A note on your "IBM has been shrinking" take: IBM spun out Kyndryl in 2021, including 90,000 employees [0]. That leaves the remaining company with 255,000 employees after the spin-off in 2021, which means it has actually grown by 15,000 people to reach the 270,000 in 2024.
The spin-off also explains the drop in revenue. In 2021, the first results reported excluding Kyndryl, IBM had revenues of $57.4B [1].
Since 2021, revenue grew by ~9% to reach $62.75B in 2024.
I'm confused - the post says "o3 does not have access to a coding tool".
However, OpenAI mentiones a Python tool multiple times in the system card [1], e.g.:
"OpenAI o3 and OpenAI o4-mini combine state-of-the-art reasoning with full tool capabilities—web browsing, Python, [...]"
"The models use tools in their chains of thought to augment their capabilities; for example, cropping or transforming images, searching the web, or using Python to analyze data during their thought process."
I interpreted this to mean o3 does have access to a tool that enables it to run code. Is my understanding wrong?
You're right, when you search `"what's your name" Eliza` on GitHub, you get about 8k code results, some of which include the response "My name is Eliza".
But at the same time there are even more results if you try other names (e.g. 61k code results for `"what's your name" Tom`).
So I still think its interesting that it happened to pick Eliza here. Possibly because repos that use the Eliza name tend to contain more Q&A-style code than others (as you mention in your comment).
The spin-off also explains the drop in revenue. In 2021, the first results reported excluding Kyndryl, IBM had revenues of $57.4B [1]. Since 2021, revenue grew by ~9% to reach $62.75B in 2024.
[0] https://www.kyndryl.com/us/en/about-us/news/2021/11/2021-11-... [1] https://newsroom.ibm.com/2022-1-24-IBM-RELEASES-FOURTH-QUART...