Is the RLVR the key breakthrough for the uplift or is there more to it?

Does that suggest the uplift was only for things that are verifiable easily like code?

I wonder how much the 'inflection point' is a thing vs marketing. I'm sure the models got somewhat better, but even now when I'm trying to 'vibe code' a game with the latest models (combination of Codex w/ gpt5.5 and gpt5.3-codex), they really do struggle.

They definitely get something barebones up and running, but it's far from a fully fledged application.

> and there’s zero chance any AI lab would train a model for such a ridiculous task.

I'm not sure that's true anymore considering how popular Simon's blog is

December 2025 was the breakthrough for me. January Claude was euphoric, ChatGPT was up there. February Gemini cooked for a second there. March amazing. April the big bad nerf. May GPT 5.5 is just pure bliss altough 2x limits temporarily, not sure about Claude it's sort of okay still not as good as it felt before, slowly increasing limits with more compute and rebuilding good will.

Am I crazy, or are these differences between the best models so marginal that you’d get roughly the same performance if you use the same high-quality harness (ie preloaded instructions from md files, including custom skills)?

Somewhere right now some human artist is being tasked with drawing illustrations of pelicans riding bicycles to be used as training data at a big AI lab.

Apart from GLM 5.1 and Qwen 3.6, there are other Chinese models that are noteworthy: Kimi K2.6, Xiaomi MiMo V2.5 Pro, Deepseek v4 and MiniMax M2.7.

The claw thing is really came and went fast lol

I met Simon for the first time this year at pycon. Wow, what a great guy.

'Producing Images' or even 'Some Code that is Valid and Compiles' is in some ways one of the most misleading ways we assess quality of the AI.

It is getting very good at producing code that compiles - at the algorithmic level.

This is definitely noteworthy - and the AI is crossing a critical 'productivity threshold'.

But 'Drawing of a Proper Duck' is almost arbitrary because it may have nothing to do with the 'Specific Duck You Wanted'.

Everyone has tried to get AI to 'Draw The Thing They Want' and you notice immediately how it's almost impossible to 'adjust the image' along the vector you want - because ... and this is key:

-> the AI doesn't really understand what a Duck is, it's components, or fully how it made the duck <-

It just knows how to 'incant' the duck.

This becomes very clear when you try to get the AI to write proper documentation - it fails so miserably, even with direct guidance.

This is really strong evidence of how poorly the AI is generalizing, and that it is not 'understanding' rather it's 'synthesizing' from patterns.

We already kind of knew that - but we have not yet built an intuition for that until now.

Only now can we see 'how amazing the pattern synthesis' is - it's almost magic, and yet how it falls off a cliff otherwise

This has deep implications for the 'road ahead' and the kinds of things we're going to be able to do with AI.

In short: the AI is 'Wizard Level Code Helper, Researcher, and Worker' - but it very clearly lacks capabilities even one level of abstraction above the code itself.

LLMs were first trained by 'text' and now ... they are 'trained by our compilers'. Basically g++, javac, tsc are the 'Verifiable Human Rewards' in the post-training and reinforcement learning - and the AI is getting extremely good at producing 'code that compiles', but that's definitely an indirection from 'code that does what we want'.

It's astonishing that it took us all this time to internalize and start to discover what I think will be in hindsight a very obvious 'threshold' of it's capabilities.

We are constantly 'amazed' at the work that it can do, and therefore over-project it's capabilities.

I have no doubt that even with these limitations - the AI will unlock a lot more as it gets better - and - that it will 'creep up' the layers of abstraction of it's understanding.

But I strongly believe that the AI is going to get much 'wider' (pattern matching dominance) before it gets 'higher' (intrinsic understanding) - and - that this may be a fundamental limitation.

This may be 'the Le Cunn' insight - when he talks about the limitations of LLMs in detail - I believe this is that insight writ large.

Even the term AI - or certainly 'AGI' may be a misleading metaphor - were we to have always called it 'Stochastic Algorithms' or something along those lines, it's possible that our intuition would be framed a bit better.

The most interesting thing is how it is definitely amazing, world changing, novel and powerful and some ways - and obviously useless in others at the same time. That's the 'threshold' we need to better understand.

I'm so glad Simon is documenting this. The field is evolving so fast, so rapidly, so hungry for data and money, that few are willing to zoom out and document everything big picture so we can see the changes over time. I mean do you guys remember "Do anything now"? Just a distant memory, a funny party trick.

It’s good to see dates being hard coded re. Improvements in the models that should deliver material gains.

As time progresses one now has a yard stick to measure against progress. No more excuses - show me the money baby.

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