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China's GLM 5.2 Nearly Matches Anthropic's Opus 4.8 on Agentic AI
Ricardo breaks down how Zhipu's GLM 5.2 model from China is rapidly gaining adoption among developers, nearly matching Anthropic's flagship Opus 4.8 on agentic benchmarks at a fraction of the cost. This is aimed at tech leaders and enterprises weighing AI budget and vendor decisions.
Transcript
Jipu's latest model, it's called GLM 5 .2, comes out of China. It has landed with a bang in Silicon Valley, blowing past all other open source models, nearly matching the American frontier for just a fraction of the price. Developers, they're piling in open writer token traffic showing much quicker adoption for GLM 5 .2 than DeepSeek's V4 launch back in April. It was a big deal then. It's a big deal now. This just carries the story that we've been reporting on even further. It all matters because Jipu is hitting at a different moment, though. The trillion dollar sell-off post-DeepSeek. treated as a kind of a one-off shock partly because people saw it as a chatbot story glm 5.2 this is different it's strong at agentic work and that is key on one agentic benchmark it is just one percentage point away from opus 4 .8 for a fifth of the cost now opus 4 .8 that is anthropics most powerfully available model so basically you're getting very close to the same horsepower for just a fraction of a cost and it really comes at a time when expensive ai is already eating into budgets and that is a really hard trade-off for enterprises for companies for fortune 500 to ignore agentic ai is only going to intensify those costs more complex tasks more steps more tokens so now that gpu or also known as z .ai is in the picture agentic open source it might be the next big threat