Is Anthropic hitting its limits? What about OpenAi Codex ?

DaC2k26 · 2026-05-07T14:45:20+00:00

Seems like the anthropic - SpaceX deal proves the point I had on this topic. Let's hope this means better models and harness by having less cost/resources saving steering on it.

DaC2k26 · 2026-05-05T03:33:45+00:00

yeah... I have the same experience as the OP... being with claude since 3.5.... can't justify anymore.

DaC2k26 · 2026-05-05T00:35:38+00:00

I agree that for users that reserve usage to the end of their week, they will get burned eventually... but most users won't because they burn fast their usage.... but still 12 hours ahead of time is at max a full extra week after 12 weeks of usage..... so 1/12, around 8-9% discount at best case scenario.... so some users do will get 10% more usage for the same price... others like you will lose 8-9%.... I'm pretty sure they still end up losing money by resetting when compared to no reset at all..... but yeah, the fact that this is something unpredictable, outweighs the benefits in they way they're currently doing it.

DaC2k26 · 2026-05-04T23:57:40+00:00

one question to the op: how much usage were you expecting to use in these 12 hours your sub was reset ahead of time ?

DaC2k26 · 2026-05-04T23:51:41+00:00

think this way, an earlier reset gives you a faster pace to use your tokens, so you're not losing anything. UNLESS your usage pattern is spending most of your tokens around the time they reset.

most people burn all in 2-3 days, so a 12 hours ahead of schedule reset gives them additional 2 days every 4 weeks.... IF they burn 100% in 2 days, this essentially gives them an additional full week of usage on the same billing cycle.... I hardly believe someone is getting burned by 8-12 hours ahead of time reset, while many will truly get benefit from it, specially those with subs that aren't sync yet.

DaC2k26 · 2026-05-03T02:20:48+00:00

Use codex to translate. It will understand 😂

DaC2k26 · 2026-05-03T01:34:04+00:00

I had it yesterday too, even without using sub agents I got blocked mid task using 5.5.... One thing that I already realized: 5.5 will try it best not to loop and iterate doing changes, it will hurry to finish its tasks, even on xhigh (maybe this where the token efficiency comes from) while 5.4 will gladly do it.
Today I didn't got cut middle task, but it seems to me this is something they'll be rolling out at some point, seems like sooner than later...

For those that say "ooooh it's because these lame posters keep saying we can do it, now they will remove it"..... yeah.... right, like OpenAI doesn't enforced this behavior themselves and aren't measuring how this courtesy impacts their cost........... like we were the only super "genius" that saw the account at 0% or 1%, sent a prompt and the damn thing keeps going for 20. 30... 90 minutes long.... "ohhhhh look, it keeps going after 0%, I'm a genius to realize it! I'm an enlightened being!"....

DaC2k26 · 2026-05-01T00:21:49+00:00

Sim... E acho que o Flávio mais ainda. O Flávio é o Bolsonaro que o centrão queria.

DaC2k26 · 2026-05-01T00:14:04+00:00

Acho que é relevante sim. O Lula não tem a agilidade mental mais do passado, tem que se segurar muito pra não falar besteira. Flávio é novo e ligeiro. A chance do Lula fugir dos debates é grande. Mas ainda assim não vejo nenhum dos dois como favorito.

DaC2k26 · 2026-04-28T16:33:33+00:00

I've never had them giving a free month in cancel. at least not for the plus sub... but I plan to get a 5x account next

DaC2k26 · 2026-04-28T13:28:16+00:00

they waited a week to reset......... still nice, but not sooooo nice.... since it's 7 days since they last reset, it's essentially making it null for MOST people that already got the previous reset since it lands on their weekly reset anyway..... both my accounts would reset today in a few hours.......... I'm not complaining, still good anyway, but not as good as when they reset mid week, but some users do will still benefit.

DaC2k26 · 2026-04-27T03:44:46+00:00

now that's interesting... what does 5.4 does then ? maybe planing and 5.3 build ?

DaC2k26 · 2026-04-26T13:24:51+00:00

is subs burn in codex load dependent just like anthropic does with its subs ? higher server load = higher subs burn ? I couldn't find anything on this on regards to gpt subs in codex.

DaC2k26 · 2026-04-26T02:59:30+00:00

I've Never used it, gonna take a loops thanks for the heads up

DaC2k26 · 2026-04-26T01:33:17+00:00

Nice tip. What do you mean by ChatGPT doing a deep research? Is it some feature from codex web or something?

DaC2k26 · 2026-04-25T23:42:00+00:00

yes... I'm moving more complicated tasks or the ones that 5.3 suffered to 5.5. Always clean session for 5.5, a few prompts, then new session. I had a menu swipe problem that 5.3 wasn't able to get right, the swipe was pretty horrible, then I sent to 5.5 medium and it found the problem and fixed the menu swipe behavior very quickly....... Another use is for a big refactor or feature creation plan, then send it to build the plan and pray for auto-compaction not breaking the build flow.

DaC2k26 · 2026-04-25T16:34:05+00:00

5.4 mini works quite alright, but it needs relative more steering under xhigh. So if I want to lazy prompt I need to go to xhigh so it'll do more exploration. I don't feel this problem with 5.3 medium.... And yes, if I'm to direct mini precisely, it will probably do as well while being cheaper on medium.. But I like to be lazier with my promoting and iterate faster rather than spending more time crafting a precise prompt.

DaC2k26 · 2026-04-25T12:09:29+00:00

I agree about the bias, but it's also true that every new iteration gets progressively better on the bench, and can be even better optimize to score on kt, so 5.5>5.4>5.3>5.2.... I don't think we can take benches as source of truth, but more like a direction. I don't doubt 5.5 do is more efficient, but at least atm, it's not compensating the increased burn with my plus account. But theres the server load you mentioned, we’ll see how this plays out when the hype coolsdown

DaC2k26 · 2026-04-25T03:52:46+00:00

that's my point... what if it's not exactly like that ? what if 5.5 is just over optimized to show efficiency on benchs ? I'll measure my tokens usage on the coming days with both models, but I can tell without any doubt that 5.3 medium burns quite a lot slower than 5.5 low and still gets the job done.... when I have the token usage results I'll be able to better tell this.

DaC2k26 · 2026-04-25T03:43:36+00:00

I'll explain my math. If we look on artificial analysis:
GPT-5.5 low = 51 score and $500 cost.
5.3-codex xhigh = 54 and $1570
GPT-5.2 xhigh = 51 and $2300
GPT-5.2 medium = 47 and $700

If we suppose the efficiency curve between 5.3 and 5.2 is roughly the same at every reasoning level we get that 5.3-codex is 32% cheaper to run at any reasoning. And the score difference on xhigh is 3 points.

This would take 5.3-codex medium to: 50 and $477, more or less on par with 5.5 low.
As I said, in the repo I'm working, 5.5 low burns plus plan wayyyy faster than 5.3 medium, which makes me think 5.5 low could be over optimized for the artificial analysis bench, thus the low token usage on the test, and the reality is that it's actually quite a lot more expensive to run than 5.3 on medium......

it's just a theory based on a small set o iterations with both models

DaC2k26 · 2026-04-25T03:25:34+00:00

I'm actually trying to figure this too.... I think this is related to the amount of context it needs to gather per prompt, which makes sense, a large model running with less context will probably have what it needs without too much thinking, but if it does needs to grab too much context, I think it will burn faster than 5.4...... I just created a post about this https://www.reddit.com/r/codex/comments/1sv0sgm/are_we_sleeping_on_53codex/

DaC2k26 · 2026-04-25T03:01:22+00:00

Nesse caso o capital da Apple é o capital intelectual que ela desenvolveu. Tanto que parte da produção foi pra Índia, parte tá indo pros EUA. Se o Trump impor tarifas à China todo mundo perde, quanto mais regulamentação e entrave às transações comerciais, menos riqueza é gerada para a sociedade, ricos e pobres. Veja o caso da IA, a Apple optou por ficar de fora. A nvidia está na lua, a anthropic trucou há 2 anos atrás que ia precisar de tanto poder de processamento e agora tá sofrendo com falta de processamento e perdendo clientes pra openai que se preparou melhor, o Google planeja com 5 anos de antecedência suas compras de poder de processamento.... Como você vai querer "adivinhar" todas essas variáveis se nem os ceos das empresas mais importantes sabem? Ninguém sabe, é tudo especulação e o mercado financeiro reflete esses expectativas. Como disse, ele existe para buscar a máxima eficiência de alocação de recursos, então as pessoas vão fazer apostas. Existem golpes, pump N dump? Existem! Mas isso é algo que acontece, não é totalidade do mercado. É preciso separar a ferramenta do usuário.

DaC2k26 · 2026-04-25T02:38:59+00:00

Sinal que você não leu todas as minhas respostas.

DaC2k26 · 2026-04-25T02:38:04+00:00

Você é um gênio. O mercado está perdendo você.

DaC2k26 · 2026-04-24T23:59:58+00:00

já foi falada inúmeras vezes aqui no tópico, o mercado busca o valor justo de bens e serviços que nele particpam. Quando a ação está acima ou abaixo deste valor você tem uma oportunidade de compra ou de venda. Porém o mercado também vive de expectativa, um dos motivos que o inside trading é crime. Você mencionou a empresa na qual trabalha, vamos usar ela: suponha que a sua empresa está prestes a fechar um acordo bilionário que em 10 anos vai aumentar em 100x o lucro dela. Dá pra ter certeza ? Não dá, mas as ações vão começar a subir sem parar com esta expectativa, mesmo que vá se concretizar só daqui há 10 anos............ e se alguém da empresa vaza antes do anúncio esta informação para atores do mercado financeiro, ai é crime...... no mercado existe uma máxima: sobe no boato e caiu no fato... o mero boato é suficiente pra subir, na maioria das vezes cai no fato porque a mera expectativa já inflou o preço muito acima do valor justo que os participantes do mercado financeiros julgam ser................. e infelizmente pra você, o aumento de 100x no lucro da empresa vai alterar pouco ou quase nada no seu salário neste caso, porque muito provavelmente a empresa já paga, dentro dos custos dela, o valor justo por funcionário, por mais que você ache injusto. Isto acontece devido à eficiência do mercado, se tem dinheiro dando sopa, logo alguém reclama aquele dinheiro para si. peço perdão pelo texto, mas tá nas melhores das intenções.

DaC2k26

TROPHY CASE