Thanks for this post! The two new thoughts for me are:
1. The RLVR era requires that you have to get the big pods tech. If you don’t get them, doesn’t matter how many GPUs you have—no chance at the frontier. 2. Infrastructure takes time. So unless we see 10B+ in investment this year, we shouldn’t expect frontier capabilities from this lab next year.
Thanks for this post! The two new thoughts for me are:
1. The RLVR era requires that you have to get the big pods tech. If you don’t get them, doesn’t matter how many GPUs you have—no chance at the frontier.
2. Infrastructure takes time. So unless we see 10B+ in investment this year, we shouldn’t expect frontier capabilities from this lab next year.