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there will always be higher valuation for company inventing model+1 . no one wants to use latest_model -1 when their competiton is using latest_model.


If neither model+1 or model-1 are providing tangible value to the business does anyone really care, though? At a certain point nobody believes Chicken Little.

I get it. These models can be powerful. But will they be useful is a different question.


right. thats the real question. Are models improving meanginflully for ppl to pay a premium for latest model or are they just a commodity.

i would argue that no one knows answer to that yet.


I am at 73% use on the week for all models and 2% use on the week for Fable.

Personally, I am good with the current version of Opus. It is already so strong for my uses that I can't really tell much difference with Fable.

For me, current Opus represents the model strength that can be commoditized. I am not splitting the atom that I need something much smarter.

I have gone completely risk off in the market the last month because of this. Commoditized at the low end and regulation is not going to become less of a problem as the frontier models get stronger.

I suspect 10 years from now we will look back at trillionaire Elon as an obvious tell we are the peak.




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