Chinese open-source model beats out Fable #ai #bigtech #Tech #fable

new open source model from China GLM 5.2. I mean, I don't know what's going on, but the benchmarks on this look absolutely insane. You know, almost unbelievable, like literally, like I just don't, the benchmarks have become meaningless or something because this is an open source model that if you were to take out CloudFable, if CloudFable didn't exist, which is the world we live in, then GLM 5.2 beats out Opus 4.8 and GPT 5.5. on front end coding. An open source model that you could sell for, I mean, not you probably couldn't afford to, but it's super cheap, it's 82% cheaper than Opus 4.8. This is a useful chart. How many, how many output tokens does $3,000 buy? If you were to use DeepSeq V4 Pro, that's 3.45 billion tokens with GLM 5.2682 million tokens. And with CloudFable 5, that's 60 million tokens. So you could see how insanely of economical these are. I mean, this single-handedly built, China single-handedly, like solving the AI bubble here, Microsoft is exploring DeepSeq over OpenAI and Anthropic as co-pilot co-work moves to usage-based pricing, which co-pilot being usage-based and being built on top of OpenAI and Anthropic. There's zero money to be made there. I mean, it's exorbitantly expensive and they're looking to the open source models. As we talked about a couple times already, the $200 plan on Anthropic and OpenAI is getting you $8,000 and $14,000 respectively of usage, highly subsidized to build addiction and to build the workflows in your company so that once a price goes up, there's nothing you could do. Satya has published an article on X talking about how we cannot put everything in the hands of OpenAI and Anthropic. We need to make these models sort of replaceable and build the overlying infrastructure around these models so that we could easily swap one model for the other. If it wasn't for these open source models, what I would expect to happen is to continue to see subsidization wars between SpaceX, OpenAI, and Anthropic and whoever runs, whoever can keep the subsidies going longest wins. And if that were the race, I would imagine that SpaceX would be the most capitalized and they would just sort of compete to the bottom GLM 5.1 had the same sort of impressive aura to it, but usage-wise, it didn't really permeate through the developer culture. Most developers still preferred Opus and GPT 5.5, probably because it was so heavily subsidized. Once we see the true price, man, if we can only see the true price of these things, if we can get to that phase of this whole episode, we could start having much more better conversations, but OpenAI and Anthropic are just polluting the discourse with these highly subsidized plans that do not allow us to arrive at the end game. The end game is the end of the subsidies. That's when we find out what all of this is worth and we're just having such a hard time making progress here. And so I cannot wait for these subsidies to be over. And actually, it's already sort of happening very slowly. Everything is moving over to usage-based pricing, which you love to see because it's starting to force people's hands and we're starting to see big actors like Microsoft. Moving to open source models, this is really good stuff. If you're a fan of the bubble exploding, it's sort of happening very slowly.