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@unusual_whales Thanks for the update. Your thoughts are always clear and make a lot of sense. Along with @meghaan_s you’re the one I check daily.

@unusual_whales 7k x.com/_rise/status/20927183011…

@unusual_whales zero cost? what’s it run on air?

@unusual_whales China really said “free and powerful AI” and entered the chat. 😂🔥 If ZAI’s model is topping usage charts while costing users nothing, are we watching the next big AI shake-up happen in real time? 👀🤖

@unusual_whales openai: raises another $40b zhipu: it's free 😐

@unusual_whales if users can get this quality for free, somebody else’s pricing model just got harder to defend

@unusual_whales The chart lead is real, but free access is doing part of the work. The prediction question is retention: does usage hold once the model is priced, rate-limited or matched by rivals? A launch spike proves distribution. Repeat usage proves a moat.

@unusual_whales x.com/Av8r07/status/2092719271…

@unusual_whales Got it. So they provide it at no cost to try to kill the US AI bubble and by default break the market. 🙃

@unusual_whales China cooking again zero-cost high performance is hard to compete with.

@unusual_whales this is gonna change the whole space competition heating up fast

@unusual_whales good enough wins usage charts That’s not the same as being the best model. It’s the cheapest one people actually click.

@unusual_whales china eating our lunch on ai models again. menawhile the coordinnation infrastructure for policy debates on this shitshow is still a fucking joke.

@unusual_whales How good is this model as compared to claude and gpt?

@unusual_whales so the zero-cost model is actually winning the usage race the cost story is the whole moat

@unusual_whales Zero cost plus top usage is the part that lands hardest. Most new models take forever to get real traction, and this one just showed up and took the lead. Hard to ignore when it’s already happening that cleanly

The most disruptive AI model isn’t always the smartest one. Sometimes it’s the one that makes “good enough intelligence” effectively free. When the price of high-performance AI approaches zero, the question stops being: “Who has access?” And becomes: “What excuse do you have left?”

@unusual_whales The drug dealer model - the first few hits are for free.

@unusual_whales It was a marketing gimmick for their new openweight model. It's just glm 5.3 flash.

@unusual_whales Means nothing, it’s all about who gets to the big enchilada first

@unusual_whales Not an AI model I would use.

@unusual_whales Probably powered by espionage. Could be quite a mistake to engage with it.

@unusual_whales It feels like the landscape is shifting much faster than expected lately.

@unusual_whales Zhipu’s new GLM-5.3 Flash is running entirely on a 100,000+ domestic chip cluster. With per-token cost reportedly reaching parity with mainstream GPUs, the CUDA moat faces a serious structural test in China.

@unusual_whales Great analysis and very timely information!

@unusual_whales Only China can do

@unusual_whales “Zero cost” yeah that’s not real

@unusual_whales Competition makes everyone better.

@unusual_whales Free access drives massive traffic, yet commercial monetization becomes the real test once free‑period ends.