Head of AI at Clay, an AI sales engineering company.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Jeff Bar notes that internal benchmarks show Anthropic's Opus 5 delivers performance close to its Fable model but at a fraction of the cost, indicating a strong value proposition for the newer model.
Jeff Bar argues that Thinking Machines provides strong open-weight models that are important for US competitiveness amid potential administration restrictions on overseas models.
Jeff Bar argues that given potential US administration pushback against overseas open-weight models, it is crucial for the US to have strong domestic open-weight model providers like Nvidia to maintain competitiveness.