That post is the best summary I've seen of what happened in LLMs last year, but what's crazy is that it feels like you wrote it so long ago, and it's only been four weeks! So much has changed since then!
Mainly DeepSeek, but also the fallout: a trillion-dollar drop in US stock markets, the new vaporware Qwen that beats DeepSeek, the apparent discrediting of US export controls, OpenAI Operator, etc.