Zhipu

China's AI stocks are getting HIT in Hong Kong today. The Hang Seng Tech Index fell about 4% to around 3,834, while the Hang Seng Index dropped almost 3%. According to Chinese media, AI model makers MiniMax and Zhipu fell more than 4%,…

The pattern I keep seeing this month: once a model layer commoditizes, the fight moves one layer down to whoever serves it fastest. RunAnywhere, a YC W26 company, launched Wally this week, an inference stack for open frontier models that…

My read on Xiaomi shipping MiMo-V2.6-Pro this week: the real story isn't the benchmark score. It's who is now capable of putting up that score. Xiaomi, a phone and appliance company, published MiMo-V2.6-Pro and Flash on Hugging Face…

DeepSeek's appointment of Yan Wentao as its first CFO on September 14, 2026, combined with its engagement of CITIC Securities one week earlier, confirms with HIGH confidence that the Hangzhou-based AI lab has crossed from IPO exploration…

And then DeepSeek, Moonshot, Zhipu, Alibaba...then Tencent, Bytedance, Minimax, Xiaomi.... https://t.co/QlG3ehFkDq

Zhipu ($2513.HK) filed its first interim report as a public company on 31 Aug. 19 of the 60 pages read like a technical blog, plus a 9-page technical glossary. Most investors would not expect to see GRPO, mHC and a 3D pareto frontier chart…

Post Log in Sign up Post tphuang on X: "GLM-6 disclosed - more parameter & lower activation ratio & inference cost & improved post training expected. Model to make self training decisions Expecting significant increased domestic compute…

Post Log in Sign up Post tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month to be autonomous. Flash is the 1st one…

Regardless of how Zhipu employees view AGI internally, it publicly follows the OpenAI/Ant line of scaling RSI & Autonomous AI as the future. AI path according to Zhipu: Chat -> Coding -> Co-Work -> Autonomous Larger TAM @ each step w/ last…