Scale Wall
Next-token scale hit the wall. Labs still selling just-add-GPUs are selling FOMO while world models and sample-efficient agents become the real race.
Midwit trap: fluent autocomplete mistaken for intelligence
Meta CTO deflates the companion fantasy
Brute-force next-token AGI fails the wall test
JEPA and sample-efficient RL as the escape hatch
Monolithic model era loses the architecture argument
Hybrid attention becomes the new scaling standard
Deepseek V4's Hybrid Attention: The New LLM Scaling Standard
Signal explosion as the silent training killer
- Robotics / embodiment jumps that prove atoms beat chat wrappers
- Safety-window headlines only when they serve the wall claim
- CapEx Loop owns the money circularity; this owns the architecture fight