China Just Made Frontier AI 6x Cheaper

🌌 LIMITLESS HQ ⬇️ NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YU... APPLE: https://podcasts.apple.com/us/podcast... RSS FEED: https://limitlessft.substack.com/ ------ The Chinese open-weight AI model GLM 5.2 compares with leading models from OpenAI and Anthropic on coding and development tasks. Today, we cover the shift toward cheaper AI models, the difference between open weights and closed models, and the U.S. government’s reported ban on Anthropic’s most powerful model after security testing. ------ TIMESTAMPS 0:00 China’s Open Source Comeback 3:05 Benchmarks and Cost 8:15 Markets 10:51 A Six-Month Model Gap 13:56 The Fable 5 Ban 15:56 Public Access and Competition 19:26 Open Source vs Open Weights 21:09 Multi-Model Routing Arrives 25:41 Regulation and the Road Ahead 28:31 Closing ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠