Makes me wonder if Anthropic is really having issues with allocating compute (see recent deals with xAI and SpaceX). From available benchmarks, it seems like similar results should be possible with GPT 5.5 Pro or Opus 4.7 (with specific cybersecurity trained models).
At least according to this, GPT-5.5 Cyber is on par with Mythic, as the only two models that were able to finish their 32-step corporate network attack simulation.
https://www.aisi.gov.uk/blog/our-evaluation-of-openais-gpt-5...
Who knows but from a valuation stand point it’s better to signal that demand is higher than existing capacity..