Is GLM 5.3 worth sounding the alarms? 🚨
“As long as you have the budget, it will write faster kernels than humans.”
Kimbo (@kimbochen) and Wenyao (@gao_wenyao) join Jordan (@JordanNanos) this week to unpack sparse attention, the memory bottleneck nobody’s pricing in, and why cheaper tokens might mean more HBM, not less.
GLM 5.3 writes faster GPU kernels than humans, SemiAnalysis podcast says
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SemiAnalysis hosts Kimbo, Wenyao and Jordan discuss a claim that GLM 5.3 writes faster kernels than humans given enough budget. The episode covers sparse attention, a memory bottleneck the hosts say is not priced in, and their argument that cheaper tokens could mean more HBM demand.
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