Entry 292 closes year twelve, and the closing fortnight refused a quiet exit: OpenAI announced o3 on Shipmas’ final day (December 20th), the reasoning axis’s second generation, and the headline result stops the file mid-sentence: ~87% on ARC-AGI’s semi-private eval (the abstraction-and-reasoning benchmark designed to resist memorization, where GPT-4o scored single digits and four years of models flatlined), plus research-math and competition-code results that moved the frontier’s own researchers to public awe, achieved, per the disclosed methodology, with inference-compute budgets that reach thousands of dollars per task at the high end (the cost-of-thought economics now spanning six orders of magnitude: the capability exists; the price curve is the product roadmap, and every prior curve in this file’s twelve years, compute, storage, sequencing, launch-mass, says the price falls faster than the discourse expects). The file’s calibrated position for the year-end record: benchmarks are not jobs (the map-vs-territory doctrine, permanent), ARC’s designer himself notes the gap between eval-crushing and general intelligence, and the slope is the steepest this archive has ever filed across twelve years of logging “probably nothing” items (the Transformer paper to o3, the quiet thread’s decade, bookended). Both things true, maximum stakes, year thirteen inherits the question.
The year’s thesis: the kernel and the curve. 2024’s defining incidents were kernel-layer trust failures, xz’s near-miss at the dependency layer, CrowdStrike’s detonation at ring-0, the Snowflake-credential breach cluster at the vendor layer, each a monoculture-and-privilege lesson this archive has preached for years, each purchased at retail by someone else while the industry expensed the tuition (the purchase-order pattern). And over it all, the curve: reasoning models, agentic pre-announcements, Nobel canonization, and the energy-and-chips substrate (the substations), the loom completing its second full year as the industry’s operating environment and beginning its negotiation with the physical grid. The plumbing thesis and the quiet thread, twelve years parallel, have merged into one story: the interesting layer is the boring layer, and the boring layer is now being rebuilt to serve the thread.
My year: the review-first cohort trains its successors (the ladder re-rigged and holding), the eval discipline went from our practice to our export (the regime now cited in two industry working groups the questions-as-infrastructure thesis never dreamed of reaching), the paper-runbook drawer gained a CrowdStrike-shaped vindication it never wanted, and the Proverbs file closes the year at 323. Fantasy: Null Pointer Exception’s spreadsheet-tabs scenario resolved in a semifinal loss by 1.94 points on a Monday-night kneel-down (the group chat’s forensic review continues; the accumulated-context doctrine now includes frame-by-frame kneel analysis, and the file regrets nothing). The streak: 292/292.
Next sprint (2025, year thirteen): the agentic year as pre-announced (the compounding-error math awaits its production data), the administration transition’s regulatory redraw, Starship’s cadence toward orbit-and-back routine, and the o3 price curve’s first real-world descent. Twelve years ago this blog began with a junior engineer learning git reflog the hard way; it enters year thirteen budgeting cached reasoning and auditing quantum key-rotation schedules, and the method has never once changed: fifteen days, one honest page, minutes kept. The graphs are flat; the curve is not. See you in year thirteen.