Great piece! One minor detail is that Llama 4 curiously only used 32k H100s, rather than the 100k+ mooted
The Midas Project is a good place to keep track of AI company policy changes. Here is their note on the Anthropic change:
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Not withstanding
Stigler’s Law of Eponymy: “No scientific discovery is named after its original discoverer.”
:P
Ege Erdil 02:51:22
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I think another important thing is just that AIs can be aligned. You get to control the preferences of your AI systems in a way that you don’t really get to control the preference of your workers. Your workers, you can just select, you don’t really have any other option. But for your AIs, you can fine tune them. You can build AI systems which have the kind of preferences that you want. And you can imagine that’s dramatically changing basic problems that determine the structure of human firms.
For example, the principal agent problem might go away. This is a problem where you as a worker have incentives that are either different from those of your manager, or those of the entire firm, or those of the shareholders of the firm.
https://www.themidasproject.com/watchtower tracks changes to AI company policies