So basically since US stopped OpenAI and Anthropic for 4 weeks, it allowed all other AI Labs to almost catch up.

GLM 5.2 caught up, Cognition RL'ed Kimi 2.7, Grok 4.5 is out, DeepSeek v4 GA is out in a few days...

What is the moat? and why should we pay for the expensive tokens today instead of just waiting a few months/weeks and getting AI for significantly cheaper?

I must say, I feel like companies spending Millions on Anthropic tokens are just negative capex'ing and wasting money, even OpenAI is barely ok pricing...

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samuelknight 3 hours ago | parent | next [-]

This is the bind of an arms race. Any lab that tries to pump the breaks quickly becomes second rate. Regulatory capture doesn't work either because the technology crosses jurisdictions.

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cesarvarela 2 hours ago | parent | prev [-]

"Almost" is doing a lot of work there; there is no alternative to Fable.

	▲	himata4113 an hour ago \| parent [-]
		You can get fable-ish performance with gpt 5.5 watching over opus output. Although it fundementally cannot work as well because gpt 5.5 doesn't see the thinking process behind opus 4.8 unlike fable which presumeably self-steers and is natively trained for it. See more: https://omp.sh - turn on advisor and set advisor role to gpt 5.5 xhigh thinking.