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Person: "dharmesh_shah"
Context Graphs: Hype or actually Trillion-dollar opportunity?
glm-ocr qwen3-coder-next sera-14b zhipu-ai lmsys vllm novita-labs ollama alibaba allenai cognition cursor multimodality ocr long-context mixture-of-experts agentic-coding-models context-graphs benchmarking model-deployment model-optimization model-training jaya_gupta dharmesh_shah
Zhipu AI launched GLM-OCR, a lightweight 0.9B multimodal OCR model excelling in complex document understanding with top benchmark scores and day-0 deployment support from lmsys, vllm, and novita labs. Ollama enabled local-first usage with easy offline operation. Alibaba released Qwen3-Coder-Next, an 80B MoE model with only 3B active parameters, designed for coding agents with a massive 256K context window and trained on 800K verifiable tasks, achieving over 70% SWE-Bench Verified. The open coding ecosystem also saw Allen AI announce SERA-14B, an on-device-friendly coding model with new datasets. The emerging concept of Context Graphs was highlighted as a promising framework for data and agent traceability, with initiatives like Cursor's Agent Trace specifying context graphs for coding agents, emphasizing potential improvements in agent performance and customer-driven adoption. This coverage reflects ongoing innovation in multimodality, long-context, mixture-of-experts, and agentic coding models.