
Andrew Curran argues that Anthropic's now-suspended Fable revealed the frontier race is effectively decided: compute concentrating in two countries, sovereign AI ambitions arriving too late, the door shut for everyone else. The compute-as-strategic-resource point is real, and worth more attention than it gets.
But the load-bearing evidence is a feeling. His preferred benchmark, he says, isn't measured in numbers. It's how "alive" a model feels. That mood is then asked to carry the verdict that the race is over and there's no second chance.
We've heard that verdict before. The window has been declared closed roughly every six months since 2023, and the gap to fast-followers keeps reopening as months, not epochs.
The tell: an analysis that insists nothing can be done has quietly stopped being analysis.
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