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Yeah, this echoes my thoughts. I will be very surprised if a model with 2.8T parameters reaches the intelligence and capabilities of 10T parameter models. RL can take things far, but not that far.

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Closed weights AND benchmaxxed. Somehow this company raised 2bil at a 48bil valuation. Pure insanity. I feel bad for their investors (not really, but... Still). Andreessen Horowitz is being played like a fiddle.

> Andreessen Horowitz is being played like a fiddle.

Andreessen Horowitz is not being played like a fiddle here. This might be their only investment in a decade that isn’t entirely predicated on being a scam.

The Cursor acquisition shows that it’s possible for these valuations to be justified. But Cursor was more successful and bent the truth much less.

While I wouldn’t expect anything good for Cognition’s fate, it’s a much safer bet than Thinking Machines, SSI, and some others.

Though they’ll be in big trouble if the more talented Chinese labs stop letting them repackage their work.

The cursor acquisition just shows that there’s always a dumber shithead out there. Though vaporizing Elon Musks money is about as pure of a good as there is out there these days.

Improvements in models and products coming out of SpaceXAI since the acquisition would seem to disagree with you.

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