Everyone is declaring GLM 5.2 as something that's really a big deal.
I don't know about that but based on my own experience with Deepseek v4 Lite alone (with high effort) I have no doubt in my mind that anyone claiming such great things about GLM 5.2 must be true because Deepseek v4 already is really awesome.
You might dismiss it as nothing but the Linux analogy does not work here either. It is more than that and direct threat to commercial AI labs and their business model. These labs are milking bunch of foundational papers for years now and the end is near.
Going forward would be such open source, open data and open recipe models possibly someday even with the training being crowd sourced if not inference like the BitTorrent model.
Lastly, even Chinese models (GLM, Deepseek, MiMax) work really really good and any user would testify that they do not miss OpenAI/Anthropic/Gemini at all if they're using those Chinese models which is argument enough that with such models, no one is going to miss Chinese models as well.
I think open source is dead. Basic issue is - if your product is open source or even open core, building a business around it would be impossible because someone else would point an AI agent at it and would have similar thing to offer.
Hence, closed source is what's next probably. Unfortunately.
Yeah insane that people think it'll be okay in the long run but wondering how much different the financial status of other such company would be? Not much I guess.
As for the claim coming out of Shenzen, it carries no benchmarks, gives no figure for how long the run took, how it compared to the same job on Nvidia hardware, or how efficiently the 1,000-chip cluster was used. It’s ultimately just another addition to a series of dubious claims that have come from the Chinese state without anything to back them up; DeepSeek itself hasn’t commented.
As if OpenAI and Anthropic are giving us ball to ball commentary on how their training runs go. Deepseek did train it on domestic hardware, model might be out in public soon (open weights or not) and then anyone can see what is it about.
The model is not affordable for the masses. When it is not affordable for masses then it cannot have a mass market. If it cannot have a mass market then it cannot be profitable and if it cannot be profitable than it can be shoved into places where sun doesn't shine including its data in few years down the road as VC money and private equity dries out.