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JumpCrisscrossyesterday at 8:18 PM6 repliesview on HN

It’s pretty wild how badly Altman siding with Hegseth has backfired. (And how competently Dario has played his hand.)

I don’t think that’s the ultimate cause of the turnaround in fortunes. But it strikes me, at least from the investor and potentially urban-consumer perspectives, as a pivotal moment in both companies’ fortunes.


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karmasimidayesterday at 8:41 PM

What backfired?

Ant's recent rise has little to none to do with retail subscribers, it is Claude Code with Opus 4.5+, followed by their Mythos stunt

I would say the flood of $20 Claude Subscribers due to news cycle backfired on them, now everyone is getting worse outputs and exposed their shortage on compute, which they can't fix anytime soon.

Pretty much everyone I know has both cc and codex now, just because how unreliable cc has become.

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danielblnyesterday at 8:21 PM

Alphabet makes $30 billion profit per quarter.

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tomrodyesterday at 8:31 PM

It was enough for me to dig much deeper into OpenAI, where before we almost exclusively used them for services with any form of SLA.

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infectoyesterday at 8:42 PM

Is the simpler explanation that Alpha was already an investor and Anthropic has been making strides in their business model?

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er2dyesterday at 9:42 PM

"(And how competently Dario has played his hand.)"

lol hes barely done anything, but sometimes that is all that's necessary when a bozo opponent is hell-bent on screwing things up. He didn't get fired the first time for no reason.

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sourcegriftyesterday at 8:26 PM

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