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They dont need to be ahead on performance alone.

Its value per unit of currency spent.

Financials will ultimately drive decision making.

We are already seeing that more intelligence does not correlate with more revenue, for the firm purchasing tokens.

If I was OAI/Anthropic I'd be brown and yellow in the boxers.

Im not mad about this.

As someone who rarely uses LLMs because I dont need to, nor does it benefit me - I work on stuff that is original for which LLMs are useless at - Im glad.

I want everyone around me to get dumb as hell. It makes my path in life much easier and more successful.

Its already too late

The sentiment has shifted far too much amongst the investor community and amongst enterprises who are the life-blood of the revenue streams of Anthropic and OAI.

Further releases of Chinese models that demonstrate the gap is not growing substantially is a huge problem. The spending will be called into question.