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Episode
451
Interview
Web News

AI Competition is Out Of Control

Recorded:
February 12, 2026
Released:
February 14, 2026
Episode Number:
451

The pace of AI model releases is becoming almost impossible to follow. In just two weeks we saw GPT-5.3-Codex, GPT-5.2 updates, Gemini 3 Deep Think upgrades, Claude Opus 4.6 with a 1M context window in beta, Qwen3-Coder-Next, GLM-5, MiniMax M2.5, Cursor Composer 1.5, and even Kimi 2.5 just outside the window. This isn’t a quarterly product cycle anymore - it’s a daily arms race. In this episode Matt and Mike break down what this acceleration means for developers, open source, frontier labs, and the broader industry. Are we witnessing healthy innovation, or unsustainable velocity? At what point does this stabilize - if it ever does? If you’re trying to build, learn, or compete in AI right now… this conversation is for you.

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Show Notes

The amount of launches that frontier and open source AI companies are doing is becoming almost impossible to follow.

Here is the timeline for just the last two weeks (as of recording):

  • Feb 12, 2026
    • OpenAI: GPT-5.3-Codex-Spark (new Codex variant focused on speed)
    • Google: Gemini 3 Deep Think upgrade (Deep Think reasoning mode upgrade noted in release notes)
    • MiniMax: M2.5 + M2.5-Lightning (new model release, two speed tiers)
  • Feb 11, 2026
    • Zhipu: GLM-5 (new flagship release)
  • Feb 10, 2026
    • OpenAI: GPT-5.2 Instant update (quality/style update per release notes)
  • Feb 9, 2026
    • Cursor Composer 1.5 (solid iteration on the composer coding model)
  • Feb 5, 2026
    • Anthropic: Claude Opus 4.6 (new version, 1M context window in beta)
    • OpenAI: GPT-5.3-Codex (new Codex model release per release notes)
  • Feb 2 to Feb 4, 2026
    • Qwen: Qwen3-Coder-Next (official Qwen blog dated Feb 2; Hugging Face announcement dated Feb 3; broad coverage Feb 3 to Feb 4)
  • Kimi 2.5 (it’s real, but just outside a strict 14-day window)
    • Moonshot AI: Kimi K2.5 (Kimi 2.5)
      • Public repo and model card show release timing around Jan 26 to Jan 27, 2026, which is 2 to 3 days outside the last-14-days window ending Feb 12.

Questions/Topics to Discuss & Resolve

  • What do you think this means for the industry?
  • At what point do we see this stabilize?