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.
GLM-5.3: Frontier coding with emergent cyber capabilities
91–100 of 626 posts
Re: GLM-5.3: Frontier coding with emergent cyber capabilities
#92Earlier 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…
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
#93Feels 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.
(In my case "it"=Fable; I assume Opus is similar.)
Re: GLM-5.3: Frontier coding with emergent cyber capabilities
#94Re: GLM-5.3: Frontier coding with emergent cyber capabilities
#95Earlier 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…
Re: GLM-5.3: Frontier coding with emergent cyber capabilities
#96Earlier 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.
Re: GLM-5.3: Frontier coding with emergent cyber capabilities
#97Earlier 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…
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
#98This 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…
Re: GLM-5.3: Frontier coding with emergent cyber capabilities
#99Earlier 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.
Re: GLM-5.3: Frontier coding with emergent cyber capabilities
#100> 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…