Tweet by swyx 🔙 SFO:

balanced thoughts on the "ai is hitting a wall" meme:

- gpt5, 3 opus, gemini 2 delays are real. no >2T models  have made it past release 1.5yrs after GPT4
- its poignant that Nvidia is hyping FP4 perf just as research comes out saying FP4 is quantizing too far
- ilya, noam,…