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

Description

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 Intro00:11 Is Kimi K3 the Third Best Model?04:04 Why Delay the Weights?05:30 2.8T Parameters and Serving Constraints06:48 Frontier Margins and the 3x Price Hike11:10 New Architecture, What Comes Next14:09 Will Open Source Catch Closed?19:51 Built for Chinese Accelerators22:57 The Harness Is the Product28:49 We're Still Early