Env companies flooded with Chinese inbound interest, as researcher links GLM and Kimi strength to resold traces
andriy_mulyar · x · 2026-09-14
Following his claim that env companies resell frontier traces, andriymulyar adds that friends running env businesses are receiving a striking volume of inbound interest from Chinese companies, and suggests GLM and Kimi's strength may stem from those resold traces. Unverified personal speculation, but extends the discussion of a gray market for RL environment data.
Related event: NVIDIA Researcher Claims Env Firms Resell Frontier Model Traces(2 posts)→
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