GLM — Field Evidence
paperUnverified
GLM · GLM · adoption
Field note
Inference Economics of Enterprise Coding Agents: A Case Study of Cloud vs. On-Premise LLMs — Autonomous coding agents force engineering organizations to choose between API-based frontier models -- strong reasoning at high token cost -- and on-premise quantized open-weights models
collected 2026-07-16original 2026-07-13
Does this shift the US–China race?
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Impact on the index
Open weights · minor
China +23Open +15
Directional contribution — before recency decay and per-type diminishing returns. How it works →
Related Front
US vs ChinaLikely
U.S. FrontiervsChina Open-Weight
Likely — capability gap narrowing on common tasks
Letters from the Front
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