Coinbase Switches to Chinese AI Models GLM and Kimi, Reportedly Cutting AI Spending by 50%

A report circulated through Hacker News claims that Coinbase is moving some AI workloads to Chinese models, including GLM and Kimi, and has consequently reduced AI spending by 50%. The available information is limited to a secondary MLQ News article and a short Hacker News discussion. No official Coinbase statement, model versions, workload scope, cost baseline, or methodology for the reported savings is provided in the supplied material, so the claim should be treated as unverified rather than as an established company-wide shift.