Zhipu’s GLM 5.2 dropped last week and Silicon Valley noticed immediately. The Chinese open-source model is closing in on the American frontier on the benchmarks that matter most for agentic work. And it’s free to download, fine-tune, and run on your own servers. Developer adoption on OpenRouter is moving faster than DeepSeek did back in April.

This week we ask what it actually means for enterprises, for vertical AI companies, and for the infrastructure trade underneath all of it.

Box CEO Aaron Levie on how enterprises are thinking about model selection when capable open-source is in the mix. Harvey co-founder and president Gabe Pereyra on building specialized AI on top of open-source infrastructure. And Bernstein’s Stacey Rasgon on OpenAI’s new Jalapeño chip and what the race to cut inference costs means for Nvidia and Broadcom.

Chapters:
00:00 Introduction
1:02 Zhipu’s latest model, GLM 5.2
5:12 Gabe Pereyra, President and Co-Founder, Harvey
8:41 Aaron Levie, CEO, Box
36:31 Stacy Rasgon, Senior Analyst, Bernstein Research

Anchor and Columnist: Deirdre Bosa
Produced by: Jasmine Wu
Edited by: Andrew Evers
Senior Director of Video: Jeniece Pettitt
Additional Footage: Getty Images

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Z.AI And The Chinese Open Source Moment

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Sports TV ratings and live rights fees are soaring, but professional leagues and broadcasters are facing a new battleground for young fans. Social platforms like TikTok and YouTube are claiming an increasing share of viewing hours among Generations Z and Alpha. Sports clips, highlights and creator content can introduce younger fans to professional sport, but how do the major players cash in?

Reporter: Lillian Rizzo
Produced & Edited by: Tasia Jensen
Camera: Natalie Rice
Animation: Jason Reginato, Emily Park
Senior Managing Producer: Tala Hadavi
Additional Footage: Getty Images

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How TikTok And YouTube Are Reinventing Sports Viewership

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With a simple swipe motion in front of Meural, a high-tech art display, a person can swipe through Monet and Picasso pieces in their living room. Here’s a glance at how it works.
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Meural: High-Tech Display Bringing Monet, Picasso Into Your Living Room | CNBC Make It.

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CNBC reviews Google’s new Pixel Buds, which pair easily with a Pixel smartphone, come with a carrying case that also charges the buds, and can translate.
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Google’s Answer To Apple AirPods Headphones Is A Failure On All Accounts | CNBC

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Apple is reportedly battling with content studios who want the company to charge more for 4K video content.
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Apple Battling Hollywood Over 4K Movie Prices, Report Says | CNBC

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