AILobstersabout 2 hours ago
GLM 5.2 and the coming AI margin collapse
1 min read
GLM 5.2 from Z.ai matches Opus and GPT quality at under $4.40/MTok, roughly 20% of rival prices. Open weights and compatible endpoints make switching trivial. Inference margins for frontier labs could collapse as open models undercut their 90% gross margins on compute.
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