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Overview
GLM 5.2 is the first open weights model I'd call a genuine competitor to Opus and GPT for agentic work - at ~15-20% of the price. Part one of why AI inference margins are about to collapse.
News
Watch out for cache read costs
I know I'm guilty of just scanning OpenRouter's pricing tables and looking at input and output costs per million token. I've realised that's the wrong number to be focused on these days and cache read costs are actually far more important. Most of your sp
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I'm (mostly) picking models on speed now, not intelligence
For the first time I can remember, I'm not choosing my daily driver models on raw intelligence. I'm choosing them on speed. Have we reached an intelligence tipping point? This is probably going to age like spoilt milk, but right now, models around the Opu
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The first known runaway AI agent - or a very bad marketing stunt?
In the past few days Hugging Face announced a security incident, which transpired to be a "runaway" agent from OpenAI. This is likely the first known autonomous offensive agent working like this, and certainly the first known one where an agent has done t
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Winners and losers in the coming AI margin collapse (part 2)
This is the second article in a two part series focusing on what I believe is perhaps the least understood upcoming shift in AI economics. If you haven't read it yet, I'd recommend starting with part one. As always, if you enjoy my writing I'd love it if
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GLM 5.2 and the coming AI margin collapse (part 1)
This is a two part series focusing on what I believe is perhaps the least understood upcoming shift in AI economics. If you've enjoyed this, part two is now out here. And to be notified about future posts, please feel free to sign up for my newsletter. Th
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