> [Anthropic/OpenAI] are serving models at a particular capability level for months before their competitors, and are simultaneously applying the best models to optimizing those costs. Second, intelligence isn’t in fact a perfect commodity, in part because applied intelligence makes itself smarter

Is he casually assuming a singularity has already happened? A regular first-mover advantage I can understand, but those have been squandered or lost many times before.

No, he was just talking about reinforcement learning, etc.