Session A knocks it out of the park. Chef’s kiss.
Session B just does some random vandalism.
I think it's clear now that the pace of model improvements is asymptotic (or at least it's reached a local maxima) and the model itself provides no moat. (Every few weeks last year, the perception of "the best model" changed, based on basically nothing other than random vibes and hearsay.)
As a result, the labs are starting to focus on vertical integration (that is, building up the product stack) to deepen their moat.
As much as I wish it were, I don't think this is clear at all... it's only been a couple months since Opus 4.5, after all, which many developers state was a major change compared to previous models.
The models are definitely continuing to improve; it's more of a question of whether we're reaching diminishing returns. It might make sense to spend $X billion to train a new model that's 100% better, but it makes much less sense to spend $X0 billion to train a new model that's 10% better. (Numbers all made up, obviously.)
They do *very* well at things like: "Explain what this class does" or "Find the biggest pain points of the project architecture".
No comparison to regular ChatGPT when it comes to software development. I suggest trying it out, and not by saying "implement game" but rather try it by giving it clear scoped tasks where the AI doesn't have to think or abstract/generalize. So as some kind of code-monkey.