Stephen Reid (@stephenreid): "6 months on from Opus 4.5, the new, open-source DeepSeek V4 Flash matches Opus’ agentic performance at 50x lower cost. Given that frontier models seem to be plateauing, I don’t see how the big US labs can continue to compete unless there’s a significant breakthrough. I wouldn’…"

6 months on from Opus 4.5, the new, open-source DeepSeek V4 Flash matches Opus’ agentic performance at 50x lower cost.

Given that frontier models seem to be plateauing, I don’t see how the big US labs can continue to compete unless there’s a significant breakthrough.

I wouldn’t want to be an investor in Anthropic or OpenAI right now.

Apr 24

8:13 AM