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They started Glasswing before they struck that $1.25B/month deal with xAI/SpaceX for their (notoriously dirty) Memphis data centers.

So they have a whole lot more compute now than they did last month.

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Yes, 300 MW from SpaceX helps a lot, but I think that’s mainly to support Opus demand, which has grown faster than expected. If Mythos is roughly 5× more expensive to serve than Opus, as the pricing suggests, then 300 MW is nowhere near enough to enable large-scale deployment of Mythos.

As an ordinary developer who relies on a $20–$200/month subscription, I feel disappointed by the release of a paper describing a model that I can’t actually use.

Ok but they can easily upsell this to enterprise customers at a market price reflective of their capacity constraints. Big corps would pay it, this is clearly a major update.

But that compute might not be available to then long term. Hard to make big moves with a contract like that.

I don't know if any of the big AI labs have confidence in planning for the long term.

For all they know they'll find a new optimization that lets them serve Opus class models for half the computing cost next month. Or someone will invent the next OpenClaw and demand will 10x over night.

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