Core Viewpoint - The AI company Zhiyu experienced a significant stock price surge of over 40% on February 20, but subsequently issued an apology due to operational issues following the release of its new model, GLM-5 [2]. Group 1: Apology and Issues - Zhiyu acknowledged three key mistakes in its apology letter regarding the GLM-5 release: insufficient transparency in usage rules, slow expansion pace, and a rough upgrade mechanism for existing users [6][7]. - The company implemented a tiered usage strategy to manage increased computational demands, raising peak consumption by three times and off-peak by two times, but failed to communicate this clearly to users, leading to widespread complaints [6]. - The demand for GLM-5 exceeded expectations, causing delays in service expansion and limiting access for Pro and Lite users, with Max users fully opened but facing potential throttling during peak times [6]. Group 2: User Compensation and Experience - To address user dissatisfaction, Zhiyu offered compensation, including a 15-day extension for users already utilizing GLM-5 and the option for Lite and Pro users to apply for refunds [6]. - The GLM Coding Plan, a subscription service for AI programming, saw a surge in demand due to GLM-5's strong performance, which approached state-of-the-art levels in coding capabilities [8]. Group 3: Industry Context and Future Plans - The incident reflects a broader trend in the industry, where companies like Anthropic faced similar challenges with service capacity following model releases [8]. - In response to the demand surge, Zhiyu launched a "Computing Partner" recruitment plan to enhance computational capacity, seeking partnerships with chip manufacturers and inference service providers [9][11]. - The company has already collaborated with several domestic chip platforms to optimize GLM-5 for high throughput and low latency on local computing clusters [11].
“全球大模型第一股”智谱道歉！