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knowledge base · entry 19 · coda

What powers the open frontier

A joint read-through of the GLM-5 technical report and the Kimi K3 release — the two open-weights giants of mid-2026 — read as the coda to this arc. Entries 1418 taught the recipe at human scale; these reports show the same recipe industrialized: SFT is now the shortest chapter, and almost everything after it is reinforcement learning against things a machine can check.

papers GLM-5: from Vibe Coding to Agentic Engineering (Zhipu AI / Z.ai) · Kimi K3 Technical Report (Moonshot AI)
sources arXiv:2602.15763 · github.com/MoonshotAI/Kimi-K3
why we read them they are the current answer to “what does post-training look like when it works” — the Tulu 3 pipeline grown three more stages, plus an efficiency thesis (intelligence per FLOP) that decides what anyone can afford to run

every figure zooms — click it, scroll to magnify, drag to pan

part one

The arc, three years later

figure 1 · the lineage

Same recipe, new proportions

Put the arc’s pipeline next to a 2026 frontier run and the skeleton is unchanged: curate, imitate, then optimize against feedback. What changed is the proportions. In InstructGPT, RL was a short final polish; in GLM-5 the post-training pipeline is three RL stages deep — reasoning, agentic, general — followed by a distillation pass to knit the stages together. And the feedback itself has migrated: away from learned reward models toward verifiable rewards (entry 18’s RLVR) wherever a checker can be built.

click any figure to zoom · scroll to magnify · drag to pan

part two · GLM-5

The five-stage pipeline

figure 2 · GLM-5’s assembly line

SFT, then RL three times, then distill it back together

GLM-5 (744B parameters, 40B active per token, trained on ~28.5T tokens) runs post-training as a sequence: SFT — with interleaved and preserved “thinking” modes, and error segments masked in agent trajectories so the model learns to recover from mistakes rather than imitate them. Reasoning RL — GRPO with binary outcome rewards on math, science, code. Agentic RL — long-horizon tasks in real execution environments. General RL — style, factuality, safety, with hybrid rewards. Finally, on-policy cross-stage distillation: the specialist checkpoints teach one final student, so the reasoning gains and the chat gains stop being a trade-off.

The difficulty filtering in reasoning RL is worth pausing on: training problems are kept only if the previous model generation rarely solves them but stronger teacher models can — the curriculum is pinned, permanently, at the edge of current ability. That is entry 14’s curation instinct, automated.

figure 3 · the RL factory

Generation and training, finally divorced

The infrastructure story is as important as the algorithm. Long agentic rollouts made synchronous RL (generate a batch, wait, update, repeat) untenable — one slow trajectory stalls the fleet. GLM-5’s answer (the open-sourced slime framework) is a fully asynchronous factory: inference engines generate trajectories continuously on their own GPUs; training engines consume them as they arrive; weights sync every few updates. Correctness patches — exact token round-tripping, double-sided importance sampling, dropping trajectories from too-stale model versions — keep learning stable while the two halves drift.

figure 4 · the reward stack

Ten thousand environments and a hybrid judge

Where entry 15 had one reward model and entry 18 had three verifiable domains, GLM-5’s agentic stage trains against 10,000+ verifiable scenarios — software engineering across nine languages, Docker-synthesized terminal tasks, multi-hop search — where the reward is “did the tests pass, did the task complete.” For the subjective remainder, a hybrid stack: rule checks where possible, outcome reward models where not, generative judges above that — and expert-written responses kept in the loop as stylistic anchors so the model doesn’t converge on judge-pleasing sludge.

the through-line every layer of that stack is a hedge against reward hacking — entry 15’s oldest lesson, now an architecture. The verifiable floor keeps growing precisely because verified reward is the one signal that cannot be flattered.

part three · Kimi K3

The efficiency thesis

figure 5 · K3’s bet

2.5× the intelligence per unit of compute

Kimi K3 attacks a different margin. It is the largest open-weights model ever released — 2.8T parameters — but its headline is that only 104B are active per token, and every architectural choice buys intelligence per FLOP: Kimi Delta Attention interleaved with full attention 3:1 (cutting KV-cache ~75% on the way to a native 1M context), attention residuals for cross-layer information flow, and a LatentMoE that stays stable while activating just 16 of 896 experts. Moonshot’s claim: ~2.5× the scaling efficiency of Kimi K2 — the same intelligence for 40% of the compute, or more intelligence for the same bill.

Post-training rhymes with GLM-5’s: large-scale task synthesis across reasoning, general agents and coding agents, RL infrastructure built for million-token contexts, and preserved thinking promoted to an API contract — the reasoning chain must round-trip through the caller or quality degrades. Alongside the weights, Moonshot opened the machinery: FlashKDA kernels, the MoonEP communication library, and AgentEnv, the sandbox fleet the agents trained in.

figure 6 · worked by hand

The sparsity arithmetic

The numbers that define the era, divided out: K3 activates 104B of 2,800B parameters — 3.7%. GLM-5 activates 40B of 744B — 5.4%. Compare the dense 175B GPT-3 of entry 15: 100% active, every token. And the context ladder these models train up — 4K to 200K to 1M — is its own quiet scaling law, bought stage by stage in mid-training.

part four · the verdict

Where the open frontier now sits

results · the standings

Open weights, closed-model scores

The scoreboards say the gap has effectively closed on many axes. GLM-5 is the first open-weights model to reach an Artificial Analysis Intelligence Index of 50, and sits atop the open-model arena boards; its successor GLM-5.2 ships under MIT with a usable 1M-token window. K3’s report tables it against the strongest closed models of July 2026 — ahead on some (GPQA Diamond 93.5, BrowseComp 91.2), behind on others (agentic coding suites) — which is itself the story: the comparison is now per-benchmark, not per-league.

releaseshapewhat was openedstanding (per their reports)
GLM-5 / 5.2744B MoE, 40B active, 200K→1M ctxweights (MIT on 5.2) + slime RL frameworkfirst open model at AAII 50; #1 open on arena boards
Kimi K32.8T MoE, 104B active, 1M ctx, native visionweights + FlashKDA, MoonEP, AgentEnvtrades benchmarks with frontier closed models
for scale: Tulu 3 (entry 18)70B denseeverything, including the datathe recipe these giants industrialized

One asymmetry to keep: these frontier reports open the recipe and the infrastructure, but — unlike Tulu 3 — not the training data. The last mile of transparency is still where entry 18 left it.

the math · in the paper's notation

The ledger these reports run on

Tech reports argue in FLOPs, not losses. One accounting identity reads every number in both reports — and in the sparsity figures of part three.

the equations · worked

Compute per token, when most of the model sleeps

the MoE accounting identity

FLOPs / token  ≈  2·Nact  (inference)   or   6·Nact  (training),     NactNtotal

read aloud: a token's bill is proportional to the parameters it actually touches, not the parameters that exist. The same 2-and-6 rule as Chinchilla (entry 10) — a mixture-of-experts simply swaps N for Nact, the shared layers plus the few experts the router wakes. Total parameters set what the model knows; active parameters set what each token costs. Every efficiency claim in both reports is a ratio of these two numbers.

  • Nactparameters touched per token — 104B for K3, 40B for GLM-5
  • Ntotalparameters in existence — 2.8T and 744B respectively
plug in → K3 serving one token: 2 · 104e9 ≈ 2.1×1011 FLOPs — against 5.6×1012 if all 2.8T were dense: 27× cheaper per token than its own size suggests. activation ratios: 104/2800 ≈ 3.7%, 40/744 ≈ 5.4% — part three's figures, derived. and "2.5× intelligence per FLOP" decodes as: the same scores at 40% of the compute, since 1/0.4 = 2.5.

part five

What we take from it

applied · our reading

Reading the frontier from a small team’s desk

a dating note this entry describes the frontier as of July 2026 and will age faster than entries 14–18 — that is what a coda is for. The pipeline lessons are durable; the scoreboard is not.

source

GLM-5 Team (Zhipu AI). GLM-5: from Vibe Coding to Agentic Engineering. arXiv:2602.15763 · Moonshot AI. Kimi K3 Technical Report. github.com/MoonshotAI/Kimi-K3. Figures on this page are our own; parameter counts, pipeline stages, environment scale, efficiency claims and standings are the reports’, and plotted magnitudes are illustrative where not stated.

← back to the knowledge base  ·  ← entry 18 · Tulu 3  ·  entry 12 · DeepSeek-R1  ·  ↩ entry 14 · LIMA

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