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The author of the posts you linked also wrote https://www.tobyord.com/writing/inference-scaling-reshapes-a... which posits:

> AI labs may also be able to reap tremendous benefit from these inference-scaled models by using them as part of the training process. If so, the large scale-up of compute resources could go into post-training rather than deployment. This would have very different implications for AI governance.

> ...

> So iterated distillation and amplification provides a plausible pathway for scaling inference-during-training to rapidly create much more powerful AI systems. Arguably this would constitute a form of ‘recursive self-improvement’ where AI systems are applied to the task of improving their own capabilities, leading to a rapid escalation.

So "inference scaling is required to scale capabilities" doesn't mean that we're reaching the top of the S-curve in intelligence. If anything, it could mean a shorter timeline and more unpredictable landscape for governance (e.g. due to securing weights no longer as effectively preventing escalation, more in the article).

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> So "inference scaling is required to scale capabilities" doesn't mean that we're reaching the top of the S-curve in intelligence.

On its own it wouldn't. But that article came before the later article https://www.tobyord.com/writing/hourly-costs-for-ai-agents which adds the claim that inference (along with everything else being employed at present) is scaling poorly with increasing task lengths. Now maybe the December 2025 claim is wrong, or maybe things will change soon, but the February 2025 article surely doesn't establish either of those.

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