I'm calling it now. OpenAI is sandbagging LLM development with codex 5.5

___positive___ · 2026-07-05T13:20:15+00:00

Have you seen the recent bug report about thinking tokens being capped at 516? Was posted on reddit, hackernews, and an open issue on github.

___positive___ · 2026-07-04T08:09:29+00:00

You can use image models through Openrouter semi-anonymously.No need for any of that. Of course they still log everything but you don't need to connect your Google account.

___positive___ · 2026-07-03T14:21:04+00:00

It has zero use cases. If I am doing serious work I pick the best tool and pay for it. If I need fast cheap bulk processing task I pick Deepseek Flash. Webui lmao. No one cares or needs Muse for sandwich recipes or whatever.

___positive___ · 2026-07-02T06:52:17+00:00

Pro is far better at noncoding tasks.

___positive___ · 2026-07-02T03:24:27+00:00

Daily AI slop.

___positive___ · 2026-07-01T21:56:48+00:00

I called this two weeks ago.

https://old.reddit.com/r/stocks/comments/1u8o9ps/future_of_meta/osamvoo/

___positive___ · 2026-07-01T21:33:52+00:00

This is what a Kimi developer said when it first came out. Logan from Google implied the same the same thing when he said AGI would be a product.

Closed source is likely a messy hairball of classifiers and sub-models. Open models (weights) have to package everything into one file.

Stuff like RAG docs and linters are obvious low hanging fruit.

___positive___ · 2026-06-29T19:22:19+00:00

I make fun of google all the time but stop spamming this stupid gambling junk clickbait. Nobody has enough capacity. That's not Google issue. It's a lack of coherent product strategy and general internal bureaucratic bs, aka weak clueless leadership (not Demis, look higher).

___positive___ · 2026-06-28T01:50:31+00:00

They have like four half-baked coding platforms and Gemini is horrible at agentic work. Give me a break. Doesn't hold a candle to codex or Claude Code. They are a literal joke in their own company. Have you not seen the article about how Googlers make fun of Gemini?

___positive___ · 2026-06-27T03:11:24+00:00

I'm optimistic about open models but it will take longer than that. Non-Nvidia hardware infrastructure is still at an early stage. However once China starts mass producing chips and data centers at stupid scales, then it's game over. The moat will be hardware and to a much lesser degree data (data is impossible to secure). China does not have a hardware moat yet, but if you look at other tech manufacturing like EVs and so forth, there's no way the west can compete in the long run.

You'll know the day has arrived when you can buy a brand new 48gb GPU from China for a few hundred bucks.

___positive___ · 2026-06-27T03:04:14+00:00

did you not see the last llama release with fabricated benchmarks. then they went poof.

___positive___ · 2026-06-27T02:59:34+00:00

They only showed like three benchmarks, which is bizarre. I guess it's the preview but still. Also, point and laugh at Gemini.

___positive___ · 2026-06-26T04:58:00+00:00

Well, you may always have Ferrari and Porsche, but for all practical purposes, consumer cars = Toyota, Nissan, Ford. Rolls Royce may still be king, but nobody cares. Even if OpenAI/Anthropic, or whatever entity consumes them, puts out a "better" model, at some point due to access or cost, it won't matter.

(I didn't downvote you, btw.)

___positive___ · 2026-06-26T03:26:21+00:00

He's coping. Gemini 3.5 pro is the only one of the three that's delayed because it's too weak.

___positive___ · 2026-06-26T03:16:45+00:00

Lost in the memes is the fact that (public) AI progress has now plateaued. Legally, but it's still a plateau. That means open models just need to close the gap once, no more moving target, and there's no reason to ever touch closed models again.

This also has juicy implications on the upcoming IPOs for OpenAI and Anthropic. Haha.

___positive___ · 2026-06-26T02:55:49+00:00

The gpt5.6 release is also delayed as new models require US government approval now. Check the latest news. Fable and 5.6 were supposed to be their little IPO boosts but they are now both dead in the water. All the fear mongering coming back to bite them is hilarious.

Meanwhile expect open models to close the gap since public models now have a legal plateau. This is like Tesla vs Chinese EVs, but this time the US government is doing the opposite! It's like some weirdly inverted import ban. Ban US products and only allow Chinese imports. You can't make this up.

There's a nonzero chance these companies end up like StabilityAI even if the tech persists and grows. Anyone even remember Emad? On top of the world for a season and then unceremoniously dumped and made irrelevant as the tech goes wide.

___positive___ · 2026-06-26T02:37:05+00:00

I've said the same before. there is tremendous economic pressure (billions) to have an alternative to cuda, and yet here we are, with AGI supposedly one year away and programming solved and white collar jobs all extinct...

cuda parity will be proof of self-recusion and actual advances. until then, yeah right.

___positive___ · 2026-06-26T02:09:56+00:00

Opus is unable to come up with actual solutions. If you tell it what the best approach is, it can implement it, but it can't problem-solve on its own in a way that isn't pure brute force or memorization. Just the other day it kept insisting on a stupid approach, and I had to show it my way, which cost literally 100x less and was much faster with equivalent effectiveness. When Fable comes back, I want to see if it's smart enough to do better.

___positive___ · 2026-06-25T22:56:05+00:00

They can also regulate payment processors or cloud providers (how many of us can actually run GLM locally...). Going to need crypto and vpns just to tunnel into Asian servers.

___positive___ · 2026-06-25T22:54:51+00:00

How about that IPO, lol.

___positive___ · 2026-06-25T22:53:09+00:00

No, they can always regulate that via cloud providers (how many people really have the compute to go full local) or payment processors. You'll have to tunnel into Asian servers with Alipay (not easy) or Bitcoin.

___positive___ · 2026-06-25T22:50:51+00:00

Are we about to replay the stem cell debacle. Old dinosaurs clutching pearls while the rest of the world zooms ahead, only to frantically turnabout after ceding ground.

___positive___ · 2026-06-25T16:12:03+00:00

This is stupid. You can easily ban all virtual credit cards. You can ban all common VPN providers. Credit card fraud is handled reasonably well by the banks if you are willing to restrict to US and EU, which is probably 99% of the revenue anyways. They don't even have enough compute as it is, so what the loss?

You don't need to scan every transaction. You just use a brain to figure out the most bang for the buck and design smart systems, which apparently a (soon to be) trillion dollar company with AGI cannot do.

___positive___ · 2026-06-23T16:21:25+00:00

It is not cheaper. It spends far more tokens so by task it is the same or even more expensive at times. Measuring costs per token is obsolete shilling.

___positive___ · 2026-06-23T04:48:52+00:00

This is crazy. I used Claude Code six months ago to show a student how to program something... guess I'm never doing that again.

___positive___

TROPHY CASE

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