2x the Pro token limit.
Are you just telling it to try again when you get a response you don't like?
The amount of peripheral growth around it is even larger, tons of construction, utility company upgrades etc. There are more data centers under construction than there are currently operational data centers. So there is more than doubling of capacity coming from current buildout. If you include projects in the planning phase it is something like 4-6x expected capacity increase. The utility infrastructure buildout to meet this demand is equally huge.
The warning signs are already starting to show up though, projects are being stalled, not filled out, blaming it on delays from China etc, but the funding is still present, the construction keeps going on of the next building even as the last one sits vacant and offline. The sky high purchases of property from connected individuals by site developers continue, even as pushback mounts and many places are passing anti-datacenter ordinances.
Claude Code definitely has a head start, but there have been a few HN posts about a perceived nerfing of the intelligence and settings in the past month or so. Codex could capitalize on that weakness. They just introduced a $100 monthly 5x plan so they are at parity with the Claude Code plans. If Anthropic fiddles too much more with the settings then people will start to switch to Codex.
Codex is just better than Claude but Claude is faster and has the better UI for vscode. That’s why I use Claude as main coder with codex(5.4 with xhigh effort) as mcp reviewer etc. It is clear to me that codex is a better programmer but the UI and speed are too much of a con to use it exclusively. Claude is just clumsy
If DoD systems are running on OpenAI infrastructure, you can't just pause them for 6 months during an acquisition. This gets far more complex than just "liquidation of assets".
Because their assets would have been vastly overvalued. The bailout is when the government buys those assets at as close to that fictional valuation as they can, and likely then sells them back at their actual worth.
> Absolutely no reason for a bail out.
There's never been any reason for a bailout. It's just handing tax money to wealthy people who have made bad decisions.
At some point you reach a size when too many politicians and the people who own them have invested so much money that they're willing to take any size political hit in order to save themselves from personal losses when you fail.
The Sora sunsetting marked a big shift towards enterprise focus and meeting Anthropic on the enterprise battlefield, but almost all engineers I work with or know are using Claude at this point exclusively.
Anyone seeing differently?