Nope. That's not going to make it over, obviously. The race is still on. Just because Marcus called a tie at the moment and thinks it will be difficult to create a lead doesn't mean they won't be racing every step of the way.

In what world do you live in where races end just because the score is tied?

I agree, I don't think it's over just because another major power threw a bunch of similarly powered models in the ring.

I feel it doesn't really matter which country or company has which model open at the moment. Whichever company, open source-based or closed that hits AGI or something much closer to it first wins, period. We're not there yet, we've got lovely conversationalists summarizing all our web crawled answers back to us. It doesn't seem like throwing chips and compute at the problem is the answer, and stifling competition via hardware is just bailing water. I do think he's at least kinda right that it's going to take another paradigm shift in LLMs, traders and other models to some other idea that eventually does it. I don't expect it out of GPT-5.

The race being over has nothing to do with whether or not there has been a tie, it depends on whether or not people want to run. If AI models become easier to train, there will be less investor appetite towards big players like OpenAI. Example: https://techcrunch.com/2025/01/27/nvidia-drops-600bn-off-its...