19 pointsby TMWNN7 hours ago7 comments
  • asar6 hours ago
    I think the reason is that after all the benchmark comparisons, anthropic models still perform much more reliably and better in day to day use. Every day now there is a new supposedly fable level model that then somehow completely vanishes in a couple of days. While fable is still the best model and if only it were cheaper less people would be hating I suppose.

    This really reminds of the spec comparison obsession android users had in the 2010s. Every 6months an 'iPhone killer' was released, but they were only ever superior in total isolation.

    • dgellow4 hours ago
      Switching to a different AI vendor has way less friction than switching between phone ecosystem
  • sscaryterry5 hours ago
    Nope, Apple delivers the best hardware out there, Anthropic doesn't, they dumb dound, nerf it, put in constraints.

    Yes, Apple provides a closed ecosystem, this isn't news. Anthropic is manufacturing the closed ecosystem themselves now, trying to capture via regulation.

  • dzonga6 hours ago
    the credibility of using vercel data - means the journos were lazy.

    vercel is mostly used by the 'next.js' kids - so that ain't gonna paint the full picture.

    again vercel is just reselling aws services at high marked up prices - so people paying for vercel again are most likely to pay for anthropic models. though we know models are a commodity at this point - without major differentiation.

    what a lazy analysis.

    • signatoremo11 minutes ago
      And we’ll be lazy if we blindly trust your words. Do you have any number to back up your assessments?

      Anthropic is reported to have $11.5B in revenue in 2nd quarter, compared to $787 million a year ago, and $4.73B in 1st quarter. In other words, massive jump. The annual run rate is $47B in May, so probably higher now.

      In other word, the article is right —- Anthropic is the vendor with the highest revenue.

      https://www.bloomberg.com/news/articles/2026-08-14/anthropic...

    • dreis_sw5 hours ago
      [flagged]
      • sscaryterry5 hours ago
        The choice of words is poor, but the argument is sound.
  • exabrial5 hours ago
    Great, can we have thought traces back yet?
  • mr_toad6 hours ago
    My hot take: the only people willing to pay for LLMs are using it for code generation, and they prefer Claude.
  • erelong3 hours ago
    They do seem to have done a "better" job of marketing

    But are disappointing like Apple for being a "closed" ecosystem

  • amelius7 hours ago
    > Apple of AI

    Except Apple does not really innovate. They just polish until it looks shiny.

    Just look at the upcoming flip phones, but the examples are numerous.

    • tyleo6 hours ago
      This seems misinformed. Mac, iPod, iPhone, iPad, Apple Watch, Apple Silicon.

      Not every product iteration changes the world, but they’ve pushed the industry forwards much more than most.

      If they, “don’t really innovate,” who do you think does?

      • amelius4 hours ago
        > If they, “don’t really innovate,” who do you think does?

        Anthropic.

        • tiagod3 hours ago
          I believe GP was asking who innovates in Apple's space.

          And applying your very argument, isn't Anthropic just polishing stuff like Transformers and Attention that were invented by other labs?

          • amelius3 hours ago
            > Mac, iPod, iPhone, iPad, Apple Watch

            These were all existing technologies. Apple's contribution is in making them more user friendly for some definition of user and friendly.

            > Apple Silicon

            They made some improvements here, but they bought an IC designer firm to do it. Most of the real innovation in hardware is still coming from the likes of TSMC, ASML.

    • solarkraft5 hours ago
      That’s what it means to build a product. So the comparison fits perfectly: Both offer the best polished (-> real-world usable) products in their category.
    • ygjb6 hours ago
      UI, polish, and customer experience are innovation. It takes an enormous amount of work to build consistent user experiences and build products that make choices on behalf of users that don't alienate those same users, yet Apple is able to consistently do that in ways that produce fervent customers who love their products.

      I personally don't like or use most Apple products outside of my work MacBook pro, but I recognize the value and innovations there.

      • 6 hours ago
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