The article starts off on a pretty interesting premise: "I predicted there'd be no major advancements, but also, here are 4 major advancements in the last 4 wee

The article starts off on a pretty interesting premise: "I predicted there'd be no major advancements, but also, here are 4 major advancements in the last 4 weeks, many of which are predicated on another massive advancement that came out last year" (a SOTA model leveraging test-time compute) We're also not seeing any price wars yet: every drop in price has been predicated on models getting faster, and while we don't know the size of models behind the scene, we can pretty reliably infer that they haven't been dropping their margins over time (at least, not at scale) Anthropic even raised prices on their smallest model vs 2023 right as strong competition emerged. Also seems strange to make a big deal about there being no moats... then imply that Meta deserves to be called up by Congress for releasing Llama's weights.