So how do openai and anthropic plan to keep customers when GLM-5.1 is just as good and open source and a lot cheaper?
I don't see the business model working. My closest friend actually does automation software for large companies.
He does not use Claude or openai at all. He primarily uses gpt 120b on cerebras and glm-5.1 for heavy thinking work.
And some other small models for various tasks. All open source.
And these systems are extremely useful for the businesses and are able to run fully automated pipelines that are very stable and fast.
We discuss this a lot, and we both think any business doing heavy agentic work on Claude and openai just aren't aware of exactly how good and cheap open source has gotten on the last year.
So... once the legacy businesses and developers catch up, won't Claude and openai be unable to recoup their costs?
I don't see the business model working. My closest friend actually does automation software for large companies.
He does not use Claude or openai at all. He primarily uses gpt 120b on cerebras and glm-5.1 for heavy thinking work. And some other small models for various tasks. All open source.
And these systems are extremely useful for the businesses and are able to run fully automated pipelines that are very stable and fast.
We discuss this a lot, and we both think any business doing heavy agentic work on Claude and openai just aren't aware of exactly how good and cheap open source has gotten on the last year.
So... once the legacy businesses and developers catch up, won't Claude and openai be unable to recoup their costs?