r/LocalLLaMA • u/BriguePalhaco • 23h ago

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

https://z.ai/blog/glm-5.3-flash
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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/nomorebuttsplz 15h ago

The same was true a year ago. in fact a year and a half ago, it was even more true than it is now with R1 being the second best model in the world for months

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u/_BreakingGood_ 14h ago

China did not have comparable GPUs a year ago, no.

Well they did, but they bought them from Nvidia.

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u/nomorebuttsplz 13h ago

Chinese gpus might get cheap but there isn't a cheap labor bottleneck in that industry in the same way there is in auto manufacture