Zhipu earnings: $2B ARR, GLM 6.0 to fully embrace RSI, says Mostaque
ccerrato147 · x · 2026-09-01
Emad Mostaque breaks down Zhipu's interim earnings transcript: GLM 5.3 is built on a start-of-year pre-train, with massive scaling on data environments as web data is tapped out. Zhipu intends to fully use RSI (recursive self-improvement) for GLM 6.0. The transcript also reveals $2B ARR.
More from Venture
- Indie author builds an agent-native distribution layer for his novel with A2A endpoints — patternflow · 2026-09-03
- Akkru launches financial data MCP so AI agents can trace numbers back to filings — camiggggg · 2026-09-03
- Non-chip company's AI revenue nearly triples QoQ after last quarter's 250% surge — Beth_Kindig · 2026-09-03
- BofA reiterates Nvidia top pick: FY28 70% growth is a floor, stock at ~16x CY27 PE, lowest in a decade — firstadopter · 2026-09-03
- Snowflake CEO on tokenomics: AI tools must cost less than what they replace — jonerp · 2026-09-03
- Palo Alto Networks paid $500M for Thrive-backed Console, sources say — TechCrunch AI · 2026-09-03