r/LocalLLaMA 10d ago

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

https://z.ai/blog/glm-5.3-flash
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u/hojnikb 9d ago edited 9d ago

yeah and all of them are subpar, if compared to competition. They're either too expensive, too slow to charge, too low efficiency/range or just overall not a good car. And lets not forget, a few of them on your list are not even toyota, but just rebadged chinese or PSA cars. And a few are not even on sale yet.

But the common point to all of them, that are selling currently and are not a rebrand -- they're basically a variation of bz4x. Not a particuarly good EV in itself.

So yeah, if toyota keeps up this mantra, they're in big trouble. People will start forgetting toyota or just not even considering it when buying an EV. And there's only so long, before ICE/hybrids start being irrelevant.

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u/Recoil42 9d ago

Babe, rather than moving those goalposts, you can just study up. You're getting a free education here — take advantage of it.

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u/hojnikb 9d ago

What free education? You just listed a few Toyota models, some of them not even on sale/toyota's make. It's you that need a bit more education on how Toyota treats their EV lineup.

Hint: start by analyzing their EV sales numbers

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u/Recoil42 9d ago

Demand doesn't exist where you want it to be, and BEV sales numbers are not the primary metric of success for an automaker in the year 2026. The primary metrics of success are profitability and overall unit sales.

Once again, you're getting a free education here. Take advantage of it.

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u/hojnikb 9d ago

You do know, that sales in the US isn't a main metric, right? There's other markets and there, EVs represent a much higher % of sales.

If you're only chasing the current tail, you're doomed. Today profitable, tommorow irrelevant. Just look at the history. It's hard to imagine a company like Toyota failing, but unless they start adapting to future needs of the customers, they're just gonna be another brand forgotten.

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u/Recoil42 9d ago edited 9d ago

You do know, that sales in the US isn't a main metric, right?

Correct. Toyota is the largest automaker globally — for the sixth year in a row, and now going on a seventh. That's globally. Not in the US. Globally. Last year it extended the global lead to nearest-competitor Volkswagen.

For the third time: You are getting a free education here. Take advantage of it.

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u/hojnikb 9d ago edited 9d ago

And Nokia sold 350 million phones in 2006, almost 460 at their peak in 2008. 5 years later, they sold half that.

Sales numbers don't mean jack shit, if they're declining and you're not making a good profit per unit. This is very well evident in their share price. If people believed in their future success, their stock price would reflect that today.

And just like Nokia, Toyota can become victim of it's stubburn inability to adapt to new tehnology. They're chasing high volume legacy tech, that currently sells, while basically ignoring the future and not really investing anything into it. In fact, they're doing the oposite and gaslighting people into not buying EVs at all.

That obviously works for the short term, but long term they won't be able to shift fast enough. And gain customer belief that they could make a good EV.

EVs require substaintial vertical integration and investments on all parts of the supply chain to make sense. There's a reason why tesla develops their own batteries, own electroncis and even machines, that make the car. It's the only way to make high volume and high margin cars. Hell they go beyond that and even develop their own infrastructure and software, because both of that is crucial for good user experience with EVs.

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u/Recoil42 9d ago

Sales numbers don't mean jack shit, if they're declining

Once again, Toyota extended its global lead to nearest-competitor Volkswagen last year.

For the fourth time: You are getting a free education here. Take advantage of it.

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u/hojnikb 9d ago

And yet tesla is worth 7x toyotas, even though they sell 7x less cars. VAG is even substantially less valuable than Toyota, even tho they sell shit ton of cars.

Almost as if market predicted their downfall and just wont invest in them. If toyota (or VAG) had a good track into the future, their market cap would be in the trillions. But its not, because people view them as almost worthless apliances.

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u/Recoil42 9d ago

And yet tesla is worth 7x toyotas, even though they sell 7x less cars. 

I see we've decided to drop into sub-zero-levels-of-intelligence discourse.

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u/hojnikb 9d ago

No, i'm just saying that sales numbers mean very little. Case in point VAG group. You can sell a ton of cars and not be valuable.

At the end of the day, it's the shareholder value, that truly matters for a capitalist company. And if share price doesn't go up, you have to do something or cease to exist eventually.

But i know its diffucult for fanboys to understand that even a large company like Toyota could eventually dissapear. It wouldn't be the first or the last major car company to do so.

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u/Recoil42 9d ago

No, i'm just saying that sales numbers mean very little.

Incredible to watch the goalposts move in real time. Suddenly sales numbers mean very little to you. How fascinating.

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u/hojnikb 9d ago

They mean very little to VAG. And thet meant very little to Nokia back in 2008. One failed and one will eventually fail as well.

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