State of Data — Sean Cai, Independent / State of Data - YouTube
youtube.com · 3,649 words · saved by 1 readers
Follow along using the transcript. Follow along using the transcript.
GPT 5.5 and Opus 4.8 landed within three points on the same finance benchmark while failing in opposite directions. GPT got the arithmetic right. Opus got the methodology right. One leaderboard number flattened both failures into a single noisy sample, exactly what happens when benchmarks reward one scaffold and vendors sell the data used to climb the tests they designed. The scarce asset is no longer another isolated answer. It is process data: the reasoning trace, sequence of decisions, state changes, failures, recoveries, and verified outcomes that turn general competence into real…
saved by
related reading
- OpenAI's Yann Dubois: Why AI Progress Suddenly Feels Realyoutube.com
- Why the AI Boom Is Just Getting Startedyoutube.com
- Sam Altman: RSI, AI Consciousness, OpenAI's New Hardware, Compute, and more!youtube.com
- CNBC Halftime Report with Brad Gerstner - October 15th, 2026youtube.com
- Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like Ityoutube.com
- The data black hole at the center of AIdwarkesh.com
- OpenAI's Dan Roberts: Why AI Can Now Make Discoveriesyoutube.com
- The Supply and Demand of AI Tokens | Dylan Patel Interviewyoutube.com
- Insights from AI Ascent 2025inferencebysequoia.substack.com
- Training Imperativesdan.io
- Reiner Pope – The math behind how LLMs are trained and serveddwarkesh.com
- State of Data (Jan 2026)seancai.com