Nathaniel Whittemore

Now, if you want to read all the specifics, that is available on Anthropic's website.

And I think it is absolutely to their credit that they are digging into these things and trying to fix them rather than just trying to pretend that they didn't exist.

But the response from the enfranchised Cloud Code users has been a very loud, I told you so.

Theo again writes, confirmed that Cloud Code got dumber, not Claude.

They shipped slop and it made the models worse.

Solopreneur Peter Levels wrote, I can't believe we were right.

Claude was dumbified on March 4th just when we noticed.

And even taking a step back from that, people seem to be pretty bullish on OpenAI's insurgence when it comes to the competition.

Jason's Chips writes, Gonna call it now.

OpenAI's GPT-5-5 and insane new codex features will cause a market share recapture and narrative shift.

Private market valuation will overtake Anthropic again, and their quote-unquote reckless compute spending from six months ago gives them a capacity advantage that will keep it that way.

Now, I would certainly not count Claude out yet.

Just yesterday, they launched a feature which I am extremely excited to see the impact of memory on Claude managed agents.

And I think that if you are sitting there from a user perspective, the beneficiaries of this intense competition are 100% us.

You'll get better models, better harnesses, and better applications that actually allow us to do more and new things.

And finally, it feels like this might be the beginning of more to come.

A lot of people compare this moment to 03, but NoMoreID thinks 01 is actually the better comparison.

They write, As I've been thinking lately, GPT-55 seems to be the initial RL checkpoint of their new pre-training model.

So in a way, it probably makes more sense to see it as something closer to 01 Preview or 01.

You can really feel how much they compromised on cost and speed, but they know the recipe, so I think this model's 03 moment will come soon.