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GLM-5.3: Frontier coding with emergent cyber capabilities

z.ai

91–100 of 626 posts

Re: GLM-5.3: Frontier coding with emergent cyber capabilities

#91
post #74

Missing multimodal again? It is so valuable in practise to be able to have the models see screenshots - I guess if they aren't in the benchmarks then nobody will focus on it. But it completely nixes these for some of my main use cases.

Probably not what you're after, but I've considered having a separate small mm-model act as a seeing-eye dog for the bigger more capable one.

Re: GLM-5.3: Frontier coding with emergent cyber capabilities

#92

Earlier quoted context omitted.

OpenAI and Anthropic are both seeking trillion IPOs, while Chinese labs are pumping out open-weight models that are free for US providers to host and monetize. These Chinese models cost less of US SOTA models to run, even if they are less capable. Providers can just run them, offer cheap tokens, and pocket the margin. I just don't see how you justify a trillion valuation for US AI labs when the underlying models are…

Another interesting potential market here will be 'LLM in a box'. All the hardware and other tooling in a prebuilt, but modular, package ready to go. Pay one up-front cost, get a system running [whatever open LLM] with a token rate of [x], optionally configured to be immediately ready for distributed usage. Basically the opposite of cloud stuff: no rent, no dependency, 100% guaranteed uptime, guaranteed security/priv…

> 100% guaranteed uptime

Disagree there but I think this is an interesting idea. We would need to find some more cost-efficient hardware to run it on than Nvidia GPUs.

Re: GLM-5.3: Frontier coding with emergent cyber capabilities

#93

Feels like Fable's edge ended up just being long horizon task scaling, which post-training seems to achieve as seen here. Wonder what the next frontier is? Improvement in specialised tasks or computer use?

Anthropic needs to teach Opus how to speak English again, because Opus 5 seems to have forgotten. Utterly incoherent a lot of the time. They seem to be so busy scare-mongering and cooking up guardrails and watermarks that they haven't noticed that their models are getting weird.

It still knows how to speak English. When I tell it to explain something in plain language, it generally does a very good job. The weird thing is that those instructions don't persist: it lapses back into Claude-speak pretty much every turn no matter how hard I try to instruct it not to.

(In my case "it"=Fable; I assume Opus is similar.)

Re: GLM-5.3: Frontier coding with emergent cyber capabilities

#95

Earlier quoted context omitted.

OpenAI and Anthropic are both seeking trillion IPOs, while Chinese labs are pumping out open-weight models that are free for US providers to host and monetize. These Chinese models cost less of US SOTA models to run, even if they are less capable. Providers can just run them, offer cheap tokens, and pocket the margin. I just don't see how you justify a trillion valuation for US AI labs when the underlying models are…

Another interesting potential market here will be 'LLM in a box'. All the hardware and other tooling in a prebuilt, but modular, package ready to go. Pay one up-front cost, get a system running [whatever open LLM] with a token rate of [x], optionally configured to be immediately ready for distributed usage. Basically the opposite of cloud stuff: no rent, no dependency, 100% guaranteed uptime, guaranteed security/priv…

[dead]

Re: GLM-5.3: Frontier coding with emergent cyber capabilities

#96
post #88
post #72

Earlier quoted context omitted.

I think at this point the question is: will the US government be willing and capable to justify the trillion dollar valuation for _one_ of the companies via regulatory capture? The US has a workforce of 170m, so 1.7 trillion would come down to 10k per person, or a discounted cashflow at 3% of 25 USD per month - not including private use, students etc.

Why would you restrict to the US workforce? ChatGPT has a billion users.

Because it would be the US taxpayers bailing them out.

Re: GLM-5.3: Frontier coding with emergent cyber capabilities

#97

Earlier quoted context omitted.

OpenAI and Anthropic are both seeking trillion IPOs, while Chinese labs are pumping out open-weight models that are free for US providers to host and monetize. These Chinese models cost less of US SOTA models to run, even if they are less capable. Providers can just run them, offer cheap tokens, and pocket the margin. I just don't see how you justify a trillion valuation for US AI labs when the underlying models are…

Another interesting potential market here will be 'LLM in a box'. All the hardware and other tooling in a prebuilt, but modular, package ready to go. Pay one up-front cost, get a system running [whatever open LLM] with a token rate of [x], optionally configured to be immediately ready for distributed usage. Basically the opposite of cloud stuff: no rent, no dependency, 100% guaranteed uptime, guaranteed security/priv…

“100% guaranteed downtime when you least can afford it and the support tickets are your problem.”

We’ve a hybrid shop, including hosting our own ML infra, and we save a ton from cloud spend with local ML. Easily one million USD over past three years. But it’s not “free”, you are shifting a lot of labor into your plate.

Re: GLM-5.3: Frontier coding with emergent cyber capabilities

#98
post #5

This is absolutely still shy of Sol and Fable, but only just by a hair. Ridiculous results. There's still not a compelling economic reason to drop OpenAI courtesy of the ludicrous reset addiction that's taken place, but it feels like we're on the precipice. How are you all toying with running this kind of thing in a mega quantized way locally? Two weeks out from released weights, but this is still just GLM 5.2 with p…

OpenAI and Anthropic are both seeking trillion IPOs, while Chinese labs are pumping out open-weight models that are free for US providers to host and monetize. These Chinese models cost less of US SOTA models to run, even if they are less capable. Providers can just run them, offer cheap tokens, and pocket the margin. I just don't see how you justify a trillion valuation for US AI labs when the underlying models are…

Ok

Re: GLM-5.3: Frontier coding with emergent cyber capabilities

#99

Earlier quoted context omitted.

Another interesting potential market here will be 'LLM in a box'. All the hardware and other tooling in a prebuilt, but modular, package ready to go. Pay one up-front cost, get a system running [whatever open LLM] with a token rate of [x], optionally configured to be immediately ready for distributed usage. Basically the opposite of cloud stuff: no rent, no dependency, 100% guaranteed uptime, guaranteed security/priv…

> 100% guaranteed uptime Disagree there but I think this is an interesting idea. We would need to find some more cost-efficient hardware to run it on than Nvidia GPUs.

It will come... all big hardware players (Intel, AMD, Broadcom) and dozens of startups (Tenstorrent, etc.) are working on it...

Re: GLM-5.3: Frontier coding with emergent cyber capabilities

#100
post #84

> Open Source: We will release the weights in two weeks after launch, once safety evaluation and hardening are complete. What safety evaluation? What safety hardening? They already evaluated it and found it to be highly capable at exploiting security vulnerabilities. So we know it is not "safe", and they don't seem to plan to do anything against it. What could be more dangerous than hacking? Biological weapons resear…

They need to make money. Let them do it. They deserve it. Also, this is what inference engines like vLLM want to have "zero day" supporr
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