Haven’t we been in this “China is 3-6 months behind” for a while now (maybe up to a year? Longer?)

The actual difference is how much scrutiny and time was put into the Mythos / Fable and GPT 5.6 release. Making it feel like “these are a big deal”. Spring and summer THAT was the AI story

Then Chinese labs release models that approach Fable performance. We’re shocked they just seemed to appear out of nowhere.

It’s less about the gap closing. It’s more about the weight we put into Fable-capable models.