So basically since US stopped OpenAI and Anthropic for 4 weeks, it allowed all other AI Labs to almost catch up.
GLM 5.2 caught up, Cognition RL'ed Kimi 2.7, Grok 4.5 is out, DeepSeek v4 GA is out in a few days...
What is the moat? and why should we pay for the expensive tokens today instead of just waiting a few months/weeks and getting AI for significantly cheaper?
I must say, I feel like companies spending Millions on Anthropic tokens are just negative capex'ing and wasting money, even OpenAI is barely ok pricing...
GLM 5.2 caught up, Cognition RL'ed Kimi 2.7, Grok 4.5 is out, DeepSeek v4 GA is out in a few days...
What is the moat? and why should we pay for the expensive tokens today instead of just waiting a few months/weeks and getting AI for significantly cheaper?
I must say, I feel like companies spending Millions on Anthropic tokens are just negative capex'ing and wasting money, even OpenAI is barely ok pricing...