Zhipu AI智谱
GLM models; Z.ai internationally
What they do
Spun out of Tsinghua University research in 2019 and based in Beijing, Zhipu builds the GLM models and the ChatGLM (Zhipu Qingyan) assistant, and uses the Z.ai brand internationally.
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DeepSeek 融了约 1000 亿元，宁德时代和腾讯都进来了，还想跟 OpenAI 掰手腕，这轮钱的去向和上市计划都聊了。
腾讯做了个“懂了鸭”，老师家长打句话就能生成能拖能玩的 3D 课件，背后接了 DeepSeek 和 Kimi 一堆模型，跟豆包爱学走的是完全不同的路子。
文档解析模型 OXR 把解析失败直接喂回训练循环，1.3B 参数就拿下 olmOCR-Bench 等三份基准第一，速度还是 GLM-OCR 的 3.05 倍。
有人算了一笔账：DeepSeek 模型免费扩散，托管方却拿 90% 毛利，Moonshot 和智谱的托管生意也被点名讨论。
一篇讲怎么让 Agent 框架自动进化的论文，产出的 harness 比之前的 RHO 又快又便宜，代码已开源可以直接看。
一篇研究智能体自我改进的论文，Qwen3.5-9B 用它这套框架跑赢了 DeepSeek-V4-Pro 和 GLM-5.3，做 agent 的可以看看思路。
Skills 之间怎么传递输出一直靠模型自己猜，这篇把依赖关系做成 DAG 直接可执行，做 Agent 编排的可以看看实现思路。
The same serving stack now optimises both NVIDIA and AMD paths, giving operators a concrete reason to benchmark MI355X deployments against GB300 rather than defaulting to CUDA. Teams running agentic inference traces can enable the mode through SGLang and expect P90 latency gains without changing models. The plugin system also means third-party kernels — starting with GLM-5.3, K3, and MiniMax M3 — will arrive without waiting for a core release.
The non-obvious insight is that correctness alone no longer separates models; style metrics like Slop and Conviction now offer a measurable way to pick a model for tone-sensitive use-cases such as legal drafting or creative writing. Teams building user-facing products can use the eight indexes to shortlist models matching their brand voice. The data covers Chinese models like GLM-5.3, DeepSeek V4.1 Flash and Qwen3.8 27B alongside Western ones, making direct stylistic comparison across the two ecosystems possible.
DeepSeek 更新了 V4.1 Flash，智能指数涨到 45 分，追平 GLM-5.3 成开源第二，幻觉还少了好多，价格没变。