logoalt Hacker News

Aurornis • today at 7:17 PM • 2 replies • view on HN

Their valuations differ by about 13%. That's close enough that I wouldn't call it "blown past".

Things change fast in this space. Anthropic had a big boost from having the premier coding model for a while, but GPT-5.5 has closed that gap at a time when a lot of Anthropic customers are looking for cheaper alternatives.

Anthropic is coming off of a recent change to their enterprise billing that substantially changed the pricing for many users. They were smart to do the fundraising before the effects of that change could fully propagate.

Replies

cmiles8 • today at 7:21 PM

The acceleration rate has been extraordinary… they went from mostly unknown outside AI circles to the number one player almost overnight. If that’s not “blown past” I don’t know what is.

➕ show 3 replies
manquer • today at 8:02 PM

> but GPT-5.5 has closed that gap at a time when a lot of Anthropic customers are looking for cheaper alternatives.

GPT-5.5 is a bit more expensive than Opus ? Current list prices

  | Model      | Input   | Output   |
  | GPT-5.5    | $5/MTok | $30/MTok |
  | Opus 4.8/7 | $5/MTok | $25/MTok |
Deepseek perhaps would be the top threat on a pure price/performance metric for either of them. It doesn't look like OAI is going for the value play .
➕ show 2 replies