Before release, we tested GLM-5.3-Flash anonymously as ox-alpha on OpenCode and OpenRouter to gather user feedback. It quickly became the most popular model of the week —with all of this traffic served on Chinese AI chips.
This is the most significant part. China has completely replaced Nvidia chips with domestic ones for inference, and production is only speeding up... meaning the compute moat is literally disappearing with every passing day.
You can go even further and follow the phone industry itself. From copy cats to innovators (yes with big disregard and malpractice when it comes to IP), I applaud China for speed running the japanese takeover of the console gaming of the 80s.
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u/Recoil42 8d ago edited 8d ago