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benjiro29today at 6:21 PM0 repliesview on HN

* Anthropic's Cyber Verification Program // Codex + gotTAC approved*

Meanwhile the Chinese models are "go ham dude"...

If it was not for capacity issues, Chinese models have a higher change to just dominate.

> $2t company by the way

It used to be that OpenAI and Anthropic had such a moat around them, that such a valuation was worth it. But these days, its gross overvalued (like so many).

The more stuff is being pulled like cyber verifications, downgrading effort levels, downgrading usage (OpenAI), the more people move to those Open Weight Chinese models.

A fun recent event ... https://opencode.ai/data/

When DeepSeek Flash 0731 came out and provided a massive jump in cheap inference capability. It resulted in a 10x increased OpenCode token usage.

It took a 2.5x to 5.0x price increase AND a reduction by 4x usage (later to 2x) usage, and several cheaper models + a free model, to push the traffic down.

Traffic towards open weight models is increasing, even if providers can not keep up with the influx of new customers. This is not something you want to see as two companies, trying to go for IPOs.

So the idea of stonewalling cyber capabilities, when the rest of the world is just doing whatever with open weight models, on their own hardware even! This entire strategy from Anthropic never made any sense.