The quiet reversal: analysis of METR data finds autonomy horizons now correlate strongly with ARC-AGI and FrontierMath, suggesting the era of jagged capabilities is ending and intelligence is becoming a smooth, predictable surface. Issue 002 argued the opposite — that the frontier was spiky and no model led everywhere. Ten days.
The other shift is ownership. Blackstone and TPG plan 40 GW, and Big Tech’s share of global compute is forecast to fall to 18% by 2032.