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Today's topics:

GLM-5.2 boosts open models - Z.ai’s GLM-5.2 posts near-frontier benchmark results for an open-weights model, raising expectations for open AI and China lab releases. Keywords: GLM-5.2, open weights, benchmarks, distillation, coding.

Claude rumors and policy shifts - Signals around Anthropic include an unconfirmed “claude-sonnet-5” identifier, upcoming Cowork mobile support, new ID checks, and debate over encrypted “thinking” logs. Keywords: Claude, Sonnet, Cowork, privacy, auditability.

AI bubble fears and subsidies - Markets sold off as investors questioned AI valuations, while reporting argues big AI platforms have been subsidizing usage and may be forced into higher prices. Keywords: Nasdaq, valuations, margins, token billing, bubble.

How big frontier models can get - A LessWrong analysis suggests inference speed, training compute, and data limits will shape model scaling through 2031, shifting constraints over time. Keywords: HBM bandwidth, inference, pretraining FLOPs, data ceiling, sparsity.

SpaceX sells scarce GPU compute - SpaceX is turning its Colossus 2 data center into a compute business, with a major GB300 deal highlighting how GPU access has become a strategic choke point. Keywords: SpaceX, Colossus 2, Nvidia, GB300, compute contracts.

Enterprise AI video reshuffles - Alibaba’s HappyHorse 1.1 aims at production AI video as rivals pull back, but geopolitical risk could complicate Western enterprise adoption. Keywords: AI video, HappyHorse, benchmarks, enterprise, compliance.

Cheaper image inpainting breakthrough - Moebius claims near-industrial image inpainting quality at a fraction of the compute, pointing to a future where strong visual editing runs on smaller hardware. Keywords: inpainting, distillation, diffusion, lightweight models, edge.

Agents move into super-apps - Tencent is testing an AI assistant inside Weixin, reflecting the broader shift from chatbots to agents that can take actions inside dominant apps. Keywords: Weixin, WeChat, Xiaowei, agents, mini-programs.

-GLM-5.2 Debuts as Top Open-Weights Model, Still Behind Frontier
-Rumored "Claude Sonnet 5" Identifier Spotted on Anthropic Partner Provider
-Cory Doctorow argues the AI boom is a bubble built on hype and labor displacement
-Analysis Projects Feasible Frontier Model Sizes Through 2031 Based on HBM, Serving Speed, Compute, and Data Limits
-Anthropic tests Cowork integration in C