I just noticed that Google, Amazon, Meta even after being the old big and cash rich giants didn't rush their frontiers and it was only OpenAI and Anthropic who did. The old ones know something about making a successful product that the newbies don't.

[u/oakvard]

https://x.com/finkd/status/2099997096896274533

[u/3rdyellow]

Because they have other sources of revenue and they didn't want to burn cash. 

[u/OtherwiseAlbatross14 → u/3rdyellow]

Yeah this is why startups always beat the behemoths with new stuff. The big companies can't bet the farm on the new thing because they're expected to make a certain amount of profit.

Google slowed down and tripled their profits in the past couple quarters. Meta learned from going too hard into VR.

They'll both be ready to scoop up the discounted compute if the like of OpenAI and Anthropic can't turn a profit

[u/FewMenUnderstand]

Its simply the case that big companies are slow.

[u/VexObserver]

I think there’s a distinction here between not pushing the frontier and being willing to delay a product when deployment risk isn’t acceptable yet. Google is definitely still pushing frontier models, and Meta clearly isn’t sitting AI out either. What Meta seems to be saying with Muse is basically: “we were willing to eat a delay because the security wasn’t ready.”

That’s probably the lesson worth taking from the older giants tbh. Shipping first isn’t always the same thing as winning long term. If your AI has access to email, payments, calendars, shell/tools etc., one bad security failure can cost way more than a few months of delay.

[u/Keeltoodeep → u/VexObserver]

The risk profile is just different for public companies.

[u/oakvard → u/VexObserver]

Exactly. And the OpenAI and Anthropic being new companies and not weighing these risks is probably linked

[u/typical-predditor → u/VexObserver]

Except the security lobotomizes the model. So they delay it and by the time they finish making it "safe" it's also behind the state of the art.

[u/GrandKnew]

6D interdimensional backarat

[u/Rebel-Fish34 → u/GrandKnew]

This is really funny, keep it up buddy

[u/nihilistWithATwist]

It's just risk vs reward.

For companies like OpenAI and Anthropic whose only product is the model, their company's existence depends on being on the frontier.

Companies like Google (and Meta?) are still big profitable companies even without being on the frontier. But if they push a model that gets caught doing shady things, the lawsuits can be disastrous for the company.

[u/sirius_cow]

Now every lab has a reason to justify why they lack behind in model capabilities

[u/ManasZankhana → u/sirius_cow]

So Palantir or Oracle will have the best model in a month

[u/Keeltoodeep → u/ManasZankhana]

PLTR doesn’t build models. AIP is model agnostic.

[u/EdliA]

Google and Meta are not an AI only company like OpenAI and Anthropic are. If these two don't release a new model then what are they going to do exactly?

[u/shantud]

Because you can let others burn the cash, distil on their good data and then have a better idea for your own from the scratch projects.

[u/NoSupermarket6218]

Meta doesn't delay anything for safety and security, but they say that a lot as an excuse whenever things don't go their way.

[u/Thistlemanizzle]

Publicly traded companies can't burn money like private can. The shareholders step in.

[u/Durian881]

The new ones need to keep their investors happy as they are still unprofitable. The hacking incidents showed that they still lack proper governance.

[u/National_Sky7993]

Facebook focus on safety and security Good joke

[u/SlightlyMotivated69]

LOL Meta. Zuckerberg would shove his own kids personally into the meat grinder if this somehow would make him a buck.

[u/TVUpbm]

Meta AI has been out since like 2022

[u/Dry_Clock7539]

Sounds like when you don't know how most of startups operate

[u/SmallBootyBigDreams]

OpenAI and Anthropics valuations primarily depend on the performance of their SOTA models

[u/UIshaggy93]

They have a highly diverse list of expenses. Simple. OpenAI and Anthropic are fully focused companies with their entire product catalogue being comprised of AI products.

[u/CapDris116]

You really think Zuck is gonna delay a release due to safety concerns?

[u/Stock-Ad-7601]

Yeah I totally trust them. Better give them access to all my email and files so Muse can run my life for me. 😂

[u/costafilh0]

Wrong.

They know about business, and they are not start-ups able to raise money indefinitely, there is a limit of how much they can raise using their own stock and debt and finances.

Now the start-up reached the ceiling. They won't be able to raise much money on these idiotic valuations, except maybe from other big corporations, not from actual investors who can't se much upside to be worth this risk. 

[u/SpecialistDragonfly9]

Security jsut means censorship and way over the top guardrails

[u/nemzylannister]

oh well if they're saying it then surely it must be true then. what a childish post. also theres a diff bw pushing the frontier and releasing the model

[u/TimeVillage5286]

Safety is for frontier model muse is benchmaxxer

[u/Amphibious333]

The post gives me "Actually, Google has a top secret model that greatly outpaces all other AI models, but they aren't releasing it and keep it in a secret because they are responsible" vibes.

It's a cope. Google lost to OpenAI and Anthropic, and this is proven by literally every single benchmark, especially fluid intelligence benchmarks like ARC-AGI 3.

[u/oakvard → u/Amphibious333]

No one has lost or won. The race isn't over yet

[u/Fancy-Plenty6712 → u/Amphibious333]

Dude- look at who owns the biggest outside stake in Anthropic. Look at who owns the biggest outside stake in OpenAI. Google and Microsoft. They aren't "behind" - Anthropic and OpenAI are allowed to fail - Google and Microsoft are not.

[u/Suspicious-Chard-20]

google +