Chinese AI Model GLM 5.2 Beating Frontier Models | Meta Glasses, Polymarket Scandal, and More AI Talent War

The quad is back. Dave and Brit rejoin Sam and Jess fresh off a More or Less fan encounter at the Zurich airport. It was quite the week for Meta as the squad breaks down the company’s new line of glasses featuring Kylie Jenner (or, in Jess’ words, Kendall), and Brit makes the call that this is finally the watershed moment for women buying smart glasses ( The men seem to be the early adopters, Dave wore his in the Sistine Chapel, and Sam owns 10+ pairs.). Then they get into Meta’s prediction market: a genuinely interesting information machine or a very efficient way to addict twenty-somethings to fake gambling? In true MOL fashion, the squad is split. Sam is all in, Dave is worried it’ll work too well, and Brit thinks it’ll all click when you tie it to The Bachelor. Dave also ran GLM 5.2 on eight Nvidia B200s with some hacker friends and came away shaken. Open source is now matching, if not outperforming, frontier models at 10x the speed, raising uncomfortable questions about the enormous bets sitting on frontier labs today. Remember last year’s AI talent war? It’s back, and Jess argues it’s really an early indicator of investor insecurity. Finally, in pop culture corner: Cannes and Sam’s unsolicited review of The Information's new mobile app.

Chapters:

0:00 Episode trailer

0:50 Intro

1:12 MOL Got Recognized at the Zurich Airport

3:02 What’s on the Agenda Today

5:04 Meta Smart Glasses, The Moment Women Finally Buy In?

14:20 Meta’s Prediction Markets, Brilliant or Addictive?

19:39 Polymarket’s Influencer Problem

22:48 AI Talent Wars, Investors Are Reading the Wrong Signals

25:40 GLM 5.2 on Nvidia B200s, Open Source Catches Frontier Models

28:20 AI Token Spend, Sam’s $1,500/Month Experiment

31:04 Sam Reviews The Information App Live

36:17 Anthropic, Dell, and the Math Behind Generational Returns

43:30 Cannes Lions, Worth It or Corporate Boondoggle?

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1) Sam Lessin: https://x.com/lessin

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3) Jessica Lessin: https://x.com/Jessicalessin

4) Brit Morin: https://x.com/brit