[Emergency Episode] Moonshot’s Kimi K3 has Arrived! China has a Frontier Model

A year ago, the big three was OpenAI, Anthropic, and Google. Things have changed.Moonshot's Kimi K3 sits above Gemini on every composite benchmark, and it's open source in 10 days.New episode: what K3 reveals about frontier margins, model sizes, and who's actually still in the game.

00:00 Intro
00:11 Is Kimi K3 the Third Best Model?
04:04 Why Delay the Weights?
05:30 2.8T Parameters and Serving Constraints
06:48 Frontier Margins and the 3x Price Hike
11:10 New Architecture, What Comes Next
14:09 Will Open Source Catch Closed?
19:51 Built for Chinese Accelerators
22:57 The Harness Is the Product
28:49 We're Still Early