Agree with most of this, but:
> In mid-2026, China released Kimi K3, which was equivalent to the best released U.S. model at the time, Claude Fable.
I don't think this was, or is, true: https://artificialanalysis.ai/evaluations/artificial-analysi... - even from a vibe check alone, it was pretty clear that K3 was missing Fable's special sauce, especially for more hands-on problems.
The Chinese model lag depends on who you ask, but the current estimate seems to be about four months: https://stateofopensource.ai/
> In late 2026 OpenAI/Anthropic will release a tiny model that outperforms their previously-best 2026 model (Astra/Fable), that is priced 10x cheaper
We don't know the sizes of any of these, but GPT Luna and Claude Haiku 5.5 are tremendously competitive for their cost, and in some ways beat their larger-sized predecessors. I'd say there's enough doubt that I'd be willing to provide partial points to this claim. (No finetuning, yes.)
> In mid-2026, China released Kimi K3, which was equivalent to the best released U.S. model at the time, Claude Fable.
I don't think this was, or is, true: https://artificialanalysis.ai/evaluations/artificial-analysi... - even from a vibe check alone, it was pretty clear that K3 was missing Fable's special sauce, especially for more hands-on problems.
The Chinese model lag depends on who you ask, but the current estimate seems to be about four months: https://stateofopensource.ai/
> In late 2026 OpenAI/Anthropic will release a tiny model that outperforms their previously-best 2026 model (Astra/Fable), that is priced 10x cheaper
We don't know the sizes of any of these, but GPT Luna and Claude Haiku 5.5 are tremendously competitive for their cost, and in some ways beat their larger-sized predecessors. I'd say there's enough doubt that I'd be willing to provide partial points to this claim. (No finetuning, yes.)