I wonder how much the 'inflection point' is a thing vs marketing. I'm sure the models got somewhat better, but even now when I'm trying to 'vibe code' a game with the latest models (combination of Codex w/ gpt5.5 and gpt5.3-codex), they really do struggle.
They definitely get something barebones up and running, but it's far from a fully fledged application.
I remember this very clearly myself. Before opus 4.5, I was doing a lot of hand holding and was coding a lot myself, but I have not written code since that day more or less.
I did write some stuff myself just to learn how the enigma encryption machine worked, so wrote myself to learn. But professionally, I stopped coding in November.
Paradox - you can get multiple inflection points even as systems start to have dimishing marginal returns in core capability, I think this is due to 'threshold crossing' where something 'becomes good enough for a specific purpose' - it just unlocks capabilities.
'Nail Guns' used to be heavy, required heavy power cords, they were extremely expensive. When they got lighter, cheaper, battery pack ... at some point, they blend seamlessly into the roofers process, and multiply dramatically the work that can be done. Marginal improvements beyond that may not yield the same 'unlocks' because the threshold has been crossed.
It's very real. Just in the past 2 months or so IMO there's been a pretty big improvement in claude for local dev (although I think a lot of that is less model strength and more harness capability). 1m context is a huge difference (~30 min vs 2.5hr between compact significantly increases the scope of what I get the AI to do before it goes stupid). The other biggest difference I've noticed is a better balance of actually doing the work vs pushing back on bad ideas. I want the AI to tell me if it thinks the thing I am telling it is wrong or a bad idea, but if I confirm, I want it to do that anyway. A couple months ago, the claude was a lot more likely to either say "This is too much work I'm not going to do all of it", tell me the idea was genius (and then pretend to do it) or something equally useless.
It's real for me as a non coder previously uploading a python script asking it to add this function or that function used to break it now usually it just works at least with Claude and Chat Gpt models. Google Gemini still breaks stuff but rumors are their new flash model that will be announced soon is very good. I am usually working with data in csv files and generating spreadsheet pdf etc and the results for that has improved dramatically.
Purely vibe code won't work. You need to define an excellent architecture, have great specs, a solid plan, divide the plan in small phases that fit well in a context window, use TDD and automated code reviews for implementing each phase, do QA and some code review.
At any point you need to have agents review, verify and test the other agents output and iterate until the output is perfect.
And also, have good e2e tests.
IMO, if you don't spend at least a few tens of millions tokens per day, you aren't doing it properly.
Simon mentions further along in his article that given Jeff Dean’s post referencing the pelican-riding-a-bike task (and how good current models are at doing it), that it’s no longer a great benchmark to use. Enter the opossum riding an e-scooter!
December 2025 was the breakthrough for me.
January Claude was euphoric, ChatGPT was up there. February Gemini cooked for a second there. March amazing. April the big bad nerf. May GPT 5.5 is just pure bliss altough 2x limits temporarily, not sure about Claude it's sort of okay still not as good as it felt before, slowly increasing limits with more compute and rebuilding good will.
I think Opus 4.6 at its peak was the "how can anyone not get that this is good" for me.
Then the nerf, and the massive uplift in tokens for 4.7, a model which I find lazy and prone to hallucinate.
It's probably time to try GPT5.5. Like many I'm pretty heavily invested in the anthropic ecosystem at this point, which I suppose gives another strong reason to make the switch.
Am I crazy, or are these differences between the best models so marginal that you’d get roughly the same performance if you use the same high-quality harness (ie preloaded instructions from md files, including custom skills)?
You will immediately notice the difference if you use it at the threshold.
It's like most people just watching a 'starting nba player' (not superstar, but just starting player) vs one that sits on the bench.
If you were to just watching them play, work out, shoot - you'd never notice the difference.
Put them head to head and it's 98-54 and you start to see the patterns.
It's pretty interesting actually, someone tell me what the 'science' for this is, I'm sure there is some kind of information theory at work here.
Software has innumerable kinds of problems at varying level of complexity and so it provides the perfect testbed for seeing how far models can go in practice.
Should add: you're very right to hint that harness, tooling, and models tuned o both the harness and he kinds of things people do on the harness, as well as some other things do make enormous difference.
Bu and large, SOTA Codex/Claude Code are substantially better - at least for now. That may change.
By definition the differences between "best models" are small. It's tautology. If a model is significantly dumber than the others then it's not one of the best models.
No you're not wrong. Many people will see what you see. Enthusiasts will see it as monumental squeezing out that last drop of performance. In my opinion I think it is okay for enthusiasts to feel that way. I'm just satisfied with getting a tool as an aid.
Personal opinion we need to focus more on efficiency instead of how large or complex a model can get as that model creeps into more resource requirements. If the goal is to cost a billion dollars to operate than we've really lost the idea of what models are supposed to be achieving.
Somewhere right now some human artist is being tasked with drawing illustrations of pelicans riding bicycles to be used as training data at a big AI lab.
Every modern image-generation model can generate a pelican on a bicycle trivially. The point of the test is to generate SVG text that represents an image, which is more complicated.
Yes, there are ways to convert raster images to SVG for use in training data but it's not a good use of anyone's time.
100% true - I only had five minutes so I had to edit it down to just a couple, but all of those models are excellent and keep leap-frogging each other.
I'm so glad Simon is documenting this. The field is evolving so fast, so rapidly, so hungry for data and money, that few are willing to zoom out and document everything big picture so we can see the changes over time.
I mean do you guys remember "Do anything now"? Just a distant memory, a funny party trick.
'Producing Images' or even 'Some Code that is Valid and Compiles' is in some ways one of the most misleading ways we assess quality of the AI.
It is getting very good at producing code that compiles - at the algorithmic level.
This is definitely noteworthy - and the AI is crossing a critical 'productivity threshold'.
But 'Drawing of a Proper Duck' is almost arbitrary because it may have nothing to do with the 'Specific Duck You Wanted'.
Everyone has tried to get AI to 'Draw The Thing They Want' and you notice immediately how it's almost impossible to 'adjust the image' along the vector you want - because ... and this is key:
-> the AI doesn't really understand what a Duck is, it's components, or fully how it made the duck <-
It just knows how to 'incant' the duck.
This becomes very clear when you try to get the AI to write proper documentation - it fails so miserably, even with direct guidance.
This is really strong evidence of how poorly the AI is generalizing, and that it is not 'understanding' rather it's 'synthesizing' from patterns.
We already kind of knew that - but we have not yet built an intuition for that until now.
Only now can we see 'how amazing the pattern synthesis' is - it's almost magic, and yet how it falls off a cliff otherwise
This has deep implications for the 'road ahead' and the kinds of things we're going to be able to do with AI.
In short: the AI is 'Wizard Level Code Helper, Researcher, and Worker' - but it very clearly lacks capabilities even one level of abstraction above the code itself.
LLMs were first trained by 'text' and now ... they are 'trained by our compilers'. Basically g++, javac, tsc are the 'Verifiable Human Rewards' in the post-training and reinforcement learning - and the AI is getting extremely good at producing 'code that compiles', but that's definitely an indirection from 'code that does what we want'.
It's astonishing that it took us all this time to internalize and start to discover what I think will be in hindsight a very obvious 'threshold' of it's capabilities.
We are constantly 'amazed' at the work that it can do, and therefore over-project it's capabilities.
I have no doubt that even with these limitations - the AI will unlock a lot more as it gets better - and - that it will 'creep up' the layers of abstraction of it's understanding.
But I strongly believe that the AI is going to get much 'wider' (pattern matching dominance) before it gets 'higher' (intrinsic understanding) - and - that this may be a fundamental limitation.
This may be 'the Le Cunn' insight - when he talks about the limitations of LLMs in detail - I believe this is that insight writ large.
Even the term AI - or certainly 'AGI' may be a misleading metaphor - were we to have always called it 'Stochastic Algorithms' or something along those lines, it's possible that our intuition would be framed a bit better.
The most interesting thing is how it is definitely amazing, world changing, novel and powerful and some ways - and obviously useless in others at the same time. That's the 'threshold' we need to better understand.
> But 'Drawing of a Proper Duck' is almost arbitrary because it may have nothing to do with the 'Specific Duck You Wanted'.
That might be the case, but Simon's case "Generate an SVG of a pelican riding a bicycle" is very different.
The model actually has to understand what parts of a pelican and bicycle come together in something like an anatomically plausible way. That's a higher level of abstraction than something like passing the same prompt to Stable Diffusion etc
(The new Nano Banana/GPT Image 2.0 models are different though - they have significant world knowledge baked in)
No, it's not because it's seen 'anatomy' for Pelicans, Animals - even how it's represented in Animals.
If you try to get the AI to actually decompose it and start to 'draw pelicans' in very obscure ways, it will immediately fail.
Try to get the AI to draw the pelican form a very odd angle - like underneath, to the right, one wing extended, one wing not ... 0% chance.
Precisely because it does not understand those things.
FYI it's a slightly unfair case because it does not have 'world model' yet, which will actually solve that problem, but even then not through very much abstracting.
We're a long way away - but in the meantime, there's lots to unpack.
I wonder how much the 'inflection point' is a thing vs marketing. I'm sure the models got somewhat better, but even now when I'm trying to 'vibe code' a game with the latest models (combination of Codex w/ gpt5.5 and gpt5.3-codex), they really do struggle.
They definitely get something barebones up and running, but it's far from a fully fledged application.
I remember this very clearly myself. Before opus 4.5, I was doing a lot of hand holding and was coding a lot myself, but I have not written code since that day more or less.
I did write some stuff myself just to learn how the enigma encryption machine worked, so wrote myself to learn. But professionally, I stopped coding in November.
Paradox - you can get multiple inflection points even as systems start to have dimishing marginal returns in core capability, I think this is due to 'threshold crossing' where something 'becomes good enough for a specific purpose' - it just unlocks capabilities.
'Nail Guns' used to be heavy, required heavy power cords, they were extremely expensive. When they got lighter, cheaper, battery pack ... at some point, they blend seamlessly into the roofers process, and multiply dramatically the work that can be done. Marginal improvements beyond that may not yield the same 'unlocks' because the threshold has been crossed.
I feel the change. It went from an autocomplete tool, to an agent running 5 tasks in parallel while I just supervise. The improvement is enormous.
Opus 4.5 in November 2025 was legitimately, unironically an inflection point and is the sole reason for the current hysteria.
GPT 5.5 is a significant improvement over GPT 5.4 but I wouldn't call it an inflection.
It's very real. Just in the past 2 months or so IMO there's been a pretty big improvement in claude for local dev (although I think a lot of that is less model strength and more harness capability). 1m context is a huge difference (~30 min vs 2.5hr between compact significantly increases the scope of what I get the AI to do before it goes stupid). The other biggest difference I've noticed is a better balance of actually doing the work vs pushing back on bad ideas. I want the AI to tell me if it thinks the thing I am telling it is wrong or a bad idea, but if I confirm, I want it to do that anyway. A couple months ago, the claude was a lot more likely to either say "This is too much work I'm not going to do all of it", tell me the idea was genius (and then pretend to do it) or something equally useless.
>1m context is a huge difference (~30 min vs 2.5hr between compact significantly increases the scope of what I get the AI to do before it goes stupid)
I think the smart zone stays within the first 100k tokens, no mater if the context window is 240k or 1 million.
I divide the work to fit within that 100k and use subagent for the tasks.
It's real for me as a non coder previously uploading a python script asking it to add this function or that function used to break it now usually it just works at least with Claude and Chat Gpt models. Google Gemini still breaks stuff but rumors are their new flash model that will be announced soon is very good. I am usually working with data in csv files and generating spreadsheet pdf etc and the results for that has improved dramatically.
Purely vibe code won't work. You need to define an excellent architecture, have great specs, a solid plan, divide the plan in small phases that fit well in a context window, use TDD and automated code reviews for implementing each phase, do QA and some code review.
At any point you need to have agents review, verify and test the other agents output and iterate until the output is perfect.
And also, have good e2e tests.
IMO, if you don't spend at least a few tens of millions tokens per day, you aren't doing it properly.
> and there’s zero chance any AI lab would train a model for such a ridiculous task.
I'm not sure that's true anymore considering how popular Simon's blog is
> So maybe the AI labs have been paying attention after all!
> I think this mainly demonstrates that the pelican on the bicycle has firmly exceeded its limits as a useful benchmark.
As acknowledged in the article.
Simon mentions further along in his article that given Jeff Dean’s post referencing the pelican-riding-a-bike task (and how good current models are at doing it), that it’s no longer a great benchmark to use. Enter the opossum riding an e-scooter!
That bit probably works better in the talk, it was a setup for a joke later on.
December 2025 was the breakthrough for me. January Claude was euphoric, ChatGPT was up there. February Gemini cooked for a second there. March amazing. April the big bad nerf. May GPT 5.5 is just pure bliss altough 2x limits temporarily, not sure about Claude it's sort of okay still not as good as it felt before, slowly increasing limits with more compute and rebuilding good will.
I think Opus 4.6 at its peak was the "how can anyone not get that this is good" for me.
Then the nerf, and the massive uplift in tokens for 4.7, a model which I find lazy and prone to hallucinate.
It's probably time to try GPT5.5. Like many I'm pretty heavily invested in the anthropic ecosystem at this point, which I suppose gives another strong reason to make the switch.
Is the RLVR the key breakthrough for the uplift or is there more to it?
Does that suggest the uplift was only for things that are easily verifiable like code?
RL we're gonna find out will get abandoned cuz we don't even know what is getting "aligned", just my naive gut feeling don't take it seriously
Am I crazy, or are these differences between the best models so marginal that you’d get roughly the same performance if you use the same high-quality harness (ie preloaded instructions from md files, including custom skills)?
You will immediately notice the difference if you use it at the threshold.
It's like most people just watching a 'starting nba player' (not superstar, but just starting player) vs one that sits on the bench.
If you were to just watching them play, work out, shoot - you'd never notice the difference.
Put them head to head and it's 98-54 and you start to see the patterns.
It's pretty interesting actually, someone tell me what the 'science' for this is, I'm sure there is some kind of information theory at work here.
Software has innumerable kinds of problems at varying level of complexity and so it provides the perfect testbed for seeing how far models can go in practice.
Should add: you're very right to hint that harness, tooling, and models tuned o both the harness and he kinds of things people do on the harness, as well as some other things do make enormous difference.
Bu and large, SOTA Codex/Claude Code are substantially better - at least for now. That may change.
The difference is very noticeable as your codebase gets bigger and you give higher and higher level tasks.
I've certainly had things that Opus fixed using some kind of work around that GPT-5.5 actually solved.
And the difference between the Sonnet/Gemini/DeepSeek tier to the Opus/GPT-5.5 tier is immediately obvious.
By definition the differences between "best models" are small. It's tautology. If a model is significantly dumber than the others then it's not one of the best models.
To an extent. I've had GPT 5.5 solve problems that Opus 4.7 struggled with, using an identical AGENTS.md/CLAUDE.md and no skills.
No you're not wrong. Many people will see what you see. Enthusiasts will see it as monumental squeezing out that last drop of performance. In my opinion I think it is okay for enthusiasts to feel that way. I'm just satisfied with getting a tool as an aid.
Personal opinion we need to focus more on efficiency instead of how large or complex a model can get as that model creeps into more resource requirements. If the goal is to cost a billion dollars to operate than we've really lost the idea of what models are supposed to be achieving.
Somewhere right now some human artist is being tasked with drawing illustrations of pelicans riding bicycles to be used as training data at a big AI lab.
Every modern image-generation model can generate a pelican on a bicycle trivially. The point of the test is to generate SVG text that represents an image, which is more complicated.
Yes, there are ways to convert raster images to SVG for use in training data but it's not a good use of anyone's time.
I wouldn't wish creating a svg pelican on a bicycle on my worst enemy
Apart from GLM 5.1 and Qwen 3.6, there are other Chinese models that are noteworthy: Kimi K2.6, Xiaomi MiMo V2.5 Pro, Deepseek v4 and MiniMax M2.7.
100% true - I only had five minutes so I had to edit it down to just a couple, but all of those models are excellent and keep leap-frogging each other.
I met Simon for the first time this year at pycon. Wow, what a great guy.
The claw thing is really came and went fast lol
I'm so glad Simon is documenting this. The field is evolving so fast, so rapidly, so hungry for data and money, that few are willing to zoom out and document everything big picture so we can see the changes over time. I mean do you guys remember "Do anything now"? Just a distant memory, a funny party trick.
'Producing Images' or even 'Some Code that is Valid and Compiles' is in some ways one of the most misleading ways we assess quality of the AI.
It is getting very good at producing code that compiles - at the algorithmic level.
This is definitely noteworthy - and the AI is crossing a critical 'productivity threshold'.
But 'Drawing of a Proper Duck' is almost arbitrary because it may have nothing to do with the 'Specific Duck You Wanted'.
Everyone has tried to get AI to 'Draw The Thing They Want' and you notice immediately how it's almost impossible to 'adjust the image' along the vector you want - because ... and this is key:
-> the AI doesn't really understand what a Duck is, it's components, or fully how it made the duck <-
It just knows how to 'incant' the duck.
This becomes very clear when you try to get the AI to write proper documentation - it fails so miserably, even with direct guidance.
This is really strong evidence of how poorly the AI is generalizing, and that it is not 'understanding' rather it's 'synthesizing' from patterns.
We already kind of knew that - but we have not yet built an intuition for that until now.
Only now can we see 'how amazing the pattern synthesis' is - it's almost magic, and yet how it falls off a cliff otherwise
This has deep implications for the 'road ahead' and the kinds of things we're going to be able to do with AI.
In short: the AI is 'Wizard Level Code Helper, Researcher, and Worker' - but it very clearly lacks capabilities even one level of abstraction above the code itself.
LLMs were first trained by 'text' and now ... they are 'trained by our compilers'. Basically g++, javac, tsc are the 'Verifiable Human Rewards' in the post-training and reinforcement learning - and the AI is getting extremely good at producing 'code that compiles', but that's definitely an indirection from 'code that does what we want'.
It's astonishing that it took us all this time to internalize and start to discover what I think will be in hindsight a very obvious 'threshold' of it's capabilities.
We are constantly 'amazed' at the work that it can do, and therefore over-project it's capabilities.
I have no doubt that even with these limitations - the AI will unlock a lot more as it gets better - and - that it will 'creep up' the layers of abstraction of it's understanding.
But I strongly believe that the AI is going to get much 'wider' (pattern matching dominance) before it gets 'higher' (intrinsic understanding) - and - that this may be a fundamental limitation.
This may be 'the Le Cunn' insight - when he talks about the limitations of LLMs in detail - I believe this is that insight writ large.
Even the term AI - or certainly 'AGI' may be a misleading metaphor - were we to have always called it 'Stochastic Algorithms' or something along those lines, it's possible that our intuition would be framed a bit better.
The most interesting thing is how it is definitely amazing, world changing, novel and powerful and some ways - and obviously useless in others at the same time. That's the 'threshold' we need to better understand.
> But 'Drawing of a Proper Duck' is almost arbitrary because it may have nothing to do with the 'Specific Duck You Wanted'.
That might be the case, but Simon's case "Generate an SVG of a pelican riding a bicycle" is very different.
The model actually has to understand what parts of a pelican and bicycle come together in something like an anatomically plausible way. That's a higher level of abstraction than something like passing the same prompt to Stable Diffusion etc
(The new Nano Banana/GPT Image 2.0 models are different though - they have significant world knowledge baked in)
"That's a higher level of abstraction"
No, it's not because it's seen 'anatomy' for Pelicans, Animals - even how it's represented in Animals.
If you try to get the AI to actually decompose it and start to 'draw pelicans' in very obscure ways, it will immediately fail.
Try to get the AI to draw the pelican form a very odd angle - like underneath, to the right, one wing extended, one wing not ... 0% chance.
Precisely because it does not understand those things.
FYI it's a slightly unfair case because it does not have 'world model' yet, which will actually solve that problem, but even then not through very much abstracting.
We're a long way away - but in the meantime, there's lots to unpack.
It’s good to see dates being hard coded re. Improvements in the models that should deliver material gains.
As time progresses one now has a yard stick to measure against progress. No more excuses - show me the money baby.