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Ethan Mollick: In the Age of AI Agents, We Can Already See the Outline of "Thing"
Ethan Mollick argues that since late 2025, AI agents such as Claude Code, OpenAI Codex, and OpenClaw have shifted humans from collaborating with AI to managing AI, entering a new stage. He cites benchmarks including the METR long-task curve, GPQA (the strongest AI scores 94%), and GDPval (the latest AI meets or exceeds top humans in 82% of scenarios), showing that AI capabilities are still improving exponentially. He takes the Software Factory built by a three-person team at StrongDM as an example: this model stipulates that code must not be written or reviewed by humans, and each engineer spends at least $1,000 per day on AI tokens. He also mentions that on February 22, a fictional report by Citrini Research triggered market volatility; on February 26, Block announced 40% layoffs; and on February 27, the Pentagon and Anthropic clashed over rules for Claude usage. He believes this week foreshadowed a future in which AI capabilities, markets, employment, and policy are intertwined. Dario Amodei of Anthropic, and Demis Hassabis of OpenAI and Google DeepMind, have all mentioned that recursive self-improvement (RSI) is advancing.
e also mentions that on February 22, a fictional report by Citrini Research triggered market volatility; on February 26, Block announced 40% layoffs; and on February 27, the Pentagon and Anthropic clashed over rules for Claude usage. He believes this week foreshadowed a future in which AI capabilities, markets, employment, and policy are intertwined. Dario Amodei of Anthropic, and Demis Hassabis of OpenAI and Google DeepMind, have all mentioned that recursive self-improvement (RSI) is advancing.
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Claude Code and What Happens Next
Ethan Mollick had Claude Code autonomously develop a startup project earning $1,000 per month; after the AI asked three multiple-choice questions, it worked independently for 1 hour and 14 minutes, generated hundreds of code files, and delivered a runnable, deployable website. He believes the leap in this kind of coding tool comes from two things: the latest models can autonomously complete more work in programming tasks and self-correct, and they are given an agentic harness of tools and methods. Using Opus 4.5-powered Claude Code as an example, the article explains how it breaks through LLM limitations through mechanisms such as context compaction, Skills, and subagents, and notes that OpenAI Codex with GPT-5.2 and Google Antigravity with Gemini 3 show similar performance.
eves the leap in this kind of coding tool comes from two things: the latest models can autonomously complete more work in programming tasks and self-correct, and they are given an agentic harness of tools and methods. Using Opus 4.5-powered Claude Code as an example, the article explains how it breaks through LLM limitations through mechanisms such as context compaction, Skills, and subagents, and notes that OpenAI Codex with GPT-5.2 and Google Antigravity with Gemini 3 show similar performance.
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Daily AI Briefing: Zhipu Open-Sources GLM-4.7; MiniMax and Zhipu Pass HKEX Hearings
Zhipu AI has launched and open-sourced GLM-4.7, achieving a state-of-the-art score of 73.8% on SWE-bench Verified and 87.4 on the tool-calling task τ²-Bench, surpassing Claude Sonnet 4.5. MiniMax and Zhipu successively passed Hong Kong Stock Exchange hearings; the former's 2024 revenue grew 782% year-over-year to $30.5 million, while the latter is valued at 24.4 billion yuan, with average daily token consumption reaching 4.2 trillion in November. In the same period, OpenAI released GPT-5.2-Codex, and Google launched Gemini 3 Flash, with response speed improved 3x.
he-art score of 73.8% on SWE-bench Verified and 87.4 on the tool-calling task τ²-Bench, surpassing Claude Sonnet 4.5. MiniMax and Zhipu successively passed Hong Kong Stock Exchange hearings; the former's 2024 revenue grew 782% year-over-year to $30.5 million, while the latter is valued at 24.4 billion yuan, with average daily token consumption reaching 4.2 trillion in November. In the same period, OpenAI released GPT-5.2-Codex, and Google launched Gemini 3 Flash, with response speed improved 3x.
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The Shape of AI Capabilities: Jagged Frontiers, Bottlenecks, and Reverse Protrusions
In an article, Ethan Mollick points out that AI capabilities remain distributed in a jagged pattern, that weak spots such as memory have long shown no marked improvement, and that the system as a whole is constrained by its worst link. Taking Google's Nano Banana Pro as an example, he explains that image generation quality was once a bottleneck, and that after it was broken through, NotebookLM could directly generate full-page slides from source materials; he argues that judging where AI is heading should focus on bottlenecks rather than benchmark scores.
remain distributed in a jagged pattern, that weak spots such as memory have long shown no marked improvement, and that the system as a whole is constrained by its worst link. Taking Google's Nano Banana Pro as an example, he explains that image generation quality was once a bottleneck, and that after it was broken through, NotebookLM could directly generate full-page slides from source materials; he argues that judging where AI is heading should focus on bottlenecks rather than benchmark scores.
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Copilot Gets Rolled Out, Gemini Wants Your Calendar
Microsoft Copilot Business launched globally on December 1, offering meeting notes, document drafting, and productivity tools such as Outlook to small and medium-sized businesses at a lower price. Google's Gemini, meanwhile, provides AI summaries for Docs, Sheets, and Slides, and supports audio overviews of PDFs in Drive. OpenAI CEO Sam Altman put ChatGPT into "code red" status, pushing the team to accelerate improvements.
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