Housekeeping: I’m traveling so cannot make a voiceover for this post. EDIT — I added a bullet point 5 on the Chinese data industry after sending the email out. Today, Z.ai announced their GLM-5.3 model, currently only available in the coding plan, coming soon to their API and in two weeks’ time to Hugging Face (open weights). This model looks exceptional, with a somewhat astounding increase in scores. On many benchmarks the model has surpassed Moonshot AI’s Kimi K3 and on some it’s surpassed Claude Fable 5 or GPT-5.6-Sol. Here’s a more complete comparison: This puts the model more or less at t