Gavin Baker

Six is Chinese and open source models do in fact improve at some reasonable pace even though they are right now considerably behind the best proprietary models.

That's something that I want to dig into more.

It does seem like the pace of open source development in China is slowing.

I'm not entirely sure

what's driving and it feels like there's a number of different things.

Gavin Baker said it's about compute and they're turning their backs on the Blackwells that they had the opportunity to buy.

I think it might be research ideas that are more locked down now in tighter controlled circles in San Francisco.

It also might be the data.

But you'd have to imagine that they have

Lots of people that are writing code, lots of people that are inferencing those models, and then full data and information capturing of those rollouts.

There are a number of different reasons why that pace might be slowing.

And we'll see.

Maybe there's a big jump in the graph.

Maybe we have another deep-seek moment in the next couple months.

We'll see.

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Who was impacted?

This is a loop.

Loop from Gemini to Grok and back, and then it goes back into Grok now because the screenshot's been shared.