Supposedly the change of heart came after “the first security incident that I have felt very viscerally,” the Huggingface escape. To me it sounds like he’s worried about the competition breathing down his neck and wants someone to come in and call a time-out.
Yeah, we’ve definitely been seeing diminishing returns with the latest frontier models. I think that’s why when GLM and Kimi come in at 1/5 the price of Opus but are just as good, or when Deepseek comes in at 1/10 the price and is catching up quickly, they have to worry. There may be nowhere for them to go.