[simplyluke]

> a 50 person team just beat Anthropic

How does this blow that narrative up? A 50 person team likely broke a license to have a product that's competitive on output at a fraction of the costs of one of the most well capitalized companies on the planet. Claude code and anthropic are certainly the darlings of the space today, but to me this just reinforces the idea that their moat is razor thin on the model front, even compared to OSS that can be run on independent hardware.

The application layer play is also suspect to me. In the medium to long term I _want_ tools that'll let me run whatever models I want vs being tied to an expensive, proprietary, and singular provider. For personal work I care about costs, and eventually my employer will care both about costs _and_ enterprise features/governance that a company like Anysphere is extremely well positioned to provide.

More and more, I see the future of the application layer being model agnostic, most enterprises hosting models on their own cloud for data security concerns, and the models being fully commoditized.

[torginus]

Considering how AI companies incestously RL on each other's models, I would not be surprised if any number of behavioral patterns and (claims to be ChatGPT/Claude/Deepseek or whatever) just popped up on new models constantly.

I would also not rule out that since K2 is an 1T model, this is a distill, as I don't think they're serving expensive models just like that, which would not be a licensing violation?.

[simplyluke]

There's a now-deleted tweet from a Kimi dev claiming that they verified the tokenizier was the same, which would imply it going at least beyond RL. Could still be a distill I think.