Builder xjdr argues GLM-5.2 serving costs are actually comparable
As impressive as GLM 5.2 is, at the end of the day it's ≈5-10X more expensive than DeepSeek V4 for the same-sized session, and they can't serve the demand. If V4.1 is noticeably but not crushingly worse, it takes a lot of marginal customers. If it's on par, DS simply wins.
Positive users praise DeepSeek V4's major cost cuts and cache tech versus GLM 5.2, while negative users criticize its weaknesses on long-horizon tasks.
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@teortaxesTex It shouldn't be. It's just as cheap to serve. I think inference providers are going to be in for a rude awakening soon
As impressive as GLM 5.2 is, at the end of the day it's ≈5-10X more expensive than DeepSeek V4 for the same-sized session, and they can't serve the demand. If V4.1 is noticeably but not crushingly worse, it takes a lot of marginal customers. If it's on par, DS simply wins.
@_xjdr It's not though their kv cache is 10x larger, and I think on FLOPs they're still doing modestly worse. Moreover you can't do aggressive caching to disk when it's 44 Gb/1Mt. their unit economics push for higher prices
@teortaxesTex It shouldn't be. It's just as cheap to serve. I think inference providers are going to be in for a rude awakening soon
@tlzw Everything that GLM does is DeepSeek technology or its equivalent. From their MoE to DSA to MOPD. There's really little reason to suspect that DS won't just do it all as well but with newer tech.
@teortaxesTex But ds really sucks at long horizon tasks, glm is pretty close to opus on them, glm seems to have a better and clever personality
@teortaxesTex many friends complaining because they got used to DS speed and prices
@teortaxesTex Dude this is what i'm hoping for- Deepseek v4 Flash/Pro are my daily driver- so i'm really really hopeful 4.1 is at least a small bump. I love GLM but I had to upgrade plans today with http://Z.ai LMAO.
@teortaxesTex @_xjdr DeepSeek has some black magic going on with their cache. 98% discount, automatic caching, 80% hits…