REASONING IS NOT MODEL IMPROVEMENT

Summary from the TLDR newsletter

The AI coding tool market is scaling explosively, with all the companies betting on the assumption that models will keep getting better at generating code. The entire market becomes a house of cards if that assumption is wrong. However, whoever solves the architecture problem wins everything. Even modest fundamental improvements would cascade through the entire ecosystem. The question is whether any lab will prioritize the hard path of fixing the foundation over the easy path of building apps.