frontpage.
newsnewestaskshowjobs

Open Source @Github

fp.

Mistral Large 4

https://docs.mistral.ai/models/mistral-large-4-0
299•Philpax•44m ago•125 comments

Mistral Large 4: "Le Chonk"

https://mistral.ai/news/mistral-large-4/
76•j-bu•34m ago•7 comments

Release of Polars 2.0

https://pola.rs/posts/release-polars-2/
108•simicd•2h ago•17 comments

Nobel Prize in Physics goes to Francis Halzen

https://www.nobelprize.org/prizes/physics/2026/
243•solarist•4h ago•75 comments

Tapo (Rust/Python library) now speaks TP-Link's TPAP protocol

https://mihai.dinculescu.dev/posts/tapo-speaks-tpap/
6•faithraven•5m ago•0 comments

JetBrains reported a net financial loss first time in its tracked history

https://www.helgilibrary.com/companies/jetbrains
210•thw_9a83c•2h ago•231 comments

Mathematics of Geothermal Energy

https://www.ebsco.com/research-starters/power-and-energy/mathematics-geothermal-energy/
8•srameshc•55m ago•2 comments

Meta's Muse Is an Adorable Privacy and Security Dumpster Fire

https://www.techdirt.com/2026/10/06/metas-muse-is-an-adorable-privacy-and-security-dumpster-fire/
67•beardyw•1h ago•16 comments

Gleam doesn't compile to Erlang source anymore

https://gleam.run/news/gleam-doesnt-compile-to-erlang-source-anymore/
119•ingve•5h ago•36 comments

Show HN: Jotbus – a shared encrypted scratchpad for coding agents

https://jotbus.com/
4•shake-n-fries•15m ago•1 comments

Show HN: Parseable, an open observability datalake, handles 100M time-series/min

https://www.parseable.com
3•yashdotrv•29m ago•0 comments

Nature's capacity to 'bounce back' when species are lost is vastly overestimated

https://phys.org/news/2026-10-nature-capacity-species-lost-vastly.html
91•pseudolus•2h ago•33 comments

Beam: Reflection's 501B open-weight model

https://reflection.ai/blog/introducing-beam
486•Philpax•18h ago•158 comments

Find the flattest route between any two points in SF

https://flattensf.com/
244•ishan0102•16h ago•84 comments

World's First enhanced geothermal power plant completed in just 23 months

https://techcrunch.com/2026/10/01/worlds-first-enhanced-geothermal-power-plant-completed-in-just-...
53•hochmartinez•2h ago•8 comments

Dust: Pretraining Transformers Without Backpropagation

https://qlabs.sh/research/dust
236•E-Reverance•16h ago•62 comments

Friendship ended with Deno, now Node is my best friend

https://dbushell.com/2026/10/03/deno-to-node/
234•ibobev•15h ago•148 comments

Accountability mechanisms can be joyful (2024)

https://liquidbrain.net/blog/accountability-and-joy/
60•luu•2d ago•19 comments

Opus 5.5 agents discover two room-temperature magnetic semiconductor candidates

https://www.vals.ai/blogs/room-temperature-magnetic-semiconductors
408•outlier99•17h ago•274 comments

Web Search API

https://developers.cloudflare.com/changelog/post/2026-10-02-introducing-web-search-api/
570•tosh•1d ago•266 comments

Two ARM64-specific compiler optimization bugs, in GCC 15/16 and Rust, hit curl

https://mastodon.social/@bagder/117392573268225646
8•torutofu•54m ago•1 comments

Resurrecting iChat Audio and Video Conferencing

https://blog.pipetogrep.org/2026/09/11/resurrecting-ichat-audio-and-video-conferencing/
78•thepipetogrep•10h ago•16 comments

ASOS app users receive push notifications apparently sent by hackers

https://www.bbc.co.uk/news/articles/cj62ylzpr6d3o
51•helsinkiandrew•3h ago•30 comments

Competitive Programmer's Handbook (2018) [pdf]

https://cses.fi/book/book.pdf
246•vinhnx•3d ago•59 comments

Example.com just launched the biggest redesign in decades

https://www.debugbear.com/blog/example-dot-com-redesign-history
270•jgx0•15h ago•180 comments

Testing 12 different Zigbee temperature/humidity sensors

https://smarthomescene.com/reviews/best-selling-zigbee-temperature-sensors-tested/
154•walrus01•2d ago•88 comments

Direct retinal projection display for smart glasses using a meta-optic mirror

https://www.tdk.com/en/news_center/press/20261002_01.html
58•bookofjoe•2d ago•21 comments

Using A.I. and machine learning to decode communication of sperm whales

https://blue-continuum.com/the-man-who-listens-to-whales
54•dnetesn•2d ago•38 comments

The lamps in my house

https://arslan.io/2026/10/05/the-lamps-in-my-house/
259•farslan•23h ago•103 comments

Oracle Triggered the Implosion of the AI Bubble

https://medium.com/predict/what-everyone-had-been-waiting-for-and-fearing-oracle-just-triggered-t...
6•mpweiher•17m ago•4 comments
Open in hackernews

Mistral Large 4

https://docs.mistral.ai/models/mistral-large-4-0
282•Philpax•44m ago

Comments

delillos•39m ago
wow, another large language model from another company. groundbreaking.
sofixa•38m ago
It's the only non-Chinese open weights frontier model, so while not groundbreaking per se, still quite important.

Important for sovereignty, multi-language support, and choice.

imjonse•36m ago
There are many non-Chinese open weights models, just not very good ones.
Dr4kn•25m ago
That's why he has written "frontier"
imjonse•19m ago
my bad, I had missed that word.
baby•35m ago
Inkling!
rwillmann•30m ago
You have a number of other European providers of open-weight LLMs, such as Bielik and Aleph Alpha. They are not trying to compete at the frontier, but they sometimes develop original architectures. I am also a big fan of PleIAs' research in this regard, have a look at their Baguettotron
bitnovus•37m ago
Mistral was silent on the frontier for quite some time so this is exciting to me.
eigenspace•35m ago
To Europeans at least, this is a big deal, especially because of cybersecurity capabilities.

It is of vital strateigic importance for Europe (and really the rest of the world too) that there are non-American, non-Chinese options for AI.

badatnames•30m ago
Non-American maybe, but non-Chinese is likely impractical. We might not want their APIs, but we can't compete on energy and labour for training, even if it means buying licenses to host the weights (which CADA encourages). From China's perspective, what's the case for baking weights they can't sell? Some Chinese models already don't even have the Taiwan politics stuff baked in, those filters are only in their APIs.

I realised after writing this, the EU as is uncomfortably often the case, may be the real forcing function for what happens with US policy irrespective of the media campaigns we're presently seeing. Here's hoping for a steady trickle of stale ChatGPT weights leaking from EU infra providers in the long term.

Tade0•16m ago
> we can't compete on energy and labour costs for training,

Specialists are expensive everywhere. China is functionally 80s Japan surrounded by several Brasils and all the frontier AI work is being done in that first part, where labour is expensive - if only due to competition for top talent.

eigenspace•13m ago
Using Chinese models is a bit like using Chinese solar/batteries instead of American gas.

Yes, if the Chinese stop trading, you can still use the existing solar panels (unlike the gas which you literally set on fire), but it's nonetheless a major vulnerability to not have any local know-how in creating important infrastructure.

Giving up all AI know-how and expertise to China just because they currently share their models would be a generational mistake.

Europe already got burned hard by this sort of thing too recently, and is now very sensitive to strateigic depencencies, and is working hard to lift them where possible.

233mhz•33m ago
It's hacker "news" not hacker "scientific breakthrough"
rahen•19m ago
Mistral is the only major non-Chinese contender in the AI race releasing open-weight models. I’d rather trust that French weights haven’t been backdoored than Chinese ones. Heck, I’d even trust Mistral more than Anthropic for sensitive work.
crimsoneer•38m ago
Woah, this seems like a big deal (assuming the benchmarks are as good as claimed)?

Mistral slightly proving me wrong (and I'm not mad).

cbg0•38m ago
Claims to be on par with GLM 5.3 in DeepSWE (from https://thenextweb.com/news/mistral-releases-large-4-a-1-tri...)
Narciss•38m ago
Le Chaton Fat is here!
HelloUsername•34m ago
Le Chonk https://www.youtube.com/watch?v=hD51W2txi1Y
Narciss•32m ago
Yeah just saw that, I'm gonna keep converting it in my head.
Philpax•37m ago
https://venturebeat.com/technology/mistral-debuts-large-4-le...
imjonse•36m ago
The blog post https://mistral.ai/news/mistral-large-4/
staticman2•35m ago
Since the Chinese companies publish their research it would have been odd if Mistral didn't start catching up.
keithnoizu•34m ago
touche
throwa356262•26m ago
It certainly has helped OpenAI and Anthropic get their KV cache costs under control.
Tade0•20m ago
It's no secret that everyone is dis-stealing from everyone else.
aeneas_ory•35m ago
Benchmarks are better than expected! And probably got there without distillation ;)
water-drummer•14m ago
Is there a reason to believe why they wouldn't distill locally running open weights Chinese models?
mcbuilder•35m ago
Looks like they are doing 50% off to stay price competitive with DS Flash V4.1
prodigycorp•31m ago
Impressive vision benchmarking. If the vision model is truly as good as astra, that would make it best in the world.

Also strong on cyber benchmarks (better than all chinese models), so this is a good defender model.

Lots of people shitting of Mistral for no reason imo. These are pretty good numbers across the board. Definitely good enough to use as a daily driver over other llms, if you have moral qualms with the others. For certain use cases, like cyber security, this may be the go to model.

I like to make fun of europe, but there's lots for mistral to be proud about in this release imo.

i_love_retros•5m ago
Curious, what do you like to make fun of Europe about?
erichocean•30m ago
Does Mistral ever advance the state of the art on any dimension?

And if not, why do they exist?

CJefferson•25m ago
Why would the Europeans want a high-quality open source model that isn't either owned by American Trillion-dollar companies or created by the Chinese? You really can't think of any reasons?
erichocean•3m ago
> high-quality open source model

> that isn't owned

I don't know what definition of open weights you are using, but the "open" part is what allows you to use it without being beholden to American Trillion-dollar companies or the Chinese.

Mistral could do exactly what Cursor does, and post-train the model to meet the needs of Europeans.

That's a far more efficient (and useful!) use of GPUs than yet another pretrain on an outdated model backbone.

embedding-shape•25m ago
Just like Microsoft and most companies around PCs, their existence isn't about pushing any boundaries, but seemingly targeting deploying what's already been "invented" into the corporate world and bigger companies. Not "wrong", just different.
erichocean•7m ago
Sure, agreed. But they do their own pre-training, at great expense, on outdated model backbones.

Wouldn't it be better to do something more like Cursor, and RL on an existing pretrained model if you're not innovating anyway?

tdubey•29m ago
Is there consensus on if this was https://openrouter.ai/stealth/space-bunny-alpha ?
irl_zebra•18m ago
Yes broad consensus had developed in the ten minutes between announcement and you asking if consensus had developed, and I'm excited to report that it consensed in the affirmative -- it IS Space Bunny Alpha!
lucrbvi•13m ago
Space Bunny Alpha is probably MiniMax M3.1 (rumors on Twitter since it seems to have a similar tokenizer).
scrubmunch•29m ago
wowza le models a heckin chonker
nsbk•28m ago
Nice! Once they make it available through their API I will be happy to support them. My local Qwen3.8 27B is serving me well, but I miss the speed and concurrency that comes with subscriptions, and I am not currently paying for any.

Tais-toi et prends mon argent!

quadruple•16m ago
I believe it is already available in the API no?
objektif•8m ago
Direct through them?
4rtem•28m ago
Previous one is barely in top 50 on arena.ai
maxdo•28m ago
Not bad only two major releases behind top tier. Edit : checked its rather 3 generations behind . Oh well
Roark66•28m ago
This sure is nice, but I've had less than satisfactory results with GLM5.3. I'd like Mistral to compete with Qwen3.8-Flash-Next a 120B class model that IMO is the first model that I can use for serious coding while running it locally.

I estimate it's coding ability on par with opus 4.6 (but opus definitely beats it on factual knowledge) Still it's a genuinely useful model, when everything else except Anthropic's models (and for only 3 weeks after it came out Google's Gemini 3 pro, before it got merged) are not to me.

I'd live to have one like that but EU made.

saberience•28m ago
Looks like it's about a year behind still. i.e. its intelligence is behind models from roughly a year ago.

https://www.vals.ai/benchmarks/vals_index

eigenspace•27m ago
Its quite interesting to see that at least the early days of AI so far have not been a winner-take-all runaway acceleration game where catchup is impossible.

I certainly wouldnt have predicted that 10 years ago.

Very glad to see Mistral still in the game even after some big stumbles with Large 3. I deeply hope that this model is 'good enough' that it becomes the European go-to, giving them the resources to keep the pace up.

I'm excited to try this out today.

apexalpha•24m ago
I think a big part of that is the Chinese publishing the solution for everywhere hurdle in the road they've encountered in the form of a paper.

Deepseek essentially releases instruction manuals in paper form.

wg0•21m ago
My spend on DeepSeek is not much and I regularly top up my balance every month as my support for all the good work DeepSeek is doing for the open science.
fsmedberg•17m ago
DeepSeek, and other Chinese models, are heavily subsidised by the Chinese government. The reason they release the AI models is economic warfare against US, not because of charity or kindness. It's great for us consumers, but the goal is not to help humanity or open-source.
disgruntledphd2•15m ago
> DeepSeek, and other Chinese models, are heavily subsidised by the Chinese government.

DeepSeek is basically a research lab founded by a hedge fund guy, more than anything else.

apexalpha•25m ago
Excited to hear this!

I barely use anything outside of cheap Chinese models on OpenRouter anymore. They are simply (more than) good enough for most of the things I do.

This model looks reasonably cheap. Though not deepseek levels.

Going to test it with Hermes, wondering where it will land in term of capability.

Bon chance, Mistral!

jakozaur•24m ago
A strong competitor in cybersecurity as an alternative to GLM-5.3 (Mistral reports 82% on CyberGym-E2E). Visual grounding is also impressive (42% on Dense 200 vs. 41% for GPT-6 Astra).

Otherwise, behind on the broader Pareto frontier, but not by much (Vals Index: 48.05% vs. GLM-5.3’s 53.51%; $13.78 vs. $7.25 per test). Many companies will prefer it over Chinease models.

drob518•6m ago
That, that was about my conclusion as well: Slightly less than GLM 5.3 performance but made in Europe. So, maybe it answers Tiananmen Square questions correctly, and in French. All in all, a reasonable model, but not frontier.
zkmon•21m ago
Europe needs a lot of these. Quickly. Way to go, Mistral! Keep 'em coming.
spiderfarmer•18m ago
> Europe needs a lot of these.

Europe needs profitable AI companies, not money pits.

WinstonSmith84•5m ago
there are no profitable AI companies at the moment ... This is the exact problem of European startups, trying to make them profitable from day 1 while American counterparts (and Chinese) keep bleeding money for years. Europe will never have a Tesla, a Google or an Amazon with that mindset.
ofirg•21m ago
where does sit on the pareto distribution compered to Le Chaton Fat?
tosh•20m ago
sorting the charts like that gives off weird vibes

https://mistral.ai/news/mistral-large-4/

walrus01•17m ago
The terminalbench 4.0 score is encouraging as a sign of it not doing anything "stupid" when put in a proper harness.
Luker88•15m ago
Mistral Large 4: 1050B, 49 Active

GLM-5.3: 753B, 40 Active

I was hoping for something that hinted at smaller models too, but I guess not.

Any competition is still good, especially now that the USA AI labs are starting to do regulatory capture.

gandreani•5m ago
It's competitive!

Good enough to show competence, and instill confidence in the team/company. Later releases can be more efficient.

I think it's a great release with that framing.

skc•13m ago
We're probably fast approaching the scenario where the cheapest models will win out.
dom96•11m ago
Excited to test this on my benchmark[1], but I'm guessing it won't fare better than MiMo v2.6 Pro which is currently the best open-weight model as far as I'm concerned.

Why isn't this on openrouter yet? Is there a better router that gets models much quicker?

1 - https://bench.killswitch-lang.org/

ottomengis•6m ago
[delayed]
petesergeant•11m ago
Anyone have any indication when I can get my hands on a developer plan for this?
rarisma•11m ago
le chaton fat is real, my life is complete. Benches look crazy good for 1T.
ThouYS•11m ago
Glad to see progress, despite the ever-increasing sabotage by the EU bureaucrats
bdcravens•6m ago
Can we consolidate the posts? Currently there's 3 on the front page, basically all pointing to Mistral's messaging in different places.
simjnd•4m ago
It's a bit below DeepSeek 4.1 Flash at about twice the size. For a model that was supposed to come out a few months ago this is pretty good. Mistral catching up to the chinese open-weight models is great news. Excited to see how they will build on that!
badatnames•10m ago
If trade stopped, AI capability would be the last thing on the minds of administrations in both regions. The question I think is more if EU can't compete (and we know we can't) who the more reliable partner is to depend on, especially where leaning towards dependence on that partner applies pressure to a recently highly unreliable partner.
eigenspace•23m ago
Has the French military advanced the state of the art on any dimension in the last hundred years?

And if not, why do they exist?

pizzafeelsright•20m ago
Second hand rifle distributor?
azan_•14m ago
Of course they have!
eigenspace•12m ago
Regardless though, their reason to exist is not to be state of the art.

Their reason to exist is to ensure the sovereignty of France.

swiftcoder•22m ago
So that there exists an EU-native option in the near-frontier LLM space?

Not everyone is wild about being downstream of either the Chinese or US governments, particularly when it comes to things like cybersecurity

whstl•15m ago
Does erichocean ever advance the state of the art on any dimension?

And if not, why do they exist?

erichocean•8m ago
Yes, actually. Thanks for asking.
esafak•10m ago
Mistral is one of the few European AI labs. Look up "sovereign AI".
eckelhesten•15m ago
Source on the allegations = crackpipe
tacomagick•14m ago
So is American models. They are subsidised heavily but still can't provide cheaper access. Their fault is to assume all countries can afford them.
rafram•4m ago
By whom?
lifeisloving•7m ago
Not really this is an X algo conspiracy. Up until recently the Chinese government wasn't even that invested in these companies. We're ralking very very small grants compared to training costs.

Its very xenophobic of you to say China has zero intention of helping humanity, and just wants to "wage economic warfare".

Last time I checked, it was ourselves (USA) waging economic warefare on 2/3rds of the world.

I dont get this cope people have where people have this idea that its impossible for a Chinese company (that make billions of dollars) to have done something by their own merit, but instead its always some Chinese Communist Party conspiracy where the main goal is to destroy America.

Lay off twitter for a bit.

infecto•7m ago
Not sure why so many people will vehemently refuse this idea. I won’t say it’s 100% true but it would be foolish to dismiss it. China is very much an adversary to America and has made it pretty clear they want to be a dominant leader of not the new world leader. Not here to evaluate what is good or bad. Keep in mind historically China has aggressively fostered industry (not unlike the west) but sometimes even more aggressively.
kaffekaka•5m ago
Well, US models are economic warfare too, of course.
sixothree•4m ago
> are heavily subsidised by the Chinese government

We hear this about literally every industry the Chinese excel in - that it's only because the government subsidizes them that they succeed. For chip manufacturing, for batteries, for EVs, for solar, for AI. I don't see how the chinese government can afford to subsidize all of these industries and still have them contribute to the GDP.

tokai•12m ago
>instruction manuals in paper form

So the most common way to publish manuals?

jorl17•11m ago
In research paper form.
ZiiS•9m ago
I think the mean 'paper' in the scientific journal meaning; these are unfortunately often extremely bad 'instruction manuals'.
AIblemblio•24m ago
For sure people who don't grasp the difference between models, might be stuck in 'good enough' models.

But Opus 5.5/GPT is such a game changer in comparison to sooo many others, its still a moat for now.

eigenspace•20m ago
I agree that Opus and GPT are almsot surely better, but so many real users are nervous enough about giving Anthropic and OpenAI access to all of their internal information that they may be willing to stomach worse models if it gives them more security.

The real question is if this model is good enough that it can still accelerate work, and not be a hindrance to real work like older Mistral models often were.

If they can do that, they'll have customers.

spiderfarmer•19m ago
Less and less work requires a frontier model though.
senordevnyc•19m ago
Yeah, I agree with this. I think the "the models are good enough" narrative is a myth. I've heard it so many times over the last year, but the model number keeps changing...

There is no ceiling on what you can accomplish with more intelligence, so there will always be a market for the best models, and that market is likely to just keep growing. If Opus 13.5 can one-shot a profitable company or discover a new disease treatment or whatever you can think of that a swarm of relentless super-geniuses could accomplish, companies (and governments) will throw money at it.

I also think there will always be a market for many sub-frontier models that will continue to grow rapidly as well, because "good enough" is definitely a thing for a given task.

calgoo•18m ago
Please, give it another 6 months and they catch up. The American labs are currently trying everything they can to block others instead of advancing their models, trying to build an artificial moat. The American models are not that great, they are good, and they have a lot of agentic workflows in the back, but its basically a hardware limitation at this point. Once the HW makers catch up, and we can move away from the Nvidia monopoly, things will speed up quite a lot IMO.
senordevnyc•16m ago
We've been hearing the line about them only being a few months behind for a year now, during which time O/A have grown their revenue like 10x, haven't they?
ezomode•8m ago
The thing is O/A have been much louder on pacing the frontier, lately.

And yes, open weights are still behind, but are catching up.

n6242•3m ago
We've also been hearing we're 6 months from AGI for about three years, and here we are.

"Now, here, you see, it takes all the running you can do, to keep in the same place. If you want to get somewhere else, you must run at least twice as fast as that!"

u8080•6m ago
Just one more release cycle bro, I swear
wg0•18m ago
No it is not. Only maybe for the noobs or vibe coders.

People who aren't afraid of rolling their sleeves into any code base? The difference is practically zero.

CharlieDigital•6m ago
I agree; yes, I can see that they need a bit less hand holding each cycle, but I also see these "frontier" agents do some absolutely dumb shit that I have to correct and then I'm wondering if I'm the looney one here.

Maybe it's because people stopped watching what their agents are doing and stopped looking at the quality of the output. But I still see agents being absolutely mindless like a junior dev.

Recent example: it updated an an API to add newly released models to the backend. There's a list of models that require specific configuration for the reasoning effort and temperature or the API call fails. GPT 6.1 Sol misses this and code fails at runtime because the newer models need to be added to the list for special handling of temp and reasoning. Fixes it for one model and tests it for that model using an E2E test. But doesn't test the other models that were added for the same error condition...I had to explicitly ask it to do so and it finds them and adds them to the list and says "that's on me."

Yeah, not that smart.

Aldipower•13m ago
Despite Opus 5.5 got really bad the last days for me. Looks like they nerfed it again. This is extremely unreliable.
r2_pilot•11m ago
Or maybe they secretly believe you are trying to distill their models and are deliberately degrading your experience. Who knows with them?
Aldipower•6m ago
You are laughing. Until it happens to you! :-)
wavemode•9m ago
People say this exact thing every single time a new frontier model comes out.
SyneRyder•9m ago
You've got to think the comments about "good enough" are people who have not yet tried Opus 5.5. I haven't been this struck by a step change since 4.5/4.6. It's a bigger jump even than when Fable first arrived.

As for Mistral - I got really excited when they said Large 4 was focusing on being #1 in cybersecurity, because that's somewhere that they genuinely could edge out Anthropic & OpenAI. Have it actually solve problems, instead of Anthropic flagging "you tried to find a null pointer exception bug in your own code, we're now reporting you to the US government". But on the Mistral benchmarks I'm seeing, this looks very disappointing, but at least they haven't entirely given up. I genuinely thought Mistral had given up on new general models. They need to learn the bitter lesson all over again.

bakugo•8m ago
> X is such a game changer

I hear this literally every other week about whatever the newest FoTM model is.

Unless you can provide concrete examples of things you can do with them that you simply couldn't do with last week's model, it's absolutely meaningless.

senordevnyc•23m ago
On a purely technical level, maybe? But in terms of actual revenue, is there really any chance of anyone catching the big labs?

Obviously, this is only a valid question if you don't believe that open weights are about to eat their lunch and their revenue is about to collapse, or they're running a super unprofitable ponzi scheme propped up by investor money that's about to collapse like a house of cards. I don't find those positions credible at all though.

If you do, then this question isn't really for you, as I'm more interested in thoughts from those who think that OpenAI and Anthropic in particular are about to be the largest companies on earth in a couple years. Could anyone catch them at that point?

swiftcoder•20m ago
> But in terms of actual revenue, is there really any chance of anyone catching the big labs?

I don't know about revenue, but I suspect multiple other labs are already beating OpenAI/Anthropic on profitability. Staying on the frontier is expensive, and it's hard to recoup those R&D costs when you have a bunch of other labs nipping at your heels.

If you concede the previous point, then the only way for OpenAI/Anthropic to keep growing long term is to swallow the whole economy (i.e. mass job replacemnt), and that's a bet I wouldn't take.

senordevnyc•18m ago
Maybe. I can't freaking wait for the IPO filings so we can finally put all this to rest. (haha, like that'll actually put it to rest on HN, but at least we'll have better data)
richardw•7m ago
[delayed]
WarmWash•19m ago
No, because compute, not model ability, is the moat.

The second moat is convenience, which all the big labs make it (comparatively) easy to glide into their models.

eigenspace•18m ago
The big lab revenue may not be catchable, but im not sure it needs to be.

If they can carve out a niche of industrial and governmental partners who rely on them for sovereignty reasons, it may be enough.

senordevnyc•15m ago
I completely agree, I think AI is a vast ecosystem will all kinds of profitable niches and sub-markets.
qoez•10m ago
Seems silly not to have predicted that 10 years ago. I feel like it's long been obvious that smarter models being available will mean way easier cheap synthetic data and access to tools that will speed up competitors as well as consumers.
divbzero•8m ago
Yes, so far the competitive dynamics feel more like cloud computing than web search.