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…
> It is frequently suggested that once one of the AI companies reaches an AGI threshold, they will take off ahead of the rest. This seems to be a result of using overly simplistic models of progress. A company makes a breakthrough, the next breakthrough requires exploring many more paths. It is much easier to catch up than find a breakthrough. Even if you get lucky and find the next breakthrough before everyone catch…
But yes, so far it feels like we are in the latter stages of the innovation S-curve for transformer-based architectures. The exponent may be out there but it probably requires jumping onto a new S-curve.