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Notes -
Is it so over for OpenAI? I just signed up for a Grok subscription for $7/month. Apparently the reasoning performance of their new model is on the same tier as ChatGPT-4o and Claude Sonnet. Image generation is best-in-class (using Flux). And of course it's much less neutered than the competition.
The miracles that OpenAI accomplished in the last 3 years now seem rather... commonplace. There's a lot of competitors at nearly the same level. Facebook's open-sourced AI, Llama 3.1, will commoditize the space. While it's not really feasible to run these models on your home computer (yet) it will be easy for smaller companies to buy compute and then sell Chat-GPT similar services. It will be a race to the bottom now.
OpenAI is running at a gigantic loss. I'm sure they were planning to capture a monopoly and then raise prices. That seems less likely to work now as their product is undifferentiated.
And the irony of Elon controlling a Chat-GPT similar is just too delicious. OpenAI management stole the IP of the non-profit for their own financial gain. Now open source is routing around the damage and rebuilding it all from scratch. I bet Grok's total development costs are like 1% of OpenAI's.
A part of me thinks that the high end of AI is now being kept behind closed doors. Surely OpenAI has been doing something other than making GPT-4 smaller and lighter in the nearly two years since they've finished it.
At minimum they have the ability to produce lots of synthetic data to train future models with, now they have this newer and cheaper model. And they have far more compute than before.
Same with Anthropic. Where is Opus 3.5? Hidden from us mere mortals.
I'll admit that this thought has occurred to me. But given everything we know about human nature, do you think anyone could keep something of this magnitude under wraps?
The criminal mastermind always longs to confess his crimes so we can marvel at how clever he is.
Probably not indefinitely, but it is at least possible to keep something of that magnitude under wraps for a long time and effectively enough that the few occasional whistleblowers get dismissed as cranks or ignored until finally one day something comes out that is too big to be swept under the rug. Take the NSA domestic surveillance program, for example. It was successfully kept secret from the public for many years.
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