GLM 5.2 and the coming AI margin collapse
GLM 5.2 is anticipated to significantly impact AI economics, potentially leading to a collapse in profit margins within the industry. The DeepSeek R1 model previously prompted market concerns due to its training costs being estimated at under $6 million.
martinalderson.com
7 min
7/6/2026
GLM 5.2 and the coming AI margin collapse
GLM 5.2 is anticipated to significantly impact AI economics, potentially leading to a collapse in profit margins within the industry. The DeepSeek R1 model previously prompted market concerns due to its training costs being estimated at under $6 million.
martinalderson.com
7 min
7/6/2026
GLM 5.2 and the coming AI margin collapse
GLM 5.2 is anticipated to significantly impact AI economics, potentially leading to a collapse in profit margins within the industry. The DeepSeek R1 model previously prompted market concerns due to its training costs being estimated at under $6 million.
martinalderson.com
7 min
7/6/2026
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