Asian AI startups launch Mythos-like models(techcrunch.com) |
Asian AI startups launch Mythos-like models(techcrunch.com) |
Sakana describes their model as a "Orchestration Model." Does that mean that it's actually a bunch of different models glued together?
(I'm based in US - I use the best tech for the task).
> These companies providing tokens, whether SOTA or not, that want to IPO are so fucked as time goes on.
>Can't sell their SOTA models, only slightly better than the open source models for the models they can sell, cost 20x to 50x for good models, a TAM that consists almost solely of developers, with no customer of theirs actually boasting increased profits as a result of AI...
> I fear their time to IPO may have passed.
What on earth could Anthropic and OpenAI Pivot to now?
It was bound to happen soon.
YC companies literally steal competing company 1:1 and you turn blindeye.
Then a thief steals from a thief to give it out at better prices than you write low quality comment.
Shame that America will greet 250th anniversary with this kind living in it.
Now, that probably doesn't justify the valuations and hype being thrown around, but I think it gets at a real revenue number.
I also don't know how that number fits into the funding rounds already raised and VC dreams of IPOs for these two.
This isn't coming from deep analysis on a verifiable source, but I started asking people in my social circle (includes white-collar and blue-collar folks) about their LLM use. The biggest surprise in 2026 for me was that almost all of these people told me about regular (and sometimes sophisticated) use.
A more intriguing observation - I work on the side with high school students and have two college kids of my own. Their LLM usage (and their peers) is much, much lower than expected . . . that's a little counterintuitive given "popular" perceptions I read.
I don't think we're talking about the same thing. I'm talking about what their IPO is going to do to their share price.
In any case, $250b revenue translates to, best case scenario, $50b profit. On an investment of $1t. It does not look good for those companies making up the $1t investment.
That’s the wrong assumption. These models are good at office docs too.
The cheap models handle that very well. The SOTA models still only have target TAM of developers only.
You only need SOTA for development. The $1t investment is in SOTA companies.
Find me someone who is putting raw text in and getting out a usable weekly staff meeting deck that doesn’t require massive revisions
Seems like a bit of karmic justice.
Saying they in particularare distilled from Anthropic is really [citation needed].
Hopefully they go bankrupt and someone else takes their place.
I'm sympathetic to this arguement, but it's silly to ignore the other half; that the administration has openly feuding with them for months over limits to military capabilities.
https://www.politico.com/news/2026/06/04/hegseth-anthropic-d...
As was highlighted in previous discussions, the industrial revolution took 80 years to start benefiting workers. The continued impact of automation at least contributed to the rise of right wing extremism and an erosion of democracy all over the west. Now we face a development that has the potential to be faster than those that came before, in the context of political systems more fragile and worse equipped to manage the change.
So yeah, disrupting the status quo can absolutely be dangerous. It has been dangerous (and deadly) in the past and in the present.
No more.
I dont think they realise how much the rest of the world dislikes Americans - Im talking known people at top positions of companies talking about how much they prefer and want to use Chinese models over American ones.
If their company hadn't been posturing like this for 5 years they'd have played ball with the administration like all of the other AI companies and they wouldn't have caught all that heat and taken down the AI industry with them. Just remember that Dario was pushing the narrative that GPT 2 was too dangerous to release to the public, while he was working at OpenAI. GPT 2!
Now it's an inevitability that China takes the lead - which was probably the case anyway, but a certainty if this continues.
Again, this is ignoring half of it. See what they did to Intel prior:
https://www.cnn.com/2025/08/07/business/intel-ceo-resign-tru...
"President Donald Trump on Thursday demanded the resignation of Intel CEO Lip-Bu Tan following reports and allegations that he has ties to China."
https://www.cnbc.com/2025/08/11/intel-ceo-trump-lip-bu-tan.h...
"President Donald Trump said Monday that he and members of his cabinet met with Intel CEO Lip-Bu Tan, days after he called on the head of the chipmaker to resign. Intel shares rose 2% in extended trading."
https://newsroom.intel.com/corporate/intel-and-trump-adminis...
"U.S. Government to make $8.9 billion investment in Intel common stock as company builds upon its more than $100 billion expansion of resilient semiconductor supply chain."
Reminder: the American right went all the way to SCOTUS (successfully! https://en.wikipedia.org/wiki/Masterpiece_Cakeshop_v._Colora...) on the legal theory that businesses must have the right to decline customers.