Especially in the AI age. You could have PMF one day, and not the next.
MARKET TRENDS
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OpenAI Using Claude Suggests It’s Genuinely Superior
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even openai using claude means the alternative explanation is probably more true: claude is just that damn good and it isnt just mass hysteria
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Compute Returns: 10x Compute Yields 10-30% Model Improvement
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No one ever thought you would get 10x return for 10x compute. You get 10-30% returns for 10x compute. But if that improvement is enough to increase model ability in an economically meaningful way, it can be worth the cost.
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Tech Giants’ Hyperscaling Strategy Reflects Dual AI Belief
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They wouldn’t be hyperscaling if they didn’t believe both things to be true.
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Tech Giants Battle for AI Supremacy: Schmidt Predicts 2031 AGI
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La course à la Super IA est violente @ericschmidt dit que l’IA sera plus intelligente que la somme des cerveaux humains en 2031 Zuckerberg vient de débaucher le patron des IA de @Apple avec 200 millions de dollars par an Qui préférez-vous comme vainqueur de cette guerre ?
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Young Frontier Labs Dominate LLM Rankings in Days
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two frontier labs just emerged and took top spot in closed and open source llms last week back to back in 2 consecutive days. both super young. today is @xai
’s second birthday btw, and moonshot is 4 months older if this has not significantly updated you on what actual moats -
Benchmarks Successful: New Product Direction Established
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benchmarks good enough that decided to make it a product direction
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Grok 4 Breaks AI Benchmarks with Massive Reinforcement Learning Investment
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@elonmusk has done it again— Grok 4 is shaking up the AI landscape, breaking benchmark after benchmark. @xai Summarizing the key highlights (credit: @deedydas for the original post): Post-training reinforcement learning spend now matches pretraining—insane scale.