Ethan Mollick: frontier AI is now a two-company race between Astra and Fable

BraydonDymm · x · 2026-09-06

Ethan Mollick argues the past week shows frontier models are a two-company race: Google and Z shipped strong flash models, Muse Spark 1.3 shows Meta advancing, and GLM 5.3 is recent—but nothing comes close to Astra or Fable. A reply adds the race carries sunk-cost risk if progress plateaus and usage drops.

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