This is good, punish the shareholders, wallstreet gets the news.

This wealth tax is poorly planned, tax the wealth, but find a better way.

SaaS that's critical for the business is not going to be disrupted.

Once a business grows where tool failure is not a option, they will buy salesforce or similar professional clones.

Now will salesforce be disrupted by a newer CRM called AIForce? Now your paying AIForce instead of paying Benioff.

I won't be hosting my own notes solution.

I thought about hosting my own photos. The time is just not there, cheaper to pay Google.

Until AGI or Super Intelligence saas is not dead.

Once AGI and Super Intelligence here, everything is dead.

It amazes me how even smart, capable, well paid IT people give away their most private data "because it's cheaper".

They can see the hidden cost of data loss risk.

It's also cheaper in terms of time.

Not everyone sees things the same!

But having your own data kept private is priceless.

> Not everyone sees things the same!

False. People just see things wrongly. Self-hosting is the best option here.

That doesn't disprove the initial claim at all. You don't even address it. Even if they saw it wrongly, that still doesn't mean they see things the same.

My small data point:

A few days ago I wanted my obsidian notes on a linux machine. Well, the files are synced via iCloud Drive (no Linux), so I asked it to solve it across my devices. It used Syncthing which has been working great.

Then yesterday obsidian desktop stopped loading (probably a bug in a plugin?). I’ve always wanted to do my notes in the browser, so it forked https://files.md and set it up on my home server pointed at my sync folder.

I was of the mindset that I’d not want to self host my day to day tooling, happy to pay, but it seems having the ability to run open source tools where I can say “just fix it” is too convenient to ignore.

> I won't be hosting my own notes solution.

Why not? Notes are incredibly private data. One of the top priority items to NOT host in a cloud.

Trilium is incredible.

Consider it.

Also AGI does not exist and never will.

where do you get the data from?

the moat is getting wider, it proves vibe coded apps can't replace your business.

only a serious business can replace. figma, canva and other tools. but these are new tools in the same industry.

Anth revenue has probably crossed 70 billion.

The way they calculate that is, last month's revenue x 12.

The leaked numbers are old.

I think its Zuck's new hiring strat,

He hired cred CEO to be whatsapp CEO.

Scale CEO to be AI leader

Now Mongo ceo to lead the AI enterprise sales.

Demis Hassabis decided not to sell DeepMind to Facebook after testing Mark Zuckerberg at dinner and realizing Zuckerberg sounded "Equally Excited" about every tech trend brought up.

yeah and antropic s1 is going to shock many people, its going to be an eyeopener

however there is the open source cheaper token threat

> yeah and antropic s1 is going to shock many people, its going to be an eyeopener

I am looking forward to audited financial statements. Like, all the interesting stuff will be buried in notes, but they'll have to actually calculate real revenue, not the nonsense that is ARR.

These tools are useful, but I find it hard to see how OpenAI/Anthropic justify their valuations.

Apparently Anthropic's may be this week (the S-1) as they've finished picking all their bankers.

Steve jobs was even more cut throat, he would have doubled the prices.

Steve Jobs was a business man and CEO of a company.

Judge the man on what he was. And he was those things brilliantly.

Jobs was also a human and a father, and apparently quite shitty at both. Is that not part of who he was?

If anything, those aspects were probably highly correlated to his success. Our economy runs on a system that does not prioritize nor reward empathy.

This is a play to grab market share from Claude, But it seems Claude code is too strong of a brand

Until the IT managers and CFOs cut budget hard, Claude will live rent free in heads of all developers

OpenAI should attack the CIO and CFOs stat

At my company we have unlimited codex and claude, still people stick to gimped claude code

So in other words, right now you have free choice between Claude and Codex and developers are choosing Claude of their own free will, but you want management to come in and force people to use Codex instead?

If it’s so much better, developers will switch. Lots of devs at my company have switched recently. But plenty of others have stayed on Claude.

I don’t think one is clearly better in every way right now. Or at least not better enough to make people want to learn and set up a new tool.

Management is going to force one model or another because that's how procurement works in most places.

For better or worse that really favors Anthropic because they were the first to land these contracts.

> But it seems Claude code is too strong of a brand

Nah. I switched away from Claude Code to Codex recently. It's refreshing how to-the-point 5.6-Sol is out of the box, and there's only so many load-bearing seams and honest takes I can handle from Opus. And additionally, yeah as you called out, the Codex Max plan is substantially more generous with tokens than Anthropic is with Claude Max and Opus/Fable.

I switch every 6-10 weeks, because there seems to be a material change in model quality.

I can understand the fatigue - but as of today, for most thing I would say Sol is better.

If the opened up the 1M context in Codex, it would be unrivalled.

Enterprise may have a bit more difficulty context switching. Pun intended.

I believe the 1M context window can be configured in Codex (config file edit). The price per token increases when >256k though, but it can be useful when compaction at-that-moment would be detrimental.

There's a limit in Codex as far as I know, if ur on subscription.

Paying per token would cost a grand fortune.

I have tried both and I find the Claude models give me much better results. I wish they didn't since Codex is cheaper. For me it's not just branding.

If developers are choosing Claude when given unlimited access to both, then any executive who tries to force them to Codex is really stupid.

"when given unlimited access to both" is carrying a lot there.

One may as well say "given unlimited budget".

yes in an ideal world, in business world its all wine dine, contracts, costs savings.

perhaps all the companies should dump teams and use slack.

Claude really doesn't have that much market share. It's the most expensive by a mile but when you count token market share they're in the low %.

And everyone else is close enough in terms of quality, their tiny advantage if any is insufficient. Let's not even talk speed.

OpenAI is competing with chinese models.

Not sure if I do anything wrong but Codex with Sol made such slow progress on my work, I iterated several days to do a redesign of my UI and it kept making small piecemeal changes then stopping and asking me for confirmation again and again even though I tried to get it to get bigger chunks done. Switched to Claude Code and had the redesign done in a short session within a day.

Maybe just the system prompt or my settings or the harness? Anyway, it seemed to me Codex was just deliberately being overcareful and wasting tons of tokens for a low-risk CSS / HTML refactoring with very minor breakage risk, while Claude got the job done immediately.

What's the deal with anthropic? Their models aren't better. They're just multiple times more expensive. We're about to disable all anthropic models because of the colleagues who waste 15$ on a opus call to write a markdown file.

They were first to offer a frontier model which also meets enterprise requirements (i.e. not training on or retaining on customer data, able to purchase tokens through AWS and GCP instead of having to onboard a new vendor). They did so with a proprietary harness, which creates friction for teams inside enterprises to move (can't just install another harness - your IT org has to approve and configure another harness for you). In particular, they were the first to make their model acceptable for defense contractors, and defense spending is a huge market. (An F-35 costs $30k-40k per hour to run, you think an aerospace company notices $10k of API usage per month?)