Compute Scarcity Might Explain Zhipu's Open-Source Choice
teortaxesTex · x · 2026-07-04
teortaxesTex believes that compute scarcity and pressure for returns are driving up inference costs. Even at premium prices, Zhipu (ZAI) cannot meet all subscription demands, meaning the opportunity cost of open-sourcing is relatively limited. This explains why some companies still prefer open weights under compute constraints.
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