espadrine
Joined 15 years ago
Joined 15 years ago
I see they have a HuggingFace account[0] and they fine-tuned GPT-OSS, Nemotron, and Qwen, in the past under new names.
There are some things about it that make me worry though.
• They don't indicate the active parameter count, or indicate whether they pretrained the model. It could be a MiniMax M3 finetuning, as the parameter count almost matches (435B vs. 438B).
• They mention using quantum algorithms in other projects: https://multiversecomputing.com/singularity despite quantum algorithms not being typically useful currently.
It would not be the first company with a splashy release, like Brampton Intelligence[1], or SubQ[2]. Unlike those, they do seem to have experience fine-tuning models. Regardless of my worries, I am rooting for them to learn how to train models.
[0]: https://huggingface.co/MultiverseComputingCAI
Time is sometimes more about inference infrastructure (especially with systolic chips) than model quality (and providers tweak knobs to support higher batches at the expense of latency).
Tokens are not always fully equivalent between models.
But sbx is a bit annoying to use with OpenCode for instance (which has zero sandboxing by default, unlike codex CLI or Claude Code). You cannot easily change ~/.config/opencode/opencode.jsonc AFAIK.
[0]: Black Hat OpenAI-Hugging Face incident: https://www.youtube.com/watch?v=87DyyMV0kCY&t=1021s
With this new price change, Terra does look pretty Pareto’ed by Luna.
On agentic coding, pairing Sol Medium for architecting with Luna High for coding does kinda make sense. But beware that architecting can be very read-heavy, and Sol is a bit read-pricey compared to Terra.
In the blog post, it is unclear whether Grok 4.5 is also a finetune on top of Kimi; they do imply it is also a finetune.
> Training included trillions of tokens of Cursor data… We used reinforcement learning on difficult problems
If xAI pivoted from a frontier base model company, to a finetuning company, it does mark a stark change to their relevance in the industry.
They are late compared to SpaceX, to be sure: 150 launches per year, 2400 satellites manufactured per year, $3K/kg operational with F9, target $200/kg in development with Starship.
1. Indeed, Google is compute-constrained, and is ready to buy any it can.
2. xAI (now SpaceXAI) has a lot of idle compute, which it resells to Cursor, Anthropic, Google, probably others as we speak.
In other words: Google is training models, xAI is not.
(In most browsers, you can input any URL with %s as the query string.)
A negative is the high latency.
(Looks like Mistral is not profitable yet[0]. It expects 1 G$ revenue for 1 G$ capex in 2026[1], so it is moving towards profitability, but to be fair it is building a couple datacenters.)
[0]: https://www.forbes.com/sites/iainmartin/2026/04/16/how-franc...
[1]: https://www.bloomberg.com/news/videos/2026-01-22/mistral-ceo...
When rumors started that GPT-4 design would be kept secret, he likely wanted to know what architecture it would be. Perhaps he left Tesla, waited out the non-compete clause, and joined OpenAI to learn its details.
When Mythos dropped, there were hints that it had a new architecture. He might similarly want to know how it works.
Either way, there is enough cross-lab hiring that those secrets eventually get known, but only by the labs.
I have a bias against Tailwind, admittedly because I saw some vibecoded Tailwind where each class was essentially equivalent to style="font-size: 4em; background-color: grey; display: flex;", all of which was repeated for each header.
But that could be my bias; perhaps the right way to use is is DRY.
> Commercially available tools are considered to be tools available on the market to all end-users without the need for them to provide evidence of any proprietary rights and that can be used with no restriction, except health and safety-related restrictions.