@FinanceYF5: 2/ He never looks at benchmark numbers when evaluating models. The only thing he truly cares about is: [The shape of the model's thinking] — How deeply can it understand user intent? — How far can it iterate in its thinking? — Does it make you feel like there's someone on the other side? Fable gave him this sense of aliveness. 'It feels like returning to 2023'

2/🧠 He never evaluates models by looking at benchmark numbers

The only thing he truly cares about is:

【The shape of the model’s thinking】 ——How deeply it can understand user intent ——To what extent it can iterate its thinking ——Whether it makes you feel like “there’s someone on the other side”

Fable gave him that sense of liveliness “Like going back to 2023” https://t.co/Us81ixnO1F

1/ Has the window for entering the AI capability race already closed?

There’s only a three-year window to join this competition: from February 2023 to February 2026. That window is now shut.

Most countries have permanently missed the boat.

This isn’t pessimism It’s the conclusion someone reached after using Fable

Why did one model make him feel this way?

3/ He believes the leap in AI capabilities over the past five months

Comes not just from tool improvements like Claude Code

But because of 【Mythos】—a new model from Anthropic That completed training this February and quietly changed the entire R&D rhythm

Key judgment: The leading models are helping to train the next generation of leading models

This cycle has already started

3/ Some rush in, others busy building walls

Musk approached the frontier in 26 months, one of the few who seriously tried.

Europe spent a lot of time setting up regulatory barriers, and by the time they woke up, it was too late.

4/ Your “national AI” might just be a shell

Many countries’ “homegrown models” are just a layer wrapped around models from US or Chinese labs.

Once supply is cut off, the effect is like an air raid—instant paralysis.

5/ Computing power will be regulated like uranium

Advanced chips will be licensed, monitored, and kept within the US; open source can help, but it can’t save countries lacking computing power and talent.

As open source approaches the frontier, global regulatory crackdowns will follow.

6/ His final conclusion, and the most jarring sentence:

“If you are not yet building it You will only be an onlooker”

AI is not about writing code, copyright, or art It’s about the reshaping of civilization, society, and humanity itself

This is the correction he made to his timeline After using Fable for one day

Read the original:

That’s all

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