AN ABSOLUTE MASTERPIECE.

One thing I really like about Chinese culture. Everyone’s on their phone all the time. Nobody seems to mind, even in a nice setting, if you take a break mid-conversation, to look at your phone. Extremely accommodating to people, like myself, with Persistent Phone Use Disorder.

LOL Ant has a very generous deal with Google Anthropic was probably pushing for that deal structure with Amazon and threatening to shift more of their inference workloads to GCP This is why AWS growth is so high (they get a big profit cut from Ant, while GCP isn't showing similar growth)

Kimi 2.7 ranked 2nd after Fable 5 and before GPT-5 xhigh We have re-run our ErdosBench smoke test on 14 problems with Kimi 2.7, Qwen 3.7 Max, Grok 4.3 and compared it with the top performers from previous runs. Kimi 2.7 is amazingly good. More below.

GLM-5.2 is Fully Open, Frontier Intelligence Belongs to Everyone Today, the sudden restriction of certain frontier models is deeply regrettable. At a time when access to frontier models is abruptly cut off for non-technical reasons, we are even more convinced of one thing: science should be global. The path to AGI (Artificial General Intelligence) must never be enclosed by high walls. We have always believed that AGI should be the cornerstone for all of humanity to collaboratively explore the boundaries of intelligence and solve complex challenges, rather than a privilege monopolized by a few rules and subject to revocation at any moment. In the face of external blockades and restrictions, our attitude is one of radical openness. Frontier intelligence must remain open-source, accessible, and buildable, serving every dedicated developer. GLM-5.2 is Zhipu's most capable open-source model to date. It not only supports a truly usable 1M context window but also maintains a continuous lead in the independent completion of long-horizon tasks, providing solid foundational support for building complex agent applications. It also continues to be our main engine for creating the strongest domestic coding model. Tonight at 5:21—at this special moment—GLM-5.2 will officially be available to all GLM Coding Plan users (including Lite / Pro / Max). The API will also go live next week. A step closer to frontier intelligence for everyone. The future of AI is open, and it is for the people. ModelKey: GLM-5.2

Introducing the Fusion API, the smartest compound model in the market. Fusion achieves Fable-level intelligence at half the price. How it works 👇

Did Amazon really need to snitch on Anthropic? They’ve been running around telling everyone with the loudest megaphones about the risks associated with their models. This seemed inevitable? I rather doubt that Amazon would try to sabotage a relationship with Anthropic like that given that Anthropic has limited experiences in building and operating DCs themselves, which is very complicated and challenging, and has shown little interest in doing so themselves. If anything Google has provided Anthropic more compute lately. Anthropic doesn’t have an AWS dependence problem

The only way this move is rational is if the U.S. admin is absolutely certain Chinese open source models are about to fall badly behind as Mythos level models employ anti-distillation. This is in fact more bullish for the AI trade than anything else including limiting international TAM. As long as America can export the products it creates with AI to the rest of the world the AI TAM is global. And the last year of tariff wars has demonstrated that the direction of travel is in favor of American export access. This is bullish AI. The biggest risk was always the Chinese.

They have electric lazy susans here

🚨 SERIOUS COMPLAINT 🚨 I am formally and angrily calling out the Beijing Municipal Government and ByteDance – specifically their construction site at Lanjing Lijia. At 2 AM on a weekend, excavators are working nonstop. The site is barely 200–300 meters from my home. How are people supposed to sleep? I filed a complaint with 12345 before. Their official response was: “This is a key municipal infrastructure project. Legal working hours are 6 AM – 10 PM, including weekends and public holidays (May Day, etc.).” That already made me furious. But now – weekend, 2 AM – they’re digging like it’s noon. Totally unacceptable. I recorded a video and posted it on domestic social media. Then Xiaohongshu banned my account – my video is invisible to others. That tells me one thing: the Beijing government saw my post. They chose to silence me instead of fixing the problem. As of now, my 12345 complaint is still unanswered – zero response. I never wanted to take extreme measures. But you leave me no choice. --- #Beijing #ByteDance #NoisePollution #SilencingCitizens #LanjingLijia #12345 #RightToSleep

It is hard to overstate the effect of the SpaceX IPO on the mood in Silicon Valley. The impact of the feeling of this new wealth will be felt in so many wild ways.