so it looks like there’s a few key trends converging in ai recently

- frontier models now pose a legitimate threat to government security calling for government intervention (rip fable)
- this means future model releases will be private (restricted). any future public releases will almost certainly be handicapped
- at the same time, chinese open models have caught up to frontier capability. in <6 months they will be mythos-level
- open models are cheaper, can be run privately, hard for governments to regulate
- let ai talent is consolidating to the leaders. anthropic and openai are absorbing key players. this will further tighten their grip on the lead
- valuations are reaching peak levels. GLM 5.2 parent co is 15X this year. anthropic at a trillion - massive gap in P/e ratios between them tho.
- enterprises are opting to use cheaper models. budgets are tightening. microsoft switching to deepseek. silicon valley startups using chinese models.