Zhipu AI just went public and its new coding tool is so popular they’re already limiting access. The most surprising part? The demand isn’t just coming from China… its coming from American developers.
On today’s livestream:
The test: we build a China-market tracker using GLM 4.7
The shift: why US builders are quietly moving to Chinese open source models
The expert: Baseten’s Tuhin Srivastava joins us to discuss the infrastructure shift and whether American moats are evaporating
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Baseten’s Tuhin Srivastava on China AI Coding breaking into the U.S. — 1/26/2026