Release gaps: from 877 days down to the 20-day range

A summary of a conversation that uses the numbers on model turnover cycles to explain why the call to slow down came now, of all times. In one model family, the gap between top models shrank from 877 days to 336 and then to 56; another family has come down to 63, 23 and 20 days, presented as a state in which a new model arrives almost once a month. Recursive self-improvement, models building the next models, is singled out as the cause, and an internal tally from one research organization, in which agents' running time was 3.1 times human working hours, is also cited. Of the 3 proposed stages, only stationing an external evaluation team on site is settled, and the rest work only if everyone slows down together, drawing the criticism that it is a one-sided restriction with no technology sharing. It concludes that if IPO preparations and a shortage of compute are the backdrop, the one that gains from this setup is Google, which had been falling behind in the race; but the sources of the figures are not disclosed, so they are hard to cite as is.

Key points

  • Gaps between models 877 → 336 → 56 days; another family down to 63, 23 and 20 days
  • An internal tally: agent running time was 3.1 times human working hours
  • Of the 3-stage proposal, only stage 1, stationing an external evaluation team on site, is settled
  • Chip demand looks firm for 1–2 years, but long-term pressure to relocate production sites is expected

This is a note: my own write-up after reading several sources. It has no source link; events checked against a source are kept as records.

Same week's notes

Korean physical AI moves from demos to sales and ramped-up productionAgent costs follow the execution path, not the length of the requestAfter chips, the next bottlenecks are permits and fiber-optic cableA 3-layer structure for hooking agents into a game engineAn app that catches safety violations from a single site photo