pushing your API subscriber base towards a competitor with an exclusive 50%, openrouter, the other day ...
slashing paying codex subscriber usage limits to the point that many are cancelling long term contracts they've had with the company ...
is altman playing 4d chess or something I'm not aware of?
because from the outside, each of these moves looks pretty bad on the face of it
How do you know they don’t?
> is altman playing 4d chess or something I'm not aware of?
Anthropic just removed a discount on Fable, while people are simultaneously getting sick of reading fable and opus talking about “the load bearing texture” and “color of the blanket”. It’s become excruciatingly painful to read the output during coding sessions.
Maybe it’s just good marketing.
Every model has its own tells, just a matter of which ones you recognize the most prior to losing your sanity
They can and probably will still be very successful but what they pitched so far is not going to work if their is any meaningful competition not too far behind.
But who knows. VC money allows them to try a lot of stuff before their eventual IPO.
Do any of you here actually know what you’re talking about?
I believe Astra is the next model beyond Sol? They used it for https://openai.com/index/ten-advances-in-mathematics/
Given the increased pressure from open weight models (still 6 months behind but now more than good enough for most use cases) the frontier labs really have to step up their game.
Switching is as easy as typing /model in most harnesses so there's effectively zero moat.
Revenue recognition, classification of costs, do you know what these are? Doubt it
What’s 4d chess in this?
Their margins are obviously not high, particularly on subscriptions
But I am waiting patiently for their S1. It will provide ample entertainment.