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Comment by davedx

10 hours ago

Define compute deficit?

They've been bringing out open weight models competitive with frontier models. How could they do that if they had a compute deficit?

If they need to divert inference resources to train models, this counts as a compute deficit to me.

I'm using GLM-5.2 daily for my own stuff, and during Chinese business hours, specially on their afternoon, it's a festival of rate limits.