Core Viewpoint - The company Zhiyu (02513) is open-sourcing the GLM-5 model weights on Hugging Face and ModelScope platforms to benefit a broader developer community, following the MIT License [1] Group 1: Model Release and Features - The GLM Coding Plan service has been upgraded to provide users with an Agentic Engineering experience, including official support for OpenClaw to facilitate quick configuration of Agent workflows [1] - The GLM-5 model is now available on Zhiyu's development platforms BigModel.cn, Z.ai, and Zhiyu Qingyan (App/web version) for user experience [1] Group 2: User Access and Limitations - Currently, due to computational limitations, only the Max user package includes the GLM-5 calling quota, with plans to gradually expand access [1] - Pro/Max users will receive a limited gift of AutoGLM*OpenClaw, enabling integration of cloud AI assistants with platforms like Feishu for intelligent automated task execution [1]

为了惠及更广泛的开发者社区，智谱(02513)即日起在Hugging Face与ModelScope平台同步开源GLM-5模 型权重，遵循MIT License。 与此同时，GLM Coding Plan服务也同步升级，为用户带来Agentic Engineering体验。新能力包括官方适 配OpenClaw，支持快速配置Agent工作流;并为Pro/Max用户限量赠送AutoGLM*OpenClaw，支持将云端 AI助手接入飞书等平台，实现智能自动化任务执行。 目前，GLM-5模型已上线智谱开发平台BigModel.cn、Z.ai及智谱清言(App/网页端)，可供用户体验。需 要注意的是，由于算力限制，当前仅Max用户套餐中包含GLM-5调用额度，官方表示将逐步扩大开放范 围。 ...

Core Viewpoint - The article discusses the rising prominence of Anthropic in the AGI landscape, highlighting its unique business model and market positioning compared to competitors like OpenAI. It emphasizes Anthropic's focus on enterprise-level applications and its growing market share in the LLM API and coding sectors, suggesting a shift in the competitive dynamics of the AI industry [6][41]. Group 1: Anthropic's Market Position - Anthropic has established a dominant position in the enterprise-level LLM API market, achieving a market share of 40% by the end of 2025, up from 27% in 2023 for OpenAI, which saw a decline from 50% [21][22]. - In the coding market, Anthropic's share reached 42% by mid-2025, which is double that of OpenAI [19]. - The article notes that Anthropic's success is attributed to its focused business strategy and the unique value it offers to enterprise users, contrasting with OpenAI's broader consumer-oriented approach [25][41]. Group 2: Investment and Ecosystem Development - Menlo Venture announced the establishment of a $100 million Anthology Fund to support AI startups, indicating strong investor confidence in Anthropic's ecosystem [14][15]. - The fund's inspiration comes from Apple's iFund, suggesting that Anthropic's ecosystem could surpass that of iOS in terms of growth and impact [15]. - The article highlights that Anthropic's approach to building a productivity ecosystem is distinct from its competitors, focusing on high safety narratives and long-context capabilities that resonate with enterprise needs [34][41]. Group 3: Competitive Dynamics and Future Outlook - The article suggests that as AI capabilities advance, the integration of AI into workflows will deepen, leading to a more competitive landscape where stability and model performance become critical [35][41]. - Analysts have referred to the release of Anthropic's latest model, Opus, as a potential "SaaSpocalypse," indicating its capacity to disrupt traditional SaaS markets [37]. - The narrative surrounding Anthropic is seen as a rebellion against the existing OpenAI-centric discourse, with many in the industry now looking to Anthropic as a model for future AI development [70][71].

Group 1 - OpenAI has updated ChatGPT with the release of GPT-5.2, aiming for slight improvements in user experience [2] - NetEase Youdao has launched a desktop-level personal assistant called "LobsterAI," designed to operate 24/7 and support both mobile and PC interactions [2] - iFlytek has officially released the Xinghuo X2 model, which boasts significant upgrades in general capabilities, matching international top models in areas like mathematics and language understanding [2] Group 2 - The world's first general-purpose humanoid robot for warehousing, Gino 1, has been launched by Geekplus, designed to handle various tasks in warehouse operations [2]

Core Insights - The article highlights the launch of the new flagship model GLM-5 by Zhiyuan (02513), which is designed to handle complex system engineering and long-range agent tasks, showcasing state-of-the-art (SOTA) capabilities in agentic engineering, comparable to Claude Opus4.5 [1] Group 1: Model Capabilities - GLM-5 represents a shift in the AGI industry from "Vibe Coding" to "Agentic Engineering," evolving model capabilities from simple dialogue and rapid prototyping to autonomously solving real-world long-range system engineering challenges [1] - The model features a parameter scale expanded to 744 billion and pre-training data increased to 28.5 trillion [1] Group 2: Technical Innovations - GLM-5 incorporates a new asynchronous reinforcement learning infrastructure called "Slime," aimed at maximizing the model's potential [1] - The model integrates a sparse attention mechanism for improved long-text performance while significantly reducing deployment costs [1] Group 3: Benchmark Performance - In benchmark tests, GLM-5 achieved programming capabilities aligned with Claude Opus4.5, scoring 77.8 in SWE-bench-Verified and 56.2 in Terminal Bench2.0, marking the highest scores among open-source models and outperforming Gemini3Pro [1] Group 4: Agent Capabilities - GLM-5 also demonstrates open-source SOTA agent capabilities, achieving the top performance in BrowseComp (networked retrieval and information understanding), MCP-Atlas (tool invocation and multi-step task execution), and τ-Bench (planning and execution in complex multi-tool scenarios) [2]

Core Insights - The article highlights the launch of the new flagship model GLM-5 by Zhipu, which is designed to perform complex system engineering and long-range agent tasks, showcasing state-of-the-art (SOTA) capabilities in agentic engineering, comparable to Claude Opus 4.5 [1] Group 1: Model Capabilities - GLM-5 represents a shift in the AGI industry from "Vibe Coding" to "Agentic Engineering," evolving from simple dialogue and rapid prototyping to autonomously solving real-world long-range system engineering challenges [1] - The model features significant technical advancements, including an expanded parameter scale of 744 billion and pre-training data of 28.5 trillion [1] - A new asynchronous reinforcement learning infrastructure called "Slime" has been developed to maximize the model's potential, along with the first integration of a sparse attention mechanism that reduces deployment costs while maintaining long text performance [1] Group 2: Benchmark Performance - In benchmark tests, GLM-5 achieved programming capabilities aligned with Claude Opus 4.5, scoring 77.8 and 56.2 in SWE-bench-Verified and Terminal Bench 2.0 respectively, marking the highest scores among open-source models and outperforming Gemini 3 Pro [1] - GLM-5 also demonstrates open-source SOTA agent capabilities, achieving top performance in BrowseComp (networked retrieval and information understanding), MCP-Atlas (tool invocation and multi-step task execution), and τ²-Bench (planning and execution in complex multi-tool scenarios) [2]

这个春节，一场总额超45亿元的"AI红包大战"骤然打响。 阿里千问以30亿"请客"开路，用"帮我买杯奶茶"的真实交互，将AI推入千万订单的洪流；腾讯元宝、字节豆包、百度文小言等头部玩家悉数入局。当流量 海啸引发系统崩溃、社交裂变遭遇平台封禁，这场对"未来超级入口"的极限压力测试，揭示了技术、生态与用户体验间的激烈碰撞。 就在各大应用以红包补贴激烈争夺用户入口的同时，另一场决定未来竞争格局的"军备竞赛"已在底层技术领域悄然升级。 近期，字节跳动最新视频生成模型Seedance 2.0在旗下即梦、豆包、小云雀等产品开启内测，其表现迅速引发行业内外高度关注。有消息称，字节跳动正 在加快该模型的商业化步伐。Seedance 2.0预计最快有望于2月24日对外开放API接口。 01 三十亿流量奇袭 服务稳定性面临更大考验 这个春节，中国AI赛道迎来了一场现象级的"压力测试"。主角是阿里的千问APP，它用一场简单粗暴的撒钱运动，将实验室里的大模型，一把拽进了点奶 茶、叫外卖的真实生活。整个过程，如同一部节奏紧凑的商战剧，高潮与崩坏齐飞，流量与吐槽并存。 故事的起点是一场精准的"闪电战"。2月5日，阿里宣布将"通义千问"等 ...

Core Insights - DeepSeek is evolving beyond being just a "chatbot" base and is optimizing its large model's energy efficiency through architectural innovations, as evidenced by the recent release of new models and frameworks [1][3] - The competitive landscape is intensifying, with DeepSeek's new models being crucial for maintaining its industry position against major players like Google and OpenAI [1][2] Group 1: Technological Developments - In January 2024, DeepSeek released the Engram architecture, which separates "conditional memory" from "computation," aiming to reduce errors and save computational power [3] - The new model, referred to as MODEL1, is speculated to either be a lightweight model suitable for edge devices or a "long-sequence expert" designed for processing lengthy documents or code [3] - DeepSeek's commitment to cost-effective AI solutions is evident, as it aims to lower token costs, making AI development more accessible to a broader range of developers [4] Group 2: Market Position and Competition - The release of new models is seen as essential for DeepSeek to avoid falling behind competitors like Gemini 3 and GPT-5, which have demonstrated superior performance in various benchmarks [7][8] - Despite DeepSeek's strong position in the open-source community, the company faces pressure from the rapid advancements of closed-source models, which could lead to a loss of developer loyalty [10][11] - The competitive dynamics are shifting, with major internet companies increasing their investments in AI, potentially impacting DeepSeek's market share and the overall landscape for domestic AI companies [13][14] Group 3: Ecosystem and Community Impact - DeepSeek's open-source models, such as DeepSeek-V3 and R1, have gained significant traction, accounting for over half of the open-source token throughput in a short period [8][9] - The company has established a decentralized and pragmatic technical ecosystem, attracting developers interested in self-controlled and private deployments [4][6] - The ongoing developments in the open-source AI community are reshaping the narrative around Chinese AI capabilities, with DeepSeek playing a pivotal role in this transformation [5][6]

2月12日凌晨，智谱正式开源发布新一代基座模型GLM-5，被誉为智能体工程时代最强开源模型。它宣 告大模型编程从"写代码片段"的Vibe Coding时代，正式迈入"完成系统工程"的智能体工程时代。 此前，学界与业界已达成共识，Agentic Engineering（智能体工程）时代已经到来。 智谱GLM-5有望成 为国内第一个真正对齐Anthropic Opus系列的模型厂商。 GLM-5的突破性体现在三大维度： 1. 性能对标顶级闭源模型：在权威编程基准测试中取得开源模型最高分，在真实编程场景中的体验已逼 近当前顶尖的Claude Opus 4.5，尤其在处理复杂系统工程与长周期项目上表现出色。 2. 核心技术全面升级：模型底座参数规模达744B，并创新性地采用异步强化学习框架"Slime"和稀疏注 意力机制，在提升智能的同时大幅降低了部署成本。 3. 重塑开发工作流：随模型同步推出的ZCode工具，允许开发者用自然语言描述需求，模型即可自动拆 解任务，指挥多智能体并发完成编码、调试、预览等全流程，甚至支持用手机远程指挥桌面端Agent， 将生产力无限延伸。 ...

2月12日，智谱通过官微宣布上线并开源GLM-5。目前，GLM-5已完成与华为昇腾、摩尔线程、寒武 纪、昆仑芯、沐曦、燧原、海光等算力平台的深度推理适配。即日起，GLM-5在Hugging Face与 ModelScope平台同步开源，模型权重遵循MIT License。GLM-5已经纳入Max用户套餐，Pro将尽快在5 天内支持，接下来我们将逐步扩大范围。同时，智谱也确认此前在OpenRouter市场上发布的开源模型 Pony，即为GLM-5，"在OpenRouter匿名（Pony）上线后，许多开发者使用GLM-5完成了真正能用、能 玩、能上线的应用"。 ...