链研社|AI First🔶💧
链研社|AI First🔶💧|6月 17, 2026 14:48
The new version of GLM 5.2 has basically firmly established its position as the world's top open source model, and as an open source model, it can rank among the top three in the world. The last one that was so awesome was DeepSeek, which brought a bit of shock to the AI community. After Claude 4.6, the improvement is not as significant, and 4.6 is also a usable line for AI programming. Front end giants have started to invest in AI accounting, with billions of dollars in AI bills. Now, by deploying the open-source GLM 5.2 themselves, they can immediately save on high AI bills, which may greatly affect Claude's income. The gap between the top AI in China and the United States is about half a year, which also indicates that the moat of big models is not so deep. The gap of half a year is not insurmountable, and Anthropic's trillion dollar valuation is obviously quite illusory. At the beginning of the year, when Claude was at his peak, some people would say he was amazing and had a strong iteration speed. I checked and found out that the iteration speed of zcode is basically one update per day. This time, zcode 3.0+GLM5.2 really doesn't have much difference when used with codex. The main reason why China has been unable to catch up is due to the limitation of computing power resources. If computing power restrictions were lifted, it would probably be 4:6 already. Poor Zhipu's computing power has always been insufficient, it's hard to imagine how high the income would be if there were sufficient computing power and the model was closed source. The new version of GLM 5.2 basically stand firmly in the first position of the global open source model, as an open source model can be ranked in the world's top three. The last one was DeepSeek, bringing a little shock to the AI circle. After Claude 4.6, the promotion was not so big, and 4.6 was also an available line for AI programming. The front-end time giants are starting to take a general ledger of AI investment, billions of dollars in AI bills, and now deploying themselves with the open source GLM 5.2 can immediately save the high AI bills, and Claude's revenue side may be greatly affected. The gap between the top AI of China and the United States is about half a year, on the other hand, it also shows that the moat of the big model is not so deep, the gap in half a year is not insurmountable, the Anthropic trillion valuation is obviously quite empty. When Claude was at its most brilliant at the beginning of the year, some people would always say how awesome Claude was and how fast the iteration speed was. I went to see that the iteration speed of zcode was basically one change every day. This time zcode3.0 GLM5.2 was really not much different from codex. There is also a reason why China has been unable to catch up, mainly because of the limitation of computing resources. If the limitation of computing power is released, it may have already been opened at 4:6. Poor intellectual spectrum computing power has been insufficient, it is difficult to imagine if there is sufficient computing power and the model is closed source, it is difficult to imagine how high the income will be.
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