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Eco
@IndependentEco
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1.8K Following    4.2K Followers
OpenAI is going to win. Sol 6.1 is frustratingly slow. Astra 6 is one of the most usage hungry models. And yet, subscriber growth in Codex continues to go up according to the OpenAI team. If users are still buying the product even when there are much better alternatives OpenAI clearly has the best brand. I have no loyalty and will always jump to the best products but the normal user apparently wants ChatGPT regardless.
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OpenAI is going to release GPT-6 Bel. Fable 5.5 drop will happen any day now and it will mog every model. Anthropic will then have Fable 5.5, Opus 5.5 and Sonnet 5.5 at the top of every leaderboard. Haiku 5.5 is a wildcard and even it could be an absolute monster. Codex will have to respond with Bel and have an Astra moment. The questions is does Claude have a model that can mog Bel?
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Google is going to win the race to AGI. They have infinite money and infinite talent. Gemini 4 Argon engineers have been given access to Opus 5.5 The TPU is an inference machine. Training data flows through Google and YouTube at an astounding rate. Google owns 25% of the worlds compute more than OpenAI, Anthropic and SpaceX combined.
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How does opus 5.5 have so much usage? Every serious developer is currently running Opus 5.5 24/7 Anthropics servers should be melting but instead Claude is giving out hundreds of dollars in free credits. GTP-6 Astra put so much strain on the OpenAI servers that they shut down the $200 subscription. Anthropic should be in the same position as OpenAI but clearly they have had a technological breakthrough.
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