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Artificial Analysis:独立 LLM 分析机构——与 George Cameron 和 Micah Hill-Smith 对谈

swyxGeorge CameronMicah-Hill Smith

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TL;DR
  • Artificial Analysis 已将独立性本身做成了产品:没有人为公开排名付费,企业购买决策报告,AI 开发者购买私有基准测试。 公司目前有20多人,服务两类客户,将免费公开数据与订阅及定制项目结合起来。swyx 将其概括为“AI 领域新的默认 Gartner”,但商业隔离墙才是核心命题:“如果不是独立的 AI 基准测试,我们做这些就没有意义。”

  • 可靠的评测成本远高于跑一组问题,因为提示词、输出解析、答案顺序、采样方差、端点操纵和重复运行都可能改变排名。 Artificial Analysis 的目标是让其 Intelligence Index 在95%置信度下控制在约±1分,因此真实成本高于公开展示的单次重复成本。私有实验室端点通过“神秘顾客政策”进行核验,使用无法识别身份的账户,因为实际提供的模型可能不同于送测端点所标示的模型。

  • Intelligence Index 必须持续变化,因为昨天的前沿测试如今已接近饱和,而成功的基准测试会迅速变成优化目标。 V1 的 HumanEval 式 Python 函数题对许多当前模型来说已接近常识;V3 则融合10个数据集,覆盖问答、智能体、长上下文推理和实际用例。核心警告是:“被测量的东西会变成被针对的东西”,因此竞赛数学分数上升不一定代表更广义的智能提升。

  • 前沿格局已从 OpenAI 看似无法撼动的领先,转向 Micah-Hill Smith 所说的“每个季度都严格变得更具竞争性”的市场。 录制时,Gemini 3 Pro High 位居第一,其后是 Claude Opus 4.5、GPT-5.1 High 和 Kimi K2 Thinking。DeepSeek 的决定性信号来自前一年节礼日发布的开放权重 DeepSeek V3——一个被描述为61.1B MoE 的模型;之后 R1 才让更广泛的世界开始关注。

  • Artificial Analysis 正通过明确惩罚幻觉、奖励模型回答“我不知道”,将“智能”从答对率扩展出去。 其 Omniscience 指标范围为-100至+100,事实性错误答案每次扣1分;Claude 模型的幻觉率最低,而通用智能与模型是否知道何时应拒答几乎没有相关性。取舍取决于场景:在 Critical Point 的研究级物理题中,最高分只有9%,研究人员会刻意提高温度,因为探索性幻觉可能有用。

  • 智能体表现很大程度上取决于执行框架,而不仅是底层模型,由此在模型 API 之上形成了新的竞争层。 GDPval-AA 将44项涉及电子表格、PDF、演示文稿、音频和视频的白领任务转化为与模型无关的基准测试;每个受测模型在 Artificial Analysis 的框架中都优于其对应的消费级聊天机器人。这个极简框架包含网页工具、文件系统、代码执行、上下文管理和图像查看,后来以 Stirrup 名义发布,并给出建议:“让模型想工作多久就工作多久。”

  • 基础设施的悖论是,GPT-4 级别的智能至少便宜了100×,但推理总支出仍可能增长几个数量级。 更大的稀疏前沿模型、推理 token、超长智能体工作流和反复交互,会压过单位成本下降的影响;据称有一家初创公司仅在 coding agents 上就为每位员工花费5000美元。George Cameron 预计两种趋势都会延续:可比智能的成本再下降一个数量级,可行消费量再扩大一个数量级。

  • 下一场效率竞争不在于“推理模型还是非推理模型”,而在于模型是否针对每个问题花费了恰当的 token 和交互轮次。 年初,推理模型每次 Intelligence Index 查询平均使用的 token 数是非推理模型的10×;如今,不同模型之间的 token 效率本身就相差超过一个数量级。在 τ²-bench Telecom 中,GPT-5 的 token 单价更高,却可能比更小的开放模型整体更便宜,因为它用更少的轮次解决了客户问题。

摘要 · 为研究而整理的核心内容

1. 一个基准测试副项目变成了独立数据公司

  • Smith 的起点是2023年的法律研究助手项目:他不断为准确性、性能和成本优化各个环节,最后发现,“你做的每一件事,最终都会变成一个基准测试问题”。当时没有人独立衡量不同模型和供应商之间的这些取舍,于是他和 Cameron 做了自己需要的工具。

  • 第一版确实只是副项目:买来的域名指向一个 Vercel 部署,通过一条推文公开发布,个人投入的评测费用只有几百美元。随着模型发布速度加快,开发者不仅需要比较质量,还要比较输出速度、供应商选择和价格,项目的价值随之上升。

  • 两年后,Artificial Analysis 已有20多人,形成两条商业线。企业订阅标准化的 Benchmarking Insights 报告,其中一份比较无服务器推理、托管部署和租用芯片自建服务;企业与 AI 厂商也可以委托定制化私有基准测试。

  • 加入 AI Grant 第4期带来了导师资源,也让公司接触到一批把 AI 推向极限的初创企业。swyx 曾质疑前沿初创公司是否是真正的客户,但 Cameron 和 Smith 认为,这些公司正是典型的重度用户:它们组合使用大量模型、频繁切换,并针对应用的不同环节分别优化准确性、速度和成本。

2. 基准排名建立在一整套不起眼的控制措施之上

  • 创业之初的方法论选择是重新运行评测,而不是直接接受实验室公布的结果。各实验室对名义上相同的基准测试采用了不同提示方式;极端情况下,“你甚至可以把答案放进模型里”。据报道,Google 为 Gemini 1.0 Ultra 的每个 MMLU 主题构造了32个从未发布的思维链示例,以争取一个高于 GPT-4 的分数;Micah-Hill Smith 的表述是“我认为”。

  • 输出解析本身也涉及判断。模型可能推理正确,却违反要求的格式:如果基准测试只考察推理,LLM 答案提取器可以恢复结果;如果指令遵循也是能力的一部分,格式错误的答案可能应得0分。现代模型通常能很好地遵循示例格式,使用正则表达式便已足够。

  • 选择题顺序偏差、温度、数据集规模和随机推理都可能造成较大方差。Artificial Analysis 在开发评测时会反复运行候选测试,并选择合适的重复次数,力求让综合 Intelligence Index 在95%置信度下控制在约±1分。公开成本按单次重复计算,因此内部实际评测支出明显更高。

  • swyx 从数据库行业提出的担忧是:实验室提供的端点是否可能被调优,或是否不同于公开服务。Artificial Analysis 的回答是“神秘顾客政策”:由无法识别身份的账户同时运行智能和性能测试,实验室无法识别这些账户。竞争利益也在发挥作用——实验室同样希望确保竞争对手无法操纵基准测试。

3. 基准测试必须演进,因为测量会改变模型行为

  • Cameron 最大的担忧是概念性的,而不是欺诈问题:一旦某项评测影响模型发布和媒体头条,研究人员就会理性地针对它进行优化。如今模型在竞赛数学上表现极强,但这项能力与具有经济价值的 coding agents 或一般工作之间只有不完美的映射。因此,分数上升可能快于通用能力的提升。

  • 当前 Intelligence Index 将10个数据集合并为嘉宾所说的模型智能“最佳单一数字”,同时保留底层图表,服务于更窄的决策场景。其覆盖重要的问答基准、几个智能体数据集、Artificial Analysis 的长上下文推理研究,以及其他面向具体用例的评测。

  • 如今,许多模型——包括相对较小的模型——都能让 V1 饱和;编写 HumanEval 式 Python 函数已不再是前沿能力。V2 和 V3 提高了难度、覆盖更多用例,也更贴近开发者需求。下一步重点是智能体工作、具有经济价值的任务,以及长上下文推理等持续存在的弱点。

4. 模型市场明确走向多极化

  • 录制时的排行榜注定很快过时:Gemini 3 Pro High 排名第一,其后是 Claude Opus 4.5、GPT-5.1 High 和 Kimi K2 Thinking。swyx 开玩笑说,未来的听众会觉得“真可爱”;这种快速失效本身,就是 Artificial Analysis 所追踪的发布节奏的证据。

  • 拉长时间看,更持久的结论是:在 o1 和 Claude 3.5 Sonnet 之前,推理模型和 coding agents 还不是成熟品类;再往前,OpenAI 曾“在超过一年时间里看起来不可撼动”,市场一度可能走向所有人只调用少数前沿实验室的 API。Smith 将如今的市场形容为“每个季度都严格变得更具竞争性”。

  • Cameron 记得自己在新西兰的节礼日逐题评估 DeepSeek V3。这个被描述为61.1B MoE 的架构,成为 Artificial Analysis 当时评测过的最强开放权重模型,也表明 DeepSeek 已不再只是众多玩家之一。R1 的强化学习后续版本带来了更广泛的震动,但真正的“基础”是那个异常强大、完全开放权重的底座模型。

5. Omniscience 将拒答变成一种可评估能力

  • 大多数 AI 基准测试奖励答对率,实际上是在告诉模型每道题都要尝试。Omniscience 改变了事实性知识上的激励:分数范围为-100至+100,每答错一题扣1分。在这个语境下,Cameron 和 Smith 认为,与编造事实相比,“直接说我不知道严格更有帮助”。

  • 第一批结果将事实知识与拒答行为区分开来。swyx 注意到,Haiku 的幻觉少于 Sonnet,Sonnet 又少于 Opus,并认为这可能量化了此前只能凭“感觉”判断的部分用户偏好。在不同模型家族中,更聪明的模型并没有明显更可能识别出自己不知道答案。

  • Gemini 3 Pro 相比 Gemini 2.5 Flash 和 2.5 Pro,在事实准确性上实现了大幅提升,但幻觉率没有同步改善。Omniscience 准确率与总参数量的相关性也高于 Artificial Analysis 的其他任何指标,而幻觉差异似乎更多与后训练选择有关。

  • swyx 不赞成把任何专有数据集当作全人类统一的幻觉率标准。嘉宾表示同意:这是特定的“AA Omniscience 幻觉率”,事实性问题中10%公开,其余保留用于防止污染。目标是提供一个有用的维度,而不是打造“人类最后一个幻觉”基准。

6. 硬科学表明,幻觉有时恰恰是优势

  • 嘉宾明确反对对猜测进行普遍惩罚。在编程、构思和开放式研究中,用户可能希望模型“先试试看”。他们举出的最佳反例是 Critical Point:这是一个类似 FrontierMath、包含研究级物理问题的学术数据集,领先模型的得分只有9%。

  • 据称,Critical Point 的创建者在让模型充当物理学思考伙伴时,会尽可能提高温度,刻意寻求更广泛的探索。在这里,幻觉不是缺陷而是有用能力——正确的评测政策取决于任务需要可靠的事实回忆,还是新颖的候选思路。

  • 这也体现了 Artificial Analysis 更广泛的数据来源模式。公司会内部构建评测,与学者和 AI 公司合作,也会独立运行最初由实验室发布的高质量数据集。Cameron 和 Smith 并不“痴迷”于所有东西都由内部发明;只要披露充分,他们可以在保持基准测试独立性的同时进行合作。

7. GDPval-AA 将办公室工作视为长时运行的智能体任务

  • OpenAI 的 GDPval 数据集包含44项宽泛的白领任务,配有详细指令,以及电子表格、PDF、演示文稿、音频和视频等产物。Smith 的有用表述是“相当难的带回家考试题”:它们能捕捉有意义的工作成果,但无法涵盖真实工作的全部混乱背景。

  • Artificial Analysis 将这套数据集转化为可在任何模型上运行的基准测试。其参考框架允许智能体使用网页搜索、浏览、代码执行和文件系统;Gemini 3 Pro Preview 根据明确标准评估提取出的视觉和文本输出。团队称已针对人类偏好全面测试评估器;值得注意的是,Gemini 3 Pro 自己作为 GDPval-AA 应试者的表现并不突出。

  • 由于营销视频或幻灯片没有简单的正确答案,基准测试采用相对 Elo,而不是答对率。swyx 希望加入一名签约人类,让50%保留 OpenAI 所谓“普通人类”的解释;嘉宾更倾向于 Elo,以便在大量模型之间扩展,并指出人类与智能体解决这类任务的方式不同。

  • 每个受测模型在 Artificial Analysis 的框架中都比通过对应的消费级聊天机器人表现更好;Claude Opus 4.5 是被举出的例子。参考智能体最多可运行100轮,而消费级产品面临不同的使用场景和成本约束。“我们基本上让模型想工作多久就工作多久。”

8. Stirrup 将智能体框架提升为一等层

  • GDPval 的结果表明,Artificial Analysis 可能意外构建出了一个强大的通用智能体,而不仅是一个评测封装器。Stirrup 在录制前一天发布到 GitHub,刻意保持极简:上下文管理、网页搜索和浏览、代码执行、文件系统访问,以及在视觉产物必须进入上下文时使用的图像查看工具。

  • 预期工作流很务实:克隆这个小型代码库,再让 coding agent 根据目标任务进行改造。Cameron 和 Smith 认为,能力越来越强的模型,使用紧凑的工具集并掌控自己的工作流,表现会好于被复杂框架逐步规定每个动作。

  • 消费级智能体仍是明显不同的产品,因为它们的工具和连接数据源已经分化。Smith 已经可以让模型通过 MCP 以只读方式查询 Supabase、运行 SQL 分析、制作图表,并查阅 Gmail 或 Notion;但他的保留意见依然成立:这些东西“基本上还不好用”,而且他至今从未发送过一封由聊天机器人起草的邮件。

9. 开放性不只是允许下载权重

  • Openness Index 补上了许可证追踪中缺失的一维:“关于模型如何制造出来,披露了多少信息。”它除了评估模型权重所附带的权利,还考察预训练和后训练数据的获取、数据再利用许可、方法透明度以及训练代码是否可用。

  • 当前最高分为18分,录制时由 AI2 的 OLMo 3 32B Think 领先。最有价值的图表是将开放性与智能放在一起比较,明确展示理想的爬坡方向,同时暴露出一个令人不适的斜率:最容易复现的模型不一定最聪明。

  • swyx 质疑这套计分体系,因为少量数据披露与大规模开放权重贡献,可能被归入无法体现实际影响差异的类别。嘉宾承认影响加权很难;他们优化的是足够客观的规则,让观察者无法合理争论某次发布应归入哪个类别。

  • 对商业用户而言,获得高分最简单的方式是采用 MIT 或 Apache 2 这样的标准 OSI 许可证:“这个框就勾上了。”较低类别涵盖署名要求或商业使用限制。NVIDIA 的 Nemotron 工作获得了额外认可,因为其模型和合成数据贡献支持了大量下游活动。

10. 更便宜的智能可能带来更高得多的基础设施支出

  • Artificial Analysis 按智能层级追踪成本,而不是只问某个旗舰 API 是否降价。其保守估计是,如今 GPT-4 级别智能的成本比 GPT-4 发布时低超过100×;swyx 认为 Amazon Nova 可能让降幅更接近1,000×。

  • 表面矛盾在于,用户可以同时花费更多。小模型继承了昨天的能力,但前沿需求转向更大模型;推理会增加输出 token,智能体系统则在长工作流中同时放大输入和输出。一家被提及的初创公司仅在 coding agents 上就为每位员工花费5000美元——这很高,但如果使用率能带来生产力,也并非不可想象。

  • 硬件经济性取决于工作负载、目标用户速度和每块 GPU 的吞吐量:提供更快服务的成本更高。对于大型稀疏模型,Cameron 认为 Blackwell 相比 Hopper 的表现提升“远不止两三倍”;未来 NVIDIA 迭代将降低每个 token 的成本,同时支持更大的模型和多得多的生成 token。

  • swyx 提出,有效参数可能已从约25%降至15%左右,并询问稀疏化是否接近下限。Cameron 表示,他不确定5%的下限是否显而易见;GPT-OSS 模型的有效参数约为5%,他认为2%或3%也许可能实现。嘉宾还指出,基准测试表现往往与总参数量的相关性高于有效参数量。他们预计,更便宜的智能和可行消费量都将再提升一个数量级。

11. token 与轮次效率取代推理/非推理二元划分

  • 年初,平均推理模型每次 Intelligence Index 查询使用的 token 数,是平均非推理模型的10×。如今这种清晰区分已经瓦解:推理强度可以调节,不同模型之间的 token 效率相差超过一个数量级。

  • 理想行为是条件计算:简单问题使用少量 token,困难问题使用大量 token。Artificial Analysis 内部追踪了问题难度与 token 使用量之间的相关性,发现模型在这一年中有所改善。在长时智能体中,这种适应会在每一步累积。

  • 更少的轮次可能压倒更便宜的 token。在 τ²-bench Telecom 中,GPT-5 每个 token 的收费更高,却可能比更小的开放模型端到端成本更低,因为它更快解决了客户问题。因此,“轮次数量”很可能与价格和输出 token 数一起,成为头条级效率指标。

  • 多轮基准测试在运营上很难,但在概念上并非可选。GDPval-AA 已允许最多100轮,但每次模型发布时,基础设施都必须在数百个模型上快速执行这类工作负载。Cameron 和 Smith 的态度很简单:“做得到。我们正在投入工作。”

12. V4 将把可靠性和能动性纳入智能

  • 计划中的 Intelligence Index V4 将纳入 GDPval-AA 的通用智能体表现、Critical Point 的未解决研究级物理题,以及 AA-Omniscience,包括幻觉率。如何给不兼容的分数类型加权是难点;每个大版本都是一次有意的重置,同一版本内则不允许分数漂移。

  • 嘉宾表示,大量 τ-bench 任务可能本来就无法完成;但他们相当确信,早期的 τ-bench Telecom 版本是可靠的。它剩下的问题可能只是模型已经变得太擅长这项测试。

  • 除文本外,Artificial Analysis 已经在评测语音、图像、视频和硬件。其视频竞技场会预先生成输出,再收集偏好;用户可以提出被忽视的类别和提示词。swyx 希望看到的是生产级信息图,而不是更多艺术作品——更广泛的启示是,测量可以将努力重新导向服务不足的工业用途。

  • 被问及明年会发生什么变化时,Cameron 给出了刻意“无聊的答案”:大多数图表曲线会继续沿既定方向发展,直到产品出现质变。另一方面,swyx 认为市场对更高 AI 智能的需求将“永不满足”,并问道:有哪个管理者会拒绝一个能让同事——或自己——变得更聪明、工作更出色的按钮?

George Cameron

This is kind of a full-circle moment for us because the first time Artificial Analysis got mentioned on a podcast was when you and Alessio talked about it on Latent Space.

swyx

Amazing, which was January 2024. I don't even remember doing that, but yeah. It was very influential to me.

I'm looking at the AI news for January 17 or January 16, 2024. I said, “This gem of an AI model and host comparison site was just launched.” Then I put in a few screenshots and said, “It's an independent third party. It clearly outlines the quality-versus-throughput trade-off.” It breaks things out by model and hosting provider.

I did give you [__] for missing Fireworks. How do you have a model benchmarking thing without Fireworks? You had Together and Perplexity. I think we just started chatting there. Welcome, George and Micah, to Latent Space. I've been following your progress. Congrats on an amazing year. You guys have really come together to be the presumptive new Gartner of AI.

Okay, how do I pay you?

George Cameron

Let's get right into that. How do you make money?

We're very happy to talk about that. It's been a big journey over the last couple of years. Artificial Analysis is going to be 2 years old in January 2026, which is pretty soon now.

We first ran the website for free, obviously, and gave away a ton of data to help developers and companies navigate AI and make decisions about models, providers, and technologies across the AI stack for building things. We're very committed to doing that and intend to keep doing that. Along the way, we've built a business that's working out pretty sustainably. We've got just over 20 people now and 2 main customer groups.

We want to be who enterprises look to for data and insights on AI. We want to help them with their decisions about models and technologies for building things. On the other side, we do private benchmarking for companies throughout the AI stack that build AI stuff.

No one pays to be on the website. We've been very clear about that from the start because there's no use doing what we do unless it's independent AI benchmarking. It turns out a bunch of our stuff can be pretty useful to companies building AI stuff.

swyx

Is it like I'm a Fortune 500 company, I need advisors on objective analysis, and I call you guys? You pull up a custom report for me, come into my office, and give me a workshop? What kind of engagement is that?

George Cameron

We have a benchmarking insights subscription, which looks like standardized reports that cover key topics or key challenges enterprises face when looking to understand AI and choose between all the technologies.

For instance, one of the reports is a model deployment report. How do you think about choosing between serverless inference, managed deployment solutions, or leasing chips and running inference yourself? That's an example of the kind of decision that big enterprises face, and it's hard to reason through. This AI stuff is really new to everybody, so we try to help companies navigate that with our reports and insights subscription.

We also do custom private benchmarking. That's very different from the public benchmarking that we publicize, and there's no commercial model around that. For private benchmarking, we'll sometimes create and run benchmarks to specifications that enterprises want. We'll also do that sometimes for AI companies that have built things, helping them understand what they've built with private benchmarking through the expertise we've developed by trying to support everybody publicly with our public benchmarks.

swyx

Yeah. Let's talk about the tech stack behind that. But first, I'm going to rewind all the way to when you guys started this project. Were you all the way in Sydney?

George Cameron

Sydney, Australia for me.

Micah-Hill Smith

George was in San Francisco, but he's Australian. He moved to Uruguay.

swyx

I remember I had the Zoom call with you. What was the impetus for starting Artificial Analysis in the first place? You started with the public benchmarks, so let's start there and then go to the private stuff.

George Cameron

Why don't we even go back a little bit to why we thought it was needed?

Micah-Hill Smith

The story kind of begins in 2022 or 2023. Both George and I have been into AI stuff for quite a while.

In 2023 specifically, I was trying to build a legal AI research assistant. It actually worked pretty well for its era, I would say. But I was finding that the more you go into building something using LLMs, the more each bit of what you're doing ends up being a benchmarking problem.

I had this multistage algorithm trying to figure out what the minimum viable model for each bit was, trying to optimize every part of it. As you build that out, you're trying to think about accuracy, a bunch of other metrics, performance, and cost.

Mostly, no one was doing anything to independently evaluate all the models, and certainly not looking at the trade-offs for speed and cost. We basically set out to build a thing that developers could look at to see the trade-offs between all of those things, measured independently across all the models and providers.

Honestly, it was probably meant to be a side project when we first started doing it. We didn't get together and say, “Hey, we're going to stop working on this stuff, and this is going to be our main thing.”

swyx

When I first called you, I think you hadn't decided on starting a company yet.

Micah-Hill Smith

That's actually true. I don't even think we'd paused. George and I would have dropped it and quit working on my own legal AI thing. It was genuinely a side project.

George Cameron

We built it because we needed it as people building in the space and thought, “Other people might find it useful, too.” So we bought a domain and linked it to the Vercel deployment that we had, and tweeted about it.

Very quickly, it started getting attention. Thank you, Swyx, for doing an initial retweet and spotlighting this project that we released.

It was useful to others, but very quickly, it became more useful as the number of models released accelerated. We had Mixture of Experts 7B, and it was a key one.

Micah-Hill Smith

Yeah, an open-source model that really changed the landscape and opened up people's eyes to other serverless inference providers, as well as to thinking about speed and cost. It became more useful quite quickly.

swyx

What I love about talking to people like you who sit across the ecosystem is that I have theories about what people want, but you have data. That's obviously more relevant.

I want to stay on the origin story a little bit more. When you started out, I would say the status quo at the time was that every paper would come out and report its numbers versus competitor numbers, and that's basically it.

I did the legwork. I think everyone has some version of an Excel sheet or Google Sheet where you just copy and paste the numbers from every paper and post it up there. Sometimes they don't line up because they're independently run, so your numbers are going to look better, or your reproductions of other people's numbers are going to look worse because you don't prompt their models correctly, or whatever the excuse is.

I think Stanford HELM, Percy Liang's project, would also have some of these numbers. I don't know if there's any other source that you can cite. If I were to start Artificial Analysis at the same time you guys started, I would have used EleutherAI's evaluation framework, the LM Evaluation Harness.

Micah-Hill Smith

That was some cool stuff. At the end of the day, running these evaluations is simple. If it's a basic Q&A evaluation, all you're doing is asking a list of questions and checking whether the answers are right, which shouldn't be that crazy.

But it turns out there are an enormous number of things that you've got to control for. Back when we started the website, one of the reasons we realized that we had to run the evaluations ourselves and couldn't just take results from the labs was that they would all prompt the models differently.

When you're competing over a few points, you can put the answer into the model.

For example, back when Google had Gemini 1.0 Ultra and needed a number that was better than GPT-4, it constructed, I think, never-published chain-of-thought examples—32 of them in every topic in MMLU—to run it and get the score.

There are so many things that you need to control for. We were pretty sure that we needed to run the evaluations ourselves and run them in the same way across all the models. We also said from the start that you couldn't look at those in isolation. You needed to look at them alongside the cost and performance data.

swyx

They never shipped Ultra, right?

Micah-Hill Smith

That's one I never even heard of.

swyx

I mean, I'm sure it existed.

Micah-Hill Smith

We were pretty sure that we needed to run the evaluations ourselves and just run them in the same way across all the models. We also said from the start that you couldn't look at those in isolation. You needed to look at them alongside the cost and performance stuff.

swyx

A couple of technical questions. I also thought about this, and I didn't do it because of the cost. Did you not worry about cost? Were you funded already? Clearly not, but you know.

Micah-Hill Smith

We definitely weren't at the start. We were paying for it personally at the start. The numbers weren't nearly as bad a couple of years ago, so we certainly incurred some cost, but we were probably in the order of hundreds of dollars of spend across all the benchmarking that we were doing at the start.

swyx

It was kind of fine.

Micah-Hill Smith

Yeah, yeah. These days, that’s gone up an enormous amount for a bunch of reasons that we can talk about. But it wasn’t that bad, because the number of models we were dealing with was hardly any, and the complexity of what we wanted to do to evaluate them was a lot less. We were just asking some Q&A-type questions.

One specific thing was that, for a lot of evals initially, we were just sampling an answer directly without letting the models think. We weren’t even doing chain-of-thought stuff initially, and that was the most useful way to get some results initially.

swyx

And so, for people who haven’t done this work, literally parsing the responses is a whole thing, right? The models can answer any way they feel fit. Sometimes they actually do have the right answer, but they return the wrong format, and they’ll get a zero for that unless you work it into your parser. That involves more work. There’s an open question about whether you should give it points for not following your instructions on the format.

George Cameron

It depends what you’re looking at, right? If you’re trying to see whether it can solve a particular type of reasoning problem, and you don’t want to test its ability to do answer formatting at the same time, then you might want to use an LLM-as-answer-extractor approach to make sure that you get the answer out no matter how it answered.

These days, it’s mostly less of a problem. If you instruct a model and give it examples of what the answer should look like, it can get the answers in your format, and then you can do a simple regex.

swyx

And then there are other questions. Sometimes, if you have a multiple-choice question, there’s a bias toward the first answer, so you have to randomize the responses. Once you dig into benchmarks, you’re like, “I don’t know how anyone believes the numbers on all these things,” because it’s such dark magic.

George Cameron

You’ve also got different degrees of variance in different benchmarks, right? If you run a 4-question multiple-choice eval on a modern reasoning model at the temperature suggested by the labs for their own models, the variance that you can see is pretty enormous if you only do a single run, especially with a small number of questions.

One of the things that we do is run an enormous number of all our evals when we’re developing new ones and doing upgrades to the Intelligence Index, so that we can dial in the right number of repeats. That way, we can get to the 95% confidence intervals that we’re comfortable with, so that we can get the Intelligence Index to at least as tight as plus or minus 1 at 95% confidence.

swyx

Yeah. Again, that just adds a straight multiple to the cost.

George Cameron

Yeah. So that’s one of the many reasons that cost has gone up a lot more than linearly over the last couple of years. We report a cost to run the Artificial Analysis Intelligence Index on our website, and currently that’s assuming 1 repeat in terms of how we report it, because we want to reflect a bit about the weighting of the index. But our cost is actually a lot higher than what we report there because of the repeats.

swyx

And probably this is true, but just checking: you don’t have any special deals with the labs? They don’t discount it? You just pay out of pocket or out of your customer funds?

George Cameron

There is a mix. The issue is that sometimes they may give you a special endpoint which—

swyx

Ah, 100%. Yeah, yeah, yeah. Exactly.

George Cameron

So we laser-focus everything we do on having the best independent metrics and making sure that no one can manipulate them in any way. There are quite a lot of processes we’ve developed over the last couple of years to make that true.

With the point you bring up right here, if we’re working with a lab and they’re giving us a private endpoint to evaluate a model, it’s totally possible that what’s sitting behind that black box is not the same as what they serve on a public endpoint. We’re very aware of that.

We have what we call a mystery shopper policy. We’re totally transparent with all the labs we work with about this: we will register accounts not on our own domain and run both intelligence evals and performance benchmarks without them being able to identify it. No one’s ever had a problem with that, because one thing that turns out to be quite a good factor in the industry is that they all want to believe that none of their competitors could manipulate what we’re doing either.

swyx

That’s true. I never thought about that. I’ve been in the database industry before, and there are a lot of shenanigans around benchmarking, so I’m going through the mental laundry list. Did I miss anything else in this category of shenanigans? It’s interesting shenanigans.

[laughter]

George Cameron

I mean, okay, the biggest one I’ll bring up is more of a conceptual one, actually, than direct shenanigans. It’s that the things that get measured become things that get targeted, because that’s what they’re trying to build, right?

swyx

Exactly.

George Cameron

So that doesn’t mean anything that we should really call shenanigans. I’m not talking about training on the test set. But if you know that you’re going to be graded on a particular thing, and you’re a researcher, there are a whole bunch of things that you can do to try to get better at that thing. Preferably, those things are going to be helpful for a wider range of how actual users want to use what you’re building, but they won’t necessarily do that.

For instance, the models are exceptional now at answering competition math problems.

swyx

[laughter]

George Cameron

There is some relevance of that type of reasoning, that type of work, to how we might use modern coding agents and things like that. But it’s clearly not one-for-one.

The thing that we have to be aware of is that once an eval becomes the thing that everyone’s looking at, the scores can get better on it without that being a reflection of the overall generalized intelligence of these models getting better. That has been true for the last couple of years, and it’ll be true for the next couple of years. There’s no silver bullet to defeat that, other than building new stuff to stay relevant and measure the capabilities that matter most to real users.

swyx

Yeah. And we’ll cover some of the new stuff that you guys are building as well, which is cool. You used to just run other people’s evals, but now you’re coming up with your own. I think that’s obviously a necessary path once you’re at the frontier and you’ve exhausted all the existing one-on-ones.

I think the next point in history that I have for you is AI Grant, which you guys decided to join and move here. What was it like? I think you’re in batch 2?

George Cameron

Batch 4.

I mean, it was great. Nat and Daniel are obviously great, and it’s a really cool group of companies that we were in AI Grant alongside. It was really great to get Nat and Daniel on board. Obviously, they’ve done a whole lot of great work in the space with a lot of leading companies, and we’re extremely aligned with the mission of what we were trying to do.

We’re not quite typical of a lot of the other AI startups that they’ve invested in, and they very much had the mission of what we wanted to do.

swyx

Did they say any advice that really affected you in some way, or was one of the events very impactful?

George Cameron

That’s an interesting question. I remember fondly a bunch of the speakers who came into the fireside chats at AI Grant, which is also a crazy list.

There was something about speaking to Nat and Daniel about the challenges of working for a startup, just working through the questions that don’t have clear answers, and how to work through those methodically. It was about working through the hard decisions, and they’ve been great mentors to us as we’ve built Artificial Analysis.

Another benefit for us was that other companies in the batch, and other companies in AI Grant, are pushing the capabilities of what AI can do at this time. Being in contact with them and making sure that Artificial Analysis is useful to them has been fantastic for supporting us in working out how we should build out Artificial Analysis to continue being useful to those building on AI.

swyx

I think to some extent I’m of mixed opinion on that one, because your target audience is not people in AI Grant who are obviously at the frontier.

George Cameron

Yeah, to some extent. But then—

swyx

[laughter]

George Cameron

A lot of what the AI Grant companies are doing is taking capabilities coming out of the labs and trying to push the limits of what they can do across the entire stack for building great applications. That actually makes some of them pretty archetypical power users of Artificial Analysis.

Some of them have the strongest opinions about what we’re doing well, what we’re not doing well, and what they all want to see next from us. When you’re building any kind of AI application now, chances are you’re using a whole bunch of different models. You’re maybe switching reasonably frequently between different models in different parts of your application to optimize what you’re able to do with them at an accuracy level and to get better speed and cost characteristics.

So, for many of them—not commercial customers of ours, because we don’t charge for that data on our website—they are absolutely some of our power users.

swyx

So let's talk about the evals as well. You guys started out from the general MMLU and GPQA stuff. What's next? How do you build up to the overall index? What was in V1, and how did you evolve it?

George Cameron

Okay. So, just for background, we're talking about the Artificial Analysis Intelligence Index, which is our synthesis metric. We currently pull it together from 10 different eval datasets to give what we're pretty confident is the best single number to look at for how smart the models are. Obviously, it doesn't tell the whole story. That's why we publish the whole website of charts to let you dive into every part of it and look at the trade-offs. But it's the best single number.

Right now, it includes a bunch of Q&A-type datasets that have been very important to the industry, including a couple that you just mentioned. It's also got a couple of agentic datasets, our own long-context reasoning dataset, and some other use-case-focused stuff.

As time goes on, the things we're most interested in—the things that are going to be important for capabilities becoming more important for AI and for what developers are caring about—are going to be, first, around agentic capabilities. Surprise, surprise: we're all loving our coding agents, and how the models are going to perform in that context, and then doing similar things for different types of work, are really important to us. Linking to use cases—to economically valuable use cases—is extremely important to us.

We've also got some of these things that the models still struggle with, like working really well over long contexts. Those aren't going to go away as specific capabilities and use cases, so we need to keep evaluating them.

swyx

Mhm. But I guess what I was driving at was the V1 versus the V2, and how that evolved over time—how you changed the index to get to where we are.

George Cameron

Yeah, I think that reflects the change in the industry well. That's an easy way to tell that story. V1 would be completely saturated right now by almost every model coming out, because doing things like writing the Python functions in HumanEval is now pretty trivial.

It's easy to forget how much progress has been made in the last 2 years. We obviously play the game constantly of today's version versus last week's version and the week before, along with all the small changes and the horse race between the current frontier and whoever has the best smaller-than-10B model right now, this week. That's very important to a lot of developers and people, especially in this particular city of San Francisco.

But when you zoom out to a couple of years ago, literally most of what we were doing to evaluate the models then would all be 100% solved by even pretty small models today. That's been one of the key things, by the way, that's driven down the cost of intelligence at every tier of intelligence. We can talk about that more in a bit.

So, V1, V2, V3: we made things harder, covered a wider range of use cases, and tried to get closer to things developers care about, as opposed to just the Q&A-type stuff that MMLU and GPQA represented.

swyx

Yeah, I don't know if you have anything to add there, or we could just go right into showing people the benchmark, clicking around, and asking some questions about it. Yeah, let's do it.

Micah-Hill Smith

Okay. This will be a pretty good way to chat about a few of the new things we've launched recently. I think it's also a little bit about the direction we want to take it and how we want to push benchmarking.

Currently, the Intelligence Index and evals focus a lot on raw intelligence, but we want to diversify how we think about intelligence. We can talk about it, but the new evals that we've built and partnered on focus on topics like hallucination. We've got a lot of topics that I think aren't covered by the current eval set but should be. We want to bring them forth.

swyx

And so, for listeners, just to timestamp this: right now, number 1 is Gemini 3 Pro High, followed by Claude Opus 4.5, GPT-5.1 High—you don't have 5.2 yet—and Kimi K2 Thinking. Wow, still hanging in there. Those are the top 4. That will date this podcast quickly.

George Cameron

Yeah, yeah. I love it.

Micah-Hill Smith

No, 100%. Look back this time next year and go, "How cute." Yep, totally.

A quick view of that is okay—there's a lot. I love this chart. This is such a favorite, right? Almost every talk that George and I give at conferences and stuff, we always put this one up first just to talk about situating where we are in this moment in history.

This is the visual version of what I was saying before about zooming out and remembering how much progress there's been. If we go back to just over a year ago, before o1 and before Claude 3.5 Sonnet, we didn't have reasoning models or coding agents as a thing, and the game was very different.

If we go back even a little bit before then, we're in the era where, when you look at this chart, OpenAI was untouchable for well over a year. You would remember that time period well: there were very open questions about whether or not AI was going to be competitive, full stop—whether or not OpenAI would just run away with it, whether we would have a few frontier labs, and no one else would really be able to do anything other than consume their APIs.

I am quite happy overall that the world we've ended up in is one where multi-model is absolutely and strictly more competitive every quarter over the last 2 years.

swyx

This year has been insane. You can see it. This chart, with everything added, is hard to read currently. There are so many dots on it, but I think it reflects a little bit of what we've felt—how crazy it's been.

Why 14 as the default? Is that a manual choice? You have ServiceNow in there, which is a less traditional name.

George Cameron

Yeah, it's the models that we're highlighting by default in our charts and our Intelligence Index.

swyx

Okay, so you just have a manually created list of stuff?

George Cameron

Yeah, that's right. But something that I don't actually think every artificial intelligence user knows is that you can customize our charts and choose which models are added. If we take off a few names, it gets a little easier to read.

swyx

Yeah, a little easier to read. I love that you can see the old one curve. Look at that. This is September 2024—and the DeepSeek jump.

George Cameron

Yeah, which got close to OpenAI's leadership.

Micah-Hill Smith

So close. I think we remember that moment, around this time last year, actually.

swyx

Yeah, agreed.

George Cameron

Yeah, well, a couple of weeks. It was Boxing Day in New Zealand when DeepSeek V3 came out. We'd been tracking DeepSeek and a bunch of the other global players that were less known over the second half of 2024, and I'd run evals on the earlier ones and stuff.

I very distinctly remember Boxing Day in New Zealand. I was with family for Christmas and stuff, running the evals and getting back results, one by one, on DeepSeek V3. This was the first of their V3 architecture, the 61.1B MoE, and we were very impressed.

That was the moment where we were sure that DeepSeek was no longer just one of many players, but had jumped up to be a thing. The world really noticed when they followed that up with the RL work on top of V3 and R1 succeeding a few weeks later, but the groundwork was absolutely laid with an extremely strong base model, completely open weights, that we had as the best open-weights model on Boxing Day last year.

swyx

Boxing Day is the day after Christmas, for those who don't—

I'm from Singapore. A lot of us remember Boxing Day for a different reason: the tsunami that happened.

George Cameron

Of course. Yeah, that was a long time ago.

Micah-Hill Smith

So, yeah, this is the rough picture of the Artificial Analysis Intelligence Index—AAII, or is it AAI? AI.

Once upon a time, we did call it Quality Index, and we would talk about quality, performance, and price, but we changed it to Intelligence Index. There have been a few naming changes. We added hardware benchmarking to the site, and we benchmark that at a system level. Then we changed our throughput metric to what we now call output speed.

Throughput makes sense at a system level.

swyx

Take me through more charts. What should people know? Obviously, the way you look at the site is probably different from how a beginner might look at it.

Micah-Hill Smith

Yeah, that's fair. There's a lot of fun stuff to dive into. We have lots and lots of evals and stuff, but the interesting ones to talk about today would be a few of our recent things that probably not many people are familiar with yet.

The first one is our Omniscience Index. This one is a little bit different from most of the intelligence evals that we run. We built it specifically to look at the embedded knowledge in the models and to test hallucination by looking at what happens when the model doesn't know the answer or isn't able to get it correct: what's its probability of saying, "I don't know," or giving an incorrect answer?

The metric we use for omniscience goes from -100 to +100, because we're simply taking off a point if you give an incorrect answer to the question. We're pretty convinced that this is an example of where it makes the most sense to do that, because it's strictly more helpful to say, "I don't know," instead of giving a wrong answer to a factual knowledge question.

George Cameron

And one of our goals is to shift the incentive that evals create for models and the labs creating them to get higher scores. Almost every eval across all of AI up until this point has been graded by simple percentage correct as the main metric, the main thing that gets hyped. So, you should take a shot at everything. There’s no incentive to say, “I don’t know.” We did that for this one here.

swyx

I think there’s a general field of calibration as well, like the confidence in your answer versus the rightness of the answer.

George Cameron

Yeah, we completely agree. One reason that we didn’t do that, or put that into this index, is that we think the way to do that is not to ask the models how confident they are.

swyx

I don’t know. Maybe it might be, though. You give it a JSON field, say “confidence,” and maybe it spits out something. We’ve done a few evals podcasts over the years, and we did one with Clementine Fourrier of Hugging Face, who maintains a leaderboard. This was one of her top requests: some kind of hallucination or lack-of-confidence calibration metric. So, hey, this is one of them.

George Cameron

And like anything that we do, it’s not a perfect metric or the whole story of everything that you think about as hallucination, but it’s pretty useful and has some interesting results. One of the things that we saw in the hallucination rate is that Anthropic’s Claude models are at the very left-hand side here, with the lowest hallucination rates out of the models that we’ve evaluated on this AA Omniscience one.

swyx

That is an interesting fact. I think it probably correlates with a lot of the previously unmeasured vibes that people like about some of the Claude models. Is the data set public, or is there a held-out set?

George Cameron

There’s a held-out set for this one. We’ve published a public test set, but we’ve only published 10% of it. The reason is that, for this one specifically, it would be very easy to have data contamination because it is just factual knowledge questions. We will update it over time to also prevent that, but we’ve kept most of it held out so that we can keep it reliable for a long time.

It lets us do a bunch of really cool things, including breaking down quite granularly by topic. We’ve got some of that disclosed on the website publicly right now, and there’s lots more coming in terms of our ability to break out very specific topics.

swyx

I would be interested—let’s dwell a little bit on this hallucination one. I noticed that Haiku hallucinates less than Sonnet, which hallucinates less than Opus. Would that be the other way around in a normal capability environment? I don’t know. What do you make of that?

George Cameron

One interesting aspect is that we’ve found that there’s not really a—well, not a strong—correlation between intelligence and hallucination rate. The smarter the models are in a general sense isn’t correlated with their ability to, when they don’t know something, say that they don’t know.

It’s interesting that Gemini 3 Pro Preview was a big leap over Gemini 2.5 Flash and 2.5 Pro. If I add Pro quickly here, I bet Pro’s really good. Actually, no, I meant the GPT Pros.

swyx

Oh, yeah, because GPT Pros are rumored—we don’t know for a fact—that it’s like 8 runs and then with the LLM judge on top.

George Cameron

Yeah. So, we saw a big jump in accuracy. This is just the percentage that they get correct, and Gemini 3 Pro knew a lot more than the other models. There was a big jump in accuracy, but relatively no change between the Google Gemini models between releases in the hallucination rate.

swyx

Exactly.

George Cameron

It’s likely due to just a different post-training recipe between the Claude models. That’s driven this. You can partially blame us in how we define intelligence, having until now not defined hallucination as negative in the way that we think about intelligence. That’s what we’re changing. I know many smart people who are confidently incorrect.

swyx

No, look at that—that is very human. Very true. There’s a time and a place for that, I think.

George Cameron

Our view is that hallucination rate makes sense in this context, where it’s around knowledge, but in many cases people want the models to hallucinate, to have a go. Often that’s the case in coding or when you’re trying to generate newer ideas.

swyx

One eval that we added to Artificial Analysis is Critical Point, and it’s really hard physics problems. Is it sort of like a human eval type or something different? Or like a FrontierMath type?

George Cameron

It’s not dissimilar to FrontierMath. These are research questions that academics in the physics world would be able to answer, but models really struggle to answer. The top score here is now 9%. When the people who created this—like Minwei and, actually, Ofir Press, who was kind of behind SWE-bench—

swyx

What organization is this?

George Cameron

Oh, is this Princeton? It’s a range of academics from different academic institutions—really smart people. They talked about how they turn the models up in terms of the temperature, as high as they can, when they’re trying to explore new ideas in physics as a thought partner, just because they want the models to hallucinate.

swyx

Sometimes it’s a good feature.

George Cameron

Yeah, exactly. So, it’s not right in every situation, but I think it makes sense to test hallucination in scenarios where it makes sense.

swyx

The obvious question is: this is one of many. Every lab has a system card that shows some kind of hallucination number, and you’ve chosen not to endorse that and have made your own. In some sense, the rest of Artificial Analysis is public benchmarks that other people can independently rerun. You provide it as a service. Here, you have to fight the question, “Who are we to do this?” Your answer is that you have a lot of customers, but how do you converge the industry on one number that everyone actually agrees is the rate? You have your numbers, they have their numbers. Never the twain shall meet.

Micah-Hill Smith

I think for hallucination specifically, there are a bunch of different things that you might reasonably care about and that you’d measure quite differently. We’ve called this the AA Omniscience hallucination rate, not trying to declare that it’s humanity’s last word on hallucination.

The biggest-picture answer to that, something that I actually wanted to mention just as George was explaining Critical Point as well, is that as we go forward, we are building evals internally. We’re partnering with academia and partnering with AI companies to build great evals. We have pretty strong views, in various ways for different parts of the AI stack, about where there are things that are not being measured well or things that developers care about that should be measured more and better, and we intend to be doing that.

We’re not obsessed with everything we do having to be done entirely within our own team. Critical Point is a cool example of where we were a launch partner for it, working with academia. We’ve got some partnerships coming up with a couple of leading companies. Those ones obviously require us to be careful with some of the independent stuff, but with the right disclosure, we’re completely comfortable with that.

A lot of the labs have released great data sets in the past that we’ve used to great success independently. So, between all of those techniques, we’re going to be releasing more stuff in the future.

swyx

Cool. Let’s cover the last couple, and then I want to talk about your trends analysis stuff.

George Cameron

Totally. Before that, I have one little factoid on AA Omniscience. If you go back up to accuracy on AA Omniscience, an interesting thing about this accuracy metric is that it tracks more closely than anything else that we measure the total parameter count of models.

swyx

Ooh. Makes a lot of sense intuitively, right?

George Cameron

Because this is a knowledge eval. This is the pure knowledge metric. We’re not looking at the index and the hallucination rate stuff that we think is much more about how the models are trained. This is just: what facts do they recall? It tracks parameter count extremely closely.

swyx

Okay, what’s the rumored size of GPT 3 Pro?

George Cameron

To be clear, it’s not confirmed by any official source—just rumors.

swyx

Rumors do fly around. I hear all sorts of numbers. I don’t know what to trust.

George Cameron

If you draw the line on AA Omniscience accuracy versus total parameters, we’ve got all the open-weights models. You can squint and see that likely the leading frontier models right now are quite a lot bigger than the 1 trillion parameters that the open-weights models cap out at and the ones that we’re looking at here.

There’s an interesting extra data point that Elon Musk revealed recently about xAI: Grok 3 and 4 are 3 trillion parameters, and Grok 5 is 6 trillion. But that’s not out yet.

Take those together and have a look. You might reasonably form a view that there’s a pretty good chance that Gemini 3 Pro is bigger than that, that it could be in the 5- to 10-trillion-parameter range. To be clear, I have absolutely no idea, but just based on this chart, that’s where you would land if you had a look at it.

swyx

Yeah, and to some extent I discourage people from guessing too much, because what does it really matter? As long as they can serve it at a sustainable cost, that’s about it.

George Cameron

Yeah, totally. They've also got different incentives in play compared to open-weights models that are thinking about supporting others in self-deployment. For the labs that are doing inference at scale, it's, I think, less about total parameters in many cases when you think about inference cost, and more about the number of active parameters. And so there's a bit of an incentive toward larger, sparser models. Agreed. Understood. Yeah.

Micah-Hill Smith

Right. Obviously, if you're a developer or company using these things, it's not about exactly—as you say, it doesn't matter. You should be looking at all the different ways that we measure intelligence. You should be looking at our cost-to-run index number and the different ways of thinking about token efficiency and cost efficiency based on the prices, because that's all that matters. It's not as good for the content-creator rumor mill, where I can say, "Oh, GPT-4 is this small circle. Look at GPT-5—it's this big circle." And that used to be a thing for a while. Yeah.

George Cameron

But that is actually a very interesting one, right? Is it? Well, no—just purely that chances are the last couple of years haven't seen a dramatic scaling-up in the total size of these models. And so there's a lot of room to go up, probably, in total size of the models, especially with the upcoming hardware generations. Yes. So, taking off my shitposting face for a minute.

Micah-Hill Smith

Yes, yes. At the same time, I do feel like, especially coming back from NeurIPS, people do feel like Ilya is probably right that the paradigm doesn't have many more orders of magnitude to scale up, and therefore we need to start exploring at least a different path. GDPval, I think, is only about a month or so old. I was also very positive when it first came out. I actually talked to Tejas, who was the lead researcher on that.

swyx

Oh, cool. And you have your own version. It's a fantastic data set. Maybe a little recap for people who are still out of it?

George Cameron

It's 44 tasks that, based on some kind of GDP cutoff, are meant to represent broad white-collar work that is not just coding. Each of the tasks has a whole bunch of detailed instructions and some input files for a lot of them. Within the 44, I would estimate there are around 225 subtasks at the level that we run through the agentic harness.

They're really interesting. I will say that it doesn't necessarily capture all the stuff that people do at work. No eval is perfect. There's always going to be more things to look at, largely because, in order to make the tasks well enough that you can run them, they need to have only a handful of input files and very specific instructions for that task.

I think the easiest way to think about them is that they're quite hard take-home exam tasks that you might do in an interview process.

swyx

For listeners, it is no longer just a long prompt. It is, "Here's a ZIP file with a spreadsheet or a PowerPoint deck or a PDF. Go nuts and answer this question."

George Cameron

OpenAI released a great data set, and they released a good paper that looks at performance across the different web chatbots on the data set. It's a great paper. I encourage people to read it.

What we've done is take that data set and turn it into an eval that can be run on any model. We created a reference agentic harness that can run the models on the data set, and then we developed an evaluator approach to compare outputs. That's AI-enabled, so it uses Gemini 3 Pro Preview to compare results, which we tested pretty comprehensively to ensure that it's aligned to human preferences.

One data point there is that, even as the evaluator, Gemini 3 Pro interestingly doesn't do that well in GDPval-AA.

swyx

The thing that you have to watch out for with LLM judges is self-preference. Models usually prefer their own output. In this case, there was not.

George Cameron

Totally. I think the way that we're thinking about the places where it makes sense to use an LLM-as-judge approach now is quite different from some of the early LLM-as-judge work a couple of years ago, because some of that—and MT-Bench was a great project—was about judging conversations and a lot of style-type stuff.

Here, the task that the grader and grading model are doing is quite different from the task of taking the test. When you're taking the test, you've got all of the agentic tools. You're working with the code interpreter, web search, and the file system through many, many turns to try to create the documents.

Then, on the other side, when we're grading it, we're running it through a pipeline to extract visual and text versions of the files and provide that to Gemini. We're providing the criteria for the task and getting it to pick which one more effectively meets the criteria of the task out of 2 potential outcomes.

It turns out that it's very good at getting that right match with human preference a lot of the time. I think it's got the raw intelligence, but that's combined with the correct representation of the outputs, the fact that the outputs were created with an agentic task that is quite different from the way the grading model works, and the fact that we're comparing against criteria—not just trying to ask the model, zero-shot, to pick which one is better.

swyx

Got it. Why is this an Elo and not a percentage like GDPval?

George Cameron

The outputs look like documents, and there are video outputs or audio outputs from some of the tasks.

swyx

The user has to make a video?

George Cameron

Yeah, for some of the tasks.

swyx

What task is that?

George Cameron

It's a marketing video.

swyx

Wow. What?

George Cameron

The model has to go find clips on the internet and try to put them together. The models are not that good at doing that one for now, to be clear. It's pretty hard to do that with the code interpreter. The computer-use setup doesn't work quite well enough, and so on.

There's no ground truth necessarily to compare against to work out a percentage correct. It's hard to come up with correct or incorrect there. So it's on a relative basis, and we use an Elo approach to compare outputs from each of the models between tasks.

swyx

You know what you should do? You should pay a contracted human to do the same task and then give it an Elo. Then you have human performance.

George Cameron

There is. I think what's helpful about the OpenAI GDPval one is that 50% is meant to be normal human performance.

swyx

And maybe a domain expert is higher than that. But if 50% was the bar for, "Well, if you've crossed 50, you are superhuman"—

George Cameron

We haven't granted the score in that exact way. I agree that it can be helpful, but we wanted to generalize this to a very large number of models. That's one of the reasons that presenting it as Elo is quite helpful. It allows us to add models, and it'll stay relevant for quite a long time.

I also think it can be tricky looking at these exact tasks compared to human performance, because the way that you would go about it as a human is quite different from how the models would go about it.

swyx

I also like that you included Llama 4 Maverick in there. Is that just one last—

George Cameron

No, no, no, no, no. It is the best model released by Meta, and so it makes it into the homepage default set. Still, for now.

Another inclusion that's quite interesting is that we also ran it across the latest versions of the web chatbots.

swyx

Oh, that's right. Sorry, I completely missed that.

George Cameron

Not at all. That has a checkered pattern.

swyx

So that is their harness, not yours?

George Cameron

Exactly. What's really interesting is that if you compare, for instance, Claude 4.5 Opus using the Claude web chatbot, it performs worse than the model in our agentic harness. In every case, the model performs better in our agentic harness than its web-chatbot counterpart—the harness that they created.

swyx

My backwards explanation for that would be that it's meant for consumer use cases, and here you're pushing it harder. The constraints that everyone has and the amount of freedom that you can give the model are different. Also, you have a cost goal.

George Cameron

We let the models work as long as they want, basically.

swyx

Do you copy and paste manually into the chatbot?

George Cameron

Yep. Yeah, that was how we got the chatbot reference. We're not going to be keeping those updated at quite the same scale as hundreds of models on the harness.

swyx

I don't know. Talk to Browserbase. They'll automate it for you, you know?

George Cameron

True. We should. I have thought about turning these chatbot versions into an API because they are legitimately different agents in themselves, right?

swyx

Yeah. And that's created a huge amount of velocity, right? The tools that are available have actually diverged, in my opinion, a fair bit across the major chatbot apps. The amount of data sources that you can connect them to has gone up a lot, meaning that your experience and the way you're using the model is more different than ever.

What tools and what data connections come to mind when you say what's interesting? What's notable work that you've worked on?

George Cameron

My favorite example is that, until very recently, I would argue that it was basically impossible to get an LLM to draft an email for me in any useful way, because most times that you're sending an email, you're not just writing something for the sake of writing it. Chances are, the context required is a whole bunch of historical emails.

Micah-Hill Smith

Maybe it's notes that you've made. Maybe it's meeting notes. Maybe it's pulling something from wherever you keep your stuff. For me, it's Google Drive, OneDrive, and our Supabase databases if we need to do some analysis on some data or something. Preferably, the model can be plugged into all of those things and can go do some useful work based on it. The things that I find most impressive currently, and that I am somewhat surprised work really well in late 2025, are that I can have models use Supabase MCP to query—read-only, of course—and run a whole bunch of SQL queries to do pretty significant data analysis, make charts and stuff, and read my Gmail and my Notion.

swyx

Okay, you actually use that. That's good. Is that a Claude thing?

Micah-Hill Smith

To various degrees, it's supported on both ChatGPT and Claude right now. I would say that the stuff barely works, in fairness, right now.

swyx

Because people are actually going to try this after they hear it. An email from Micah—odds are it wasn't written by a chatbot. [laughter]

Micah-Hill Smith

So, yeah, I think it is true that I have never actually sent anyone an email drafted by a chatbot yet. But you can feel it, right?

swyx

And this time next year, we'll come back and see where it's going. Totally. Supabase shout-out, another famous Kiwi. I don't know if you've had any conversations with him about anything in particular on AI building and AI infrastructure.

Micah-Hill Smith

We've had Twitter DMs with him because we're quite big Supabase users and power users, and we probably do some things more manually than we should in Supabase.

swyx

So he's just the support line because you're curious?

Micah-Hill Smith

A little bit, yeah. Being super friendly. [laughter]

One extra point regarding GDPval-AA is that, on the basis of the overperformance of the models compared to the chatbots, we realized that our reference harness actually works quite well on generalist agentic tasks. This proves it, in a sense. The agent harness is very minimalist. I think it follows some of the ideas that are in Claude Code, and all that we give it is context-management capabilities, a web search, a web-browsing tool, and a code-execution environment.

Anything else? We can equip it with more tools, but by default, yeah, that's it. We give it, for GDPval, a tool to view an image specifically because the models can just use a terminal to pull stuff in text format into context, but to pull visual stuff into context, we had to give them a custom tool.

swyx

Yeah, exactly. You can explain the next part.

George Cameron

No, so we turned out that we created a good generalist agentic harness, and so we released that on GitHub yesterday. It's called Stirrup. If you want to check it out, it's a great base for building a generalist agent. It is kind of cool.

For more specific tasks, I'd say the best way to use it is to git clone it and then have your favorite coding agent make changes to it to do whatever you want, because it's not that many lines of code and the coding agents can work with it super well.

swyx

Well, that's nice for the community to explore and share and hack on it. I think maybe in other similar environments, the Terminal-Bench guys have started Harbor, and so it's a bundle of, well, we need our minimal harness, which for them is Terminus, and we also need the RL environment or Docker deployment thing to run independently. So, I don't know if you've looked into Harbor at all. Is that a standard that people want to adopt?

George Cameron

Yeah, we've looked at it from an evals perspective, and we love Terminal-Bench and host benchmarks of Terminal-Bench on Artificial Analysis. We've looked at it from a coding-agent perspective, but I could see it being a great basis for any kind of agents.

I think where we're getting to is that these models have gotten smart enough, and they've gotten better tools, that they can perform better when just given a minimalist set of tools and let them run. Let the model control the agentic workflow rather than using another framework that's a bit more built out and tries to dictate the flow.

swyx

Awesome. Let's cover the Openness Index, and then let's go into the report stuff. So that's the last of the proprietary AA numbers, I guess. I don't know how you classify all these. So that's AALCR for people. Yeah, yeah, yeah, yeah. But let's talk about the Openness Index. This here is, call it, a new way to think about how open models are.

Micah-Hill Smith

We have for a long time tracked where the models are open weights and what the licenses on them are, and that's pretty useful. That tells you what you're allowed to do with the weights of a model, but there is this whole other dimension to how open models are that is pretty important that we haven't tracked until now, and that's how much is disclosed about how it was made.

So, transparency about pre-training data and post-training data, whether you're allowed to use that data, and transparency about methodology and training code. Basically, those are the components. We bring them together to score an Openness Index for models, so that you can, in one place, get this full picture of how open a model is.

swyx

I feel like I've seen a couple of other people try to do this, but they're not maintained. I do think this does matter. I don't know what the numbers mean apart from—is there a max number? Is this out of 20?

Micah-Hill Smith

It's out of 18 currently. We've got an Openness Index page, but essentially these are points. You get points for being more open across these different categories, and the maximum you can achieve is 18. So AI2, with their extremely open OLMo 3 32B Think model, is the leader, in a sense.

swyx

Is it Hugging Face?

Micah-Hill Smith

Oh, with their small model, it's coming soon. I think we need to get the intelligence benchmarks running to get it on the site.

swyx

You can't have an Openness Index and not include Hugging Face.

Micah-Hill Smith

We love Hugging Face. We'll have that on our version.

swyx

I mean, you know, FineWeb and all that stuff—it's amazing.

Micah-Hill Smith

FineWeb.

swyx

FineWeb, yeah, yeah, no, totally.

Micah-Hill Smith

One of the reasons this is cool is that if you're trying to understand the holistic picture of models and what you can do with all the stuff the company is contributing, this gives you that picture. We are going to keep it up to date alongside all the models that we do an Intelligence Index on across the site, and it's just an extra view to understand.

swyx

Can you scroll down to the—I'll start—yeah, yeah, that one. This really matters, right? Obviously, because you can be super open but dumb. [laughter] This line obviously goes the wrong way here, right? A lot of people would like to see labs hill-climb on the entire game.

Micah-Hill Smith

This is the axis to hill-climb, yeah. Unfortunately, it might be fundamentally true that the slope will always go this direction, because once you open something up, then everyone else can get to the level of what you opened up.

swyx

Well, let me tweak your point system, right? You have these numbers in the point system and it goes up to 18, but just because I have a little bit of open data doesn't mean I'm necessarily that much better than someone who put a lot of effort into their open weights, who is smarter. So, I might just mess with the point system to make sure that I'm accurately representing the contribution to openness.

Micah-Hill Smith

It is hard to weight for the materiality of the contribution to open source. We tried to make it so that it is quite well-defined and no one can disagree about which category things should be in, and so we're not saying this was a big contribution or a small contribution in terms of impact on the industry or anything. It's just how much of your data did you release?

I would say that it is still valid to say that we trained a model that's not that smart, maybe even not at the frontier for a particular size category, but we chose to open up all the data and all the training code. That is a very useful exercise for the industry, and we want to recognize that even if it isn't the smartest model in the category.

swyx

Yeah, and also, special shout-out to NVIDIA Nemotron, which doesn't get enough credit for the amount of stuff that they do. Honestly, it's a sales-enablement effort for NVIDIA as well—the fact that they can do this as a side project.

Micah-Hill Smith

Totally. [laughter] But it is true that NVIDIA has actually put an enormous amount of effort over the last year, especially, into the Nemotron models.

swyx

Yeah, and so many people actually use it for synthetic data and stuff. It's a pretty interesting secret of the industry that NVIDIA holds up all these guys.

Micah-Hill Smith

I mean, it's in their interest for there to be more AI.

swyx

So, obviously, I think you want to push openness as having an index. Every index that you push has encoded in it some kind of opinion or value. One of the openness questions for this year was people messing with the license, and so Llama had this: if you have 700 million daily active users, you're not allowed to use our model, or you have to talk to us, something like that.

So, basically, what are your customers telling you about the kind of licensing worries that they have? Obviously, most people will never hit 700 million users.

Micah-Hill Smith

We have a detailed breakdown of that in the Openness Index, and that was actually one of the initial questions that took us down the road of wanting to do this.

The simplest thing, in our opinion, is that there is a lot of advantage to having an official OSI license, like MIT or Apache 2, because then the box is just checked. You don't even need to read it because it's just Apache 2, and you can do whatever you want, and it's fine.

There are often very good reasons that companies don't want to release language models with those completely open licenses. The index tells you. So, if you get the top category, that's one of those licenses, and you're totally good. Then we've got some lower categories for when attribution is required and when commercial use is not allowed. That's the Openness Index.

swyx

Thank you for doing all that work. Let's talk a little bit—or at least end the pod—on the trend reports that you guys do, which are a bit of the bread and butter of how you make money. How do you encourage everyone to see George's talk at World's Fair, which gives a little bit of a preview, and you were very excited about talking about the smiling curve, or I don't know what you call it.

George Cameron

Yeah. Let's talk about that one. Let's explain it for people.

swyx

Yeah, we've got a copy of it. A copy of the slide would be excellent. It's important for people to have it in their heads because people only get the marketing message from the labs that we're cutting costs all the time.

George Cameron

Yeah, but it's true. It's just that it's not the whole picture. So, the big trends that we track at Artificial Analysis over time, and that we're always showing charts of on the Trends page in these reports, are these.

One is that the cost of intelligence has been falling dramatically over the last couple of years. The best way to think about that is that the cost for each tier of intelligence has been dropping. One fact is that you can get intelligence at the level of GPT-4 for over 100 times cheaper than GPT-4 was at launch.

Micah-Hill Smith

I think my number's 1,000, actually. If you look at the Amazon Nova models, which are very, very cheap.

George Cameron

Yeah, my conservative statement is normally 100 times, but in fairness, this slide that we were actually talking about for the podcast might be 6 months old now. It's conceptually still correct, but we could probably update the exact numbers because the market's moving so quickly.

swyx

If you feel like kicking it off, we'll have this chart. Let's introduce the context that makes you make something like this.

George Cameron

There are 2 trends that seem not to make sense together, both of which we talk a lot about at Artificial Analysis and are very important to developers building things in AI. The first is that the cost of intelligence for each level of intelligence has been dropping dramatically over the last couple of years.

We track the cost to run models at each bucket of scores on the Artificial Analysis Intelligence Index, and in each bucket, you just see the line go down really, really quickly. It actually goes down more quickly for each new level of intelligence that's been achieved over the last couple of years. So, the rate of that cost function has actually been going up.

We've got that being true, and yet it is clearly possible to spend quite a lot more on AI inference now than it was a couple of years ago.

swyx

NVIDIA stock goes up. It's going really up. I just heard from a friend's startup that just went to the Asia-Pacific. They're spending $5,000 per employee on coding-agent spend alone. That's an impressive number. We need to get our numbers up.

It's so high that I'm like, "Are you doing something wrong?" There are a lot of efficiency questions along the way, but you can make AI inference useful to that level in a bunch of ways that I can imagine, right?

George Cameron

Yeah, I don't think that's that nuts. Basically, the reason we made this slide is to ask the question. The crazy thing is that it is actually true. We've had this 100x to 1,000x decline in the cost of GPT-4-level intelligence on the left-hand side, and yet on the right-hand side, because the multipliers are so big, even though small models can do GPT-4-level tasks now, we still want to use big models, and probably bigger-than-ever models, to do frontier-level intelligence.

We've got reasoning models using tokens, and then we're throwing them into these agentic workflows, where they're consuming enormous numbers of input tokens and making enormous numbers of output tokens, working for a really long time. Those 2 things taken together get you back to being able to spend enormously more today than we could a couple of years ago.

Micah-Hill Smith

Yeah, I think that's right. There are a number of drivers at play, and we outline 6 key ones here. AI is changing quickly; all of these have changed very dramatically in the last 12 months.

swyx

Let's pick on hardware efficiency, since you also track hardware stuff. I think the general assumption, or the message, is that the efficiency from next-generation NVIDIA chips is actually not 4x. Is it 3x or 4x? You have 3x in here, and it's like 2x, maybe, or it's more of a power story rather than a share of compute-token efficiency story. What's going on in hardware?

George Cameron

The answer, unfortunately, is that it depends, and it depends massively on so many things across a bunch of different types of workloads and ways to think about it.

One of the simplest ways to think about this is to take a single relevant model, think about serving it at speeds that are realistic for what you actually might want to hit and can afford to hit, and then think about the throughput per GPU that you can achieve serving the model at those speeds. One of the reasons that's important is that there's a trade-off between the throughput per GPU that you can achieve and the per-user speed that you can achieve. It costs more to serve things fast to users.

When you run all of that for especially big sparse models, you can get a lot better than a 2x or 3x gain going from the Hopper to the Blackwell generation of NVIDIA. This shouldn't be too controversial to say, but I'm pretty confident that Blackwell has delivered pretty enormous gains, and that the next couple of years of NVIDIA's road map are going to continue to deliver quite enormous gains.

Those will actually come through as lower total cost per token to the companies that are running models on them. They will allow bigger models and way more tokens to be made for lower cost, and that's going to continue. These things also stack on all of the software and model improvements being made. So, basically, my prediction across both sides of that small chart is that we're going to see the left-hand side continue to be true, probably for another order of magnitude, and the right-hand side continue to be true for another order of magnitude, and that's going to enable a whole lot of things.

swyx

Okay. Well, I'll push on the small chart. We've gone a long way on sparsity. DeepSeek was a major pusher of fine-grained experts, let's call it. I have a mental number for sparsity in terms of active parameters versus total parameters, and that number went from 25%, let's say, down to 15%.

You obviously can't really go below—I don't know—5%. Is there a lower limit to sparsity? That's what I'm saying.

George Cameron

I don't know that that's that obvious, actually. There must be a limit somewhere, right? But we've got numbers in the wild that are quite a lot lower than that right now. The GPT-OSS models, the big ones, are about 5% active. Can we get to 2%? Is it 3% active? I think so; I'm pretty sure. I've looked at those numbers. I calculated them. I don't remember, but I remember thinking, "This must be it."

Micah-Hill Smith

Your 5% is exactly around the ballpark for the open-weight models of what's released today. I think one interesting thing that gives me pause when thinking that the sparsity won't go higher, or that the percentage of active parameters won't go lower, is that in our benchmarks, we see a lot of performance correlated more with total parameters than active parameters, and not that correlated with how sparse the models are.

Our accuracy benchmark is part of AA-Omniscience. It's very correlated with total parameters. It's not correlated with active parameters at all, which I think is very interesting. So, I think there could be quite a bit to go here.

swyx

Awesome. We don't have that much time, but I did want to leave some room to cover reasoning and non-reasoning models and token efficiency. Let's do that one.

At a super-high level, people have to classify this binary thing of reasoning versus non-reasoning. People who are insiders have some discomfort with that because, basically, you just have to think: tag or no tag. How have you guys decided to approach this? And how is that laid out over the course of the year, where we have things like GPT-5, which is a model router?

Let's say GPT-5 and ChatGPT: the consumer experience is a model router.

Micah-Hill Smith

When you're hitting the API, you can pick the different versions, and you can pick the reasoning strength of the different versions. But that goes to why this is now such a complex thing.

Earlier this year, and probably when you and George last spoke for the AI Engineer World's Fair, we had this great slide that was super easy. We would show that the average reasoning model was using 10 times the number of tokens per query in our Intelligence Index as the average non-reasoning model. There was a moment where that was a pretty clear distinction and extremely useful to look at just like that.

That's definitely no longer the case, not least because you can think about reasoning strength for a bunch of these different models, but particularly because different models have wildly different token efficiency now—more than an order of magnitude of difference. That means that the way you probably need to think about cost for any application is to use something like our Cost to Run Intelligence Index metric as the starting point for what it's going to look like for these different models, these different reasoning strengths, and this continuous spectrum from non-reasoning to reasoning.

We'll still show reasoning and non-reasoning, and define reasoning as when there is that separated chain of thought that you're getting at a different parameter in the API, normally. But it doesn't necessarily anymore mean that that model is actually going to have longer end-to-end latency or use more tokens than something else.

swyx

That's true. I think it was GPT-5.1, was it? And then GPT-5.1-Codex had this chart, which was super nice, of, let's say, the bottom 10% of queries being faster but the top 10% being longer. That's the kind of efficiency chart you want to see, right?

Micah-Hill Smith

That's a really important extra thing, though, right? You've got not just the average number of tokens being used by the model, which we cover really well right now, but the behavior that you want in the model: it should use more tokens when it needs more tokens, and not use more tokens when it doesn't need more tokens.

That's what OpenAI was basically claiming that GPT-5.1-Codex is better at. We don't actually publish anything on this right now, but we've tracked it a bunch internally in our analytics on evals across all the models that we run, where we look at the difficulty of the questions and the correlation between token usage and difficulty. Net net, surprise, surprise, models have gotten better at doing that over the course of this year.

I think going into next year, that's going to be really important, especially as you multiply it by the number of steps in an agentic workflow that a model has to take to get to an answer. We're going to care a lot about token efficiency and number-of-turns efficiency for getting to what we want.

swyx

Which would you rather have: token efficiency or number-of-turns efficiency? Which is more important to work on?

Micah-Hill Smith

It depends on the application, and both are going to be really important.

swyx

Because your total cost is really a trade-off between the two.

George Cameron

Interestingly, in τ²-bench Telecom, it's cheaper to run, on a per-token basis, more expensive models like GPT-5 compared to some smaller open-source models. Some of the GPT-5 runs, for instance, got to the answer faster and were able to resolve the customer's query faster in fewer turns.

Maybe it used more tokens per turn, but it certainly cost more per token. So you would always rather use GPT-5 in that scenario. I think that's where we're getting to. I think number of turns is going to be a metric that we're going to be talking about a lot more, and it'll be something that people want to really start to think about a lot more.

swyx

There's a trade-off in benchmarking here where most benchmarks need to be one turn—to be autonomous, to be parallelized, and all that. But a lot of real-life use cases need to be multi-turn, and especially quick multi-turns, so you can align.

George Cameron

Yeah. I would say that historically benchmarks have been single-turn, but I wouldn't say they need to be at all in the future. We have a couple of agentic benchmarks in the index right now, and in GDPval, which we were talking about, we let the models do up to 100 turns. Our Stir agent kind of asked us to do that as well.

It definitely is hard. You've got all kinds of infrastructure problems to run that and, exactly as you say, parallelize it, because we need to run that on hundreds of models and we want to do that really fast when new models come out and when labs want us to run it on their models. But you can do it. We're putting in the work to build that stuff, and it's going to be great.

swyx

Okay, so we've covered—I mean, there's a lot more to cover, and we haven't even touched on multimodal. That's huge. You also do speech benchmarking, image benchmarking, video benchmarking, and hardware.

I like the way that you've done it because it's very smart. Video takes a long time, so you pre-generate, right? Then people just pick their preferences and can see the overall arena results. You also avoid any sensitivity issues around unsafe content that's being generated.

George Cameron

Yeah. You can see it as a good thing or a bad thing, depending on what your view is, but it means that we have quite an active creative-direction approach to trying to understand what creative professionals and users want to do with those image and video models. That way, we can direct the arenas and our categories toward gathering votes on what people care about.

One call-out actually to listeners: if you are using our arenas, you can submit requests to us for things that we should cover.

swyx

I didn't know that.

George Cameron

Understudied categories, areas where you think the models are bad and the labs don't focus on them enough. If you want something solved, one of the levers that you have is to send us a couple of prompts on it. We might be able to get a category going on it.

This is the thing that we were talking about earlier, right? Once things get measured, they can get targeted. You can make that work for you.

swyx

For me, as a content creator: infographics. Very needed. I took the latest DeepSeek paper—they had some descriptions of their search agents and their coding agents—and I put it in and created an infographic.

I just think this is an industrial use case that doesn't require a lot of, I guess, design taste, but just requires some—you need to conform to some preset references, which is something that's increasingly important, especially in the Nano Banana series.

OpenAI is releasing image tools soon, which is going to have that. I think it's all of a kind where people need to incentivize workhorse use cases and not just art. I don't know.

George Cameron

Totally.

swyx

What are we going to be talking about next year? What's emerging that you're seeing, maybe not in the discussion?

George Cameron

The first answer that I'll give to that is the boring answer: on most of our charts, the lines go in a particular direction, and our overall prediction is that the lines are going to keep going in that direction. We're going to do a lot to be as useful as possible to developers and companies to measure what's important on every one of those lines.

But I think we're going to talk about similar stuff. It's just that we're going to have continued on this trajectory for another year, and things are going to feel pretty different because of that happening. I know this is the boring answer to that question.

swyx

No, no. I'm a fan of truths that don't change because you can build and plan for that. I think in media in general—in the podcast business, newsletter business, and Twitter business—people are addicted to change. “Oh, everything's breaking, everything's…” No. There are some truths that are just constants that you can plan on and build.

I think one of the truths is that the demand for AI intelligence and smarter AI intelligence is going to be insatiable. Some people disagree that once we reach certain thresholds, you don't need more intelligence. To that, I ask people: have they ever worked with or managed someone in a work environment and not pressed a button to make them smarter or better at their job? Or would they never press that for themselves? I'm not sure that's the case.

Micah-Hill Smith

I think for Artificial Analysis, we'll keep benchmarking raw intelligence, but we also want to think about and explore models more deeply across other axes as well. I think hallucinations are the start of that, but we're getting into wanting to support people in understanding the behavior and personalities of the models to help people make more nuanced decisions.

swyx

Are you going to have a personality benchmark?

Micah-Hill Smith

That is a direction that OpenAI is leaning into a lot. So if you manage to solve that, you should definitely talk to Fidji and Rune.

swyx

Oh, okay. Yeah, so what is going to be included in, let's say, a V3 of the Intelligence Index? Obviously, you're going to saturate in March. Why don't we break it now? How soon is the podcast going to come out?

Micah-Hill Smith

Whenever you want. Okay, so we're at V3 right now. The version that's going inside of it is V3. V4 is what we're going to call the next major update.

Surprise, surprise, we're going to be adding several of the things that we've actually talked about today that we've launched over the last few weeks.

So it’s not going to be wildly shocking, but some of the things that are most exciting are adding GDPval, which is going to give us this general agentic performance in a really strong way in the Intelligence Index. Adding CritPt, the physics eval George was talking about, similar to FrontierMath, gives us a completely new view with a brand-new data set of very, very hard research problems. We are going to be using AA-Omniscience, and we are going to be using hallucination rate. The exact ways that all those are going to come together—the weighting is going to be hard because the numbers are different.

George Cameron

Yeah. Yeah. We’re going to make sure that we don’t do anything to cause odd distortions and stuff that could be misleading.

swyx

Every time you version it, you have a one-time reset.

George Cameron

Exactly. That’s exactly how we think about it. We will make sure that within each version number, there’s no drift in any of the scores so that people can rely on them and reference them. You just have to watch out for that version number. Once it’s V4.1, those numbers won’t be comparable with V4.

swyx

Of course. There is a little bit of debate over the accuracy of τ-bench. I don’t know if you’re clued in to what’s going on.

George Cameron

Apparently, a very high number of τ-bench tasks have been impossible. Potentially, for the earlier versions, τ-bench Telecom, we’re pretty convinced, is pretty good. If anything, the only issue there is that models have got very good at doing it.

swyx

Yeah. Yeah. On we go. Okay, well, thank you so much for providing such a great service to the industry. I’m glad to at least know you guys from before you got famous, and now you are famous. [laughter]

George Cameron

Oh, look, our pleasure, and we really appreciate your support along the way. I wasn’t kidding at the start, right? It was quite a material moment for us when Artificial Analysis was covered on Latent Space. Some random guy in San Francisco mentions you, and I was a fan of Latent Space for like a year before you mentioned us. So I’ve been listening. I don’t think I was familiar with you personally yet at that point, but I listened to your voice for probably many, many hours. [laughter]

And so once you mentioned it, got to know you, and met you for the first time nearly a couple of years ago, it was really cool, honestly. So, yeah. And thanks for being such a great member of the community and spotlighting projects which don’t have attention and bringing them to your audience.

swyx

Yeah. Well, actually, it wasn’t me, right? Someone in the Discord dropped it in our Discord, and I rely on our community. It kind of feeds itself, right?

George Cameron

Nice.

swyx

So someone brought it to my attention. I don’t know who; we should probably go back and check. But once I saw it, I was like, “This looks good. This is something I always wanted. I wanted to build it. I was too shy or dumb or lazy to build it, and you guys did, and now it’s the whole thing.” You built some really cool other stuff, like this button. [laughter]

George Cameron

Yeah, yeah. Totally. So thank you. That’s it. Great. Cool. Thanks.