AI analyst Lisan al Gaib ranks Opus 5 third behind Fable and GPT-5.6 Sol: "First of all, it's not really a true frontier model, because it's the second tier model of Anthropic nowadays. But it's clearly a very good model, and I would rank it maybe in third place right now. Fable is still the best model, then GPT-5.6 Sol, and after that you have Opus 5." "But just for coding, if we differentiate by domain, I think Opus 5 has to be the best coding model. There's Frontier Code by Cognition. Opus 5 is basically as good as Fable or slightly better, at one third of the price." @scaling01

AI analyst Lisan al Gaib on why the consensus that Kimi K3 is frontier is wrong: "There's always this debate of how good is the model and how far is it behind the frontier. When I say Kimi K3 hasn't caught up to US models, I don't mean this in a bad way, but from a forecasting perspective, I'm very stats driven. You also have to differentiate between different domains." "When you look at coding, I think Kimi has basically caught up to within a few months, maybe three or four months behind the frontier. But if you look at overall capabilities, then it's more like five months, and maybe longer if you include Mythos preview." "Many people don't realize how large or how tiny frontier models from OpenAI or Anthropic are. Another aspect is reasoning efficiency. When we look at these benchmarks, Kimi is still one or two generations behind in reasoning efficiency. But in terms of potential, I have to agree that Kimi can basically reach Fable level and GPT-5.6 Sol level, just with more post-training." @scaling01

In August 2021, IVC (Infinity Ventures Crypto) @ivcryptofund was officially established. Shortly thereafter, Daniel Wang, co-founder of Aethir, joined IVC. In November 2021, IVC partnered with YGG to launch YGG SEA, which is now known as W3GG (@w3ggofficial). Around the same time, the two parties also co-founded YGG Japan (@YGGJapan). In February 2022, IVC closed a $70 million Web3 fund, backed by investors including @Circle, @DCGco , @AnimocaBrands, Hive Ventures, and Cherubic Ventures. IVC later deployed the first investment from this fund by co-investing in @YGG alongside @a16z. IVC’s partners include: 1. Akio Tanaka @tanakaakio  Founder of @HeadlineVC Headline Asia and co-founder of IVC. 
 Tanaka, who is Japanese, is widely regarded as an OG within Japan’s traditional venture capital circle, having built Headline Asia into one of the region’s established VC platforms. 2. Brian Lu  @LuBall13 Former co-founder and GP of IVC. 
 Brian Lu also comes from a notable entrepreneurial family. His father, Hong Liang Lu, is the founder of UTStarcom and a founding figure behind SoftBank China Venture Capital (SBCVC). 3. JT Law  @JorLaw8  Co-founder of VerifyInvestor. 4. Gabby Dizon @gabusch Co-founder of YGG (Yield Guild Games). 5. Alex Yeh @alex_yehya Co-founder of AuraBlock Ventures, and also a co-founder of $GAIB @gaib_ai Richie Chaval Jiaravanon @RichieLychee Former CEO of Snapask Thailand.
 He also holds another role as a board member at Velo Labs @veloprotocol Behind the Jiaravanon family stands the Charoen Pokphand Group, Thailand’s largest private conglomerate, widely known as the CP Group.  Returning to Daniel Wang, who was seconded by IVC to Aethir as a representative and co-founder of the project. According to publicly available information, between August 2021 and August 2023, Daniel Wang held roles across IVC, W3GG, and Aethir simultaneously. We’ve also just received information from sources familiar with the matter claiming that, during his time at IVC, Daniel Wang allegedly accepted various kickbacks tied to deals, which reportedly caused dissatisfaction among several of IVC’s core partners. A quick side note here: IVC is widely regarded as the most active investor among Japan-based crypto funds in terms of the number of crypto projects backed. @FSA_Japan @cyberpolice_jp @JVCEA_Official @jcba_official @CoinDesk @coin_post @circle  @DCGco @animocabrands  @TheSpartanGroup   @Morningstar_VC @shimacapital   @BigBrainVC  @Sfermion_   @Ventures_HTX