Earlier quoted context omitted.
If that’s the case businesses would be seeing millions to billions of profit gain (or cost reduction) in the past 4 months as they went from Opus 4.6 to Fable 5. But that’s simply not the case. It’s very clear that vast majority of the business do not generate additional value from incremental intelligence gain from these models. There is a reason why Chinese open weight models are now popular even in American enterp…
I work for a FAANG, and have my own personal projects for which I use the Chinese models. and the big models do indeed save/make us a lot of money. The Chinese models are not good enough for anything other than pair programming, which is just a very last-gen way of using agents. And when the big US models get better we will move with them. Until we stop seeing returns there is no "good enough", I don't know why this…
There are businesses other than FAANG. I don't know why this is so hard for FAANG employees to understand.