> given that the trajectory for all models is a kind of singular “peak” performance. Not sure I understand this. Most other AI researchers I've spoken to don't expect an arbitrary hard cap on model intelligence, and those that do don't think we're close to it yet. As a concrete example, ARC-AGI 3 is great - the best models can't reach 10 percent, but even a negro could get something in the 90's, or at least the 70's. > Deepseek V4 beats closed source models brutally based on any metric. And it does fine on math/coding/agentic/etc. Hard to find recent metrics, but it does look very promising so far, and I love that it's open source. Lots of fun things can be done with that. Anecdotally, I haven't seen the panic I saw during DeepSeek's original release. CAISI claims it's benchmaxxed and performs worse (GPT-5 level) on non-public benchmarks. They might be lying, but sentiment is that they aren't. A more critical take than mine is here: https://thezvi.substack.com/p/ai-166-google-sells-out?open=false#%C2%A7seeking-deeply > I would also say that the open source model is simply more sustainable long term in any competitive environment. Linux dominates almost all infrastructure Open source's value to Linux is that every autist on Earth can scour its source code for problems then share out the fixes, and most do. The same advantage doesn't exist for model weights, which can't be patched by Sergei the160 IQ Siberian autist operating from a 1995 Compaq machine. There is an advantage to being the universally-used research platform, but it's not direct nor as large in magnitude. > As far as “America is behind because of Indians,” this is a kind of “pigs can’t fly because they don’t have wings” argument that I do not understand. If we once had a great reserve of flying pigs, and we systematically clipped the wings off of almost all of them, but kept a handful of unclipped ones in a lab somewhere, those pigs would be of note to anyone in need of air-mobile pork. To be clear, jeets have clogged up the recruitment and education pipeline in a way that has downstream effects even on the high-importance research teams that are allowed to not hire them directly. But a team that does not hire them will do much, much better than the U.S. tech industry's current state would suggest. For the record, I am rooting for China here, on the basis that I don't trust any of the U.S. frontier companies.