GLM 5.2 and the coming AI margin collapse

Post by vrganj » Tue, Jul 07, 2026, 10:16 AM UTC

saberience wrote: post #269

peab wrote: post #107

Earlier quoted context omitted.

It really depends on what you're doing, but most LLM usage and agentic runs are pretty interchangeable in my experience, and it's usually trivial to switch. If anything, you're better off supporting multiple LLMs as backup because most model providers have been so inconsistent with working all the time

Dude it’s not trivial to switch because the behaviors are different! You’re clearly not building a product based on an LLM. I’m still using various old Anthropic and OpenAI models for products I’ve built and released because I can’t risk the behavior changing in unpredictable ways and the users being pissed. It’s much easier to switch out some deterministic software than an LLM which you’ve spent a ton of time on tes…

Post by ben_w » Tue, Jul 07, 2026, 10:17 AM UTC

neonstatic wrote: post #257

arkh wrote: post #224

Earlier quoted context omitted.

> The next one is likely to be a doozy The US, EU, China are teetering on the edge of a crisis. Russia is well on its way. I feel like 2008 was just a warmup to what may be coming.

> Russia is well on its way. Including the warmongering angry midget next to the US, EU, and China is funny. Russia's economy, before they decided to shoot themselves in the face, was the size of the Netherlands. Whether they are in a recession or not is irrelevant to anyone but them.

Post by logicchains » Tue, Jul 07, 2026, 10:20 AM UTC

cezart wrote: post #253

davedx wrote: post #242

Earlier quoted context omitted.

The EU is not "teetering on the edge of a crisis", why do you say that?

Not OP but, EU economy is being squeezed by China on the industrial and tech front, and by the US on the innovation/startup front. It is clear EU is no longer at the technological/economic frontier like it used to be 10-20 years ago. At the same time there are serious demographic, budgetary and political challenges all across the continent. Dragi's report covers some of these. It feels like the whole system might fal…

Post by Dumblydorr » Tue, Jul 07, 2026, 10:26 AM UTC

nostrademons wrote: post #157

jtolmar wrote: post #152

Earlier quoted context omitted.

There's a really noticeable difference in time frame covered in your examples (80s and 90s) and the one in the comment you're replying to (2010s and 2020s). Is that just two people with different go-to examples? Or is there something going on here? (I don't mean this as a leading question to some conclusion in my back pocket, I genuinely have no clue.)

Somewhere else in the comments here, someone else remarked "Individuals perhaps [move to the new models], but not organizations." That's illustrative. The mechanism by which organizations are forced to update their technology, move to more competitive suppliers, and cut costs is a recession. In one, every business that doesn't do so goes bankrupt, and what's left are the more efficient businesses that have adopted te…

Post by xyzsparetimexyz » Tue, Jul 07, 2026, 10:39 AM UTC

tarpitt wrote: post #35

budsniffer952 wrote: post #4

> the least understood upcoming shift in AI economics. Then proceeds to talk about something in the AI news every day. Hey, did you guys hear? Open source models are cheaper and their quality is increasing! So, first, by no measure is GLM5.2 as good as Opus. Second, yes, open source models will put pressure on margins...eventually. Everyone knows that. But do you think today's AI business model is the same as tomorro…

GLM-5.2 is not as good as Opus, it's better. I can abliterate GLM-5.2 and have it work on projects that Opus refuses.