Fundamentally, people underestimate the marginal increase in utility for marginal increase in “intelligence” as measured in benchmarks. Like I’d pay 5x for a model that has 2 units higher in AA intelligence.
This kind of thing amounts to a LoRa applied to your model. There's no reason (apart from potential IP infringement) that someone else couldn't produce a "Claude LoRa" for their model (or, more likely, given the dislike for Claude's writing style, Anthropic could offer a "non-Claude LoRa" for their own models)
Assuming you meant this for personality, I’d still disagree but not that extensively. I think personality is nuanced and complex - it can’t be simply lifted and shifted. It’s grown using a meticulous process.
Yes, they are lagging.
But "performance of Claude's from 6 months behind" is fine for a lot of tasks. And the performance of today's Claude will be still useful for many (and more and more) tasks in 6 months.
The frontier labs are making models for smaller and smaller share of the pie, as the capabilities of open models grow. That isn't sustainable
Okay, then why would one buy 6-months-ago performance for 2-3x more from an open weights lab as opposed to a closed lab?
OpenAI and Anthropic are competing heavily with GPT-6 Luna and Claude Haiku 5.5!
GPT has the same performance. And performance is definitely a commodity. Why wouldn't it be?
Expect more differentiation in the future and not less.