On a tech level I’d say that Kimi and GLM 5.3 on Max reasoning are good enough for non-trivial planning and exploration and on High are good enough for various implementation tasks. They can easily replace Opus 5 for me and mostly even Fable (webdev with some ML and DevOps work on the side, as well as local software).

All of that pretty much means nothing for the orgs that just want to do the AI equivalent of picking IBM.