scottfits

interesting, thanks!

so is it confirmed if this is the mysterious OxAlpha model?

One thing I agree with and one I disagree with:

- I've always thought it was silly my university had an Entrepreneurship major. Starting a company is probably much better achieved by studying something technical or going deep into a problem space and seeing a problem there, not a generic "entrepreneurship" curriculum.

- I think startups starting as side projects was more of an artifact of the early YC days where startups could just be simple software that some engineers built on nights and weekends. Increasingly I feel like the next generation of startups is more capital intensive and requires more time commitment from deeply technical talent. Not in 100% of cases obviously.

my prediction is even if open source Chinese models are 90% as good (or even a bit better, which I don’t really believe because of benchmark hacking) enterprises will still pay for Claude / ChatGPT and the harness, integrations, and peace of mind versus using some Chinese cloud.

what i appreciate most about this post is the level of transparency in how they built and scaled an RL pipeline. my friends at the big labs are so cagey about everything, and Zai is just putting out a great crash course for free.

the wisest lil wayne lyric is "jealousy is love and hate at the same time". often times, a hater is just someone who resents someone's success because they wished they were in that position.

while it's true the model layer is getting commoditized, there is absolutely no way we are migrating any serious enterprise workflows to Kimi work. i think chinese models will continue to have an adoption problem.

i think an important nuance and the reason we don't suddenly have a sovereign wealth fund is it’s not a centralized US Gov buying stakes. It’s a bunch of different government entities using different pools of capital

- Commerce dept: Intel, IBM quantum, GlobalFoundries, D-Wave, Rigetti, xLight

- Dept of "war": MP Materials for rare earths, L3Harris rocket motors for munitions

- Energy dept: Lithium Americas / Thacker Pass, Westinghouse nuclear

- White House: U.S. Steel golden share

this is a pain point -- we also have .skill files duplicated across Claude Desktop and our agent's codebase and keeping them in sync is a pain.

I assume it's just something Anthropic hasn't gotten around to fixing yet. but following this thread

> the computer use evaluation OSWorld-Verified. Sonnet 5 (orange line) is a strict improvement over Sonnet 4.6

cool to see, still waiting for models to get better at computer use.