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ai morning #57 — ox alpha unmasked: the mystery model was chinese ai chips all along
A stealth model served 27 trillion tokens for free while the AI community spent six days guessing who built it. The answer: a Chinese lab, on Chinese chips, with a frontier-class model that nobody expected to exist yet. The weights just went MIT-licensed at fifteen cents per million tokens.
Marcus walks through what happened, why the chip-independence revelation changes the competitive picture, and what it means for builders pricing their inference stack.
In this episode:
00:00 Intro
01:30 Ox Alpha = GLM-5.3-Flash on Huawei chips — The mystery model that logged 27T tokens on OpenRouter was a…
The skinny
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