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Posted by martinald 1 day ago

GLM 5.2 and the coming AI margin collapse(martinalderson.com)
662 points | 449 commentspage 6
blagui 22 hours ago|
GLM is the model that will sink the frontier labs.

Recall last year deepseek? And 18 month's later? What changed?

ddxv 21 hours ago||
A year ago I wasn't using Deepseek. Now I am. I guess what changed is which models people are using most for coding.
tw1984 18 hours ago||
> GLM is the model that will sink the frontier labs.

this is the claim you are making here, no one else claimed that.

two obvious issues here -

1. GLM itself is a frontier lab, ranked No.3 in the world in July 2026, ahead of Google, Meta and xai. GLM is not going to sink itself.

2. GLM won't sink OpenAI, it will significantly restrain OpenAI's profit margin. OpenAI will still be able to get stupidly high market cap, but not trillions, hundreds of billions will be far more likely.

montroser 1 day ago||
This article only promises to get into "the coming AI margin collapse" in a yet to be published "part two". This part only makes the point that GLM 5.2 is pretty good (no shit).
esafak 1 day ago|
It truly is a pointless article.
lqstuart 22 hours ago||
how do massively negative margins "collapse"
RichardChu 20 hours ago||
Is this AI written (or edited)? The word "genuinely" appears 4 times on the page.

Man, I hate how often people/LLMs use that word now. Maybe other people gloss over it but it's super distracting to me.

blondie9x 19 hours ago||
Disclosure - Fireworks kindly gave me some free credit to experiment with GLM to help write this article.
hn1986 8 hours ago|
needs to be higher up
inigyou 13 hours ago||
We'll keep saying the same things about every new free model just like we say the same things about every new frontier model but nothing really changes.
samuelknight 23 hours ago||
Inference has been decreasing in cost by about 10x per year since 2023.
epolanski 15 hours ago||
> I expect for most professional use the very lax terms around training and data retention will make this a difficult sell

I couldn't care less whether a chinese or american company reads my crap code.

I'm not working on state secrets but warehousing software for specific clients on a machine that has access to nothing but crap enterprise code.

impjohn 15 hours ago|
This take may be frowned upon in HN, but I suspect it's much closer to the median sentiment.
itkovian_ 20 hours ago|
‘640kb of ram should be enough for anyone’
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