@vijaythirumalai Memory is commodity.
GPUs are core system infrastructure.
But then that begets the question why is anyone else, that is not frontier labs with big finance and capital access not doing memory.
Next Week Is CRITICAL For Closed Source AI
- GPT 5.6 has to be a massive leap in performance
- Fable has to be un-banned
Otherwise there will be a massive exodus to GLM 5.2 and Kimi 2.7 starting Monday morning
@Akshat_World “AI” is a broad term for investing.
Better off choosing infrastructure plays like @leopoldasch and the build out than the frontier labs, whose growth could be at risk because of open weighted models and compute constraints.
Anthropic CEO:
"If my revenue is not $1 trillion, even $800 billion,
there's no force on earth, no hedge on earth,
that could stop me from going bankrupt."
In a 3-hour podcast, Dario Amodei does the math on his own bankruptcy.
Revenue 10x a year.
90% of code written by the model.
A country of geniuses by 2028.
He can't tell you if it ends in trillions or zero.
The most honest voice in AI, or the biggest bubble admitting it?
GLM 5.2 on Ollama's cloud just doubled GPU capacity to handle the volume of usage!
This is all US based, and running on NVIDIA B300 Blackwell GPUs. We believe privacy matters!
Let's go open models! ❤️
Wow.
@Zai_org GLM 5.2 is a marvel! It is *at least* as good as Opus 4.8 and GPT 5.5. It's super fast, inexpensive, and not too verbose.
It responds with nuance and judgement, & handles long context VERY well.
I've never experienced an open weights model like this before.
Just to be clear, if you remove Fable which is unavaialble, GLM-5.2 (Max) is the #1 model in the world for frontend coding.
This is a huge moment. OSS has caught up with proprietary, and China has caught up with the US, in this very important domain.
After my agent testing, seems like Kimi-K2.7 is better than Opus-4.8.
It is closer to Fable level.
My recent impression :
Fable > Kimi-2.7 > Opus-4.8 = GLM-5.2 > GPT5.5 > Minimax-M3
CHINA ELIMINATES 12,000 ‘OBSOLETE’ UNIVERSITY DEGREES IN PUSH TO PREPARE FOR THE AI ERA
CHINESE UNIVERSITIES SCRAP 12,000 DEGREE PROGRAMS AS AI RESHAPES JOB MARKET DEMANDS