新版的 GLM 5.2 基本稳稳站住全球开源模型第一的位置了，作为开源模型可以排到全球前三。上一个这么牛逼的还是 DeepSeek，给 AI 圈带去一点震撼。Claude 4.6 之后提升就没那么大了，4.6 也是 AI 编程的可用线。前端时间巨头们开始对 AI 投入算总账，几十亿美金的 AI 账单，现在用开源的GLM 5.2自己部署，就能立即省下高额的 AI 账单，Claude 的收入端可能要大受影响了。 中美顶尖 AI 的差距大概也就是半年左右，另一方面也说明大模型的护城河没那么深，半年时间的差距并非不可逾越，Anthropic 的万亿估值显然是挺虚的。Claude 年初最辉煌的时候，总有人会说 Claude 多牛逼，迭代速度多强，我去看了一下 zcode 的迭代速度基本是一天一更，这次zcode3.0+GLM5.2 真的和 codex 使用起来没什么太大差距了。 还有中国为什么一直追不上，主要是因为算力资源的限制，假如算力限制放开怕是已经 4:6 开了。可怜的智谱算力一直都不足，难以想象要是有充足的算力且模型是闭源的情况下，难以想象收入会高到什么程度。 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.(链研社｜AI First🔶💧)