Re:GLM 5.2 and the coming AI margin collapse
by cdavid on Tuesday July 07, 2026 @11:05AM
(#48818854)
The metaphor breaks quickly because as a first approximation the electricity "quality" does not depend on the provider, and will not change overtime. That's not true of LLM output.
Re:GLM 5.2 and the coming AI margin collapse
by Obertr on Tuesday July 07, 2026 @11:54AM
(#48819541)
disagree. you don’t care if your task was solved by 130 iq or 160iq model.
what matters is that it surpassed let’s say basic 120iq barrier and price
that’s why glm5.2 is a drop in replacer for most of the population. not fable 5 really
Do you know who is supplying your electricity or which factory it runs on? probably no, bc its a commodity and mostly settled and there is so many energy resources. some are alternative some are coal mines. And they all fight in the supply demand trade for energy which is happening real time ( think open router here)
And eventually the consumer wins bc of the abundance.
I think greatest example of abundance of cheap infinite intelligence will be not glm5.2 but DeepSeek V4 Pro max with $0.435 per 1M input tokens and $0.87 per 1M output tokens