GLM 5.3 and all previous models don't have a vision encoder and can only accept text. Ox-Alpha can accept video and images, so unless Z-ai added a pretty good vision encoder for this model, I don't think so.
My money is on Moonshot and this being Kimi K3.5. The measured tps and latency is in-line with K3's tps and latency from Moonshot.
MiniMax M3.5 is also possible (but the MiniiMax provider is a lot more performant than the lab behind ox-alpha, so less likely).
DeepSeek literally just came out with the vision-enabled version of Flash v4 which was purely text based. Why would GLM not be able to do the same thing?
The other tell from the provider angle is capacity. Whoever is hosting Ox Alpha has a lot of capacity which narrows down a lot of the Chinese companies.
Z.ai founders were one of the pioneers in MM-LLMs with Cog-VLM years ago, back when LLaVA emerged. I wouldn't be surprised if they added multi-modal capabilities
I hope this is not Kimi K3.5 because it really sucks. It is very slow, not particularly smart when it comes to coding, and easily starts going in circles - when not straight up going into a doom loop.
Author here. Tell me more. How do you use NCD and what is your concern about its application here? Should I have use da larger reference sample? You can test it in action here: https://dejan.ai/tools/ai/ (e.g. drop a claude article or GLM article in and see what it says, it's not perfect but reasonably good).
If it’s not zhipu then why is it returning errors that zhipu does for other models? Who else would return the exact same errors even if they took a lot of core infra like tokenizer from z?
Ziphu has that many resources to be able to serve capacity for 1 quadrillion tokens per day on Nous portal? My bet is that it's a Composer model from Cursor running on xAI cluster, they already did a Composer based on Kimi-K2.5
- The provider has a massive amount of (unused) hardware. Google or Cursor seem most likely
- The model is extremely efficient, beyond anything we've seen so far
- Whomever made the model has improved the cache efficiency in such a way that it's very cheap to serve. See e.g Deepseeks or Xiaomi caching (pre-price increase)
If you are referring to this number (https://xcancel.com/NousResearch/status/2090899914700054780), they are either mistaken, or they mean that they can route 1 quadrillion tokens per day, but the provider behind Ox Alpha certainly can't provide that. Almost all of my requests have hit a rate limit so far.
I was hitting 429 overloaded regularly with Ox on OpenRouter yesterday, but a lot of that turned out to be problems with my harness. I fixed some bugs, improved the back-off, and I haven't hit a 429 error since (touch wood).
OpenRouter says they're doing 6 Trillion tokens a day with Ox Alpha so far, and it has been their biggest launch of all time. OpenCode claimed they had capacity for 100T a day.
Yet to find a model that cross-model review doesn’t find a bunch of things wrong with. I’m running simultaneous review with whichever of Grok4.6/GLM5.3/Fable/Sol didn’t write it, and each model tends to find items the others didn’t.
The harness is making a big difference, lackluster performance with pi but somehow very good performance with opencode. There’s some rl there for sure, for a smaller model it’s likely going to perform much better in a harness it understands the best.
I've been using a harness that I made myself, and making improvements to the harness has vastly improved its performance. It's actually been a useful model to identify flaws in the harness.
I think something also went wrong with the Ox provider last night (at least on OpenRouter), for a few hours it wouldn't accept tools. Zero change to the harness while I slept and it was back working again the next morning.
I think within 12 months we’re going to see a frontier (inc open models) that’s so good at almost all human-directed tasks that which model you use just won’t matter. Only differences that remain will be in deep research or very long-range tasks.
Someone else having been too early on a prediction has little bearing on my prediction. A year ago almost nobody was using open models as daily drivers, today they are. When I run out of Fable and Sol credits in a week, I switch to GLM5.3, and it's not quite there, but it's good enough for productive work.
I wonder if the NCD metric says something about distillation too. Would you expect that a model that has been distilled/seen traces from other models would have a smaller NCD? It would be really interesting to see if this holds up and provides evidence of distillation or certainly evidence of model outputs being used in the training mix.
Hello! I wrote the above article and did the NCD on model outputs. The same thought crossed my mind when I saw Gemma misclassified as Gemini quite frequently. And GLM almost as Claude and not as Gemini at all. Gave me the feeling as if GLM didn't train on Gemini generated synthetic data at all but mainly on Claude and GPT.
Its amazing to me that providers haven't added any sort of masking of the prompt in the thinking traces to avoid prompt extraction via this sort of trivial attack
Interesting. I like this theory because it explains why some G employees were vague posting about it. But like.. why? Why wouldn’t Google just use Gemma?
It's fun to imagine that it could be GLM 5.3-Flash. Between GLM 4 and 5, the flagship's total parameters doubled and the active parameters went up 25%. GLM 4.7-Flash was 30B / 3B active. If this model were 60B / 4B active, that sure would hit a sweet, currently empty spot in the lineup of open models.
But I don't know. There are vagueposts on X about this model running on two DGX Sparks. If they did the same scale-up with Air instead of Flash, that would probably be about right.
The Ox-Alpha webpage really make it sound like they are trying to hype a model that has nothing particular to show:
"The reasoning model that appeared out of nowhere. Built for code, long-horizon agents, and a million tokens of context. Nobody knows who made it — everyone wants to try it."
The upper chart shows the availability of Ox Alpha and the lower chart shows the availability of GLM 5.3 by Z.ai. They had a blip at exactly the same time.
It is probably from Google and is probably hosted on Vertex AI. Opencode announced that responses from Ox Alpha should be better and soon posted about Vertex eu and us multi region update in their changelog. I could be a Gemini model or a new one based on GLM based on tokenizer. Also the amount of inference it is providing for free is something only google can support with its TPUs. So maybe a GLM based model running on TPUs.
I've seen a number of people report that it answers near-identically to mainland CN built models on topics related to controversial things the CCP doesn't want to talk about. I'd be extremely surprised if it's a Google model.
I extremely doubt it's Gemini - all previous Geminis have had very different output style from other models. In a coding harness Gemini is extremely quiet and mostly just does thinking and tool calls, with the thinking blocks heavily summarized.
Also Claude and the Chinese models really like to say "Let me X", Geminis preference is "I will X".
volf_ | a day ago
My money is on Moonshot and this being Kimi K3.5. The measured tps and latency is in-line with K3's tps and latency from Moonshot.
MiniMax M3.5 is also possible (but the MiniiMax provider is a lot more performant than the lab behind ox-alpha, so less likely).
Almondsetat | a day ago
volf_ | a day ago
Bolwin | a day ago
The only question now is if it's 5.3v, 5.4/5.5 or a dedicated flash/vision model
volf_ | a day ago
BoredomIsFun | a day ago
nylonstrung | a day ago
minimaxir | a day ago
TiredOfLife | 22 hours ago
Havoc | 21 hours ago
They have had vision models before just not their flagships
ggcr | 21 hours ago
ricardobeat | 7 hours ago
ChrisArchitect | a day ago
Ox Alpha
https://news.ycombinator.com/item?id=49381896
xorgun | a day ago
nullbio | a day ago
jerrythegerbil | a day ago
But while we’re “guessing”: Xiaomi MiMO
walrus01 | 23 hours ago
dejanseo | 18 hours ago
gvkhna | a day ago
e9 | 23 hours ago
gvkhna | 23 hours ago
It feels like glm flash, and there was a report zhipu had secured a huge new cluster suggesting they have the capacity. My guess anyway.
https://www.tomshardware.com/tech-industry/artificial-intell...
vitorgrs | 22 hours ago
I believe it's GLM 5.3 Flash or Air.
weiran | 22 hours ago
eli | 9 hours ago
ggcr | 22 hours ago
LaurensBER | 22 hours ago
- The provider has a massive amount of (unused) hardware. Google or Cursor seem most likely
- The model is extremely efficient, beyond anything we've seen so far
- Whomever made the model has improved the cache efficiency in such a way that it's very cheap to serve. See e.g Deepseeks or Xiaomi caching (pre-price increase)
re-thc | 22 hours ago
johndough | 21 hours ago
SyneRyder | 19 hours ago
OpenRouter says they're doing 6 Trillion tokens a day with Ox Alpha so far, and it has been their biggest launch of all time. OpenCode claimed they had capacity for 100T a day.
https://x.com/OpenRouter/status/2091912024922177562 https://x.com/opencode/status/2090544355824038300
mogili | a day ago
petesergeant | 23 hours ago
mogili | 23 hours ago
epolanski | 23 hours ago
gvkhna | 22 hours ago
SyneRyder | 19 hours ago
I think something also went wrong with the Ox provider last night (at least on OpenRouter), for a few hours it wouldn't accept tools. Zero change to the harness while I slept and it was back working again the next morning.
petesergeant | 23 hours ago
stingraycharles | 23 hours ago
Tepix | 23 hours ago
petesergeant | 23 hours ago
tadkar | 23 hours ago
krackers | 23 hours ago
dejanseo | 18 hours ago
dejanseo | 18 hours ago
try-working | 22 hours ago
Zylokloto | 17 hours ago
swiftcoder | 22 hours ago
Its amazing to me that providers haven't added any sort of masking of the prompt in the thinking traces to avoid prompt extraction via this sort of trivial attack
dejanseo | 18 hours ago
pijalu | 22 hours ago
simianwords | 21 hours ago
re-thc | 21 hours ago
They were just trolling.
Zylokloto | 17 hours ago
They will never ever do like this.
They for sure would add architecture ideas from other research/models but thats it.
simianwords | 21 hours ago
anon373839 | 21 hours ago
But I don't know. There are vagueposts on X about this model running on two DGX Sparks. If they did the same scale-up with Air instead of Flash, that would probably be about right.
re-thc | 21 hours ago
We're lucky if it'd fit in 1 DGX Spark. Laptops - nah, unless you mean like an M5 Max with 128GB of RAM then maybe.
> Thats the reason behind the hype.
The hype is imagine DeepSeek Flash before the price increase with even better performance. It'd be like unlimited Sonnet.
Otterly99 | 21 hours ago
"The reasoning model that appeared out of nowhere. Built for code, long-horizon agents, and a million tokens of context. Nobody knows who made it — everyone wants to try it."
johndough | 21 hours ago
https://files.catbox.moe/k52n6k.png
The upper chart shows the availability of Ox Alpha and the lower chart shows the availability of GLM 5.3 by Z.ai. They had a blip at exactly the same time.
troysk | 20 hours ago
walrus01 | 20 hours ago
dezgeg | 15 hours ago
Also Claude and the Chinese models really like to say "Let me X", Geminis preference is "I will X".