$1,600 GPU JUST BROKE AI SCALING
A 15-million-parameter model running on a single RTX 4090 just put up an ARC-AGI-2 number that's competitive with systems costing a hundred million dollars to train. If it holds up, it flips the entire scaling thesis on its head.
In this episode:
TOPAS-DSPL hits 24% on ARC-AGI-2 — matching the official 2025 ARC Prize winner with 15M parameters on consumer hardware
The "Bicameral Latent Space" architecture: separating algorithm from working state to fix compositional drift
Why this is six orders of magnitude less compute than a frontier training run
The bear case: public-vs-private leaderboard gap, no independent reproduction yet
What this means for $400B in hyperscaler capex and the "scale is the moat" story
TIMESTAMPS:
0:00 — Intro
0:34 — Host intro & subscribe CTA
1:08 — François Chollet, Keras, and the original ARC thesis
2:14 — ARC-AGI-2 release: humans 60%, frontier models single digits
2:14 — Bitterbot drops TOPAS — 11.67% on a 4090
2:43 — TOPAS-DSPL: 24% with 15 million parameters
2:53 — Comparison: NVARC (24.03%), Samsung TRM (8%)
3:21 — The Bicameral Latent Space architecture explained
4:13 — But here's what nobody is telling you
4:18 — Altman, Zuck, Morgan Stanley: $400B+ in capex
5:04 — Six orders of magnitude less compute
5:11 — Implications: capital, architecture, talent
6:27 — The bear case: skepticism is the appropriate prior
7:01 — Your watch checklist
7:32 — The bigger picture: the trillion-dollar grift
SOURCES:
Bitterbot AI on X: https://x.com/Bitterbot_AI/status/200...
TOPAS-DSPL GitHub: https://github.com/Bitterbot-AI/topas...
ARC Prize 2025 Results: https://arcprize.org/blog/arc-prize-2...
ARC Prize 2025 Technical Report: https://arxiv.org/abs/2601.10904
ARC-AGI-2 paper (Chollet et al.): https://arxiv.org/abs/2505.11831
Samsung Tiny Recursive Model: https://arxiv.org/abs/2510.04871
Show HN: TOPAS-DSPL discussion: https://news.ycombinator.com/item?id=...
r/LocalLLaMA original post: / 1t6n97x
#ARCAGI #ARCAGI2 #TOPAS #LocalLLM #AIBenchmarks #FrancoisChollet #AIScaling #TechNews #TheGriftPodcast
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