Thread

1. aliljet · 1790804774 · focus · HN ↗

   It's hard to not see this as a gut punch for OpenAI. They're lead was largely captured by scoring on value (by way of reset after reset) and now they're getting eaten up on price and being bestes and equalled on performance. I'll still pay a premium for Opus 5.5 right now because it's nearly unlimited use, but Google is the quiet sleeping king Everyone is happy to watch everyone else, but I'd wager google burns more tokens through their search product than basically anyone else and now they're just quietly pacing the frontier...

   1. tomrod · 1790805127 · focus · HN ↗

      They own their hardware. That vertical integration alone probably saves oodles because they can reconfigure to their needs as opposed to individually negotiating data centre plans. I can't imagine the complexity both OpenAI and Anthropic have to maintain for their deployments.

      1. mkotlikov · 1790812564 · focus · HN ↗

         It's still not enough though, they're buying compute from SpaceX's colossus data centers.

         1. genxy · 1790817818 · focus · HN ↗

            That is google trying to keep their 10% worth something.

            1. largbae · 1790819276 · focus · HN ↗

               And it totally worked too.

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