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GLM-5.3: Frontier coding with emergent cyber capabilities

z.ai

141–150 of 626 posts

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

#141
post #52

OpenAI and Anthropic need to just go ahead and give people access to the cyber models. Otherwise we have a world of attackers using open and closed source models against a much smaller group of maintainers that are likely heavily dependent on Anthropic and OpenAI and for whom it may not be a simple matter to just get approval to start using the open model flavor of the month.

At least OpenAI seems to want to do that, but the US is now forcing them to go through approvals. Anthropic seems much more hesitant.

OpenAI seems to understand that these guardrails hurt the good guys. This is why they released Daybreak Blue, which is a step in the right direction (but the model itself is weak as it's just Sol with fewer guardrails). Anthropic seems to believe that harming defenders is worth it if it means they can achieve regulatory capture. They do a lot of mental gymnastics to try to pretend that this is not actually what they are doing. As a result they have lost a lot of customer goodwill, which hasn't yet caught up with them yet, but absolutely will IMO.

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

#142
post #19

I might be just reading my positive bias into that text, but is it possible that it is written less like SV marketing hype trash and more like researchers wrote it? It does feel like it respects both me and my time. Thank you, Z.AI. Amazing what difference it makes when the top of your org are actual university professors.

I read the same. Refreshingly honest, straightforward and many useful information included. It is a breath of fresh air.

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

#143
post #132

Earlier quoted context omitted.

I have already begun winding down my spend on claude and OAI to make room for infra budget. Anecdotal, but I have no doubt a lot of others are doing the same, I very much agree the US players have major issues looming. What an exciting time to be alive!

Not exciting for anyone directly or indirectly invested in a frontier lab or its partners. And that is a lot of people, including you.

No time like the present to pull out and reduce your exposure. I brought this up in my employer's forums 4 months ago and honestly it's been clear even before then. In particular, the upcoming IPOs of both oAI and Anthropic will likely be disastrous for the public - the floor is falling from under them and I don't know if they can be scrappy and work with fewer resources - their internal culture may not support this. We all knew in our hearts they're a commodity - just see how easily you can switch between the 2 of them - and now there are 10 more options costing a fraction.

When Xi Jinping did the announcement of their open weights push, they might as well cancelled their IPOs....

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

#144
post #119

Earlier quoted context omitted.

“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.

And with that also gain institutional knowledge, skill up your workers and attract talent that wants to work on this stuff. All boils down to short-term/long-term thinking.

This. People WANT to work on this stuff. And having skilled workers is a precious advantage.

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

#145
post #62

Earlier quoted context omitted.

Sorry but if you stepped back for a moment you'd realize this is all contrived nonsense to let to have your cake and eat it too. No, Anthropic did not mind-game the US government into being worried about cybersecurity. The NSA has been paranoid about cyber controls for longer than you've been alive. If Anthropic had come out of the gate saying "no don't worry man, our model is TOTALLY COOL", while simultaneously atta…

Mythos isn't some scary dangerous model that can find high severity bugs seamlessly, that's just Anthropic marketing. Most of the vulnerabilities they found were low severity hyped up to make their model look good, with (I think, maybe?) the exception of a few. Now that Chinese open weight models have similar capabilities, and their guardrails can also just be removed, it doesn't look like anyone has "hacked" into ev…

It's also quite hard to separate Mythos the model from Mythos the campaign (aka Glasswing).

They put an enormous amount of compute into bug hunting, and they found some bugs. Fair enough. For me that begs the question: what if they had spent the same compute on generating more tokens with a less-capable model? What if they had spent it on traditional fuzzing?

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

#146
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…

There could be soon AI safety regulations that will stop the US to host or use the Chinese models.

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

#147

Apple will release M7 MacBook Pros / Mac Minis next year, and they will be able to run free LLMs locally at native speed. All software developer notebooks will be replaced to run local models, saving a lot by cancelling Claude Code subscriptions. Developers win. Apple stocks will be rocketing. Everything else will go down. You're welcome.

> Apple will release M7 MacBook Pros / Mac Minis next year

The latest on Apple is TSMC is stuck on the next iPhone due to lack of RAM. Good luck getting any Macs. Memory shortage is getting worse.

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

#148

People familiar with the topic, how will models continue to get better? Post training it seems? Labs have already used up internet-scale data, so are there any limits to architecture improvements and post training or can we expect this trend to continue? ByteDance is training a 10T-parameter model. Here, GLM 5.3 outperforms models 3-4x its size of roughly 700B, so parameter count doesn’t seem to be a direct correlati…

GitHub dumps are about 115 terabytes. The common crawl is in the petabyte range uncompressed for every year. Apparently there are dumps of Reddit too in spite of their efforts to ban bots and it's not solely due to the use of residential proxies. For a 1:20 parameter to token ratio, you can still train up to 10 trillion parameters so 10T parameters times 20 is about 200 trillion tokens. Then each token is 4 bytes so…

Maybe Reddit dumps explain why Opus 5 is talking like a retarded.

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

#149
post #128

Apparently they are scanning OSS and popular software at scale and disclosing the vulnerabilities they found: https://cvd.z.ai/ Most of these are under embargo, but it seems there are a lot of CVE here from a wide range of popular software, many considered critical or high. I understand the argument of "people are not actively looking", but isn't the cost for such a scan getting lower by the week, and Anthropic's Pro…

> ... Anthropic's Project Glasswing is supposed to find them quite a while ago?

That was my thought too. For all of Anthropic's talk about their "adversaries", it seems Z.AI have been quietly offering fixes for single shot Remote Code Execution flaws in US software (Safari / WebKit) that Apple and Glasswing / Mythos missed, and that Apple would not attribute to GLM.

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

#150
post #19

I might be just reading my positive bias into that text, but is it possible that it is written less like SV marketing hype trash and more like researchers wrote it? It does feel like it respects both me and my time. Thank you, Z.AI. Amazing what difference it makes when the top of your org are actual university professors.

Would be interesting to compare the Chinese version. Because, obviously, their English version is for users, not for investors or government officials, while the US labs are always addressing those too.
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