It is frequently suggested that once one of the AI companies reaches an AGI threshold, they will take off ahead of the rest. It's interesting to note that at least so far, the trend has been the opposite: as time goes on and the models get better, the performance of the different company's gets clustered closer together. Right now GPT-5, Claude Opus, Grok 4, Gemini 2.5 Pro all seem quite good across the board (ie the…
However, I do believe that once the genuine AGI threshold is reached it may cause a change in that rate. My justification is that while current models have gone from a slightly good copywriter in GPT-4 to very good copywriter in GPT-5, they've gone from sub-exceptional in ML research to sub-exceptional in ML research.
The frontier in AI is driven by the top 0.1% of AI researchers. Since improvement in these models is driven partially by the very peaks of intelligence, it won't be until models reach that level where we start to see a new paradigm. Until then it's just scale and throwing whatever works at the GPU and seeing what comes out smarter.