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Welcome to June 29, 2026

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GLM-5.2 is being hailed as the open-source Claude moment, with demand so fierce that companies rush to post-train and own their own weights. Ethan Mollick’s consulting benchmark shows only a three-month lag between American and Chinese open models.

Meanwhile renting is now cheaper than owning in every big metro, and even millionaires rent — in an age when the asset everyone races to own is a set of model weights.

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