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Macro_Lin
@LinQingV
Ex-quant & PM|AI chip design|Semis × Capital Markets|Not Financial Advice
参加 February 2019
1.5K フォロー中    55.1K ファン
It’s just beginning of dumping cheap token if we talking about two or three years time frame.
I don’t understand why supporters of Chinese open source keep pretending not to see what is happening right now: even Chinese “open-source” players are raising prices or gradually shifting toward more closed models. I think China’s token dumping has already bottomed. Just look at Zhipu, the company behind GLM-5.2. Even Zhipu has raised prices several times this year. Chinese LLM developers cannot ignore ROI forever. Open source is not the same thing as cheap API pricing.
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