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. Anyone seeing differently?
Invictus02026-04-15 11:13
ENGLISH (원문)
> too big to fail genuine question, what do you think these words mean?
gradus_ad2026-04-15 11:20
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Claude Code is extremely easy to set up and use. I suspect its saturation among software professionals is at the majority of the addressable market. What if there are no other killer apps for Enterprise? Only CC will produce the level of token churn that could drive huge profits for model providers. The Enterprise market is not as substantial as the rapid success of CC makes seem.
SpicyLemonZest2026-04-15 11:21
ENGLISH (원문)
> "You have ChatGPT, a 1 billion-user business growing 50-100% a year, what are you doing talking about enterprise and code?" an early backer of OpenAI told FT. "It's a deeply unfocused company." This is exactly the dynamic I've been worried about. If you go to OpenAI's site to learn what they're all about, they're pretty clear about it: "ensure that artificial general intelligence benefits all of humanity", "Join us in shaping the future of technology". They think and I agree that ChatGPT is great, but the future of humanity does not depend on precisely how successful this one consumer chatbot is, and so it is not the company's focus. Anyone who understands OpenAI at even a basic level would recognize this, it's neither new nor subtle. I'm not sure how to avoid the conclusion that OpenAI investors do not understand OpenAI and are just revenue growth junkies.
the__alchemist2026-04-15 11:22
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> Anyone seeing differently? 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.
codetiger2026-04-15 11:22
ENGLISH (원문)
Seeing the same, Claude with every engineer. Even some non technical people moved to Claude from ChatGPT recently.
vwvcxv2026-04-15 11:24
ENGLISH (원문)
OAI has zero focus. How many acquisitions (value destructive it seems) and projects have they killed? Whats comical is Steve Jobs preached the notion of focus decades ago. Why can't people follow simple advice from someone who already acquired the scar tissue? Its literally madness. Sam shouldve been fired and stayed fired. He's great at raising money, but running the firm? Absolute basket case of a CEO in that regard.
echelon2026-04-15 11:25
ENGLISH (원문)
Missing the Claude Code market was the biggest swing and miss ever. Too busy trying to make TikTok for preteens with $4/generation videos that lost their novelty the minute IP was off the table. Didn't even identify the professional market in video was the correct place to invest, like Kling and ByteDance did. Chasing consumer killed their ascendency. Sam is a ruthless leader and knows how to build an empire, but he's also a distracted leader who chases too many flights of fancy. Without a golden goose like Zuckerberg, every mistake is a knife wound.
semiquaver2026-04-15 11:25
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They’re investors. More or less by definition they only care about revenue growth.
cal_dent2026-04-15 11:29
ENGLISH (원문)
just maths. if they're as a capable as each other then x product cannot be worth multiples above y unless there's a clear USP. Arguably OpenAi's is brand recognition but given Antrhopic's recent growth that's less certain than a quarter ago
Avicebron2026-04-15 11:29
ENGLISH (원문)
I was convinced they were going to go the openclaw or something similar route..pivoting into cybersec/enterprise makes sense if they are trying to copy anthropic, but it doesn't really telegraph any sort of differentiator
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