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UBS Rates KNOWLEDGE ATLAS - "China's Anthropic"
Tsinghua-affiliated AI company KNOWLEDGE ATLAS is positioned by UBS as the "China version of Anthropic": focusing on coding at the model layer, developing proprietary agents at the engineering layer, and pricing based on capability. KNOWLEDGE ATLAS GLM-5.1 leads global open-source models in long-horizon tasks; usage surged threefold after a 30% price hike. ARR grew 6.4 times in four months, outpacing even Anthropic. Meanwhile, it offers superior value: matching 97% of competitor capabilities at just 22% of the price
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