LivetechWestern cycleAnchors pending
Open-source frontier-model lag compression floor?
As of 2 Oct · 23:18 UTCResolves 31 Dec 20270 movers0 pressure moments
The read
Where reality is heading
A, 80% bandCrowd today
Reality crosses toward A in early 2028. Today’s crowd number sits at the top of A’s band, possible but optimistic. View as table
The movers, ranked by leverage
What would change our mind
Signals toward A
Signals toward B
Evidence
- Hugging Face open-weights release cadence trackerNo source URL yet
LMSYS Org · LMSYS Chatbot Arena open vs closed ELO tracking
DeepSeek-AI (arXiv) · Deepseek-V3 Dec 2024 cost report (~$5.6M training vs frontier $100M-$1B)
U.S. Department of Commerce Bureau of Industry and Security · US BIS export control amendments (Oct 2023, Oct 2024, 2025+)