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> The best models are owned by a few companies

Whenever I see 'best model,' 'most advanced model,' etc, it just reads to me as 'roundest ball'. The new model is the most precisely round ball ever, models next year are going to be even rounder, etc.

The difference in utility between the latest, most round ball and last year's frontier balls (which are now freely available to the public) is pretty debatable, imo.

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Making balls ever rounder clearly has diminishing returns, as there's a limit to roundness.

Is there a similar limit to intelligence though?

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Yes, absolutely. Even human intelligence stops being useful at a certain point and becomes 'enough, provided the human is motivated and tenacious'. Intention is a better metric, but it's a serious AI weak point if not actively an achilles' heel. 'Warios' come to mind.
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> The best models are owned by a few companies

In terms of cost per task, the open weight Chinese models are winning by a long shot. So it depends on what you mean by the best model.

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This is only correct if you ignore subscriptions. I ran the numbers on what you get for your subscriptions last week: https://blog.brokk.ai/a-coding-subscription-tier-list/
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Don't you think open weight Chinese models will be the first thing they start banning once the regulation of this industry starts to kick in?
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Yes, but if you read up two messages in this thread they’re discussing whether AI is power concentrating by default. If you concentrate power through regulation, that’s not “by default”. That’s just corruption in government resulting in a concentration of power.
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Are you sure about that?

when I checked a few weeks ago I did not really find anything competing per value with a 20x Codex subscription.

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In terms of API costs they're about right, 10% of weekly usage on a 5x sub is roughly $40 (for Astra). Chinese models cost roughly half as much (and have fewer refusals).

Subs have insane value because large companies cannot use the subscription model. They are loss leaders and are often used for passion projects & startups (where the juicy data is).

Ah and OAI stopped offering the 20x sub as of yesterday.

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That’s only one metric. It doesn’t matter how cheap it is, if it continually fails to solve a problem.

Yes they’re getting better. No, I don’t think this will be a panacea. If only for the fact that this is China (more specifically the CCP) after all - they’ve got their own plan, and altruism is not part of it.

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TBH it doesn't need to completely solve a problem.

I can use GLM to do in 2 hours what would have previously taken me a week.[1] Switch to Astra or Fable might take that down to 1 hour, maybe.

The difference is not so big when you look at it that way.

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[1] Actually, no, but let's pretend for the sake of argument that SOTA models can 10x - 40x your productivity.

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Have you actually used the latest Chinese models? Because, in my experience, they're not just cheaper, they're actually better in many cases. In one recent experiment I did a few days ago on a task that I need in production at scale at my company, Qwen 3.8 and GLM 5.3 Flash were not just cheaper, the results were significantly higher quality than GPT 5.6 Sol.

Even if China doesn't continue to release this stuff for free, I think somebody will. Eventually, maybe Europe or maybe a smaller country that picks up this knowledge will. Or maybe just some random philanthropic billionaire.

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Yes, I use the messing Chinese models extensively. Like you, I very much appreciate them and sometimes prefer them.

But there is a bar of complexity at which they fail, and repeated invocations typically doesn’t make much progress. This is a small subset of most work, but it still exists. And yes you can help it along, but in those cases I’d typically break out the big guns.

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> Qwen 3.8 and GLM 5.3 Flash were not just cheaper, the results were significantly higher quality

How can they be higher quality than models they were distilled from?

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> How can they be higher quality than models they were distilled from?

The word "distillation" is not specific to AIs, has been in use for 100s of years, and does not mean the same thing as "dilution".

It means "getting a more concentrated form of the original product".

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I'm not terribly optimistic. I don't think humans have really figured out what to do about historical materialism. More just remarking that this is a blog post that almost literally reads "fellow elites, let us ensure only we control the means of production. It is our duty to humanity to control the masses."
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I’m trying to hear what you’re saying, but using these Marxist cliches makes your statements a little off putting to me.
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Fair. My point is not that all of Marxism is correct (or even most of it) but rather that the specific pattern he and other theorists in that school of thought observed when developing the theory of historical materialism seems to strongly match a lot of what's playing out in AI.

AI, doesn't feel all that different to the mechanical loom that was the impetus behind a lot of Marx's early critiques of industrial technology.

You've got a really cool invention that replaces what was previously a skilled artisan trade. The wealthy then use this invention to excoriate the artisans and render the loom operators as replaceable commodities.

Dario is essentially writing a blog post about why only he (and a few other approved elite companies) should be trusted to own the loom and then make it available for everyone else to labor at. Like the capitalists of Marx's era, he genuinely believes it is better for everyone to have this arrangement and that it is natural people like him should sit as benevolent gods at the top of the pyramid.

It's fascinating to me to see the same underlying mechanisms that gave birth to some of the greatest failed political and social experiments of the 20th century bubbling up again so clearly with AI today.

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