Chubby♨️@kimmonismus · 5月31日59.@AndrewCurran_ has made a very important point here, with which I fully agree.
Anthropic focused on coding from the very beginning and (almost) nothing else. Dario Amodei said early on that if the coding problem is "solved," all other problems will be solved as well. Therefore, no distractions from this area.
All the other companies regularly got sidetracked with side quests and thus abandoned their focus. OpenAI invested massive amounts of compute in Sora but then even decided to discontinue the app. They also developed a language model, an image model, and extensive access to free ChatGPT. I don't want to judge this, just observe it.
Google did the same: AI Mode, Image Model, Veo3.1, Music Model, and so much more. Again, these were certainly well-considered decisions.
But Anthropic wanted one thing from the start, and only one thing: to focus on coding and then be at the forefront of enterprise computing. And it's safe to say: they succeeded.
OpenAI invested massive amounts of compute in Sora but then decided to discontinue the app. I like the term "intelligence company" because I would argue that Anthropic sees itself in exactly that way. At least so far, Anthropic's own path has been successful. And I would say that OpenAI has followed suit and is increasingly abandoning its side projects. Focus on Codex and ChatGPT, less Sora, voice mode, etc. It's about the race for the best models. Distraction costs money and intelligence resources.
译Anthropic自始至终专注编程，被视为“智能力公司”而非编程公司。其策略基于Claude智能扩展后将应用于所有人类智能领域。相比之下，OpenAI和Google频繁分心开发其他产品（如Sora、图像模型、音乐模型等），OpenAI甚至停用Sora。Anthropic凭借专注在企业计算领域取得领先，而OpenAI正效仿其路线，放弃副项目，聚焦Codex与ChatGPT等核心模型竞争。
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