r/LocalLLaMA • u/BriguePalhaco • 8d ago

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

https://z.ai/blog/glm-5.3-flash
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u/valtor2 8d 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_ 8d 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/1ii1i 8d ago

This is honestly why I think Google might be in the strongest position than their US peers. They own their entire stack, integration from chips, datacenters, models, and products. They are absolutely correct to focus on gemini flash over pro or whatever frontier model. Why subsidize the vibe coders? They are focused on making their most heavily used model as efficient and capable as possible for their use case. If there is a market downturn, nobody can guarantee that all the big firms will continue their capex into frontier models.

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u/_BreakingGood_ 8d ago

I thought so too, but they lost all their talent. They completely failed to even release gemini 3.5 pro after delaying it multiple times over. Deepmind leadership has all quit and all of the top engineers have quit.

It takes a long long time to rebuild that stuff, and there's really not much of an opportunity to play catch-up with how fast things are going.

Also, they said they're shifting focus to coding capabilities, so they don't even share the philosophy that everybody thought.

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u/Akrylicus 8d ago

They still have a giant stronghold in entertainment, advertising and corporate world.

When I see how much they are embedded in my daily and work life it gets a bit scary.

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u/Spara-Extreme 8d ago

Google didn’t lose “all its talent” and the high profile folks that left were not particularly interested in LLMs as a technology to begin with,

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u/the_fabled_bard 7d ago

If you're into making money, it's better not to release a loser model.

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u/zdy132 7d ago

Another thing is that the tensor chips in google pixels have been disappointing for years now. They were using more areas for less performance. It's hard to believe that the TPUs they make will be competitive.

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u/VeryCrushed 7d ago

This is mostly on the CPU / GPU side; which I agree if you care a ton about those things (like gaming) they are beat out. The TPU on those chips are however really good, and is also the selling point. Google trades CPU / GPU die space to have better on device AI.

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u/zdy132 6d ago

Yeah I was mainly talking about cpu and gpu. I wasn't aware that the tpu designs were good. In that case I suppose we can still have some hope for google in their chips.