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Model labs and agent labs are converging. Model labs continue to develop first-party applications that compete with their customers, while agent labs are starting to train models. The gains from co-designing models with harnesses is why agent labs need to move into model training. The challenge is for agent labs to offer the best intelligence per dollar at margins that the model labs can't match.

Tau Robotics has opened an invite-only San Francisco pilot using humanoid robots for vacuuming, surface cleaning, trash removal, and deep cleaning around appliances. The robots combine AI with live human supervision, with each unit assigned to one appointment at a time during the initial roll-out. The service is priced at $30 per hour and is currently limited to selected households.

Andrej Karpathy asked Opus 5 to make a Three.js render of the first paragraph of The Lord of the Rings with a 1-million-token budget, and the model returned 5,500 lines of code that procedurally rendered the story. The LLM orchestrated the polygon assets and wrote code that animated it all according to the story. No human would have the stamina and patience to write something this custom, so they are a good test of what LLMs are capable of. A video of the generated animation is available in the post.