Ben@BenShindel
This company, which received $29 million in seed funding within the last year, is setting off my BS detector in every direction. Red flags:
- The script to this video was entirely AI-generated, as is all the content on their website, which is extremely sparse on any specifics.
- The kind of fundamental "model architecture" changes they describe, that could beat frontier LLMs would likely take much longer than 1 year with a small handful of employees. I find it highly improbable that they've done what their website describes: created a non-transformer class of AI systems from scratch.
- The co-founder and CEO, Justin Dangel, looks like a serial founder with no real experience in AI but I guess experience in getting funding for plausible sounding companies.
- The other co-founder and CTO, Alexander Whedon, hasn't held a single job for longer than 1.5 years, and in fact dropped out of his undergrad from BYU in actuarial science. This doesn't strike me as the kind of person who can lead a technical team that creates a new AI paradigm that beats frontier LLMs. He has no publication record, needless to say.
- The "careers" link on their website just takes you to their LinkedIn page... a quick scroll through their employees on LinkedIn does not inspire confidence. A lot of ppl without any direct experience working in AI who joined within the last 3 or 4 months, some fresh BYU grads, some consultants who appear to just have this listed in conjunction with other positions.
- Their benchmark reporting does not, uh... inspire confidence. They report just 3 benchmarks, of which the first is the now substantially critiqued and disowned SWE-bench verified. Apart from that, Ruler @ 128k appears totally saturated, MRCR could easily be optimized with some sort of tool use or custom instructions, and it's possible that many open source models could beat that score out of the box.
- In general, the way they describe their model seems like how someone undergoing AI psychosis who's convinced they have made a breakthrough in AI architecture would describe it. "Not just another model... an architectural breakthrough" lol.
- You have to request access before accessing SubQ through API or in a coding agent!
- They launched without obvious partnerships with coding platforms or any big players.
Appears likely to me that they're just running an open-source model or some LLM wrapper.