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Yes, as far as I understand. Though people's priors on SETH, which were already weaker than ETH, I think, may have shifted.

In the PDF they write that SETH is false too. (Which makes sense? Surely the strong conjecture is easier to disprove than the normal conjecture?)

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I thought that ETH false does not necessarily imply that SETH is false, despite that the latter is stronger. Do the OpenAI (and Anthropic) results imply SETH is false as well?