Hayden Field

And I've been tracking both these companies for years.

so long that it's like, you know, you can kind of see the trends there.

So maybe this is a big step change for open AI and they're really going to pivot.

And maybe that's why we're seeing all this executive restructuring and the side projects being killed and trying to really like,

force them to commit.

But it is interesting because I don't know the rate at which they'll be able to catch up with Anthropic when it comes to enterprise encoding, because I've even seen anecdotally, like a bunch of startup founders switching entirely over to Anthropic when they used to be, you know, testing both.

You know, we did a piece

a couple months ago about how Cloud Code was having a moment.

And most of the founders and company leaders I talked with in a ton of different sectors preferred Anthropix products for this stuff.

So, I mean...

To OpenAI's credit, it has been working really hard on getting its coding models up to date, more improvement.

We've seen people start to prefer that sometimes.

So, I mean, they've made a huge advancement here.

It's just, can they close the gap?

That's what we'll have to wait and see on.

I think so, just because, I mean, the pressure is building.

You know, when I was talking to economists, there's no way that things can continue the exact way they are now.

I was chatting with a couple execs this morning about how the price has kind of been passed on to enterprise clients and how that's shifted.

So, you know, a lot of company leaders are thinking about moving to open source instead or at least moving to open source for a lot of their simpler projects.

tasks or queries and kind of like building their own evals to see what it makes sense to like pay top dollar for, for either Anthropic or OpenAI is like more complex, more powerful models, which ones they can kind of route to the simpler models and which ones they can just go open source for.