Alibaba Qwen3.7 slowly fading into irrelevance at the frontier due to proprietary stance. In it's place we have Minimax M3 and... *checks notes* Rio 3.5 397b, made by the municipal IT company of Rio de Janeiro's city government. huggingface.co/prefeitura-ri…

Game theory from here is super interesting: Original Mags (Google, Amazon, Microsoft, Meta) now have a serious non-zero opportunity to tank the frontier labs. Go to the government, kneecap the labs’ motion of putting the latest models out in the wild, become the trusted gatekeeper between the labs and the public at large (including internationally) by having the labs go through their clouds (AWS, GCP, Azure) and implement strict KYC to seal the deal. The frontier labs should have seen this coming years ago and implemented a robust KYC for just this moment. The fact they didn’t is kind of concerning. Why did they not do it? Best guess is because it would have changed the run-rate revenues (downward) which would have then changed funding dynamics - lower valuations, more dilution, less secondary. A valuation reset may happen now anyways, except the labs may end up with less control and more restrictions at the end of it. At the same time, everyone is already clamoring about token prices of the old models from the labs anyways… This couldn’t be a better setup for open source and neoclouds. Big question is can they meet the moment? There are too few of them and their progress seems sporadic at best.

So now AI is officially empirically an international arms race congrats bears

Los coreanos no están perdiendo el tiempo en México y están dándole a lo que se mueva. #FIFAWorldCup

Chinese models are censored, but they are open source and available for everyone to tinker with. Frontier American models are censored too, but they aren’t open sourced and now the government won’t even let you use them. America is the more restrictive country here.

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

China will not have the chips to run it.

As a result of a US government directive, we are suspending access to Claude Fable 5 for all users. You can continue to use all other Claude models. Here’s what this means for you: Across Claude products, new sessions will run on your selected default model or Opus 4.8, and existing Fable 5 sessions will end with an error. On the Claude Platform, requests to Fable 5 will also return an error. Please update your integrations to other Claude models. We know this is a disruption to your workflows; we appreciate your patience and support.

There is nothing that forces a foundation model company to maintain the same business model forever. Netflix started as a distributor of other companies’ content. Eventually, they became a content provider themselves and uniquely leverage the analytic insights they have about customer needs. In the same way, the foundation model companies distribute “intelligence” into SaaS providers’ “content”. Eventually, they may become the content providers and save the best technologies for themselves. From a capitalism standpoint, it’s within their right to stop releasing new models to the public, and to instead compete with some of their customers. It’s feasible that this would be profit maximizing and aligned with their fiduciary responsibilities to their shareholders. I am not claiming that any of this will happen. But as they say: change is the only constant.

To all the amatuer hour folks out there investing in $SPCX, this thing is only trading like 3% of the float, so say it is trading $60-$80B bucks. So this is all smoke and mirrors until the insider tranches start selling shares. ~20% insider lockup opens in August post the Q