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They are behind, hence the panic. On top of that, Sam has been trying to do another funding round, so he's desperate to make the company look good.

Opus 5.5 was a gut punch and my impression is OpenAI is still reeling.

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People said Astra was a gut punch and that Anthropic was reeling. (Opus 5 was almost universally panned)

The best thing is that we benefit from these constant back and forth gut punches :)

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I actually heard the opposite, the folks at Anthropic felt pretty confident they were ahead after the Astra release because it wasn't as good as they were expecting.
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I don't know why anyone was saying that when Anthropic clearly knew Opus 5.5 significantly outperformed Astra at the time of Astra's launch. I think it might be a good exercise to go back and find out who called Astra a "gut punch" and lower your credence in their future claims.
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