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GLM

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 18, 2026 by Ben Thompson · said 2 times in 1 episodes since 2026 · across every show →

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Aug 18, 2026 bearish
Assertion Not checkable as stated
Thompson: Chinese open models like Kimi have high marginal inference costs
“You still have to run inference like GLM or Kimi. Kimi is very expensive to serve. The cost per answer is significantly higher.”
Ben Thompson Aug 18, 2026 ▶ 6:25 What Happens When the AI Boom Runs Out of Money · Invest Like The Best
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