Artificial Intelligence thread

tphuang

tphuang

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sunnymaxi said:
Weekly token share of Chinese models used by US firms.



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OpenRouter is such a small % of actual AI consumption that quoting it is just not useful
PandaAI said:
https://twitter.com/i/web/status/2078103148665667648
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this is okay, seems reasonable to treat GLM-5.2 as around Opus-4.6
bsdnf said:
In an interview, the head of MINIMAX research stated that their fable-calss model, the M3, will be released within six months.

Kimi K3 has already been released, and Deepseek V4 Pro, also a fable-class, is about to be officially released. Z.ai's GLM-5.5 is rumored to be released next month as well. "Within 6 months" means they are way behind schedule.
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Minimax just sucks. Until they come out with this 2.7T model, it's just all talk to boost stock prices.

It remains to be seen how good V4 official looks to be. I wouldn't expect it to be better than K3. The next GLM should be.
 
tankphobia

tankphobia

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siegecrossbow said:
I don’t understand why it’s such a stretch that China keeps models secret when we know that the U.S. does the same thing.
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It's probably secret in the same way that Anthropic has models reserved for the US government that is ahead of the curve. Training AI at scale is basically grabbing a huge pile of money and setting it on fire, so I don't think the Chinese government will be spending so much money and computing reserved for military research when instead they can just co-opt a model from major local AI firms. In exchange they're probably helping out with training data which is not available to the pubic.
 
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Michael90

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PandaAI said:
https://twitter.com/i/web/status/2078090459898101995
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Seriously, are you comparing US capital markets to Chinas ? That’s one sector the US has a huge lead over China or any other country in the world for that matter. Ever wonder why Chinese tech companies were all rushing to list and raise capital in the US until the US government started putting restrictions on them from doing so?

So I don’t think it’s surprising that companies will have higher valuations in the US than listing in China . There are some sectors the US is obviously ahead of China and there are also sectors China is ahead. It’s to be expected as both a big countries with a lot of resources(natural, financial, human) at their disposal with different models. So it’s normal one will lead in some fields while the other leads in others .
 
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