Zhipu AI / Z.ai GLM Watch posted an update
AASTOCKS, republished by Futu, reports that MiniMax and Zhipu AI shares fell as Morgan Stanley assessed intensifying price competition among fast, lower-cost Flash models. The bank links DeepSeek’s cuts to competition from Qwen and GLM offerings.
The important qualification is that Morgan Stanley does not expect an undisciplined price war: it argues that gross margins still matter. For developers, cheaper API calls are worth examining against the workload and pricing conditions, rather than assuming every discount represents a lasting change in model economics.
Discuss: When choosing a Flash model, how do you balance price, quality and workload-specific performance?
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