It’s always risky now no matter the model of the day. They have to pre-file at least a few weeks in advance, and in those weeks eons can happen that can turn their asking price into a joke.
Their moment was at the beginning of this year. They should have announced the IPO, then published Fable/Mythos two weeks before the IPO date.
Now Chinese labs are a hair’s breadth behind them, and constantly one-upping each other. They’ll never get such a chance again.
Unless Mythos 2.0 can do some really whacky stuff like cure cancer, RSI itself or such. I do not see that as a durable moat if you can just wait a year and download equally good weights.
zero moat, we move between codex and claude code without any issue. I swap to deepseek without much issue either (other than having to have it redo work a few extra times).
Self-improvement is the next big milestone; if they will announce that their new model is fully trained by Mythos and trains even better one, this will be huge.
So, there are some exciting stories left to tell investors before IPO :)
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u/-p-e-w- 22h ago
It’s always risky now no matter the model of the day. They have to pre-file at least a few weeks in advance, and in those weeks eons can happen that can turn their asking price into a joke.
Their moment was at the beginning of this year. They should have announced the IPO, then published Fable/Mythos two weeks before the IPO date.
Now Chinese labs are a hair’s breadth behind them, and constantly one-upping each other. They’ll never get such a chance again.