2 things are happening at once:
• AI coding models are converging. For 95% of tasks, most people can't tell whether GPT-5.6 Sol, Fable 5, Kimi K3, GLM-5.2, or Qwen 3.8 Max, is smarter.
• GLM-5.3 dropped today, only 743B parameters. Smaller, cheaper, open models are coming fast.
The center of gravity may be shifting faster than people think.