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Zhipu · Zhipu AI (private, China)

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Research: —1 mention
2026-JUL-14 · Fred Hickey · Thoughtful Money w/ Adam Taggart · Neutralinsight · ▶ 16:03 · source page ↗

In short: Its latest model now exceeds the capabilities of Gemini 3.5/3.1 (per artificial-analysis rankings) — evidence the top Chinese models have caught the US frontier while costing a fraction.

In plain English

Zhipu is another Chinese AI lab, and its newest model now scores above Google's Gemini 3.5/3.1 on independent quality rankings. The point: the top Chinese models have caught up to the best US models while costing a fraction — so the idea that US labs can charge premium prices for superior AI is falling apart.

16:03You can see DeepSeek a little bit lower, but as I had just read very recently, with DeepSeek you can get 90% of your tasks done at 1.5% of the cost, which is insane. So all of these companies, we're talking about these are the tech companies that are finding out that they really have to cut back on their spending and to use these other alternative open-source models.

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