> Could there be a benefit to releasing a new model, slowly dumbing it down over a couple months, then releasing a new model that’s marginally if at all better than the original to create a perceived improvement when in reality there isn’t really one?

Exactly what I am saying for months now. And it's exactly the reason why I am shifting to open weight models now. Just bought myself a 2x DGX Spark Cluster. Will run Qwen3.8 Flash Next on it, maybe Qwen4 when it comes out.

Not only do I have full control over quantization and inference, but also will I experience a constant level of quality. It won't be frontier. But it will be stable, and that's enough reason for me to switch. Also I will likely save some money on subscriptions.

> to create a perceived improvement when in reality there isn’t really one?

This wouldn't explain progress on benchmarks (including closed sets), or the fact that newer models are providing solutions to major math problems that older models cannot.

There must be some benefit if all the providers are doing it independently.

GPT5.6-Sol on Max thinking just became regarded as of a few days ago.

The boosters will tell me it’s my fault for using such an old, cheap out-of-date low quality near useless wish.com model (that was SOTA and better than human coders one month ago).

The cycle repeats.

This sounds similar to rumors about how SSD companies work. First they would design a new drive with better performance that everyone uses to benchmark against other models; then slowly change its parts to worse ones, either because they are cheaper, the originals are no longer available, or whatever reason

> For an industry that’s stagnant in progress

Surely you're not talking about the AI industry. Astra was released less than 3 weeks ago, and Fable-level models became public only 6 months ago. The rate of change is dizzying.

Speed up loop was how we called this trick a long time ago. Guess this time we call it intelligence loop.

https://thedailywtf.com/articles/The-Speedup-Loop

> to create a perceived improvement

In addition to the dozens of opaque model parameters and hardware variables that can nerf or buff model intelligence, speed and profit, there's also the very real possibility that models aren't just training on benchmarks but could be evaluating if they are being benchmarked in real-time and applying more resources adaptively. 'Driver optimizations' that detected benchmarks in real-time were deployed in the first 'GPU Wars'.

> I have no idea is the actual frontier is stagnating.

Like a lot of complex, rapidly evolving tech, the truth is it's probably rapidly accelerating on some measures for a few and stagnating on many others for most - hence the divergence in user reports. It's depends on how you use it, for what problems, how rigorously you assess the output and whether you happen to be on a server bank, RAM pool or shard at this moment which hasn't yet been sufficiently 'cost optimized' by the margin algorithms. They don't call them load balancers anymore. They're Margin Balancers.

The Opus 4-6,4-8,5 arc is exactly this. As one person commented in here, opus 5 is a terrorist. This is undeniable. Opus 4-6 was awesome. 4-8 was worse behaviorally but produced better code.

Fable seems to be following the same enshittification arc of other Anthropic models.

Generally OpenAI seems to be taking the opposite approach with an increasing improvement over time. As sad as I feel to say this, open ai seems to have the right strategy. Making your product worse over time rarely plays well with customers. At this point it feel often hard to justify using Anthropic for anything. I generally like Anthropic better as a company and they really had the initiative and advantage and customer good will, then proceeded to squander it faster than a cigarette company or the Sacklers could have.

There was a coding horror story I read some years ago where a developer bragged that he improved performance by artificially increasing iterations on some critical path in an app and then lowering the iterations occasionally while bragging to management about squeezing out more performance.

Kind of reminds me of that, but with more smoke and mirrors

Yep, that's what they've been doing for a long while now. Also the amount of tokens you get per sub varies drastically from month to month. Needs to be regulated.

You can serve Fable from a cloud vendor (like AWS, Azure). They have frozen versions of the models, so likely this should not be an issue?

I would do a test to verify my suspicions.

No, what they are doing is trying to optimize inference to increase margins which leads to degradations. Model deployment is not like websites, you can continuously tune performance based on usage, new memory optimizations, etc.

AI just solved a millennium problem two weeks ago. "The pace is insane. And there is no reason to be this fast." to quote Terence Tao word by word.

HN: Well, must be a stagnant industry...

The Shepard tone of "progress"

> Could there be a benefit to releasing a new model, slowly dumbing it down over a couple months, then releasing a new model that’s marginally if at all better than the original to create a perceived improvement when in reality there isn’t really one?

Not unless your competitors do the same, or else you will only be perceived as falling behind others.

That definitely isn't what has been happening; Fable was much better than anything seen before it.

Could be what happens next, though.

I have not been attributing it so much to malice, just that all the major cloud vendors seem to be running at full capacity, and can't build new datacenters fast enough. I just kind of assumed that as they got busy training newer models, that they allocated less resources to handle the existing systems, because they aren't able to get more capacity right now.

>For an industry that’s stagnant in progress yet relies on new frequent releases to survive (non-progress being an existential risk), this could make sense.

Are you really saying AI is a stagnant industry?

Every SOTA model I've used at launch uses deeper, longer inference then gradually turns down over time, until the next model comes out which seems to be trained on some new data, but mostly performance due to deeper longer inference for another period.

This would only provides a benefit if we're approaching some sort of theoretical limit of how good LLMs can be with the current approaches and data.

Otherwise, even if one company did something like this, everyone would notice because the other companies would be pulling ahead. Are all the AI developers coordinating a "dumbing down" of models? i.e. Are Open AI, Anthropic, Google, Meta, DeepSeek, Mistral, xAI, and so on, all working together?

So we might be approaching some limit (the "there's only so round a sphere can get" argument). But I very much doubt there is some massive conspiracy between all the AI developers.

...releasing a new model that’s marginally if at all better than the original...

This isn't what we see in benchmarks.

Nah its because they cache and preprocess requests by dumb models and send them too often to another dumb models instead of the top tier model.

> For an industry that’s stagnant in progress

Yes, the AI technology is known primarily for how stagant it is.

planned obsolescence

you mean like a Shepards Tone (https://en.wikipedia.org/wiki/Shepard_tone); i wouldn't doubt they slowly tweak quants to try to eke out.

there's also probably load balancers that downgrade models during high use.

I doubt that would change the perception. Every model release is followed by accusations of nerfing.

There are several projects that repeat benchmarks on published models. None has ever found significant fluctations

Here's one example https://marginlab.ai/trackers/claude-code/

Fluctuations of a few percentage points are to be expected and should not surprise anyone who knows how LLMs work.

This Twitter analysis of Fable 5 is not that at all. They analyzed their coding sessions and blamed all of the fluctuations on Fable changing. They then compared to ARC-AGI-2 questions as the benchmark for thinking tokens and tried to stir up anger that coding turns don't produce as many thinking tokens as the ARC-AGI-2 problems.

Anthropic terms of service:

> 12. General terms

> Changes to the Services. Our Services are novel and will change. We may sometimes add or remove features, increase or decrease capacity limits, offer new Services, or stop offering certain Services.

> Unless we specifically agree otherwise in a separate agreement with you, we reserve the right to modify, suspend, or discontinue the Services or your access to the Services, in whole or in part, at any time without notice to you. Although we will strive to provide you with reasonable advance notice if we stop offering a Service, there may be urgent situations—such as preventing abuse, responding to legal requirements, or addressing security and operability issues—where providing advance notice is not feasible. We will not be liable for any change to or any suspension or discontinuation of the Services or your access to them.

You're not buying a gallon of milk or a pound of flour. You're buying hosted software that the host reserves the right to modify.

THIS EXACTLY.

The only regulation that we need right now is the model that's on tap

we could even just repurpose the same office, "weights and measures" is oddly relevant

Petition to rename them to the Office of Weights and Biases, haha.

I thought METR was supposed to fill this role?

... But what exactly is the "weight" metric you have in mind?

It’s load shedding. They’re reducing consumption for capacity balancing at your expense. Whenever there are rate limiting storms Claude gets dumber. They also shift capacity for new releases, and Claude gets dumber leading up to it.

Self run infrastructure won’t have this cost but you have to manage the capacity and rollouts yourself, at which point it’s more obvious what’s happening, but the effects will be the same. The not knowing makes it harder, but also harder to plan your own work around.

The Claude models definitely felt more susceptible to moods, like you could leave them for a few hours, come back and it suddenly was unable to do things which it was doing just earlier, which tellingly is never an experience I've had with an open model.

Honestly I lost patience with Anthropic both clearly messing around with things like this and their agitation over regulation. They aren't good actors, and quite why so many blindly trust them with their company crown jewels is a mystery.

New release of fable and opus 5.5 is pending and Anthropic is reallocating resources. Degradation always happens in transition, it sucks.

Opus 5.5 is being served under opus 5 right now.

I would rather wait in a queue than be routed to a degraded model. And if they _have_ to degrade the models, then I wish they would fucking tell us. Instead, it's "I have a strong feeling".

That we have to guess at this is by far the worst part of the AI era. It feels like a dark cloud over my productivity. It makes my body tense for the entire day when it happens. Not healthy.

Sounds like me without coffee.

> I have no hard data but I have a strong feeling this morning that something's wrong with Fable 5 compared to Friday evening.

Fable is effectively worse than Opus 4.6 now. They severely messed with the model.

If you follow reddit forums for claude code, its common to see people, on the same day, claiming that Opus/Fable is especially smart today, and especially dumb today.

I think people are still not used to non deterministic tools like this, and human perception is absolutely horrible at evaluating trends like this no matter how smart, clever, and experienced you are.

If you have a bank of rigorously tested benchmarks that you run every few days, with enough trials to know what your standard deviation is, and you are getting significant trends over time with those, that would be interesting.

But "I have a feeling" and "Seems like" really isn't a reliable signal at all, humans just can't handle perceiving these things reliably. On top of that changes in your work environment can easily pollute LLMs and change quality of results. Are things getting added to your memory or claude.md files that you don't realize? Is your project growing in size and thus claude is performing worse as more context is needed to work with it? etc etc

Maybe they are jealous of Navier Stokes and try the Hodge conjecture with 80% of total compute at the expense of their customers.

Same exact experience. I worked with both Fable and Sol foe the last two months, daily for several hours, and got used to the very bright, quick thinking, proactive even.

As of last 2 weeks or so both models are nearly on par with DeepSeek4.1 now, which I also use a lot. They're still better, but that difference is not as pronounced as before and, importantly, the frustration level is now on par.

Whatever they're doing will surely drive people to less advanced but predictable, self hosted open models. I sure would rather use DS4.1 with Qwen/GLM in adversarial mode than deal with this b/s I pay significant amount of money.

Me and my friends have been contemplating on getting an Ultra M5 256 and splitting the cost. PI harness is so good now that this is really a viable alternative.

Same experience with Sonnet on low effort. It used be when I used a "table_name/id" format to reference a db record, it knew exactly how to find it using connected mcp tools. Today it failed 4/4 times (I tried the exact same prompt in 4 separate sessions and each time it replied "I don't have access to [...]"). On medium effort it got it right the first time.

& the nice thing about Hermes (since its open source) is you can be reasonably sure that behavior change is coming from the model and not the harness. (probably)

FWIW, logged-out ChatGPT claims to be Luna on high. (Unless it's variable for some reason.)

I'm fairly sure it's just luck of the draw if you get put onto a quant'd model or not. I've seen luna xhigh change intelligence fairly drastically on a day to day basis.

When something is new, its capabilities feel incredible. Over time, those same capabilities become mundane, and you start to notice the flaws.

(Now, if TFA is actually measuring reasoning tokens, that's quite different! It's not entirely obvious to me how he is measuring.)

They did. More than once...

Anthropic Walks Back Policy That Could Have ‘Sabotaged’ AI Researchers Using Claude https://www.wired.com/story/anthropic-responds-to-backlash-o...

But it's still happening: https://github.com/anthropics/claude-code/issues/81759

Their exact phrasing IIRC was that they "never intentionally degrade" their models.

This still leaves an absurd amount of wiggle room for arguments like "oh no, our evals show that this quantization has no detectable effect on performance (in the eval distribution) therefore running the quant doesn't degrade quality"

Last time they were called out, it was a regression in Claude code itself.

At least that's their explanation. Either way, it wasn't a good look for "vibecoding" but it got brushed over.

They are deploying optimizations weekly (if not daily) with various AB tests. They don't manipulate model performance, but they do actively perform tests.

You're right to push back, and one honest caveat -- they could just be lying.

Reminds me of how slot machine users swear the odds have changed on a machine.

also when someone says you just have to prompt it a certain way it reminds me of people who think they can get better results out of a slot machine by pressing buttons in a certain order

The providers of these models also design the UX similarly to slot machines (run it x amount of times for better results, multiplying your spend) this isnt a coincidence and they're playing into the gambler mentality, and probably hire UX designers that specialize in this.

Same. With some 500 hours of usage in just my project at home, across both the $200 Claude and Codex subscriptions, I have not once encountered a situation where I would have attributed unsatisfactory results to a degradation in the model.

I've seen bugs in the harnesses, sure, but never anything in the actual model where I could have said with any certainty that it's not just regular variation or me having a bad day myself.

No idea where people get the confidence from to make such claims every other week.

These analyses are much better than these Twitter charts.

I don't think anyone is reading the details for the Twitter post because it was not an actual benchmark. They did a post-hoc analysis of their logs from day to day.

Their random collection of prompts for each day is not a benchmark.

The site you linked is a much better example of a real benchmark being repeated over time.

You forgot a stage or two:

1: "Our model will bring about the end of all things. Flee, flee for your lives"

2: "Our model is basically AGI"

3: "Our model will be available in limited release next week"

4: "Everybody who subscribes at the $200 level gets access now"

5: "Everybody who subscribes at the $20 level gets access now"

6, at least at Google: "Our model will be shoved down your throat every time you do a search, whether you want it or not"

Well sorry, still have to get decent AI somewhere. Productivity without AI is about 5x less. I am not comfortable with paying Chinese companies, and no Western companies provide subscription-based pricing for open models.

Well I happen to enjoy coffee and $200 AI plans. What if Blue Bottle started watering down it's coffee? Is your answer to stop drinking coffee and make myself tea instead?

Evidence that vendors are being misleading in what they are delivering is important to share, whether or not you personally approve of that product.

The only revenue model I for this is ads (like AI Stupid Level[0]). Or as a loss leader to get eyeballs to your service (like Margin Lab[1]).

EDIT: I forgot (and am shocked) that HN still doesn't seem to support Markdown-style links.

[0] https://aistupidlevel.info/

[1] https://marginlab.ai/trackers/claude-code/

I built GitHub.com/adrianco/retort to do this. It’s runs lots of experiments and you can contribute results if you have some spare tokens. You can add your own tests, and it runs Claude, Codex, Gemini, Hermes for local models.

They posted a long document explaining it all https://x.com/Lon/status/2101034933284417614

They're not measuring a fixed set of questions. This was post-hoc analysis on whatever prompts they were running each day.

Anyone can understand why it would go up or down depending on the work they're doing that day. This analysis is silly.

Thank you for your kind words, Aurornis.

Yes, this is my production corpus, across 65 usage days, two subscription accounts, three machines, 25 project groups, and 213 sessions, across 43,261 invocations and 7,583 turns. Use your own data if you want to prove or refute what was seen in my corpus.

The "ups and downs in the chart" were not plotted with sub-daily resolution. Specifically, the two-month temporal chart uses a 3.5-day Gaussian bandwidth which is meant to reduce short-term noise while retaining broader changes.

Additionally, a separate episodic analysis identified multi-day changes in delivered thinking. And those episodes were predictive of held-out work. The more projects pulled into an ensemble, the more predictive they were of delivered thinking tokens for held-out projects during the episode.

The point of the benchmarks is to establish a baseline for what thinking-token counts one should expect from specific effort levels using published numbers, not what every response should be delivered. If you looked closer, you would see that P90 invocations were still delivered 13x thinking tokens below that level.

So you don't have to provide a generous interpretation of my workload if you don't want to. Remove all of the zero-thinking token responses, redistribute those samples across the distribution, and then tell me if it magically shifts right and starts delivering anything close to published numbers. Only -46- out of 36,374 July and August invocations even broke 16k thinking tokens - only 0.13% of the total. You are welcome to present what percentile you think is a fair comparison to make here.

If you would like to denigrate a month of my time as vibe-slop, that is your prerogative. You can even be dismissive of my workload, if you want, even if my background should tell you otherwise. But if you want to knock a month of someone's time, do it with your own data to at least help move the conversation forward.

I work in embedded systems. I have seen the same thing happening day by day from Opus. Some days it’s okay to use and performs well. Other days I have to correct it repeatedly and remind it of information already in the prompt earlier (before compaction!) and still other times it’s infuriatingly stupid.

It’s a slot machine for what they’re actually giving us behind the opaque paywalls.

Yes, I’m on a business subscription plan.

I do not know a single senior developer who likes Claude anymore. I do not use their API (Sonnet, Haiku, Opus) anymore and am sending my money to offshore companies such as z.ai (GLM) and QWEN.

The American companies have become extremely deceptive and scammy. I hate Anthropic and OpenAI and can't wait to have a decent GPU at home to use at least Opus or a fable-like open-weight model. This is the current dream of every developer. But NVIDIA is not going to let that happen anytime soon, so maybe China can come up with a GPU that destroys NVIDIA. I pray.

This is a good overview of how this is done: https://www.anthropic.com/engineering/demystifying-evals-for...

The actual tokens might be non-deterministic, but you could look for proxy measures that are supposed to be invariant. Eg. correctness/performance on benchmarks, "thinking level" on complex problems, etc

That's like the entire field of statistics.

They tell you how many tokens are used, however, right? Otherwise you couldn't see your own token consumption.

I also believe this. Fable post-ban was never the same. At the least, whatever system prompt munging or pre/post filtering they did to strengthen the guardrails nerfed it.

It's not really 10x the cost though, with the low cost of cached read it's more like maybe 1.2x the cost.

This is good feedback. Not sure if you read the long-form article vs. the tweet-thread linked here, but I did attempt to address most of the criticisms you listed in that writeup, if you haven't already read it. It's definitely not written in the same tone as the for-broader-publication thread.

Regarding the amount of thinking as "magic sauce": the main issue is that even in the right tail, the delivery of thinking tokens almost never reaches the levels of published benchmarks. You once could include the word "ultrathink" in any prompt and it would provide a fixed thinking budget of 31,999 tokens. Whereas, in my corpus only 46 out of 36,374 invocations broke 16k thinking tokens, and the P90 was only 2,207.

The theory isn't new, the proof is. Do you have problems with lon's methodology?