Across all of the limiting factors currently for innovation & growth, the top ones IMO being talent and compute, do you feel like it’s realistic for tier 3 labs to catch up? Now that Meta has a rooted presence in both, it feels like the 5 you mentioned will eventually distance themselves considerably
What a week for open models! Amazing how quickly the balance can shift in this space… in a matter of weeks, not years. Really enjoyed your breakdown of it all, Nathan!
Across all of the limiting factors currently for innovation & growth, the top ones IMO being talent and compute, do you feel like it’s realistic for tier 3 labs to catch up? Now that Meta has a rooted presence in both, it feels like the 5 you mentioned will eventually distance themselves considerably
No, I think the neo labs are on average all moonshots and overvalued. They should hope that the rich M&A environment continues.
Gemini 4 seems tier 1 to me. Why so pessimistic about GDM?
Mostly don’t know what to make of them! They deserve their own post. Hearing good things about Gemini 4.
What a week for open models! Amazing how quickly the balance can shift in this space… in a matter of weeks, not years. Really enjoyed your breakdown of it all, Nathan!