4 points davidbarker 3 hours ago 2 comments
bhouston 22 minutes ago | parent
Why do their models always get Nerf'ed? Is Anthropic doing planned obsolescence or are they trying to encourage use of their latest models? Opus 5.5 was clearly Nerf'ed last week. I think they are at risk of getting a class action lawsuit for deceptive practices with this unannounced "model optimization" that actually changes performance as compared to the advertised performance in the official model cards.
willmadden 22 minutes ago | parent
I'm sure they'll do well, but I just can't get behind the investment thesis. Eventually the LLMs will plateau. Specialized expert models will dominate each knowledge area, because they can handle specific tasks without as much overhead. Then the swarm of agents will be burned onto silicon to reduce interference costs. Every X time intervals both the models and silicon will evolve, but less frequently than in the wild-west environment of today. Instead of new models every 3 days, we'll see a new set of models on a hardware release cadence. You'll be able to customize your model by mixing and matching expert model chips.
Software > hardware is a hell of a pivot, and Alphabet and Meta already do hardware. Unless they are building a huge IP moat and have proven themselves competitive with hardware, I don't see the rosy future.