What frustrates me the most about OpenAI is that as recently as this summer they were talking non-stop about how gigantic $100 billion models are all you need for AGI and that it’s just a matter of time until we reach this scale. And if you didn’t see this you’re a simpleton who doesn’t understand how exponential curves work.

And then all of the sudden o1 comes out and the narrative from them has shifted entirely. “Obviously massive models aren’t enough to get to AGI, but all we have to do is scale up inference time compute and we’ll get there!” And if you don’t see this you’re just a simpleton.

I wish that OpenAI was called out for this shift more often. Because I haven’t heard even one of their employees acknowledge this. At some point you have to just ignore them until they start actually publishing science that supports their beliefs, but that won’t happen because it doesn’t generate revenue.