Cold take on what comes next:
- OpenAI will flourish
- Anthropic will continue to be profitable
- Google will not catch up to Anthropic or OpenAI
- no chinese company will catch up to Anthropic or OpenAI
- the highest tier of intelligence will become a luxury product that only companies and multi-millionaires/billionaires can afford
- most of the companies that invested massively in them will have massive returns
- SpaceX’s AI will be fine and on par with Google by end of year
- Nvidia will become the first 10T company
2026 is scaling swarms by optimising model selection and delegation
Next layer on task specific models is delegation/orchestration specific models which optimise model choice
Swarms will have higher productivity token credit minutes than single agents
Prediction : By 2026 end, the entire industry might switch.
We’ll likely stop spending money on frontier models for plumbing jobs.
Instead we’ll use cheap, fast, task-specific models for the boring stuff and save the expensive frontier models only for the hard reasoning parts.
Result?
Agent costs drop dramatically (5-10× cheaper in many cases), agents feel snappier, and small teams can actually compete.
the agent bottleneck is world modelling
model intelligence is not
Memory is just a subset of world modelling, L1 substrate
2026 is for building out the L2 world models
@kaledora@AviFelman convergent evolution on new a new substrate
1. Speedrun everything that already existed
2. Expose mechanisms only possible on the new tech
3. Replace old substrate
@milesdeutscher Curious how you objectively evaluate whether the cheaper model performs effectively enough for brainstorming/planning?
I find I have much more success when I invest in flagship models for vision+planning+architecture
@tlanderso@0xSero@OnlyTerp Eliminating pointless drudgery eliminates a large portion of the private sector and majority of the public sector
The “administrator” class
@shawmakesmagic Probably because harnesses are commodity so distribution matters more than the execution
If your idea only requires paying enough credits to anthropic there’s no moat - brute force searching the solution space