Now they have to be lucky to be 6 months ahead to an open model with at most half the parameter count, trained on 1%-2% the hardware US models are trained on.
I thought that OpenAI was doomed the moment that Zuckerberg showed he was serious about commoditizing LLM. Even if llama wasn't the GPT killer, it showed that there was no secret formula and that OpenAI had no moat.
Eh. It's at least debatable. There is a moat in compute (this was openly stated at a meeting of AI tech ceos in china, recently). And a bit of a moat in architecture and know-how (oAI gpt-oss is still best in class, and if rumours are to be believed, it was mostly trained on synthetic data, a la phi4 but with better data). And there are still moats around data (see gemini family, especially gemini3).
But if you can conjure up compute, data and basic arch, you get xAI which is up there with the other 3 labs in SotA-like performance. So I'd say there are some moats, but they aren't as safe as they'd thought they'd be in 2023, for sure.
Maybe there's a limit in training and throwing more hardware at it does very little improvement?
The HN obsession with Claude Code might be a bit biased by people trying to justify their expensive subscriptions to themselves.
However, Opus 4.5 is much faster and very high quality too, and that ends up mattering more in practice. I end up using it much more and paying a dear but worthwhile price for it.
PS: Despite what the benchmarks say, I find Gemini 3 Pro and Flash to be a step below Claude and GPT, although still great compared to the state-of-the-art last year, and very fast and cheap. Gemini also seems to have a less AI sounding writing-style.
I am aware this is all quite vague and anecdotal, just my two cents.
I do think these kinds of opinions are valuable. Benchmarks are a useful reference, but they do give the illusion of certainty to something that is fundamentally much harder to measure and quite subjective.
I was especially impressed by 5.1-codex-max for a webapp, but that is ofc where these model in general shine. But it was freak, never had 15-20 iterations (with 100s of lines added each time) before where I did not have to correct anything.