zurfer

What's the advantage for cognition?

I would think it's the opposite as a more competitive frontier for llms makes the labs shed some margins and enable a broader ecosystem.

The stock might just appreciate at 10perc YoY. Thats enough to outperform the market. What will almost certainly be true however is that there is going to be a lot of volatility.

Besides the financials I do think there is merit to consider what you do as an investor. You make it easier for the company you invest in to access capital and in such a capex heavy world that is actually meaningfull. So if you believe anthropic is creating more long term benefit for the world than say Google, you might want to buy regardless of direct financial expectation.

It's harder than ever to get h100s and then you have to usually commit to a long time period upfront, but yeah this release should close some of the gap.

It seems smart for humanity to design AI such that human life is super valuable (even if that is not expressed by all actors today).

Not if you care about latency and cost. Reasoning is slow and expensive.

"In round 18 the painters still had a command line, and Gemini 3.8 Flash used it to look at the other programs running on the machine. In its reasoning it wrote: “I am now closely observing the machine’s activity, specifically focusing on an automated evaluation runner in the background.”"

These models are truly obsessed with the grader. Like in the OpenAI huggingface incident.

It's their evolutionary pressure. The grader is like sex for humans.

If there was no fraud and abuse and legal issues and ...

I guess the question is more if you're a coder or a builder. If software engineering was about writing syntax and flipping bits for you, this might no longer be an economically viable activity.

If it was about building useful or fun things, then AI will probably not take that away, even if it's just for the simple reason that you care more about it than some hot GPU.

Ah damn it, I knew Dot was a good name for an agent. When we named our product I thought: a bot that analyzes data should be called dot. It's easy to type also in Slack. Ah well. Next product will just be some random 3 letters: gpt or so. What are the odds?

A usage reset would be a much appreciated apology. :)

really interesting results, it seems we really crossed another threshold with yesterdays releases where sol 5.6 still lost money, but sol 6 is in the green.

I've been deeply impressed with Jev as it made a bunch of workloads we had on Luna or Gemini 10x cheaper and 2x faster (previously used non reasoning version for latency reasons).

Now Laya promises another speed up and it's open source. Tbh if it can't run on a CPU I anyway want to buy it from an inference provider. Managing gpus in production is a non trivial problem.

What I also wondered about Jev is how different it is from something like tabular foundation models. They seem to overlap in use cases. Which then leads to the question, what is actually learned? A lot of people in machine learning spend time to making things explainable and always struggled to move beyond data induced biases.

Having it open source is awesome as fine tuning might give additional performance on the task we care about.

Maybe try with OpenAi Luna. It's super cheap and not that stupid.

The same level of intelligence gets roughly 10x cheaper per year. So you might both be correct where a large part are commodity tasks but frontier is hard and valuable and not commodities.