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Jon Keegan

OpenAI models may be starting to plateau

Word from inside OpenAI is that the company’s next-gen “Orion” model may not yield the performance leap that was expected.

A new report from The Information reveals that the company may be shifting strategies as its up-and-to-the-right AI performance curve starts to flatten out.

OpenAI and the other big AI companies like Meta, Google, and Anthropic have generally been following the same pattern to achieve more and more capable AI models: gather as much training data as possible (words, images, videos) and feed it into increasingly huge supercomputers powered by expensive GPUs, such as Nvidia’s popular H100 chip. This demand for larger training clusters has helped push Nvidia to become the most valuable company in the US.

But fresh, unseen training data is becoming harder and harder to find. This is one of the drivers of OpenAI brokering so many media-licensing deals. Companies are now starting to train models on “synthetic data” generated by current LLMs, like OpenAI’s GPT-4o. But researchers have been warning that this can lead to “model collapse” when a model starts eating its own data.

OpenAI may be leaning more on the new “reasoning” capabilities like the ones found in its latest OpenAI o1 model to help eke out performance gains. But this requires more computing, however, and more energy.

OpenAI and the other big AI companies like Meta, Google, and Anthropic have generally been following the same pattern to achieve more and more capable AI models: gather as much training data as possible (words, images, videos) and feed it into increasingly huge supercomputers powered by expensive GPUs, such as Nvidia’s popular H100 chip. This demand for larger training clusters has helped push Nvidia to become the most valuable company in the US.

But fresh, unseen training data is becoming harder and harder to find. This is one of the drivers of OpenAI brokering so many media-licensing deals. Companies are now starting to train models on “synthetic data” generated by current LLMs, like OpenAI’s GPT-4o. But researchers have been warning that this can lead to “model collapse” when a model starts eating its own data.

OpenAI may be leaning more on the new “reasoning” capabilities like the ones found in its latest OpenAI o1 model to help eke out performance gains. But this requires more computing, however, and more energy.

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Amazon unveils a new warehouse robot that takes verbal commands

There are fewer humans working in Amazon warehouses these days, but those that are still there can at least talk to robots.

At its Delivering the Future event in London, the e-commerce giant unveiled the next generation of Proteus, its autonomous warehouse robot. Instead of requiring complex coding, workers can now give the machine verbal instructions in plain language, like telling it to haul a heavy cart across the floor.

While Amazon’s older generations of warehouse robots were restricted to fenced-off loading docks, Proteus is a fully untethered model that uses AI to safely navigate the entire fulfillment floor alongside human staff. The new robot is the centerpiece of a massive €10 billion ($11.6 billion) investment to modernize Amazon’s European logistics network and is currently being piloted in company labs before a planned rollout in early 2027.

While Amazon’s older generations of warehouse robots were restricted to fenced-off loading docks, Proteus is a fully untethered model that uses AI to safely navigate the entire fulfillment floor alongside human staff. The new robot is the centerpiece of a massive €10 billion ($11.6 billion) investment to modernize Amazon’s European logistics network and is currently being piloted in company labs before a planned rollout in early 2027.

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Meta has repeatedly delayed developer access to its new AI model, Muse Spark

Meta has repeatedly delayed the release of developer access to Muse Spark, its newest AI model, according to The Wall Street Journal. While the model launched in April and powers Meta’s AI products, developers outside the company have been kept waiting for access to the API.

That’s a glaring bottleneck for a company spending up to $145 billion on AI infrastructure this year: without an API, Meta can’t easily sell access to the model, ceding a lucrative monetization engine to rivals like OpenAI and Anthropic.

Meta told the Wall Street Journal that API access would be available this month.

That’s a glaring bottleneck for a company spending up to $145 billion on AI infrastructure this year: without an API, Meta can’t easily sell access to the model, ceding a lucrative monetization engine to rivals like OpenAI and Anthropic.

Meta told the Wall Street Journal that API access would be available this month.

ChatGPT Is Down

Is OpenAI on its way to becoming Lyft?

Once nearly synonymous with AI, it just got surpassed in valuation by Anthropic. Now it looks like it’s also going to get beaten to the IPO starting line.

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