It’s heavily RL’d and it’s gotten worse because they’re using LLM judges, that’s why it’s gotten worse. The last good writing model was GPT 4.5.

I suspect they’re leaning heavily on some kind of auto verifier, and that’s why the writing sucks, because good writing is so subjective.

And they’re probably nerfing what it can get from training as they’ve lost lawsuits for scraping copyrighted work, so they’ll purposefully avoid anything that references a specific writers style, etc.

If a party expressed anti-democratic goals, protecting them by the social compact of democracy is stupid.

Look how well that idea worked out in Turkey. Authoritarian movements use democracy like a train and get off when they get power

The power to determine which political groups can exist is itself anti-Democratic. People can debate if the AfD is anti-Democratic or not but if they are not allowed to exist, then the government is already anti-Democratic.

I think if you buy into the idea of cancel culture is a real thing, you’ve already lost the plot.

I believe they’ve pushed back the ipo. I always figured that frontier labs were going to be very vulnerable against tech giants that had actual profitable businesses to fund their AI work.

The amount of total funding Anthropic or OpenAI has raised individually is like a year of ebitda for Google, meta, or Microsoft. And it doesn’t look like there’s a real moat outside of money

They pushed back the IPO because their finances are a mess and they don't have any models that can give them a decisive edge. Astra was touted as AGI and got crushed by Opus 5.5 two weeks later. That's not the type of thing that fills investors with confidence.

They are waiting to drop their Bel model in December and try to drop jaws.

Again? I just raised mine back up. But for real, it's exciting getting new models so often.

google was just hoarding the tech… money invested in openai came from somewhere probably as profits (just re-allocated by the shareholders rather than management)

An Enterprise client at that size can just be someone at an f500 put a credit card in

Nobody is quiet about doing well. And the frenetic release schedule of kinda half baked products tells a story (not a good one)

Why build cars when you can just change the seat covers

I don’t know if convenient is a moat when it makes switching very easy

They are very unprofitable…? I don’t think that’s really in dispute. We haven’t yet seen a profitable frontier lab and model pricing remains fairly subsidized

This really just exists so cognition can stop spending API tokens with Anthropic or OpenAI.

Basically any successful AI based service will do this because at scale the frontier models are expensive and you’ll have enough data to fine tune your own.

Same reason Harvey is doing models now and basically every other provider

Couldn't they just grab and run an open weight model to save on API tokens?

You get better performance if you also finetune it for your task