Zhipu AI's GLM Coding Plan, a subscription service for AI programming, sold out immediately upon its launch on February 12. This rapid sell-out is notable in the industry, especially for a paid AI programming model developed in China. The success highlights the competitive pricing of Chinese domestic large models, which are significantly cheaper than their U.S. counterparts. On OpenClaw, a global large model API aggregation platform, Kimi K2.5 has quickly risen to prominence, surpassing major models like Gemini and Claude within a week. Chinese models are disrupting the market by offering low prices and high performance, enhancing user retention and impacting both price and performance dynamics in the AI sector.