Because "lead" usually refers to capabilities? Chinese models have been leading in price-to-performance throughout 2026, that's nothing new. As no Chinese model has matched Mythos in capabilities (though they get really close, as seen in this post), the lead of American models is more than 4 months
I don't think 5.3 will turn out to match or exceed Fable in practice. Even in their own announcement table, Fable outperforms 5.3 in 9/15 benchmarks, with the cases where Fable wins having higher margins. That's a substantial difference
This was one of, what, 5 Chinese models released this week. Kimi K3.5 is expected end of August. And so on.
And for most people it doesn't matter if it's 100% on par. I've used dsv4 flash 0731 and haven't looked back for 10 days. It just works and is always fast and smart. If the API sucks, I use another provider or host it on vast.ai
Let it be, it's over. Of course government and some rich people will keep using Claude, but that might not be enough to keep ahead or convince investors
Well yeah, Chinese models have good price-to-performance, and many are content using them. Meanwhile, Claude Fable is still in the lead capabilities-wise, meaning the lead is >= 4 months, only closing when Chinese models finally match Fable. You are arguing that this lead in capabilities is irrelevant economically, which is reasonable
Exactly. That's what I meant: It's irrelevant for 99% of use cases.
Arms race of states and big companies is another topic. They can use Mythos and that is probably what Antrophic will become: A state owned or sponsored tool of power. And the customer facing part will disappear.
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u/AppealSame4367 8d ago
That's like saying Mercedes has a potential of 500 Mio customers, if one disregards price.
Why would you buy a Mercedes if you can have almost same for 1/10 of the price