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 14–18 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.
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.
| release | shape | what was opened | standing (per their reports) |
|---|---|---|---|
| GLM-5 / 5.2 | 744B MoE, 40B active, 200K→1M ctx | weights (MIT on 5.2) + slime RL framework | first open model at AAII 50; #1 open on arena boards |
| Kimi K3 | 2.8T MoE, 104B active, 1M ctx, native vision | weights + FlashKDA, MoonEP, AgentEnv | trades benchmarks with frontier closed models |
| for scale: Tulu 3 (entry 18) | 70B dense | everything, including the data | the 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), Nact ≪ Ntotal
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
part five
What we take from it
applied · our reading
Reading the frontier from a small team’s desk
- The recipe converged; the moat moved. Both giants run the arc you just read — curate, SFT, preference/RL, verify — at scale. What separates them is environments, reward engineering, and RL infrastructure. For a domain team the translation is direct: your moat is your verifiers and your expert data, not your training loop.
- Build checkers, get frontier-style training free. GLM-5’s 10k environments are, structurally, unit tests with a reward attached. A regulated domain (returns that must reconcile, filings with hard formats, statutory deadlines) is rich in checkables — the RLVR pattern from entry 18 scales down to one GPU and up to 744B unchanged.
- Efficiency per FLOP now decides sovereignty. K3’s 3.7% activation and GLM-5.2’s MIT license mean frontier-class capability is, for the first time, something you can legally and physically host. The entry 17 question — “what fits on hardware we control?” — is now being answered from the model side too.
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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