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The combination of intense competitive pressure and accelerated AI progress caused by automated AI research is a serious risk that people are taking more seriously now — evidenced by Anthropic producing 80% of its code with Claude Code, OpenAI's Sol reducing end-to-end serving costs by 20%, and Kimi K3 designing a chip to serve a nano model built on its own architecture.

The author explains the Pacing letter's underlying concern — competitive pressure plus automated AI research accelerating progress — and cites concrete evidence (Anthropic's 80% Claude Code usage, OpenAI's Sol cutting serving costs 20%, Kimi K3 designing its own chip) for why that risk is being taken seriously. ✦ AI generated

the author · Simon Willison's Weblog · 2026-08-02 · original ↗

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Their concern is intense competitive pressure combined with accelerated AI progress caused by automated AI research - and given that Anthropic produce 80% of their code with Claude Code, OpenAI had Sol reduce their end-to-end serving costs by 20%, and Kimi K3 designed a chip to serve a nano model built on its own architecture, you can see why people are taking that risk more seriously right now.

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▦ Anthropic▦ OpenAI✳ Claude Code✳ Kimi K3
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