7 July 2026

10 links · Tuesday

Blog about things you don't understand yet

Every post I publish represents at least two things I’ve learned: the thing that prompted me to write the post, and the thing I learned in the course of writing it. If I don’t learn anything new while I’m writing, it’s not interesting enough to publish.

GLM 5.2 and the coming AI margin collapse (part 1)

GLM 5.2 is the first open weights model I'd call a genuine competitor to Opus and GPT for agentic work - at ~15-20% of the price. Part one of why AI inference margins are about to collapse.