SOTA LLMs is less important than cheap token and Chinese AI labs is releasing model that is only about 6-8 months behind American AI labs.

Chinese's model like GLM is getting better for coding task and its cheaper. Microsoft Github copilot have to switch billing to token based. the cost of AI have increased since agent come into play. whoever can offer cheaper token to do task will win.

even Microsoft is looking into Deepseek for cheap token.

https://www.axios.com/2026/06/16/microsoft-copilot-cowork-to...