Kimi also offers generous subscriptions. Subs aren’t going anywhere. Think of subs like running an insurance business. There might be some users you lose money on (ones who max out their weekly quota without fail), but they’re managed such that the average subscription turns a healthy profit. There’s never been subsidies in model serving, inference is just cheaper in terms of ops TCO than people assume, and API margins are very high.

I suspect a true "big new general-purpose" model is around the corner from them, whether or not they were in on Le Chaton Fat for real. They've mentioned it after the media circus. Hopefully more creatively named than just "Large 4".

In late 2027 or early 2028, Nvidia will release Vera Rubin DGX Spark, likely with double or better the performance of current Blackwell, though unclear if memory capacity will go up much from current 128GB. Two to four of those will run models like this decently.

In 2028 we should expect Vera Rubin RTX discrete lineup, including the replacement to the RTX PRO 6000. Likely memory spec will be minimum 128GB. Good chance of up to 200GB. Two to four of those will run NVFP4 models in this class very well.

  1) 4x DGX Spark (or equivalent other GB10 boxes) with a switch (MikroTik CRS504 or CRS804) and TP=4.
  2) 4x RTX PRO 6000 box. Probably the most practical for cost/perf if you want on-prem as an individual.

This model quantizes unusually well: https://unsloth.ai/docs/models/glm-5.2#quantization-analysis

It may have been a contributing factor, but the crux of the shutdown was the industry reporting of Fable jailbreaks (reportedly spearheaded by Amazon CEO Andy Jassy). The more interesting and honest angle is that the industry which has taken the seriousness of Glasswing at face value felt blindsided by Fable release and totally exposed by the residual risk, when they know they still have a months-long bugfixing backlog exposed by Glasswing and are desperate to buy more time.

This misleading looks deliberate on Wired’s part, to appear as though they’re getting a scoop when they’re really just being dishonest. Shameful.

“ GLM-5.2 is Fully Open, Frontier Intelligence Belongs to Everyone

Today, the sudden restriction of certain frontier models is deeply regrettable. At a time when access to frontier models is abruptly cut off for non-technical reasons, we are even more convinced of one thing: science should be global.

The path to AGI (Artificial General Intelligence) must never be enclosed by high walls. We have always believed that AGI should be the cornerstone for all of humanity to collaboratively explore the boundaries of intelligence and solve complex challenges, rather than a privilege monopolized by a few rules and subject to revocation at any moment. In the face of external blockades and restrictions, our attitude is one of radical openness. Frontier intelligence must remain open-source, accessible, and buildable, serving every dedicated developer.

GLM-5.2 is Zhipu's most capable open-source model to date. It not only supports a truly usable 1M context window but also maintains a continuous lead in the independent completion of long-horizon tasks, providing solid foundational support for building complex agent applications. It also continues to be our main engine for creating the strongest domestic coding model.

Tonight at 5:21—at this special moment—GLM-5.2 will officially be available to all GLM Coding Plan users (including Lite / Pro / Max). The API will also go live next week.

A step closer to frontier intelligence for everyone. The future of AI is open, and it is for the people. ModelKey: GLM-5.2”

https://x.com/jietang/status/2065784751345287314

Similarly, the 26B A4B Gemma 4 and the 35B A3B Qwen 3.6 identify it clearly, give me the title and trends analysis fairly accurately. While this 12B spits out gobbledygook about it having something to do with hard-drive capacity. It's like it can barely see, gets the very broad strokes (knows it's looking at some kind of chart), but can't identify any details clearly.

Even if it can't fully pass much, there are so many tests against most of the scenarios that you can get a fairly rich report beyond the pass@1 stat. See e.g. this DeepSWE report against the Minimax M3 model: https://entrpi.github.io/misc/deep-swe-minimax-m3/

  Qwen3.6-35B-A3B   vs   Claude Haiku 4.5
    reasoning mode · AA Intelligence Index v4.0
  
  46.0 ┤   ↖ better — cheaper · smarter · faster
       │
       │
  44.0 ┤     ╭─────╮
       │     │  ●  │ Qwen3.6-35B-A3B
       │     ╰─────╯
  42.0 ┤
       │
       │
  40.0 ┤
       │
       │
  38.0 ┤                                       ╭───╮
       │                      Claude Haiku 4.5 │ ○ │
       │                                       ╰───╯
  36.0 ┤
       └┬─────────┬─────────┬─────────┬─────────┬────────┬
        $200    $300      $400      $500      $600    $700
  
    x → cost to run the index (USD)        lower is better
    y → AA intelligence index              higher is better
  
    bubble area = output speed (tokens / sec)
          ╭─────╮                  ╭───╮
          │  ●  │ Qwen ~196 t/s    │ ○ │ Haiku ~93 t/s
          ╰─────╯                  ╰───╯
  
    ┌─────────────────────┬──────────┬──────────┬───────────┐
    │ model               │ AA index │ run cost │ out speed │
    ├─────────────────────┼──────────┼──────────┼───────────┤
    │ Qwen3.6-35B-A3B    ●│   43.5   │   $280   │  196 t/s  │
    │ Claude Haiku 4.5   ○│   37.1   │   $620   │   93 t/s  │
    └─────────────────────┴──────────┴──────────┴───────────┘


    COST PER TOKEN   ≠   COST PER TASK  
    output tokens per index run:
       Haiku 4.5    87.3M   (79.3M reasoning + 8.0M answer)
       Qwen3.6     143.2M   (131.7M reasoning + 11.5M answer)
       → Qwen emits 1.64× more output
  
    ── output speed (tokens / sec) ──────────  raw rate · higher = faster
       Qwen3.6     100%   ~196 t/s
       Haiku 4.5   ~47%   ~93 t/s
                                                  → Qwen ~2.1× faster per token
  
          ╎   1.64× more tokens  <  2.1× faster rate
          ▼
  
    ── solution speed (per finished answer) ──  higher = faster
       Qwen3.6     100%
       Haiku 4.5   ~78%
                                                  → Qwen ~1.3× FASTER to a solution
  
    SCORECARD
                            intelligence    cost / task     speed to solution
     Qwen3.6-35B-A3B        43.5            $280            ~1.3× faster 
     Claude Haiku 4.5       37.1            $620            (slower)
  
     → Qwen wins all three. The reasoning blow-up (1.64×) is smaller than
       the raw-speed edge (2.1×), so Qwen stays ahead per task.