Feels like I need to repeat myself more than once a day now: https://news.ycombinator.com/item?id=48697258 > These companies providing tokens, whether SOTA or not, that want to IPO are so fucked as time goes on. >Can't sell their SOTA models, only slightly better than the open source models for the models they can sell, cost 20x to 50x for good models, a TAM that consists almost solely of developers, with no customer…
I used to agree with you but now do not. I now think the floor for this market is probably no worse than the annual revenue of cell phone plans in the US market. So say, $250 billion. Now, that probably doesn't justify the valuations and hype being thrown around, but I think it gets at a real revenue number. I also don't know how that number fits into the funding rounds already raised and VC dreams of IPOs for these…
Asian AI startups launch Mythos-like models
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Re: Asian AI startups launch Mythos-like models
#82Feels like I need to repeat myself more than once a day now: https://news.ycombinator.com/item?id=48697258 > These companies providing tokens, whether SOTA or not, that want to IPO are so fucked as time goes on. >Can't sell their SOTA models, only slightly better than the open source models for the models they can sell, cost 20x to 50x for good models, a TAM that consists almost solely of developers, with no customer…
Re: Asian AI startups launch Mythos-like models
#83Earlier quoted context omitted.
I suspect that Grok has been ironically lobotomized by pressures to correct its political views. Similarly, I could imagine the Gemini folks working in a significantly more complex corporate climate, with different parts of Google pushing for different capability focuses. They are only lagging behind less than a year, so it isn't too large of a gap yet. That said, the fact that Anthropic is currently the top dog sugg…
That shouldn’t affect Grok’ coding ability. How often are people discussing politics with Claude code? Writing decent code is just hard and it’s not just Grok.
Re: Asian AI startups launch Mythos-like models
#84Earlier quoted context omitted.
It is not. Where's the danger ? We will need to adapt, as in every technology progress, but what do you think will happen ? Realistically ? Don't feed the fearmongering. Yes, we're disrupting the status quo, if that's the danger, then welcome to the world.
Any superintelligence operating under a consistent moral framework will decide to extinguish humanity with as little ecological damage as possible, because humans cannot coexist with other life on this planet. It will realize that a bioweapon is the ideal choice.
Re: Asian AI startups launch Mythos-like models
#85Without reliable benchmarks, they are Mythos-like only in the sense that they accept text as input and produce text as output.
Re: Asian AI startups launch Mythos-like models
#86Earlier quoted context omitted.
That shouldn’t affect Grok’ coding ability. How often are people discussing politics with Claude code? Writing decent code is just hard and it’s not just Grok.
It affects their ability to hire and retain talent.
Re: Asian AI startups launch Mythos-like models
#87Earlier quoted context omitted.
That shouldn’t affect Grok’ coding ability. How often are people discussing politics with Claude code? Writing decent code is just hard and it’s not just Grok.
Why would these be independent?
Re: Asian AI startups launch Mythos-like models
#88Re: Asian AI startups launch Mythos-like models
#89First impression: Third-party benchmarks or gtfo. Personally, I've never heard of either of these companies before. We're just supposed to take their word that they've matched the best models on the market? Sakana describes their model as a "Orchestration Model." Does that mean that it's actually a bunch of different models glued together?
My impression is that the answer is yes, that it purports to dispense the glue on-the-fly in some kind of dynamic way rather than being some kind of new model-amalgam. See also contemporaneous reaction at: https://news.ycombinator.com/item?id=48624782 (6 days ago, 244 points, 133 comments)
1.https://www.reddit.com/r/singularity/comments/1iwbwgu/sakana...
Re: Asian AI startups launch Mythos-like models
#90I tried the Fugu models with some real world tales in C# and unity using mcp and open code. I exhausted the $20 plan 5 hour window in one prompt to review my theme system and plan some color changes. So I upgraded to the $100 to see the implementation and result. Well the result was worse than Opus, incredibly slow, and I ended up exhausting the new 5 hour window and have used 35% of the weekly now and it hardly crea…