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aurareturnyesterday at 2:46 PM8 repliesview on HN

They don't have enough compute for all their customers.

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.


Replies

arispentoday at 7:23 AM

I bet that's the real reason why they're not releasing Mythos ;)

Wojtkieyesterday at 3:01 PM

Is that why Anthropic recently gave out free credits for use in off-hours? Possibly an attempt to more evenly distribute their compute load throughout the day?

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sagarpatiltoday at 4:27 AM

It worked. Although I have a Claude Code subscription, I got the ChatGPT Pro plan, and 5.4 xHigh at 1.5x speed was better than 4.6 with adaptive thinking disabled. I was working all day, about 8 hours, and did not run into any limits. 5.4 surprised me many times by doing things I usually would not do myself, because I am lazy, so yeah, I am sticking with 5.4 for now until all the Claude drama is over.

Glemllksdfyesterday at 3:22 PM

Its a hard game to play anyway.

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.

mattasyesterday at 3:10 PM

Hard for me to reconcile the idea that they don't have enough compute with the idea that they are also losing money to subsidies.

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endymion-lightyesterday at 2:49 PM

Honestly, I personally would rather a time-out than the quality of my response noticably downgrading. I think what I found especially distrustful is the responses from employees claiming that no degredation has occured.

An honest response of "Our compute is busy, use X model?" would be far better than silent downgrading.

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MikeNotThePopeyesterday at 11:34 PM

Prepare for the prices to go up!

_boffin_yesterday at 3:22 PM

You state your hypnosis quite confidently. Can you tell me how taking down authentication many times is related to GPU capacity?