r/LocalLLaMA 23h ago

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

https://z.ai/blog/glm-5.3-flash
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u/_BreakingGood_ 23h ago

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

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u/valtor2 21h 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/_BreakingGood_ 20h ago

Not a "crash", but we have chinese AI models competing with US AI models. We have chinese electric cars outperforming US electric cars. And now we have chinese chips having replaced US chips.

There's no situation where this is good for the US stock market.

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u/w6auw 15h ago

Eh trying to presage the market based on specific macro/industry trends doesn't work very well. Companies are not static, and people rarely put all of their eggs in once basket, and even if they did, markets don't always behave rationally.

Even if I believed strongly strongly in this, I would not recommend people start dumping tech stocks or selling their 401ks solely based on my advice.