what we're going through is the same thing as smartphones, the limiter is compute.

it used to be snapdragon came out HTC rushed out a janky phone everyone went omg htc is goat, then in the next few weeks and months others would impliment better versions and people would not notice those as much, finally sony would release a polished phone right as the next snapdragon cycle came.

eventually compute gains leveled off and apple won on taste.

nvidia/tpu is the new snapdragon. Anthropic and google both peaked on the first training run on a new tpu cycle.

you should expect amazing things within a few months of each other from everyone with access to chips and willingness to use them on a training run.

We haven't seen willingness from google to do that. So its currently xai,oai,anthropic, and probably soon meta.