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I don't think it's just that Claude-3 seems on par with GPT-4, but rather the development timescales involved. Anthropic as a company was only created, with some of the core LLM team members from OpenAI, around the same time GPT-3 came out (Anthropic CEO Dario Amodei's name is even on the GPT-3 "few-shot learners" paper). So, roughly speaking, in same time it took OpenAI (big established company, with lots of development momentum) to go from GPT-3 to GPT-4, Anthropic have gone from start-up with nothing to Claude-3 (via 1 & 2) which BEATS GPT-4. Clearly the pace of development at Anthropic is faster than that at OpenAI, and there is no OpenAI magic moat in play here. Sure GPT-4 is a year old at this point, and OpenAI's next release (GPT-4.5 or 5) is going to be better than GPT-4 class models, but given Anthropic's momentum, the more interesting question is how long it will take Anthropic to match it or take the lead? Inference cost is also an interesting issue... OpenAI have bet the farm on Microsoft, and Anthropic have gone with Amazon (AWS), who have built their own ML chips. I'd guess Athropic's inference cost is cheaper, maybe a lot cheaper. Can OpenAI compete with the cost of Claude-3 Haiku, which is getting rave reviews? It's input tokens are crazy cheap - $300 to input every word you'll ever speak in your entire life! |
Claude is also lacking web browsing and code interpreter. I’m sure those will come, but where will GPT be by then? ChatGPT also offers an extensive free tier with voice. Claude’s free plan caps you as a few messages every few hours.