OpenAI bet on more compute early on which prompted people to say they're going to go bankrupt and collapse. But now it seems like it's a major strategic advantage. They're 2x'ing usage limits on Codex plans to steal CC customers and it seems to be working.
It seems like 90% of Claude's recent problems are strictly lack of compute related.
That was the carrot for the stick. The limits and the issues were never officially recognized or communicated. Neither have been the "off-hours credits". You would only know about them if you logged in to your dashboard. When is the last time you logged in there?
Anthropics revenue is increasing very fast.
OpenAI though made crazy claims after all its responsible for the memory prices.
In parallel anthropic announced partnership with google and broadcom for gigawatts of TPU chips while also announcing their own 50 Billion invest in compute.
OpenAI always believed in compute though and i'm pretty sure plenty of people want to see what models 10x or 100x or 1000x can do.
They (very optimistically) say they'll be profitable in 2030.
An honest response of "Our compute is busy, use X model?" would be far better than silent downgrading.
From that it's pretty likely they were training mythos for the last few weeks, and then distilling it to opus 4.7
Pure speculation of course, but would also explain the sudden performance gains for mythos - and why they're not releasing it to the general public (because it's the undistilled version which is too expensive to run)
If they are indeed doing this, I wonder how long they can keep it up?