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> Scaling has hit a wall and will not get us to AGI.

That was never the aim. LLMs are not designed to be generally intelligent, just to be really good at producing believable text.

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> human-level to run on a single 16GB GPU before the end of the decade.

That's apparently about 6k books' worth of data.

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For the weights and temporary state, yes. It doesn't sound like a lot until you remember that your DNA is about 600 books worth of data by the same metric.
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How many humans do you know who can recite 6000 books, word for word, exactly?
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> Open-source models are only a couple of months behind closed models

Oh, come on, surely not just a couple months.

Benchmarks may boast some fancy numbers, but I just tried to save some money by trying out Qwen3-Next 80B and Qwen3.5 35B-A3B (since I've recently got a machine that can run those at a tolerable speed) to generate some documentation from a messy legacy codebase. It was nowhere close neither in the output quality nor in performance to any current models that the SaaS LLM behemoth corps offer. Just an anecdote, of course, but that's all I have.

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