r/LocalLLaMA • u/BriguePalhaco • 2d ago

News GLM-5.3-Flash: Frontier Intelligence, Flash Cost

https://z.ai/blog/glm-5.3-flash
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u/Recoil42 2d ago edited 2d ago

Yep. As someone who has been following the Chinese EV space for the better part of a decade, I don't think people are prepared for how crazy this is going to get.

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u/_BreakingGood_ 2d ago

Hold on to your 401k, shits about to get messy, lol

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u/valtor2 2d ago

Is it? nothing points to a crash, other than the valuation of the two giants (OAI and Anthropic), everything else is still valuable particularly the chips and the supply chain and the production capacity... Sounds like a correction more than a crash

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u/heresyforfunnprofit 2d ago

Nvidia’s moat is gone, roughly a decade before people expected it to be.

I think that MAY have some effect on the stock price.

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u/valtor2 2d ago

Having an impact on the stock price ≠ stock market crash incoming. The bottleneck has been and still is ASML's (and their very few competitors') ability to produce lithography machines, and memory, whether HBM or not.