Frontier AI Is Now a Two-Company Race, Says Ethan Mollick

emollick · x · 2026-09-06

Ethan Mollick argues the past week confirms frontier models are a two-company race: Google and Z both shipped strong flash models, Meta keeps advancing with Muse Spark 1.3, and GLM 5.3 is only weeks old—yet nothing comes close to Astra or Fable.

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