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@petergyang

Silicon Valley is quietly running on Chinese open source AI models. Here are the receipts: → Cursor confirmed last month that Composer 2 is built on Moonshot's Kimi K2.5 → Cognition's SWE-1.6 model is likely post-trained on Zhipu's GLM → Shopify saved $5M a year by switching to Alibaba’s Qwen model. Airbnb CEO Brian Chesky has also said: "We rely a lot on Qwen. It's very good, fast, and cheap." And now Zhipu dropped GLM-5.1, an open source model that performs almost as well as Opus on coding benchmarks. 📌 More on the Anthropic + OpenClaw drama and what I'm learning about AI on the ground in China in my new post: https://t.co/cm9jYIZS8y

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