Nathan Lambert Sees AI Competition Vibes Shift in Four Weeks

Nathan Lambert posted that views on frontier AI models swung from Anthropic far ahead to competition at all-time highs within four weeks. TeortaxesTex noted OpenAI and Anthropic engaging in pre-IPO hype about internal models. Joseph Suarez replied that he canceled Codex use. Scaling01 described stalled frontier releases, active second-tier rivalry, and a tiered ranking with large gaps between public and closed models. Scaling01 also mentioned future large models from Meta and SpaceX AI filling gaps between tiers.