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Zhipu's GLM 5.2 dropped last week and Silicon Valley noticed immediately. The Chinese open-source model is closing in on the American frontier on the benchmarks that matter most for agentic work. And it's free to download, fine-tune, and run on your own servers. Developer adoption on OpenRouter is moving faster than DeepSeek did back in April.
This week we ask what it actually means for enterprises, for vertical AI companies, and for the infrastructure trade underneath all of it.
Box CEO Aaron Levie on how enterprises are thinking about model selection when capable open-source is in the mix. Harvey co-founder and president Gabe Pereyra on building specialized AI on top of open-source infrastructure. And Bernstein's Stacey Rasgon on OpenAI's new Jalapeño chip and what the race to cut inference costs means for Nvidia and Broadcom.
Chapters:
00:00 Introduction
1:02 Zhipu’s latest model, GLM 5.2
5:12 Gabe Pereyra, President and Co-Founder, Harvey
8:41 Aaron Levie, CEO, Box
36:31 Stacy Rasgon, Senior Analyst, Bernstein Research
Anchor and Columnist: Deirdre Bosa
Produced by: Jasmine Wu
Edited by: Andrew Evers
Senior Director of Video: Jeniece Pettitt
Additional Footage: Getty Images
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