It is remarkable how quickly this market shook out. Anthropic & OpenAI are in business take-off, at least: they have the model development, enterprise deals, compute deals, government & press attention and consumer recognition. Only potential competition is Google (& maybe Meta)
@emollick
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AI geniuses by 2028 require hired forward-deployed engineers
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Labs; “we will have a nation of geniuses in a data center by 2028, capable of beating humans at every task, but you will need to hire our newly trained forward-deployed engineers for a six month engagement to deploy them to a single project”
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Underinvestment in enterprise pivot: Labs build consultancies, lack of trust
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Seems like a massively underinvested area in the “pivot to enterprise.” The fact that the Labs are building their own deployment consultancies (which will take a long time) suggests a failure of imagination or a lack of trust that models will be up to that task in coming years.
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AI’s inability to self-consult limits enterprise transformation potential
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The inability of AI systems to act as their own deployment consultants, process mappers, and change management experts is what makes AI use in enterprises so “normal” – the tools are powerful, but you need a lot more to transform enterprises. Possible to imagine that changing .
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Curious user asks Grok to explain all references
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I’m curious- @grok explain all those references
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Counterfactual scenarios of AI development and failures
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If Llama 4 didn’t fail, if Microsoft had pulled Sydney after the Roose article, if New Sonnet hadn’t been so good, if Orion hadn’t been so meh, if the leadership change at OpenAI had happened, if a recession had hit in 2024, if ChatGPT-3.5 & GPT-4 hadn’t both been leaps etc etc
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Exponential AI gains mask lack of real grand plans
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Don’t let the exponential gains in ability fool you: there are fewer real grand plans in AI (or frankly any field of human endeavor) than you think. Companies are pivoting as the market changes, sometimes models are really good or really bad, and a lot of stuff is just improvised
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Claude’s ‘slop’ wins AI Hold Steady lyric challenge
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“She said the theme of this party is the industrial age. And you came in dressed like a train wreck.” Asking AIs to think of the equivalent to this Hold Steady lyric, but for AI. Claude was the clear winner: "…And you came in dressed like slop."
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Maintaining Training and Inference Capacity for AI Frontier
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You don’t give up training or inference capacity if you are trying to stay on the frontier…
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Industry Deal’s Impact on Grok’s Frontier Model Status
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I usually avoid commenting too much on industry deals, but this one is fascinating. Certainly seems like a blow to the idea that Grok will remain a frontier model.