Comment by an0malous
17 hours ago
> If open source models are ~3-6 months behind SOTA, and ~opus4.6 capabilities are good-enough for product market fit, do the frontier labs have half a decade to catch up on their prior burn?
They know they do not and that’s why they’re all trying to IPO right now, so they can pass the bag to consumer investors
More correlation, if more correlation was needed:
1- SpaceX + Tesla + xAI merger / IPO while Musk was vocal against IPO for about a decade
2- Warren Buffett cash at record highs
Someone got to be exit liquidity