I wonder if Anthropic and OpenAI possibly missed the window to go public. A 27B open-weight model trading blows with the SOTA from just half a year ago is not great news for trillion-dollar investments...

Trading blows in some benchmarks is a bit exaggerated. If you try the model, `xhigh` is basically feels like the `max` mode (i.e. massive thinker and extremely presistent), and the amount of world knowledge and intent understanding is nowhere close to an Opus class model even from 6mo ago.

It's still very useful, and it'll probably displace a good bit of API spend; but it's not really "trading blows with SOTA from just a half year ago". A bit overblown on the Anthropic/OpenAI has missed the window I reckon.

Also, on the open weight frontier side, Kimi K3 is pretty expensive, and Deepseek V4 Pro/Flash is getting a little less juicy with price increases.

This is why they've been making bank on the secondary market. They can retire now.

I mean, that was obvious from the word "go".

Even Zuckerberg isn't as deluded to think that there's money in constantly releasing closed models and hypserscaling their deployment, which is why we got muse-glimmer 30b last week. I have been playing with it on a 32gb MBP w/ M2 Pro. If prosumer-grade hardware from almost three years ago can now offer a novice a way to host a possibly serviceable software development agent, then there's little incentive to pay out for LLMs like Anthropic's or OpenAI's over the long run.