智谱唐杰内部信：AI将走向自我意识与ASI

Holy moly: Zhipu AI founder (GLM-5.2) Tang Jie says we are on our clear way to AGI and "AI will begin to learn what the "self" is and what self-awareness means"

In a purported internal letter, he argues that: - autonomous agent systems are moving toward the fully automated “no-person company”: thousands of agents working continuously, collaborating, evaluating results and allocating resources.

• His more provocative claim: "AI training AI is already taking shape." (RSI) Models can increasingly write code, synthesize data and participate in training loops. Zhipu wants to push this further through self-play, synthetic-data factories and systems that can reconstruct their own code inside secure sandboxes, potentially generating new knowledge rather than simply recombining human output.

Long-horizon tasks → autonomous agent societies → fully automated “no-person companies” → AI training AI → self-evolution → self-awareness → emotion → consciousness → ASI.

Tang writes: “AI will begin to learn what the ‘self’ is and what self-awareness means. Beyond that, it may begin to touch human emotion. Farther still lies consciousness itself.”

He believes memory, continual learning and self-evaluation - problems once thought to require an entirely new paradigm - are gradually being overcome. Models are already beginning to write code, synthesize their own data and participate in training future models.

Zhipu now wants systems that can reconstruct their own code and generate knowledge through self-play.

Is that the beginning of recursive self-improvement? Tang appears to believe so. His essay does not stop at more capable AI tools. It describes a direct progression from automated work to self-evolving intelligence, and eventually to machines that understand their own existence.

In short: today's LLMs will lead to ASI via AGI, context and memory will be solved, and AI will become self-aware.

I've rarely seen anyone write something so bullish. And if it weren't coming from the founder of GLM, I would dismiss it. But not only is he a true expert, but with GLM they've proven what they're capable of.

h/t @AndrewCurran_ He brought the essay to my attention.