Yeah, this echoes my thoughts. I will be very surprised if a model with 2.8T parameters reaches the intelligence and capabilities of 10T parameter models. RL can take things far, but not that far.

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nullbio 4 hours ago | parent | next [-]

Closed weights AND benchmaxxed. Somehow this company raised 2bil at a 48bil valuation. Pure insanity. I feel bad for their investors (not really, but... Still). Andreessen Horowitz is being played like a fiddle.

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throwup238 4 hours ago | parent | next [-]

> Andreessen Horowitz is being played like a fiddle.

Andreessen Horowitz is not being played like a fiddle here. This might be their only investment in a decade that isn’t entirely predicated on being a scam.

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thereitgoes456 4 hours ago | parent | prev [-]

The Cursor acquisition shows that it’s possible for these valuations to be justified. But Cursor was more successful and bent the truth much less.

While I wouldn’t expect anything good for Cognition’s fate, it’s a much safer bet than Thinking Machines, SSI, and some others.

Though they’ll be in big trouble if the more talented Chinese labs stop letting them repackage their work.

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selectodude 3 hours ago | parent [-]

The cursor acquisition just shows that there’s always a dumber shithead out there. Though vaporizing Elon Musks money is about as pure of a good as there is out there these days.

	▲	throwaway240403 3 hours ago \| parent [-]
		Improvements in models and products coming out of SpaceXAI since the acquisition would seem to disagree with you.

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4 hours ago | parent | prev [-]

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