2,858 karma · joined September 5, 2019
You think these AI companies are really going to give AGI access to everyone. Think again.
We better fucking hope open source wins, because we aren't getting access if it doesn't.
They were very debt heavy before the AI boom, and are just going to make it worst because I'm assuming they aren't raising 800m to pay of that debt.
You should definitely take that into account if you are or plan on using them.
This is not a well ran company.
I think a lot of this is just Typescript developers. I bet if you removed them from the equation most of the problem he's writing about go away. Typescript developers didn't even understand what React was doing without agent, now they are just one-shot prompting features, web apps, clis, desktop apps and spitting it out to the world.
The prime example of this is literally Anthropic. They are pumping out features, apps, clis and EVERY single one of them release broken.
So it hard for them to control and understand the costs of subscriptions if people are using them on different hardnesses that do things that they have no control over.
Giving him 700m in stock to keep him around is worth it for both the investors and employees.
Anthropic probably made the mistake of questioning the Military's activities related to Claude after the Venezuela mission and wanted reassurance that the model wouldn't be used for the redlines, and the military didn't like this and told them we aren't using your models unless you agree to not question us and then the back and forth started.
In the end, we will probably have both OpenAI and Anthropic providing AI to the military and that's a good thing. I don't think they will keep the supply chain risk on Anthropic for more than a week.
Everything just becomes a plugin.
Why do you think not a single one of these labs have released an open source models distilled on their own SOTA model?
They are all preaching they want to provide AI to everyone, wouldn't this be the best way to do this? Use your SOTA model to produce a lesser but open source model?
MiniMax, DeepSeek, and Moonshot are all releasing models for the public to use for free.
Anthropic, OpenAI, Google ect have been scraping information to train their models that they had no right in scraping yet when these company pay them to scrap data we are suppose to be worried?
Labs like Anthropic always preach we are trying to build AI for everyone while releasing expensive models that are closed source.
The only reason AI is affordable at all is because of these Chinese AI labs.
Also the worst model in terms of hallucinations.
The product they released so far are all half assed experiments.
Gemini 3 Pro is now being beaten by open source models because they can't fix or don't want to fix the problems with the Gemini models being completely useless.
The same for Microsoft.
Microsoft had GitHub Copilot, and Microsoft Copilot and both of them are useless to Claude Code and Claude Cowork.
You can have all the money in the world, but nothing is stopping you from building useless garbage.
This has not been my experience at all. The only time I even got close to this is multiple long sessions that had multiple compacts.
The key is if you hit compact, start a new session.
Anthropic has a clear vision, they want to build the best agentic models so they can build products for humans to use like Claude Cowork, and Claude Code.
Google has a clear vision, they want to build the smartest model possible to give to consumers to use and to implement into their products.
OpenAI doesn't have any vision. GPT 5.2 alone has 5 different version that are all essentially the same. They are slow, take forever to do anything, and aren't smart in any area. They released Sora then just forgot about like everyone did. They released Atlas and forgot abotu like everyone did. They release GPT Image which honestly is probably the main reason they still have users they have.
They honestly might be in trouble, Oracle is fucking themselves over with the amount of debt they have to build out infrastructure for them. Microsoft and Nvidia are backing away from putting more eggs in the basket.
It actually no surprise they are trying to find every way to make money because if they don't they might be the first to fall.
Anthropic might not be winning the consumers, but it almost like you don't want to win consumers yet until you figure out how to make enough money to support them as Anthropic and OpenAI don't have business producing 100b in net income every year.
GPT-5 models have been the most useless models out of any model released this year despite being SOTA, and it because it slow as fuck.
It quite obvious that open source models are catching up to closed source models very fast they about 3-4 months behind right now, and yeah they are trained on Nvidia chips, but as the open source models become more usable, and closer to closed source models they will eat into Nvidia profit as these companies aren't spending tens of billion dollars on chips to train and run inference. These are smaller models trained on fewer GPUs and they are performing as good as the pervious OpenAI and Anthropic models.
So obviously open source models are a direct threat to Nvidia, and they only thing open source models struggle at is scaling inference and this is where Groq and Cerberus come into the picture as they provide the fastest inference for open source models that make them even more usable than SOTA models.
Maybe I'm way off on this.