“全球大模型第一股”紧急致歉

Core Insights - The company issued an apology letter acknowledging three main issues with the GLM Coding Plan: insufficient rule transparency, slow rollout of GLM-5, and a rough upgrade mechanism for existing users [2] - The GLM Coding Plan, a paid subscription service for AI programming, experienced overwhelming demand due to the strong performance of the new GLM-5 model, which achieved state-of-the-art results in key areas [2] - Following the launch of GLM-5, the company raised the prices of the GLM Coding Plan by at least 30%, and the plan sold out immediately, which is rare in the industry [2] User Experience and Demand - The high demand for the GLM Coding Plan negatively impacted user experience, with issues arising from malicious actors and resource overutilization [3] - The company is gradually opening access to GLM-5 in a tiered manner, with Max users fully open, Pro users facing potential throttling during peak times, and Lite users to be gradually opened after the holiday [4] Compensation and Future Plans - To improve user experience, the company is offering refunds for affected Lite and Pro users and extending the usage period for existing GLM-5 users by 15 days [4] - The company is actively seeking "computing partners" to enhance its infrastructure and address the high demand for GLM-5, including collaborations with chip manufacturers and service providers [5] Market Performance - On February 20, the company's stock surged by 43%, reaching a price of 725 HKD, with a cumulative increase of 524% since its listing 43 days prior, resulting in a market capitalization of 323.2 billion HKD [11]