Yeah not only is it totally unsubstantiated, the benchmarks are getting less useful to really show the difference between these models. Big model smell is still a thing and GLM 5.2 while impressive is not Fable class.
Here is something I would like people to chew on. Perhaps the smartest researchers in the world across multiple labs know more about this than we do? Perhaps they are aware of issues like the data wall and diminishing marginal returns. And perhaps they are being honest when they tell you there is no wall?
Are the smartest researchers in the world out there saying there isn't a wall? I don't know of any people doing the actual R&D who frequently make outrageous claims.
https://x.com/polynoamial/status/2064210146558136827
I'd say that as OpenAI employee he's kinda biased on the topic